Put it on RadarPrompt 135
Check crypto allocation
Keeps volatile holdings, custody concentration and tax consequences in the same view.
Ready to ask
Prompt text
“Create a Radar that runs on the 1st of each month at 8am and consolidates my crypto across connected exchanges, wallets and manually tracked holdings, then compares it with my target allocation. Separate exchange-held from self-custodied assets where the source is identifiable, estimate the tax impact of hypothetical rebalancing using available cost basis, and show crypto as a percentage of both investable assets and total net worth.”
Context Silvia can use
Crypto holdings, custody source, live prices, cost basis, targets and total net worth.
What a strong answer includes
Crypto allocation, custody map and hypothetical tax estimate.
Useful follow-ups
- Which holdings have missing cost basis?
- Stress-test a 50% crypto decline.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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