Investor decision playbooksPrompt 156
Check my investment policy
Makes portfolio changes answer to an explicit policy rather than the market's latest move.
Ready to ask
Prompt text
“Compare my allocation across every account with my stated policy ranges. If no policy exists, help me draft one from my goals, liquidity needs, time horizon and risk tolerance before evaluating drift. Flag violations, compare contribution-first and tax-aware rebalancing approaches, and separate policy execution from discretionary market timing during the past year.”
Context Silvia can use
Allocation, goals, liquidity, risk profile, policy ranges and transaction history.
What a strong answer includes
Policy ranges, drift exceptions and activity classification.
Useful follow-ups
- Help me define realistic ranges.
- Which trades were outside policy?
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.
Related prompts
Audit investment activity
Tests whether activity added value after costs instead of rewarding motion by itself.
View promptTest my circle of competence
Measures whether portfolio size is backed by understanding rather than familiarity.
View promptCheck market temperature
Compares portfolio posture with observable conditions without pretending to forecast the cycle.
View prompt