Bring a documentPrompt 115
Compare my 401(k) fund choices
Makes a fund menu readable in the context of the rest of your portfolio.
Ready to ask
Prompt text
“Here is a screenshot of my 401(k) fund menu. For each fund, show the expense ratio, what it holds and how much it overlaps with what I already own. Point out funds that duplicate each other.”
Context Silvia can use
Uploaded screenshot, current holdings and fund data.
What a strong answer includes
Fund-by-fund comparison table.
Useful follow-ups
- Which options are index funds?
- How does my current election compare?
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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