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Silvia
Get it as a file or emailPrompt 107

Create a personal financial statement

Produces the statement lenders and advisors ask for from data already in Silvia.

Ready to ask

Prompt text

Ask Silvia
“Create a personal financial statement as a PDF. List assets and liabilities by category with today’s values, show net worth and mark any value that is an estimate or was entered manually. Format it so I can share it with a lender or advisor.”

Context Silvia can use

Accounts, manually added assets, liabilities and valuations.

What a strong answer includes

Shareable PDF of assets, liabilities and net worth.

Useful follow-ups

  • Add a column with values from a year ago.
  • Email it to me.

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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