Get it as a file or emailPrompt 112
Email me where I stand
Gives you a monthly record without opening the app.
Ready to ask
Prompt text
“Summarize where I stand this month: net worth, cash flow, debt, portfolio and anything unusual. Email it to me as a short PDF I can keep.”
Context Silvia can use
Accounts, transactions, holdings and liabilities.
What a strong answer includes
One-page PDF summary sent to your email.
Useful follow-ups
- Send this automatically on the 1st of each month.
- Add a section on my goals.
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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