Know where you standPrompt 005
Explain the last 90 days
Separates real progress from market noise or data changes.
Ready to ask
Prompt text
“What caused my net worth to change over the last 90 days? Separate market movement, savings, spending, debt changes and newly connected or revalued assets. Show the contribution of each driver.”
Context Silvia can use
Historical balances, transactions, holdings and liabilities.
What a strong answer includes
Driver breakdown with a concise narrative.
Useful follow-ups
- Which driver is repeatable?
- How does this compare with the prior 90 days?
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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