Investor decision playbooksPrompt 147
Measure my behavior gap
Shows whether the timing of personal cash flows helped or hurt the investments selected.
Ready to ask
Prompt text
“Estimate my behavior gap over [period] by comparing the time-weighted return of the investments I held with the dollar-weighted return I experienced after deposits, withdrawals and trades. Identify the timing decisions contributing most to the difference. State the coverage period, missing cash flows and methodological limits before drawing a conclusion.”
Context Silvia can use
Holdings history, transactions, external cash flows and market prices.
What a strong answer includes
Time- versus dollar-weighted returns with timing attribution.
Useful follow-ups
- Which missing flow matters most?
- Compare with a contribution-only 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.
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