Advanced portfolio analyticsPrompt 048
Measure income reliability
Tests whether portfolio income is dependable and usable.
Ready to ask
Prompt text
“Analyze the income produced by my portfolio. Separate interest, qualified dividends, ordinary dividends, distributions and one-time payments. Estimate coverage of recurring expenses and identify concentration or sustainability risks.”
Context Silvia can use
Holdings, distributions, transactions and expenses.
What a strong answer includes
Income-quality dashboard and stress case.
Useful follow-ups
- Stress income by 20%.
- Show the tax character by account.
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.