Put it on RadarPrompt 132
Review tax-loss candidates
Surfaces time-sensitive tax questions without turning an estimate into a trade instruction.
Ready to ask
Prompt text
“Create a Radar that runs every Monday at 8am and identifies taxable positions with unrealized losses greater than $1,000. Flag possible wash-sale conflicts using the available transaction history across taxable and retirement accounts, identify missing account activity, and explain ways to preserve similar exposure without naming a replacement as a recommendation. Cite the current tax rules and list what a tax professional should verify.”
Context Silvia can use
Taxable holdings, cost basis, transaction history, account types and current tax sources.
What a strong answer includes
Candidate list, possible conflicts and verification questions.
Useful follow-ups
- Show the wash-sale window.
- Which account history is missing?
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.
Related prompts
Brief me on news about what I own
Filters the news down to what touches your own portfolio.
View promptAlert me to big moves in my holdings
Explains a big move in dollars and context instead of a bare price alert.
View promptPreview earnings for what I own
Puts each earnings report in the context of your own position before it happens.
View prompt