Understand your portfolioPrompt 029
See my crypto tax picture
Brings scattered crypto into one view with the tax side included.
Ready to ask
Prompt text
“Show all my crypto across exchanges, wallets and manual entries with cost basis, unrealized gain or loss and holding period. Estimate the tax if I sold each position this year and flag positions with missing cost basis.”
Context Silvia can use
Crypto holdings, cost basis, prices and current tax rules.
What a strong answer includes
Crypto position and tax table.
Useful follow-ups
- Which positions have losses I could realize?
- How much of my net worth is crypto?
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.