Understand your portfolioPrompt 021
See my real portfolio allocation
Prevents account-by-account views from hiding total exposure.
Ready to ask
Prompt text
“Show my allocation across all connected and manually added assets, including retirement accounts, brokerage accounts, crypto, real estate and alternatives. Separate liquid from illiquid exposure and show where categories overlap.”
Context Silvia can use
Holdings and added assets across accounts.
What a strong answer includes
Consolidated allocation and liquidity view.
Useful follow-ups
- Exclude my primary home.
- Show the look-through exposure by sector.
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.