Know where you standPrompt 008
Tell me what changed and what to do next
Creates a repeatable personal financial review.
Ready to ask
Prompt text
“Since my last review, what materially changed across cash flow, debt, portfolio, taxes, goals and relevant market events? Ignore small noise. Tell me what requires action now, what should be watched and what can be left alone.”
Context Silvia can use
Dashboard data, transactions, portfolio, Research and Radar.
What a strong answer includes
Now / watch / ignore review.
Useful follow-ups
- Show the evidence for each change.
- Turn watch items into monitoring questions.
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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