Put it on RadarPrompt 129
Track allocation drift
Turns rebalancing into a monitored policy decision instead of a reaction to headlines.
Ready to ask
Prompt text
“Create a Radar that runs on the 1st of each month at 8am and calculates my asset allocation across brokerage, retirement, crypto, cash and real estate equity, then compares it with my stated target ranges. Alert me when an asset class moves more than five percentage points outside its target. Show contribution-first, tax-advantaged and taxable rebalancing scenarios, including estimated gains and missing cost-basis data, without assuming I should trade.”
Context Silvia can use
Cross-account holdings, asset values, target ranges, cost basis and account tax treatment.
What a strong answer includes
Drift report with tax-aware rebalancing scenarios.
Useful follow-ups
- Which account caused the drift?
- Can new contributions restore the target?
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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Explains a big move in dollars and context instead of a bare price alert.
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Puts each earnings report in the context of your own position before it happens.
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