Put it on RadarPrompt 131
Watch concentration risk
Catches concentration as it develops across accounts and overlapping funds.
Ready to ask
Prompt text
“Create a Radar that runs every Monday at 8am and tracks any single position exceeding 10% of my investable net worth, including employer stock, crypto and fund look-through exposure where constituent data is available. Alert me when a concentration crosses the threshold and estimate what a 30% decline in that exposure would do to my portfolio and total net worth.”
Context Silvia can use
Holdings, crypto, fund constituents, account values and total net worth.
What a strong answer includes
Threshold alert with exposure and drawdown impact.
Useful follow-ups
- Show direct versus look-through exposure.
- Which threshold best fits my risk tolerance?
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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