# Silvia > Silvia is your personal AI CFO, bringing your bank accounts, investments, credit cards, mortgages, alternative assets, and much more into one financial picture. - [Dashboard](https://docs.cfosilvia.com/product-guide/dashboard.md): Your financial snapshot: net worth, cash flow, and portfolio at a glance. - [Ask Silvia](https://docs.cfosilvia.com/product-guide/ask-silvia.md): Chat with your AI CFO about your money, portfolio, and financial plans. - [Research](https://docs.cfosilvia.com/product-guide/research.md): Deep, cited research on stocks, funds, and financial topics. - [Radar](https://docs.cfosilvia.com/product-guide/radar.md): Proactive alerts about the news, earnings, and events that matter to your portfolio. - [Assets and Liabilities](https://docs.cfosilvia.com/product-guide/portfolio/assets-liabilities.md): A complete view of what you own and what you owe. - [Vault](https://docs.cfosilvia.com/product-guide/portfolio/vault.md): Securely store financial documents, statements, and records. - [Transactions](https://docs.cfosilvia.com/product-guide/portfolio/transactions.md): Every transaction from every connected account, categorized and searchable. - [Goals](https://docs.cfosilvia.com/product-guide/portfolio/goals.md): Set financial goals and track progress toward them. - [Public Investments](https://docs.cfosilvia.com/product-guide/assets/public-investments.md): Track brokerage holdings, ETFs, mutual funds, and individual stocks. - [Import Holdings from a CSV](https://docs.cfosilvia.com/product-guide/assets/import-holdings-csv.md): Bring your stocks and ETFs in from a brokerage statement, file them into the right account, and keep prices current automatically. - [Crypto Holdings](https://docs.cfosilvia.com/product-guide/assets/crypto-holdings.md): Track your crypto across exchanges and wallets. - [Real Estate](https://docs.cfosilvia.com/product-guide/assets/real-estate.md): Track properties and their estimated value over time. - [Vehicles](https://docs.cfosilvia.com/product-guide/assets/vehicles.md): Track cars, boats, and other vehicles with depreciating value. - [Collectibles](https://docs.cfosilvia.com/product-guide/assets/collectibles.md): Track art, watches, wine, and other collectibles. - [Precious Metals](https://docs.cfosilvia.com/product-guide/assets/precious-metals.md): Track gold, silver, platinum, and palladium holdings. - [Private Investments](https://docs.cfosilvia.com/product-guide/assets/private-investments.md): Track private equity, venture, angel investments, and private company stakes. - [Other Assets](https://docs.cfosilvia.com/product-guide/assets/other-assets.md): Track anything else of value that doesn't fit other categories. - [Profile](https://docs.cfosilvia.com/account/profile.md): Manage your personal information and preferences. - [Settings](https://docs.cfosilvia.com/account/settings.md): Configure Silvia to fit how you work. - [Subscription & billing](https://docs.cfosilvia.com/account/subscriptions.md): Manage your Silvia plan, usage, and billing. - [Troubleshooting](https://docs.cfosilvia.com/help/troubleshooting.md): Fixes for the most common issues. - [FAQ](https://docs.cfosilvia.com/help/faq.md): Frequently asked questions about Silvia. - [AGENTS](https://docs.cfosilvia.com/AGENTS.md) - [CLAUDE](https://docs.cfosilvia.com/CLAUDE.md) - [CLAUDE](https://docs.cfosilvia.com/components/modulus/CLAUDE.md) - [Colour](https://docs.cfosilvia.com/components/modulus/foundations/Colour.md) - [Motion](https://docs.cfosilvia.com/components/modulus/foundations/Motion.md) - [Spacing](https://docs.cfosilvia.com/components/modulus/foundations/Spacing.md) - [Typography](https://docs.cfosilvia.com/components/modulus/foundations/Typography.md) - [Design qa](https://docs.cfosilvia.com/design-qa.md) - [AB TEST VARIANT TRACKING FIX](https://docs.cfosilvia.com/docs/AB-TEST-VARIANT-TRACKING-FIX.md) - [ACCOUNT TYPE SYSTEM](https://docs.cfosilvia.com/docs/ACCOUNT-TYPE-SYSTEM.md) - [ADDRESS AUTOCOMPLETE](https://docs.cfosilvia.com/docs/ADDRESS-AUTOCOMPLETE.md) - [Agent architecture](https://docs.cfosilvia.com/docs/ai-architecture/agent-architecture.md) - [Voice system prompt](https://docs.cfosilvia.com/docs/ai-architecture/voice-system-prompt.md) - [Voice system prompt v2](https://docs.cfosilvia.com/docs/ai-architecture/voice-system-prompt-v2.md) - [Voice tool dispatcher](https://docs.cfosilvia.com/docs/ai-architecture/voice-tool-dispatcher.md) - [Landing experiment](https://docs.cfosilvia.com/docs/analytics/landing-experiment.md) - [Mcp connector](https://docs.cfosilvia.com/docs/anthropic/mcp/mcp-connector.md) - [Migrating to Claude Opus 5](https://docs.cfosilvia.com/docs/anthropic/migration_guide/migration-opus-4-8-to-opus-5.md): Migrate to Claude Opus 5 from earlier Claude models: model IDs, breaking changes, recommended changes, and migration checklists. - [Migrating to Claude Opus 5.5](https://docs.cfosilvia.com/docs/anthropic/migration_guide/migration-opus-5-to-opus-5-5.md): Migrate to Claude Opus 5.5 from earlier Claude models: model IDs, breaking changes, recommended changes, and migration checklists. - [Agent skills](https://docs.cfosilvia.com/docs/anthropic/skills/agent-skills.md) - [Best practices](https://docs.cfosilvia.com/docs/anthropic/skills/best-practices.md) - [Create skill](https://docs.cfosilvia.com/docs/anthropic/skills/create_skill.md) - [Delete skill](https://docs.cfosilvia.com/docs/anthropic/skills/delete_skill.md) - [Get skill](https://docs.cfosilvia.com/docs/anthropic/skills/get_skill.md) - [List skills](https://docs.cfosilvia.com/docs/anthropic/skills/list_skills.md) - [Quickstart](https://docs.cfosilvia.com/docs/anthropic/skills/quickstart.md) - [Using skills with the api](https://docs.cfosilvia.com/docs/anthropic/skills/using-skills-with-the-api.md) - [Adaptive thinking](https://docs.cfosilvia.com/docs/anthropic/tools/adaptive-thinking.md) - [Bash](https://docs.cfosilvia.com/docs/anthropic/tools/bash.md) - [Citations](https://docs.cfosilvia.com/docs/anthropic/tools/citations.md) - [Code execution](https://docs.cfosilvia.com/docs/anthropic/tools/code-execution.md) - [Context window editing](https://docs.cfosilvia.com/docs/anthropic/tools/context-window-editing.md) - [Tool search](https://docs.cfosilvia.com/docs/anthropic/tools/tool-search.md) - [Web search](https://docs.cfosilvia.com/docs/anthropic/tools/web-search.md) - [Api overview](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/api-overview.md) - [Bedrock](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/bedrock.md) - [Compaction](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/compaction.md) - [Context window](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/context-window.md) - [Files](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/files.md) - [Getting started](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/getting-started.md) - [Prompt cache](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/prompt-cache.md) - [Streaming messages](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/streaming-messages.md) - [Token counting](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/token-counting.md) - [Tool streaming](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/tool-streaming.md) - [Tool use](https://docs.cfosilvia.com/docs/anthropic/typescript-sdk/tool-use.md) - [Asset logos monitoring](https://docs.cfosilvia.com/docs/asset-logos-monitoring.md) - [Authenticated demo mode design](https://docs.cfosilvia.com/docs/authenticated-demo-mode-design.md) - [Deployment](https://docs.cfosilvia.com/docs/aws/deployment.md) - [Agent rules](https://docs.cfosilvia.com/docs/blog/agent-rules.md) - [Redesign review](https://docs.cfosilvia.com/docs/blog/redesign-review.md) - [Sanity setup](https://docs.cfosilvia.com/docs/blog/sanity-setup.md) - [Seo and routing](https://docs.cfosilvia.com/docs/blog/seo-and-routing.md) - [Seo infrastructure](https://docs.cfosilvia.com/docs/blog/seo-infrastructure.md) - [BROKERAGE CASH SWEEP DEDUP](https://docs.cfosilvia.com/docs/BROKERAGE-CASH-SWEEP-DEDUP.md) - [CHAIN TESTING ADDRESSES](https://docs.cfosilvia.com/docs/CHAIN_TESTING_ADDRESSES.md) - [CHAT CITATION TARGETS](https://docs.cfosilvia.com/docs/CHAT-CITATION-TARGETS.md) - [Chat e2e testing](https://docs.cfosilvia.com/docs/chat-e2e-testing.md) - [CHAT MAIN FLOWS](https://docs.cfosilvia.com/docs/CHAT-MAIN-FLOWS.md) - [CLERK AUTH ONBOARDING ROUTING](https://docs.cfosilvia.com/docs/CLERK-AUTH-ONBOARDING-ROUTING.md) - [Has created radar sync](https://docs.cfosilvia.com/docs/customerio/has-created-radar-sync.md) - [DATABASE VIEW RLS SAFETY](https://docs.cfosilvia.com/docs/DATABASE-VIEW-RLS-SAFETY.md) - [DAY CHANGE](https://docs.cfosilvia.com/docs/DAY-CHANGE.md) - [Supabase](https://docs.cfosilvia.com/docs/deep-research/supabase.md) - [Supabase session tracking](https://docs.cfosilvia.com/docs/deep-research/supabase-session-tracking.md) - [Web report integration](https://docs.cfosilvia.com/docs/deep-research/web-report-integration.md) - [DEMO ACCOUNT ACCESS](https://docs.cfosilvia.com/docs/DEMO-ACCOUNT-ACCESS.md) - [Discourse integration](https://docs.cfosilvia.com/docs/discourse-integration.md) - [EARNINGS CALENDAR SYSTEM](https://docs.cfosilvia.com/docs/EARNINGS-CALENDAR-SYSTEM.md) - [EMAIL UNSUBSCRIBE SYSTEM](https://docs.cfosilvia.com/docs/email/EMAIL-UNSUBSCRIBE-SYSTEM.md) - [RESEND INTEGRATION](https://docs.cfosilvia.com/docs/email/RESEND-INTEGRATION.md) - [EXPERIMENTS](https://docs.cfosilvia.com/docs/EXPERIMENTS.md) - [Landing v4 hero cta](https://docs.cfosilvia.com/docs/experiments/landing-v4-hero-cta.md) - [01 basic chat](https://docs.cfosilvia.com/docs/hetty/01-basic-chat.md) - [02 streaming](https://docs.cfosilvia.com/docs/hetty/02-streaming.md) - [03 tool calling](https://docs.cfosilvia.com/docs/hetty/03-tool-calling.md) - [04 streaming tools](https://docs.cfosilvia.com/docs/hetty/04-streaming-tools.md) - [05 multi turn](https://docs.cfosilvia.com/docs/hetty/05-multi-turn.md) - [INSTITUTION EDGE CASES](https://docs.cfosilvia.com/docs/INSTITUTION-EDGE-CASES.md) - [INSTITUTION GUIDES QA](https://docs.cfosilvia.com/docs/INSTITUTION-GUIDES-QA.md) - [LINEAR WORKFLOW](https://docs.cfosilvia.com/docs/LINEAR-WORKFLOW.md) - [MANUAL ACCOUNTS OWNERSHIP AUDIT](https://docs.cfosilvia.com/docs/MANUAL_ACCOUNTS_OWNERSHIP_AUDIT.md) - [MODULUS CLEANUP PLAN](https://docs.cfosilvia.com/docs/MODULUS-CLEANUP-PLAN.md) - [Cfo 7362 dead session redirects](https://docs.cfosilvia.com/docs/monitoring/cfo-7362-dead-session-redirects.md) - [MULTI PORTFOLIO ENG DESIGN](https://docs.cfosilvia.com/docs/multi-portfolio/MULTI-PORTFOLIO-ENG-DESIGN.md) - [MULTI PORTFOLIO PR PLAN](https://docs.cfosilvia.com/docs/multi-portfolio/MULTI-PORTFOLIO-PR-PLAN.md) - [PERSONAL INFO TOOL](https://docs.cfosilvia.com/docs/PERSONAL-INFO-TOOL.md) - [PLAID LOAN SIGN NORMALIZATION](https://docs.cfosilvia.com/docs/PLAID-LOAN-SIGN-NORMALIZATION.md) - [PLAID RATE LIMIT HANDLING](https://docs.cfosilvia.com/docs/PLAID-RATE-LIMIT-HANDLING.md) - [Chat stream continuity](https://docs.cfosilvia.com/docs/plans/chat-stream-continuity.md) - [Opus 5 5 ab test](https://docs.cfosilvia.com/docs/plans/opus-5-5-ab-test.md) - [Silvia analyst 1 1 ab test](https://docs.cfosilvia.com/docs/plans/silvia-analyst-1-1-ab-test.md) - [Thinking effort ab test](https://docs.cfosilvia.com/docs/plans/thinking-effort-ab-test.md) - [Transaction categorization](https://docs.cfosilvia.com/docs/plans/transaction-categorization.md) - [Vercel workflows rollout](https://docs.cfosilvia.com/docs/plans/vercel-workflows-rollout.md) - [W3 chat extraction map](https://docs.cfosilvia.com/docs/plans/w3-chat-extraction-map.md) - [Precious metals integration](https://docs.cfosilvia.com/docs/precious-metals-integration.md) - [Document intelligence pipeline](https://docs.cfosilvia.com/docs/private-investments/document-intelligence-pipeline.md) - [Financial calculators qa](https://docs.cfosilvia.com/docs/qa/financial-calculators-qa.md) - [Quiz tracking](https://docs.cfosilvia.com/docs/quiz-tracking.md) - [OBSERVABILITY](https://docs.cfosilvia.com/docs/radar/OBSERVABILITY.md) - [PER RADAR OG CARDS](https://docs.cfosilvia.com/docs/radar/PER-RADAR-OG-CARDS.md) - [RADAR MIGRATION GUIDE](https://docs.cfosilvia.com/docs/radar/RADAR_MIGRATION_GUIDE.md) - [Radar backend architecture](https://docs.cfosilvia.com/docs/radar/radar-backend-architecture.md) - [Radar backend structure](https://docs.cfosilvia.com/docs/radar/radar-backend-structure.md) - [Radar frontend structure](https://docs.cfosilvia.com/docs/radar/radar-frontend-structure.md) - [SMS RADAR NOTIFICATIONS GUIDE](https://docs.cfosilvia.com/docs/radar/SMS-RADAR-NOTIFICATIONS-GUIDE.md) - [01 CACHE KEY REGISTRY](https://docs.cfosilvia.com/docs/react-query/01-CACHE-KEY-REGISTRY.md) - [02 QUERY HOOK MIGRATION](https://docs.cfosilvia.com/docs/react-query/02-QUERY-HOOK-MIGRATION.md) - [03 MUTATION STANDARDIZATION](https://docs.cfosilvia.com/docs/react-query/03-MUTATION-STANDARDIZATION.md) - [04 INVALIDATION AUDIT](https://docs.cfosilvia.com/docs/react-query/04-INVALIDATION-AUDIT.md) - [05 PROVIDER AND AGENTS UPDATE](https://docs.cfosilvia.com/docs/react-query/05-PROVIDER-AND-AGENTS-UPDATE.md) - [QUERY CACHE MIGRATION PLAN](https://docs.cfosilvia.com/docs/react-query/QUERY-CACHE-MIGRATION-PLAN.md) - [REFERRAL SYSTEM](https://docs.cfosilvia.com/docs/REFERRAL-SYSTEM.md) - [PER DR OG CARDS](https://docs.cfosilvia.com/docs/research/PER-DR-OG-CARDS.md) - [Dynamodb supabase streaming deployment](https://docs.cfosilvia.com/docs/scenarios/dynamodb-supabase-streaming-deployment.md) - [Dynamodb supabase streaming technical design](https://docs.cfosilvia.com/docs/scenarios/dynamodb-supabase-streaming-technical-design.md) - [Scenario email optional implementation](https://docs.cfosilvia.com/docs/scenarios/scenario-email-optional-implementation.md) - [Scenarios feature engineering guide](https://docs.cfosilvia.com/docs/scenarios/scenarios-feature-engineering-guide.md) - [2026 08 19 followup findings](https://docs.cfosilvia.com/docs/security/2026-08-19-followup-findings.md) - [SECURITY INCIDENT RPC FUNCTIONS](https://docs.cfosilvia.com/docs/security/SECURITY-INCIDENT-RPC-FUNCTIONS.md) - [Slack revenue data flow](https://docs.cfosilvia.com/docs/security/slack-revenue-data-flow.md) - [Staging database access](https://docs.cfosilvia.com/docs/security/staging-database-access.md) - [Calculator keyword landing page map](https://docs.cfosilvia.com/docs/seo/calculator-keyword-landing-page-map.md) - [Financial literacy quiz experiment](https://docs.cfosilvia.com/docs/seo/financial-literacy-quiz-experiment.md) - [Financial quiz funnel](https://docs.cfosilvia.com/docs/seo/financial-quiz-funnel.md) - [SILVIA SKILLS SYNC](https://docs.cfosilvia.com/docs/SILVIA-SKILLS-SYNC.md) - [DR PDF OVER LINQ DESIGN](https://docs.cfosilvia.com/docs/sms/DR-PDF-OVER-LINQ-DESIGN.md) - [LINQ MIGRATION](https://docs.cfosilvia.com/docs/sms/LINQ-MIGRATION.md) - [SMS IMPLEMENTATION SUMMARY](https://docs.cfosilvia.com/docs/sms/SMS-IMPLEMENTATION-SUMMARY.md) - [TWILIO EVENT STREAMS SETUP](https://docs.cfosilvia.com/docs/sms/TWILIO-EVENT-STREAMS-SETUP.md) - [SNAPTRADE ACCOUNTS TABLE](https://docs.cfosilvia.com/docs/snaptrade/SNAPTRADE-ACCOUNTS-TABLE.md) - [Snaptrade integration](https://docs.cfosilvia.com/docs/snaptrade/snaptrade-integration.md) - [SNAPTRADE POSITIONS RECONCILIATION](https://docs.cfosilvia.com/docs/snaptrade/SNAPTRADE-POSITIONS-RECONCILIATION.md) - [SNAPTRADE TRANSACTIONS](https://docs.cfosilvia.com/docs/snaptrade/SNAPTRADE-TRANSACTIONS.md) - [SNAPTRADE TYPE MIGRATION](https://docs.cfosilvia.com/docs/snaptrade/SNAPTRADE-TYPE-MIGRATION.md) - [WEBHOOK DEDUPE AND BACKPRESSURE PLAN](https://docs.cfosilvia.com/docs/snaptrade/WEBHOOK-DEDUPE-AND-BACKPRESSURE-PLAN.md) - [SUPABASE PAGINATION](https://docs.cfosilvia.com/docs/SUPABASE-PAGINATION.md) - [Account access lockout](https://docs.cfosilvia.com/docs/support/account-access-lockout.md) - [Deceased user access](https://docs.cfosilvia.com/docs/support/deceased-user-access.md) - [TAX TREATMENT IMPLEMENTATION](https://docs.cfosilvia.com/docs/TAX-TREATMENT-IMPLEMENTATION.md) - [THEMING](https://docs.cfosilvia.com/docs/THEMING.md) - [TRANSFER IN TRANSIT DEDUP](https://docs.cfosilvia.com/docs/TRANSFER-IN-TRANSIT-DEDUP.md) - [Backfill embeddings](https://docs.cfosilvia.com/docs/vault/backfill-embeddings.md) - [Vault architecture](https://docs.cfosilvia.com/docs/vault/vault-architecture.md) - [Vault document system](https://docs.cfosilvia.com/docs/vault/vault-document-system.md) - [Vault transaction upload](https://docs.cfosilvia.com/docs/vault/vault-transaction-upload.md) - [WATCHLIST](https://docs.cfosilvia.com/docs/WATCHLIST.md) - [CHURNPLAN](https://docs.cfosilvia.com/examples/data/churn/CHURNPLAN.md) - [Lambda supabase integration proposal](https://docs.cfosilvia.com/examples/multiagent/lambda-supabase-integration-proposal.md) ## Optional - [Get Started for Free](https://www.cfosilvia.com/sign-up) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.