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Ask Silvia is a conversational assistant that has full context on your connected accounts, holdings, and financial goals.
Ask Silvia workspace with suggested questions and chat history

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What you can ask

  • “How much did I spend on dining last month?”
  • “What’s my current asset allocation?”
  • “Am I on track to hit my retirement goal?”
  • “Compare my Vanguard and Fidelity brokerage returns YTD.”
  • “Summarize my subscriptions and flag anything unusual.”

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How it works

1

Start a chat

Click Ask Silvia in the sidebar or use the search bar at the top of any page.
2

Ask a question

Type in natural language. Silvia can reference your real financial data.
Ask Silvia message composer with a financial information disclaimer
3

Review sources

Answers include citations to specific accounts, transactions, or holdings.
Ask Silvia workspace with chat suggestions and conversation history
4

Continue the conversation

Ask follow-ups or request charts, summaries, or exports.

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Chat sessions

All chats are saved in the left panel of the Ask Silvia page. You can:
  • Rename sessions
  • Delete sessions
  • Continue any past conversation
Silvia’s answers about your finances are for informational purposes only and are not investment, tax, or legal advice.