> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfosilvia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Silvia

> Chat with your AI CFO about your money, portfolio, and financial plans.

**Ask Silvia** is a conversational assistant that has full context on your connected accounts, holdings, and financial goals.

<Frame>
  <img src="https://mintcdn.com/cfosilvia/UXendoS7pK_VY1Y5/images/Chat-with-Silvia-CFO-Silvia-08-11-2026_02_04_PM.png?fit=max&auto=format&n=UXendoS7pK_VY1Y5&q=85&s=a7ca236e7c350ac74220ade48bf70401" alt="Ask Silvia workspace with suggested questions and chat history" width="1807" height="1221" data-path="images/Chat-with-Silvia-CFO-Silvia-08-11-2026_02_04_PM.png" />
</Frame>

## 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."

## How it works

<Steps>
  <Step title="Start a chat">
    Click **Ask Silvia** in the sidebar or use the search bar at the top of any page.<br />
  </Step>

  <Step title="Ask a question">
    Type in natural language. Silvia can reference your real financial data.<br />

    <Frame>
      <img src="https://mintcdn.com/cfosilvia/UXendoS7pK_VY1Y5/images/Screenshot-2026-08-11-at-2.05.33-PM-1.png?fit=max&auto=format&n=UXendoS7pK_VY1Y5&q=85&s=ea1b9283311417c053d72d11b7f73655" alt="Ask Silvia message composer with a financial information disclaimer" width="936" height="181" data-path="images/Screenshot-2026-08-11-at-2.05.33-PM-1.png" />
    </Frame>
  </Step>

  <Step title="Review sources">
    Answers include citations to specific accounts, transactions, or holdings.<br />

    <Frame>
      <img src="https://mintcdn.com/cfosilvia/UXendoS7pK_VY1Y5/images/Chat-with-Silvia-CFO-Silvia-08-11-2026_02_04_PM-1.png?fit=max&auto=format&n=UXendoS7pK_VY1Y5&q=85&s=85a192f37ef1c133760888ec24333114" alt="Ask Silvia workspace with chat suggestions and conversation history" width="1807" height="1221" data-path="images/Chat-with-Silvia-CFO-Silvia-08-11-2026_02_04_PM-1.png" />
    </Frame>
  </Step>

  <Step title="Continue the conversation">
    Ask follow-ups or request charts, summaries, or exports.
  </Step>
</Steps>

## 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

<Note>
  Silvia's answers about your finances are for informational purposes only and are not investment, tax, or legal advice.
</Note>

## Related guides

* [Dashboard](/product-guide/dashboard)
* [Research](/product-guide/research)
* [Goals](/product-guide/portfolio/goals)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.