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Self-promo

Silvia pitched for holdings workbooks and personal financial statements

A post says users can request cost basis, account tax type and unrealized gains or losses for each holding.

1 Source, 1h ago, first seen 1h ago

TLDR

An October 11 post promoted Silvia as a way to prepare for a tax-extension deadline. It says users can link accounts and prompt Silvia to make an Excel holdings workbook with one tab per account. The post also recommends using a one-click personal financial statement generator and sending both documents to an accountant, claiming the features save time.

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1 Source, first seen 1h ago

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Combined views

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1 Source, first seen 1h ago

— likes— comments— saves— reposts

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Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

1 Source

Anthony Pompliano 🌪@APomplianoTax extensions are due on Thursday this week. It is a pain to know what you owe and get the relevant information to your accountant. @cfosilvia is purpose-built to solve this. You can sign up, attach your accounts, and then do two things: 1. Ask Silvia to “build an Excel workbook of every holding across all my accounts, with cost basis, account tax type, and unrealized gains/losses. Put one tab per account.” This is a real prompt on Silvia that works magic: http://www.silvia.com 2. Hit the one-click Personal Financial Statement generator button and then send the Excel workbook, along with the PFS, to your accountant. These two features will save you a ton of time and they will make your tax experience more enjoyable. Silvia was built by investors, for investors. Try it free: http://www.silvia.com1h
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    1 Source

    Anthony Pompliano 🌪@APomplianoTax extensions are due on Thursday this week. It is a pain to know what you owe and get the relevant information to your accountant. @cfosilvia is purpose-built to solve this. You can sign up, attach your accounts, and then do two things: 1. Ask Silvia to “build an Excel workbook of every holding across all my accounts, with cost basis, account tax type, and unrealized gains/losses. Put one tab per account.” This is a real prompt on Silvia that works magic: http://www.silvia.com 2. Hit the one-click Personal Financial Statement generator button and then send the Excel workbook, along with the PFS, to your accountant. These two features will save you a ton of time and they will make your tax experience more enjoyable. Silvia was built by investors, for investors. Try it free: http://www.silvia.com1h
    Today's Rank

    #17

    Today's Rank

    #17