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.
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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