Understand my investments
Understand what I actually own
See concentration and overlapping investments across your accounts.
Try this with your agent- What your agent needs
- Connected holdings. Fund details or statements may be needed to see underlying exposure.
- What you get back
- A plain-language portfolio explanation with concentrations and gaps in coverage.
- When to use it
- Run it when you need it, or ask your agent to repeat it quarterly.
Try it with your finances
Copy the prompt into your AI agent to get started. It uses your Candor records and asks for any missing context.
New to Candor? Connect your agent first.
Explain my investment holdings in Candor across accounts. Show major concentrations and overlapping exposure where current fund information supports it. Separate direct holdings from underlying fund exposure and call out missing accounts or details. Ask about my time horizon and preferences before assessing whether the allocation fits. Do not trade or change investments.
Nothing runs until you send the prompt to your agent.
Separate account holdings from the investments inside funds
Updated
Several accounts can hold the same stock or funds with overlapping exposure. Candor's connected holdings provide a starting inventory. Explaining what sits inside a fund needs current fund information, and an unconnected retirement account can materially change the picture. Ask your agent to identify those gaps before describing your overall allocation.
Check the answer
- Keep direct positions separate from underlying fund exposure. Ask for the source and date of fund composition information.
- Distinguish market-driven changes from purchases or sales where the available activity supports it. Mention holdings missing from Candor.
Choose a next step
Bring your time horizon and preferences into the discussion before assessing whether the portfolio fits. A review explains the holdings; it does not place trades or automatically rebalance anything.