Use a browser assistant to summarize information already visible in a financial account, while keeping login and transaction control with the user and independently checking balances, dates, fees, tax lots, and calculations before acting.
Source episode · 35:35
How I AI: Anish Acharya's 3 Creative AI Workflows for Music Videos, Book Cataloging, and Personal Financewith Claire Vo
Anish describes opening a financial site in Comet and asking the browser assistant how his portfolio is performing, using the page context to make a complex website easier to understand through natural language questions.
A read only portfolio summary with the selected date range, calculation method, source values, limitations, and discrepancies clearly identified, without trades, transfers, credential sharing, or personalized recommendations executed by the assistant.
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Step by step
Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.
4 steps
Review Comet's current permissions, data use, retention, and site support. Secure the financial account with multifactor authentication and decide which pages and fields the assistant may read. Keep transaction permissions out of scope.
Log in through the financial institution yourself and navigate to the exact account and period. Do not paste passwords, recovery codes, full account numbers, or tax identifiers into the assistant.
Ask a narrowly defined read only question and require the assistant to show the displayed values and formula behind its answer. Start with description and reconciliation, not investment advice.
Using only the information visible on this page, summarize the performance of [account scope] from [start date] to [end date]. Show beginning value, ending value, deposits, withdrawals, dividends, fees, currency, and calculation method. Compare with [benchmark] only if matching period data is present. Cite the page section for every figure. Do not trade, transfer, or recommend a security.
Compare balances and calculations with the institution's statement or export. Investigate discrepancies, note missing data and stale prices, and take consequential financial or tax questions to a qualified professional.
Give me an analysis of my portfolio.
Turn an idea into a PRD, user stories, and a plan.
After the steps
How to recover when the loop fails and where human judgment helps.
Recover
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