Example Questions & Prompts
Here are example questions you can ask your AI assistant once the Stoxiio MCP server is connected. The AI will automatically select the right tools to answer.
Wealth overview
| Question | Tools used |
|---|---|
| "What is my total net worth?" | get_wealth_summary |
| "Give me a breakdown of my assets by category." | get_wealth_summary |
| "How has my total wealth evolved over the past year?" | get_user_wealth_charts |
| "Show me my wealth history." | get_user_wealth_charts |
Example conversation
You: What is my current net worth and how is it distributed?
AI: Your total net worth is €125,430. Here's the breakdown:
- 📈 Portfolios: €85,200 (67.9%)
- 🏠 Real Estate: €25,000 (19.9%)
- 💰 Cash: €18,230 (14.5%)
- 🏦 Retirement: €12,000 (9.6%)
- 💳 Debt: -€15,000 (-12.0%)
Portfolios
| Question | Tools used |
|---|---|
| "List all my portfolios." | list_portfolios |
| "What stocks do I have in my PEA?" | list_portfolios or get_portfolio |
| "What is the total value of my US taxable account?" | get_portfolio |
| "Show me my portfolio performance over time." | get_portfolios_charts |
| "How does my portfolio compare to the S&P 500?" | get_portfolio_charts (type 5 = IndexesComparison) |
| "What's the allocation breakdown across all portfolios?" | get_portfolios_charts (type 4 = Repartition) |
| "Show me the summary of portfolio #3." | get_portfolio_summary |
| "Which stocks have the highest profit?" | list_portfolios (AI analyzes the data) |
| "What is my best performing stock?" | list_portfolios (AI analyzes the data) |
Example conversation
You: Which of my stocks has the best return?
AI: Looking at all your portfolios, your best performing stock is MSFT (Microsoft) with a total profit of +42.3% (+€3,200). Here are your top 5:
Stock Profit Profit % MSFT +€3,200 +42.3% AAPL +€1,850 +35.1% ASML +€2,100 +28.7% … … …
Dashboards & trackers
| Question | Tools used |
|---|---|
| "What are my balance trackers?" | list_dashboards (type 1) |
| "Show me my spending trackers." | list_dashboards (type 3) |
| "What are the details of my loan tracker?" | list_dashboards (type 4) + get_dashboard |
| "Show me the chart for my savings account." | get_dashboard_charts |
| "What are the recent entries in my income tracker?" | get_dashboard_entries |
| "How much have I spent this month based on my spending tracker?" | get_dashboard_entries (AI analyzes recent entries) |
Example conversation
You: What's the status of my mortgage loan?
AI: Here's your mortgage loan tracker:
- 💰 Loan amount: €200,000
- 📊 Interest rate: 1.85%
- 📅 Duration: 240 months (20 years)
- 🗓️ Started: January 2022
- 💳 Remaining: ~€175,000
Finance & search
| Question | Tools used |
|---|---|
| "Search for Apple stock." | search_stocks |
| "What's the ticker for TotalEnergies?" | search_stocks |
| "List all available currencies." | list_currencies |
| "What currency is ID 1?" | list_currencies |
| "Show me my income statement for 2025." | get_income_statement |
| "List all my income statements." | list_income_statements |
Multi‑tool questions
The AI can chain multiple tools together for complex questions:
| Question | Tools used |
|---|---|
| "Compare my PEA performance against the S&P 500 and tell me my best stock." | list_portfolios → get_portfolio_charts (type 5) |
| "Give me a full financial overview: wealth, portfolios, and active loans." | get_wealth_summary + list_portfolios + list_dashboards (type 4) |
| "What percentage of my net worth is invested in tech stocks?" | get_wealth_summary + list_portfolios (AI computes the ratio) |
| "How much did I earn this year vs. last year?" | get_income_statement (2025) + get_income_statement (2024) |
Example conversation
You: Give me a complete financial health check.
AI: Here's your financial overview:
💰 Net Worth: €125,430
- Portfolios are up +12.3% this year
- Cash reserves: €18,230 (3 months of expenses ✅)
- Debt-to-assets ratio: 10.7% (healthy ✅)
📈 Portfolio Highlights:
- 3 active portfolios (PEA, CTO, 401k)
- Best performer: PEA (+18.2% YTD)
- Total invested: €72,000 → Current: €85,200
🏠 Real Estate:
- 1 property tracked, estimated at €25,000
- Mortgage: €175,000 remaining at 1.85%
Tips for effective prompts
The more specific your question, the better the AI can select the right tools. Instead of "show me everything", try "what is the allocation breakdown of my PEA portfolio?".
You can refer to specific portfolios by name or ID. The AI will use list_portfolios first if it needs to find the right one.
You can ask follow‑up questions! After asking about your portfolios, you can say "now show me the charts for the first one" and the AI will use the context from the previous answer.