A system and method provide instance and user specific financial analysis and alerts to a user based on the user's financial status, assets, and transactions. Users maintain a financial profile indicating current assets, a tax burden, a transaction history, and other related information. The profile is checked for designated financial conditions such as recent transactions having an effect on a user's tax burden and ownership of particular assets. If the designated financial conditions are detected, a message containing situation specific financial information and a proposed user action is presented.
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