Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 13, 2026
Lena Zielinski · Mass Affluent · 50-59 · Phoenix, AZ · Advisor Elena Brandt
Why it fired
Rule: A crypto buy or sell of $25K or more.
Kraken crypto account balance
Evidence (2)
Transfer to Wells Fargo checking ••7029
Nov 13, 2026 · Kraken crypto account
Transfer from Kraken crypto ••1626
Nov 13, 2026 · Wells Fargo checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Lena, I saw you sold some Bitcoin. No judgment here. I'd just like to make sure the size fits your risk comfort, and that we plan for the tax side.”
A prompt for a conversation, not financial advice.
Status: New