Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 9, 2026
Felix Sterling · HNW · 70+ · Tampa, FL · Advisor Elena Brandt
Why it fired
Rule: A crypto buy or sell of $25K or more.
Wells Fargo checking account balance
Evidence (2)
Transfer to Gemini crypto ••8768
Nov 9, 2026 · Wells Fargo checking account
Transfer from Wells Fargo checking ••2685
Nov 9, 2026 · Gemini crypto account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Felix, I saw you bought some Solana. 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