Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Arjun Pemberton · Mass Affluent · 70+ · Phoenix, AZ · Advisor Sam Kowalczyk
Why it fired
Rule: A new recurring deposit, or a recurring paycheck that changes by 8% or more.
Recurring deposits
Evidence (3)
Royalty payments
Sep 15, 2026 · JPMorgan Chase checking account
Royalty payments
Oct 15, 2026 · JPMorgan Chase checking account
Royalty payments
Nov 14, 2026 · JPMorgan Chase checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Arjun, I noticed new regular income coming in. Congratulations! Let's make sure the plan and your savings rate keep up with it.”
A prompt for a conversation, not financial advice.
Status: New