Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 13, 2026
Tessa Prescott · Mass Affluent · 30-39 · Columbus, OH · 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)
Rental income: Oak St property
Sep 14, 2026 · Capital One checking account
Rental income: Oak St property
Oct 14, 2026 · Capital One checking account
Rental income: Oak St property
Nov 13, 2026 · Capital One checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Tessa, 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