Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Kenji Quintero · Mass Affluent · 50-59 · Charlotte, NC · Advisor Sam Kowalczyk
Why it fired
Rule: A single movement of $100K or more, or three times the client's 12-month average.
Vanguard brokerage account balance
Evidence (1)
Title company: home sale proceeds
Nov 14, 2026 · Vanguard brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Kenji, I noticed a $119,750 deposit on Nov 14. Nothing wrong at all, I just like to stay close to big changes. What's the story behind it?”
A prompt for a conversation, not financial advice.
Status: New