Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Rafael Wakefield · HNW · 30-39 · San Diego, CA · Advisor Sam Kowalczyk
Why it fired
Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.
Net worth
Evidence (9)
Reported balance
Oct 11, 2026 · Your Firm brokerage account
Reported balance
Oct 11, 2026 · Merrill brokerage account
Reported balance
Oct 11, 2026 · Empower 401(k)
Transfer to Your Firm brokerage ••1393
Nov 11, 2026 · Ally Bank checking account
Transfer from Ally Bank checking ••7562
Nov 11, 2026 · Your Firm brokerage account
Gift to family trust
Nov 13, 2026 · Your Firm brokerage account
Reported balance
Nov 14, 2026 · Your Firm brokerage account
Reported balance
Nov 14, 2026 · Merrill brokerage account
Reported balance
Nov 14, 2026 · Empower 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Rafael, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”
A prompt for a conversation, not financial advice.
Status: New