Portfolio demo. All data is synthetic and for illustration only.
Detected · Jan 7, 2026
Bennett Lockhart · HNW · 60-69 · Columbus, OH · 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 (8)
Reported balance
Dec 3, 2025 · John Hancock 401(k)
Reported balance
Dec 3, 2025 · Charles Schwab brokerage account
Reported balance
Dec 3, 2025 · Your Firm brokerage account
Transfer to Ally Bank credit card ••5033
Dec 18, 2025 · Ally Bank checking account
Transfer from Ally Bank checking ••7205
Dec 18, 2025 · Ally Bank credit card account
Reported balance
Jan 7, 2026 · John Hancock 401(k)
Reported balance
Jan 7, 2026 · Charles Schwab brokerage account
Reported balance
Jan 7, 2026 · Your Firm brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Bennett, 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: Dismissed