Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 9, 2026
Dominic Jansen · HNW · 50-59 · Chicago, IL · Advisor Dana Whitfield
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 5, 2026 · Your Firm brokerage account
Reported balance
Oct 5, 2026 · Morgan Stanley brokerage account
Reported balance
Oct 5, 2026 · Citibank credit card account
Transfer to Your Firm brokerage ••9995
Oct 12, 2026 · Citibank checking account
Transfer to Morgan Stanley brokerage ••3948
Oct 26, 2026 · Your Firm brokerage account
Transfer from Your Firm brokerage ••9995
Oct 26, 2026 · Morgan Stanley brokerage account
Reported balance
Nov 9, 2026 · Your Firm brokerage account
Reported balance
Nov 9, 2026 · Morgan Stanley brokerage account
Reported balance
Nov 9, 2026 · Citibank credit card account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Dominic, 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