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Signals feed Opportunity queue Analytics How it works About

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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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About

Net Worth Spike

Detected 9h ago · Nov 14, 2026

Henry Eriksen's net worth is up 50% in 30 days

Henry Eriksen · Mass Affluent · 50-59 · Columbus, OH · Advisor Elena Brandt

Opportunity

$217.3K

Confidence

90%

Score

Why it fired

From $432,056 to $649,389, a change of $217,334 across accounts linked for the whole period.

Rule: Net worth up 10% over 30 days or 18% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (7)

Reported balance
Oct 15, 2026 · Edward Jones brokerage account
$74,097
Reported balance
Oct 15, 2026 · Citibank checking account
$14,815
Reported balance
Oct 15, 2026 · Capital One mortgage account
$266,918
Business sale escrow
Nov 14, 2026 · Edward Jones brokerage account
+$218,200
Reported balance
Nov 14, 2026 · Edward Jones brokerage account
$291,427
Reported balance
Nov 14, 2026 · Citibank checking account
$18,800
Reported balance
Nov 14, 2026 · Capital One mortgage account
$266,526

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Rebalance and check for concentration

“Henry, good news: your net worth has grown nicely lately. It's a smart moment to rebalance and make sure no single position has grown too large.”

A prompt for a conversation, not financial advice.

Status: New

More for Henry Eriksen

Wallet Share Change
Henry Eriksen's share of assets with your firm went from 56% to 43%
3h agoNew$121.4K
$121.4K
Large Inflow / Outflow
Henry Eriksen received $218.2K into their Edward Jones brokerage account
5h agoNew$218.2K
$218.2K
Net Worth Spike
Henry Eriksen's net worth is up 25% in 90 days
Jul 24Reviewed$72.5K
$72.5K