Portfolio demo. All data is synthetic and for illustration only.
Detected · Aug 2, 2026
Aria Vance · HNW · 60-69 · Chicago, IL · Advisor Elena Brandt
Why it fired
Rule: Net worth up 10% over 30 days or 18% over 90 days, on accounts linked for the whole window.
Net worth
Evidence (9)
Reported balance
Jun 28, 2026 · Your Firm brokerage account
Reported balance
Jun 28, 2026 · E*TRADE brokerage account
Reported balance
Jun 28, 2026 · Your Firm IRA account
Transfer to Capital One checking ••8394
Jul 16, 2026 · Your Firm brokerage account
Transfer from Your Firm brokerage ••2324
Jul 16, 2026 · Capital One checking account
Business sale escrow
Jul 31, 2026 · Your Firm brokerage account
Reported balance
Aug 2, 2026 · Your Firm brokerage account
Reported balance
Aug 2, 2026 · E*TRADE brokerage account
Reported balance
Aug 2, 2026 · Your Firm IRA account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Aria, 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: Reviewed