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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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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 Mar 6 · Mar 6, 2026

Owen Kowalski's net worth is up 12% in 30 days

Owen Kowalski · HNW · 50-59 · Atlanta, GA · Advisor Elena Brandt

Opportunity

$268.6K

Confidence

61%

Score

Why it fired

From $2,158,049 to $2,426,620, a change of $268,571 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 (6)

Reported balance
Jan 30, 2026 · Kraken crypto account
$666,979
Reported balance
Jan 30, 2026 · Your Firm brokerage account
$918,011
Reported balance
Jan 30, 2026 · Principal 401(k)
$409,578
Reported balance
Mar 6, 2026 · Kraken crypto account
$833,964
Reported balance
Mar 6, 2026 · Your Firm brokerage account
$967,708
Reported balance
Mar 6, 2026 · Principal 401(k)
$431,716

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

Suggested next step

Rebalance and check for concentration

“Owen, 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: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

More for Owen Kowalski

Wallet Share Change
Owen Kowalski's share of assets with your firm went from 39% to 29%
7h agoNew$418.9K
$418.9K
Net Worth Spike
Owen Kowalski's net worth is up 47% in 30 days
Oct 30Reviewed$1.1M
$1.1M
Large Inflow / Outflow
Owen Kowalski received $974.1K into their Edward Jones brokerage account
Oct 29Reviewed$974.1K
$974.1K
Large Inflow / Outflow
Owen Kowalski moved $315.8K from Kraken crypto account to Ally Bank checking account
Jul 25Sent to CRM$315.8K
$315.8K
Crypto Activity
Owen Kowalski sold $315.8K of Solana
Jul 25New$315.8K
$315.8K