Portfolio demo. All data is synthetic and for illustration only.
Detected · Oct 30, 2026
Owen Kowalski · HNW · 50-59 · Atlanta, GA · 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 (7)
Reported balance
Sep 25, 2026 · Edward Jones brokerage account
Reported balance
Sep 25, 2026 · Kraken crypto account
Reported balance
Sep 25, 2026 · Your Firm brokerage account
Business sale escrow
Oct 29, 2026 · Edward Jones brokerage account
Reported balance
Oct 30, 2026 · Edward Jones brokerage account
Reported balance
Oct 30, 2026 · Kraken crypto account
Reported balance
Oct 30, 2026 · Your Firm brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“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: Reviewed