Esme Achterberg's net worth is up 22% in 90 days

Esme Achterberg · HNW · 40-49 · Chicago, IL · Advisor Marcus Oyelaran

Why it fired

From $4,212,172 to $5,148,972, a change of $936,800 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 (8)

Reported balance
Apr 23, 2025 · Voya 401(k)
$1,655,132
Reported balance
Apr 23, 2025 · E*TRADE brokerage account
$1,644,910
Reported balance
Apr 23, 2025 · Your Firm brokerage account
$1,367,291
Transfer to Your Firm brokerage ••1652
May 12, 2025 · Bank of America checking account
−$12,200
Transfer from Bank of America checking ••2016
May 12, 2025 · Your Firm brokerage account
+$12,200
Reported balance
Jul 23, 2025 · Voya 401(k)
$1,928,302
Reported balance
Jul 23, 2025 · E*TRADE brokerage account
$1,909,343
Reported balance
Jul 23, 2025 · Your Firm brokerage account
$1,610,284

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

Suggested next step

“Esme, 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