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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 Sep 4 · Sep 4, 2026

Imani Sandoval's net worth is up 21% in 30 days

Imani Sandoval · Mass Affluent · 30-39 · Tampa, FL · Advisor Marcus Oyelaran

Opportunity

$127.5K

Confidence

78%

Score

Why it fired

From $601,703 to $729,200, a change of $127,497 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
Jul 31, 2026 · JPMorgan Chase checking account
$8,529
Reported balance
Jul 31, 2026 · Empower 401(k)
$134,707
Reported balance
Jul 31, 2026 · Edward Jones IRA account
$314,687
Business sale escrow
Sep 3, 2026 · JPMorgan Chase checking account
+$117,900
Reported balance
Sep 4, 2026 · JPMorgan Chase checking account
$131,360
Reported balance
Sep 4, 2026 · Empower 401(k)
$136,614
Reported balance
Sep 4, 2026 · Edward Jones IRA account
$315,806

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

Suggested next step

Rebalance and check for concentration

“Imani, 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 Imani Sandoval

401(k) Rollover
Imani Sandoval's Microsoft 401(k) has had no contributions for 90 days
1d agoNew$88K
$88K
Large Inflow / Outflow
Imani Sandoval received $117.9K into their JPMorgan Chase checking account
Sep 3Reviewed$117.9K
$117.9K
Net Worth Drop
Imani Sandoval's net worth is down 15% in 30 days
Dec 12Sent to CRM$102.3K
$102.3K
Life Event
Imani Sandoval's spending points to a wedding: $14.8K on wedding in 60 days
Nov 11Reviewed$14.8K
$14.8K
Wallet Share Change
Imani Sandoval's share of assets with your firm went from 36% to 22%
Mar 28Reviewed$114K
$114K