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Signals feed Opportunity queue Analytics How it works About

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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 Nov 2 · Nov 2, 2026

Lucia Vasquez's net worth is up 49% in 30 days

Lucia Vasquez · Mass Affluent · 60-69 · Tampa, FL · Advisor Sam Kowalczyk

Opportunity

$290.2K

Confidence

90%

Score

Why it fired

From $588,533 to $878,689, a change of $290,156 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
Sep 28, 2026 · Your Firm brokerage account
$115,193
Reported balance
Sep 28, 2026 · Vanguard brokerage account
$251,460
Reported balance
Sep 28, 2026 · Vanguard IRA account
$150,876
Estate distribution
Nov 2, 2026 · Your Firm brokerage account
+$282,150
Reported balance
Nov 2, 2026 · Your Firm brokerage account
$397,631
Reported balance
Nov 2, 2026 · Vanguard brokerage account
$255,336
Reported balance
Nov 2, 2026 · Vanguard IRA account
$153,202

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

Suggested next step

Rebalance and check for concentration

“Lucia, 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 Lucia Vasquez

Convertible Held Away
Lucia Vasquez linked a new Vanguard brokerage account with $118.7K
10h agoNew$118.7K
$118.7K
Wallet Share Change
Lucia Vasquez's share of assets with your firm went from 25% to 49%
Nov 2New$209K
$209K
Large Inflow / Outflow
Lucia Vasquez received $282.2K into their Your Firm brokerage account
Nov 2Reviewed$282.2K
$282.2K