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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 Mar 2 · Mar 2, 2026

Ezra Halvorsen's net worth is up 12% in 30 days

Ezra Halvorsen · Mass Affluent · 50-59 · Columbus, OH · Advisor Dana Whitfield

Opportunity

$51.1K

Confidence

61%

Score

Why it fired

From $416,549 to $467,679, a change of $51,130 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 26, 2026 · Your Firm brokerage account
$400,194
Reported balance
Jan 26, 2026 · Gemini crypto account
$32,981
Reported balance
Jan 26, 2026 · Ascensus 401(k)
$93,370
Reported balance
Mar 2, 2026 · Your Firm brokerage account
$427,353
Reported balance
Mar 2, 2026 · Gemini crypto account
$42,270
Reported balance
Mar 2, 2026 · Ascensus 401(k)
$99,320

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

Suggested next step

Rebalance and check for concentration

“Ezra, 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 Ezra Halvorsen

Convertible Held Away
Ezra Halvorsen linked a new Vanguard IRA account with $387.5K
1d agoNew$387.5K
$387.5K
Wallet Share Change
Ezra Halvorsen's share of assets with your firm went from 56% to 34%
Nov 2Dismissed$184.6K
$184.6K
Large Inflow / Outflow
Ezra Halvorsen moved $184.5K from Your Firm brokerage account to Merrill brokerage account
Oct 28New$184.5K
$184.5K
Retirement Gap
Ezra Halvorsen is on pace to miss about $3,990 of employer match this year
May 23Reviewed$3,990
$3,990
Net Worth Drop
Ezra Halvorsen's net worth is down 14% in 30 days
Dec 29Dismissed$64.7K
$64.7K