Portfolio demo. All data is synthetic and for illustration only.
Detected · Jun 30, 2025
Ezra Halvorsen · Mass Affluent · 50-59 · Columbus, OH · Advisor Dana Whitfield
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 (6)
Reported balance
Mar 31, 2025 · Your Firm brokerage account
Reported balance
Mar 31, 2025 · Ascensus 401(k)
Reported balance
Mar 31, 2025 · Merrill brokerage account
Reported balance
Jun 30, 2025 · Your Firm brokerage account
Reported balance
Jun 30, 2025 · Ascensus 401(k)
Reported balance
Jun 30, 2025 · Merrill brokerage account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“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: Reviewed