Portfolio demo. All data is synthetic and for illustration only.
Detected · Oct 26, 2025
Aria Vance · HNW · 60-69 · Chicago, IL · Advisor Elena Brandt
Why it fired
Rule: A spending category up 45% or more over 90 days against the prior 90 days.
Dining spending by month
Evidence (4)
Local bistro
Jul 31, 2025 · Capital One credit card account
Sweetgreen
Sep 7, 2025 · Capital One credit card account
Sweetgreen
Oct 9, 2025 · Capital One credit card account
Local bistro
Oct 15, 2025 · Capital One credit card account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Aria, I noticed more going toward dining lately. Anything changing in your life we should plan around?”
A prompt for a conversation, not financial advice.
Status: Reviewed