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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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How
About

Spending Shift

Detected Oct 16 · Oct 16, 2026

Esme Achterberg's shopping spending is up 80% over the last 3 months

Esme Achterberg · HNW · 40-49 · Chicago, IL · Advisor Marcus Oyelaran

Opportunity

$15.9K

Confidence

64%

Score

Why it fired

$8,931 in the last 3 full months, against $4,951 in the 3 months before.

Rule: A spending category up 45% or more over 90 days against the prior 90 days.

Shopping spending by month

Evidence (4)

REI
Jul 23, 2026 · Bank of America credit card account
−$1,844
Amazon
Aug 28, 2026 · Bank of America credit card account
−$1,693
Apple Store
Sep 13, 2026 · Bank of America credit card account
−$1,852
Target
Oct 9, 2026 · Bank of America credit card account
−$1,995

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

Suggested next step

Check in on what changed

“Esme, I noticed more going toward shopping lately. Anything changing in your life we should plan around?”

A prompt for a conversation, not financial advice.

Status: New

More for Esme Achterberg

Large Inflow / Outflow
Esme Achterberg received $333.7K into their Bank of America checking account
1d agoNew$333.7K
$333.7K
Debt Payoff
Esme Achterberg paid off their auto loan
Sep 23Reviewed$9,556
$9,556
Net Worth Drop
Esme Achterberg's net worth is down 11% in 30 days
Dec 10Dismissed$544.7K
$544.7K
Net Worth Spike
Esme Achterberg's net worth is up 22% in 90 days
Jul 23Reviewed$936.8K
$936.8K