client_id
string | persona_archetype
string | household_income_usd
int64 | net_worth_usd
int64 | liquidity_30d_usd
int64 | cashflow_volatility_pct
float64 | income_stream_count
int64 | primary_tax_bracket_pct
int64 | jurisdiction_country
string | kyc_risk_flag
string | compliance_restrictions
string | ethical_screens
string | product_blacklist
string | leverage_limit_x
float64 | drawdown_tolerance_pct
float64 | target_volatility_pct
float64 | goal_stack
string | time_horizon_primary_years
int64 | advice_style
string | explanation_depth
string | preferred_metrics
string | channel_preference_ranked
string | nudges_opt_in
bool | notification_quiet_hours
string | trust_score_dynamic_1_100
int64 | trust_decay_days
int64 | engagement_score_1_100
int64 | adherence_score_1_100
int64 | consent_data_sources
string | data_freshness_days
int64 | advisor_relationship
string | last_action_type
string | last_action_date
string | last_action_outcome
string | model_version_current
string | safety_overrides
string | notes_agent_constraints
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0001
|
Builder
| 40,597
| 138,583
| 4,510
| 10.1
| 1
| 10
|
US
|
Low
|
AccreditedOnly
| null | null | 1.8
| 13.2
| 7.7
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Educational
|
Medium
|
MaxDD;Sharpe;IRR
|
Phone>Chat>In-Person>Email>App
| true
|
23:30-06:45
| 73
| 145
| 71
| 61
|
OpenBanking
| 6
|
Hybrid
|
AutoTransfer
|
2025-11-14
|
Failed
|
v2.8.6
|
NoMargin;StopLossDisabled
|
Prioritize liquidity and down payment savings
|
A0002
|
Explorer
| 103,653
| 197,383
| 27,455
| 19.5
| 3
| 15
|
CA
|
Low
|
NoIlliquids
|
NoFossilFuel
| null | 1.6
| 26.8
| 12.1
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Directive
|
Deep
|
IRR;TaxCost;MaxDD
|
Chat>Phone>In-Person>App
| false
|
23:45-06:45
| 54
| 67
| 51
| 44
|
CreditBureau;OpenBanking
| 2
|
Hybrid
|
AlertAcknowledge
|
2025-11-24
|
Partial
|
v1.9.4
|
NoIlliquids;NoPennyStocks;PauseWhenVIX>30
|
Allow small experimental sleeve ≤ 3%
|
A0003
|
Stabilizer
| 82,359
| 562,442
| 29,905
| 4.9
| 3
| 10
|
US
|
Low
| null |
ESGOnly;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 16.7
| 7.1
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Shallow
|
Sharpe;MaxDD;TaxCost
|
Phone>Email>App>In-Person
| true
|
23:00-06:15
| 52
| 100
| 43
| 43
|
CreditBureau;OpenBanking
| 9
|
Hybrid
|
AlertAcknowledge
|
2025-04-18
|
Partial
|
v1.9.8
|
LimitOrderOnly;StopLossDisabled
|
Keep expenses buffer ≥ 4 months
|
A0004
|
Explorer
| 33,596
| 28,014
| 1,993
| 12.7
| 4
| 10
|
US
|
Low
|
NoIlliquids
| null |
Crypto;PennyStocks
| 2.1
| 21.8
| 13.6
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Concise
|
Medium
|
MaxDD;IRR;Sharpe
|
Chat>Phone>App>Email
| true
|
21:15-08:45
| 70
| 72
| 75
| 70
|
OpenBanking
| 4
|
Human
|
AlertAcknowledge
|
2025-03-24
|
Success
|
v2.8.1
|
NoMargin;NoPennyStocks
|
Allow small experimental sleeve ≤ 3%
|
A0005
|
Stabilizer
| 57,353
| 195,545
| 6,884
| 7.2
| 1
| 10
|
US
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 16.8
| 5.9
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Concise
|
Medium
|
Sharpe;TaxCost;MaxDD
|
In-Person>Chat>App>Phone>Email
| true
|
21:15-07:15
| 58
| 116
| 49
| 46
|
CreditBureau;OpenBanking
| 5
| null |
AutoTransfer
|
2025-05-17
|
Success
|
v1.9.2
|
NoIlliquids;NoPennyStocks
|
Keep expenses buffer ≥ 4 months
|
A0006
|
Builder
| 139,127
| 258,773
| 9,085
| 13.6
| 2
| 12
|
US
|
Low
| null | null |
PrivateCredit
| 1.6
| 15.8
| 8.1
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Concise
|
Deep
|
MaxDD;TaxCost
|
App>Email>In-Person
| false
|
20:00-06:00
| 67
| 118
| 53
| 52
|
OpenBanking;Payroll
| 9
| null |
Rebalance
|
2025-10-19
|
Success
|
v2.9.4
|
LimitOrderOnly
|
Prioritize liquidity and down payment savings
|
A0007
|
Stabilizer
| 26,391
| 82,582
| 5,332
| 9.5
| 1
| 10
|
US
|
Low
|
NoIlliquids;NoShortSelling
| null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 11.1
| 8.4
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Educational
|
Shallow
|
Sharpe;MaxDD;TaxCost
|
Chat>Phone>Email>App
| true
|
19:15-06:30
| 65
| 160
| 74
| 69
|
CreditBureau;OpenBanking
| 10
|
Hybrid
|
PlanUpdate
|
2025-09-23
|
Success
|
v1.9.2
|
NoAutoTradesBelow$1k;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0008
|
Preserver
| 83,152
| 1,007,985
| 64,768
| 6.8
| 3
| 10
|
US
|
Low
| null |
NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 12.2
| 6
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Collaborative
|
Shallow
|
Sharpe;MaxDD
|
In-Person>Email>Chat
| true
|
23:45-07:00
| 73
| 190
| 67
| 67
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 6
|
Human
|
AlertAcknowledge
|
2025-12-03
|
Success
|
v1.8.1
|
LimitOrderOnly;NoMargin;PauseWhenVIX>30;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0009
|
Builder
| 116,969
| 378,411
| 12,770
| 11
| 4
| 12
|
US
|
Medium
| null |
NoFossilFuel;ESGOnly
| null | 1.6
| 20.4
| 9
|
Home:3y;Retirement:30y
| 3
|
Directive
|
Shallow
|
Sharpe;IRR
|
Email>Phone>Chat>In-Person
| true
|
20:00-06:15
| 53
| 130
| 52
| 42
|
CreditBureau;OpenBanking
| 19
| null |
PlanUpdate
|
2025-03-26
|
Partial
|
v2.8.3
|
NoAutoTradesBelow$1k
|
Prioritize liquidity and down payment savings
|
A0010
|
Builder
| 44,800
| 88,870
| 4,674
| 8.2
| 4
| 10
|
US
|
Medium
|
NoShortSelling;NoDerivatives
|
ESGOnly;NoWeapons
|
LeveragedETFs
| 1.4
| 21.3
| 7.3
|
Home:3y;Retirement:30y;Debt:2y
| 3
|
Educational
|
Shallow
|
Sharpe;MaxDD
|
In-Person>Email>Phone>App
| true
|
19:45-06:30
| 68
| 114
| 73
| 66
|
CreditBureau;OpenBanking;Payroll
| 18
|
Hybrid
|
Rebalance
|
2025-07-12
|
Success
|
v1.8.1
|
NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks
|
Prioritize liquidity and down payment savings
|
A0011
|
Stabilizer
| 54,987
| 407,762
| 24,577
| 3.8
| 4
| 10
|
SG
|
Low
|
NoShortSelling
|
ESGOnly;NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 8.5
| 7.2
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Educational
|
Medium
|
TaxCost;MaxDD;Sharpe
|
Email>Chat>In-Person>App>Phone
| true
|
22:00-07:00
| 63
| 122
| 64
| 58
|
CreditBureau;OpenBanking;Payroll
| 7
|
Human
|
AlertAcknowledge
|
2025-05-17
|
Failed
|
v1.9.1
|
NoAutoTradesBelow$1k
|
Keep expenses buffer ≥ 4 months
|
A0012
|
Preserver
| 95,046
| 559,188
| 36,034
| 6.1
| 3
| 10
|
DE
|
Medium
| null |
NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 12.8
| 5.9
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Collaborative
|
Shallow
|
MaxDD;TaxCost;Sharpe
|
In-Person>Chat>Email
| true
|
22:00-08:30
| 77
| 127
| 66
| 69
|
Brokerage;CreditBureau;OpenBanking
| 12
|
Human
|
PlanUpdate
|
2025-09-28
|
Failed
|
v1.10.7
|
NoMargin;PauseWhenVIX>30;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0013
|
Optimizer
| 254,153
| 1,889,523
| 129,056
| 8.3
| 2
| 12
|
US
|
Low
|
NoDerivatives;NoShortSelling
| null |
PennyStocks
| 1.8
| 23.1
| 13
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Concise
|
Shallow
|
TaxCost;Sharpe;MaxDD
|
In-Person>Chat>App>Phone>Email
| true
|
19:45-06:15
| 69
| 107
| 62
| 50
|
Brokerage;OpenBanking
| 3
|
Human
|
AutoTransfer
|
2025-03-10
|
Success
|
v1.9.8
|
LimitOrderOnly;NoIlliquids;NoMargin
|
Enforce tax budget and position caps
|
A0014
|
Stabilizer
| 55,919
| 212,988
| 21,856
| 8.4
| 2
| 10
|
UK
|
Low
|
AccreditedOnly;NoDerivatives
| null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 9.5
| 5.8
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Medium
|
MaxDD;TaxCost
|
In-Person>App>Chat>Email>Phone
| true
|
23:30-06:45
| 52
| 146
| 41
| 39
|
CreditBureau;OpenBanking
| 16
| null |
Rebalance
|
2025-08-30
|
Failed
|
v2.9.9
|
NoMargin;PauseWhenVIX>30
|
Keep expenses buffer ≥ 4 months
|
A0015
|
Stabilizer
| 60,689
| 121,964
| 11,685
| 5.1
| 4
| 10
|
US
|
Low
| null |
NoFossilFuel;ESGOnly
|
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1
| 14
| 5.6
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Educational
|
Medium
|
TaxCost;Sharpe;MaxDD
|
Phone>In-Person>Chat
| true
|
21:15-07:15
| 57
| 172
| 49
| 42
|
OpenBanking;Payroll
| 18
| null |
PlanUpdate
|
2025-10-18
|
Success
|
v2.10.5
|
NoAutoTradesBelow$1k;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0016
|
Preserver
| 82,972
| 458,767
| 47,959
| 5.2
| 4
| 10
|
IN
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 8.7
| 7.2
|
Retirement:15y;Emergency:1y
| 15
|
Educational
|
Medium
|
MaxDD;TaxCost
|
Email>Chat>App>Phone>In-Person
| false
|
21:45-07:15
| 79
| 139
| 74
| 73
|
Brokerage;OpenBanking;Payroll
| 10
|
Hybrid
|
Rebalance
|
2025-06-20
|
Success
|
v1.10.7
|
NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0017
|
Builder
| 178,557
| 532,160
| 24,584
| 11.2
| 3
| 12
|
US
|
Medium
| null | null | null | 1.4
| 20.3
| 10.7
|
Home:3y;Retirement:30y;Healthcare:8y
| 3
|
Educational
|
Medium
|
Sharpe;TaxCost
|
App>Email>Phone>Chat>In-Person
| true
|
20:45-06:45
| 57
| 135
| 42
| 41
|
OpenBanking
| 10
| null |
AlertAcknowledge
|
2025-07-05
|
Success
|
v2.9.9
|
NoMargin
|
Prioritize liquidity and down payment savings
|
A0018
|
Explorer
| 177,026
| 1,178,509
| 52,521
| 14.3
| 2
| 12
|
US
|
Low
|
NoIlliquids
| null |
PennyStocks
| 1.8
| 22.9
| 13.5
|
Business:5y;Travel:2y;Debt:2y
| 5
|
Collaborative
|
Medium
|
IRR;MaxDD
|
Email>In-Person>Chat>App>Phone
| false
|
22:15-06:45
| 57
| 49
| 56
| 46
|
CreditBureau;OpenBanking
| 5
| null |
AutoTransfer
|
2025-08-21
|
Success
|
v1.8.5
|
LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30
|
Allow small experimental sleeve ≤ 3%
|
A0019
|
Preserver
| 147,505
| 1,301,582
| 143,768
| 4.5
| 3
| 12
|
US
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 13.6
| 6.9
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Collaborative
|
Shallow
|
Sharpe;MaxDD
|
In-Person>Email>Phone>App
| false
|
20:15-08:15
| 76
| 177
| 69
| 74
|
Brokerage;CreditBureau;OpenBanking
| 14
|
Hybrid
|
AlertAcknowledge
|
2025-07-06
|
Success
|
v2.10.3
|
NoIlliquids;NoMargin;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0020
|
Preserver
| 115,205
| 1,546,038
| 59,729
| 4.1
| 4
| 15
|
CA
|
Medium
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 13.3
| 8.8
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Directive
|
Shallow
|
Sharpe;MaxDD
|
In-Person>Email>Phone>Chat
| true
|
20:00-06:30
| 66
| 157
| 61
| 54
|
Brokerage;OpenBanking
| 9
|
Human
|
Rebalance
|
2025-08-14
|
Partial
|
v1.9.8
|
LimitOrderOnly;NoMargin;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0021
|
Builder
| 92,209
| 125,274
| 8,117
| 8.6
| 3
| 10
|
US
|
Low
| null |
ESGOnly;NoTobacco
|
PrivateCredit
| 1.5
| 23.1
| 8.8
|
Home:3y;Retirement:30y;Debt:2y
| 3
|
Collaborative
|
Medium
|
Sharpe;TaxCost
|
Email>App>Phone
| true
|
23:00-06:00
| 64
| 125
| 63
| 56
|
OpenBanking
| 8
| null |
PlanUpdate
|
2025-09-09
|
Partial
|
v2.10.6
|
NoMargin;NoPennyStocks;PauseWhenVIX>30
|
Prioritize liquidity and down payment savings
|
A0022
|
Optimizer
| 254,070
| 2,666,775
| 214,863
| 10.6
| 2
| 12
|
US
|
Medium
|
AccreditedOnly;NoIlliquids
| null |
PennyStocks
| 1.7
| 27.5
| 11
|
Wealth:10y;Estate:20y
| 10
|
Educational
|
Shallow
|
Sharpe;MaxDD;TaxCost
|
Phone>App>Chat
| true
|
23:15-06:30
| 63
| 66
| 77
| 66
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 6
| null |
PlanUpdate
|
2025-01-19
|
Success
|
v2.10.5
|
NoPennyStocks;StopLossDisabled
|
Enforce tax budget and position caps
|
A0023
|
Preserver
| 67,891
| 571,967
| 68,519
| 6
| 1
| 10
|
IN
|
Medium
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 13.2
| 9
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Educational
|
Medium
|
TaxCost;Sharpe
|
Chat>App>Email
| true
|
19:45-08:00
| 72
| 173
| 65
| 64
|
Brokerage;CreditBureau;OpenBanking
| 12
|
Human
|
AlertAcknowledge
|
2025-08-23
|
Success
|
v2.9.8
|
NoAutoTradesBelow$1k;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0024
|
Stabilizer
| 119,832
| 556,441
| 61,631
| 8.4
| 3
| 12
|
US
|
Low
| null |
NoWeapons;NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 16.6
| 8.5
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Collaborative
|
Medium
|
TaxCost;MaxDD;Sharpe
|
Phone>In-Person>Email>App
| true
|
23:30-07:00
| 60
| 153
| 54
| 53
|
OpenBanking
| 11
| null |
AlertAcknowledge
|
2025-10-31
|
Failed
|
v2.8.8
|
LimitOrderOnly;NoMargin;NoPennyStocks
|
Keep expenses buffer ≥ 4 months
|
A0025
|
Builder
| 37,637
| 182,940
| 5,301
| 11.5
| 1
| 10
|
US
|
Low
| null |
ESGOnly
|
Crypto
| 1.4
| 21.5
| 7.4
|
Home:3y;Retirement:30y;Debt:2y
| 3
|
Directive
|
Deep
|
TaxCost;Sharpe;IRR
|
App>Email>Chat>Phone
| false
|
20:15-08:00
| 66
| 129
| 70
| 70
|
CreditBureau;OpenBanking
| 9
| null |
AutoTransfer
|
2025-10-31
|
Success
|
v2.9.9
|
StopLossDisabled
|
Prioritize liquidity and down payment savings
|
A0026
|
Preserver
| 76,488
| 1,171,615
| 76,153
| 8.7
| 1
| 10
|
US
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 11.7
| 8.3
|
Retirement:15y;Emergency:1y
| 15
|
Collaborative
|
Medium
|
TaxCost;MaxDD;Sharpe
|
Phone>Chat>App
| true
|
21:45-08:00
| 82
| 238
| 91
| 92
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 11
| null |
AutoTransfer
|
2025-08-05
|
Success
|
v1.10.2
|
LimitOrderOnly;NoMargin;PauseWhenVIX>30
|
Maintain ≥ 12m cash runway and low drawdown
|
A0027
|
Preserver
| 141,894
| 1,729,701
| 138,881
| 7.4
| 2
| 15
|
AU
|
Low
|
AccreditedOnly
| null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 16.2
| 5.9
|
Retirement:15y;Emergency:1y
| 15
|
Directive
|
Medium
|
MaxDD;TaxCost
|
App>Phone>Chat
| true
|
23:30-08:30
| 78
| 199
| 81
| 79
|
Brokerage;CreditBureau;OpenBanking
| 3
|
Human
|
PlanUpdate
|
2025-05-25
|
Success
|
v2.9.3
|
LimitOrderOnly
|
Maintain ≥ 12m cash runway and low drawdown
|
A0028
|
Preserver
| 55,744
| 807,980
| 44,402
| 4.5
| 3
| 10
|
SG
|
Low
| null |
NoTobacco;NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 15.2
| 5.6
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Medium
|
TaxCost;Sharpe
|
Email>App>Chat>In-Person
| true
|
19:00-07:30
| 74
| 204
| 81
| 70
|
Brokerage;CreditBureau;OpenBanking
| 3
|
Hybrid
|
PlanUpdate
|
2025-03-13
|
Success
|
v2.9.1
|
NoIlliquids;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0029
|
Stabilizer
| 68,952
| 236,948
| 31,436
| 9
| 1
| 10
|
US
|
Low
|
NoIlliquids
|
ESGOnly;NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 14.1
| 8.5
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Educational
|
Medium
|
Sharpe;TaxCost;MaxDD
|
Email>Phone>App
| true
|
23:00-07:15
| 60
| 98
| 56
| 59
|
CreditBureau;OpenBanking
| 6
|
Hybrid
|
AlertAcknowledge
|
2025-01-22
|
Success
|
v2.8.3
|
LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled
|
Keep expenses buffer ≥ 4 months
|
A0030
|
Preserver
| 69,933
| 639,029
| 41,527
| 6
| 3
| 10
|
US
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 10.7
| 7.8
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Concise
|
Shallow
|
TaxCost;Sharpe;MaxDD
|
Email>App>Phone>Chat
| true
|
20:45-07:00
| 69
| 164
| 60
| 53
|
Brokerage;CreditBureau;OpenBanking
| 12
|
Hybrid
|
AlertAcknowledge
|
2025-09-05
|
Success
|
v2.9.8
|
NoIlliquids;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0031
|
Preserver
| 89,121
| 939,644
| 60,333
| 3.3
| 4
| 10
|
US
|
Low
| null |
NoWeapons;NoTobacco
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 13
| 7.8
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Directive
|
Medium
|
MaxDD;Sharpe;TaxCost
|
Phone>In-Person>App
| false
|
19:30-08:15
| 67
| 160
| 60
| 60
|
Brokerage;CreditBureau;OpenBanking
| 8
|
Hybrid
|
AlertAcknowledge
|
2025-05-03
|
Success
|
v1.8.5
|
NoMargin;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0032
|
Preserver
| 32,227
| 268,203
| 26,901
| 8.3
| 1
| 10
|
US
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 11.7
| 8.5
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Collaborative
|
Medium
|
Sharpe;TaxCost
|
In-Person>App>Chat>Phone
| true
|
20:45-07:30
| 82
| 177
| 75
| 78
|
Brokerage;OpenBanking
| 7
|
Hybrid
|
Rebalance
|
2025-01-21
|
Success
|
v1.10.4
|
NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0033
|
Stabilizer
| 34,750
| 98,707
| 4,610
| 4
| 4
| 10
|
IN
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1
| 10.2
| 5.2
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Collaborative
|
Medium
|
MaxDD;Sharpe
|
App>In-Person>Email>Phone>Chat
| true
|
20:45-08:00
| 52
| 164
| 58
| 49
|
CreditBureau;OpenBanking
| 14
| null |
PlanUpdate
|
2025-05-30
|
Partial
|
v1.9.3
|
NoAutoTradesBelow$1k
|
Keep expenses buffer ≥ 4 months
|
A0034
|
Stabilizer
| 54,505
| 156,845
| 12,202
| 7.5
| 1
| 10
|
US
|
Low
| null |
ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 11.7
| 5
|
Retirement:15y;Emergency:1y
| 15
|
Collaborative
|
Deep
|
Sharpe;TaxCost;MaxDD
|
Phone>Email>Chat>App>In-Person
| false
|
23:45-08:00
| 62
| 105
| 69
| 57
|
CreditBureau;OpenBanking
| 12
| null |
PlanUpdate
|
2025-05-13
|
Success
|
v1.10.5
|
NoAutoTradesBelow$1k;NoIlliquids
|
Keep expenses buffer ≥ 4 months
|
A0035
|
Stabilizer
| 107,961
| 607,210
| 30,923
| 7.1
| 1
| 12
|
US
|
High
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 9.6
| 7.1
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Shallow
|
Sharpe;TaxCost;MaxDD
|
Chat>Phone>App>In-Person
| true
|
19:30-06:15
| 47
| 117
| 39
| 35
|
CreditBureau;OpenBanking
| 17
| null |
Rebalance
|
2025-08-19
|
Partial
|
v1.9.3
|
LimitOrderOnly;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0036
|
Builder
| 61,197
| 121,906
| 5,425
| 8.9
| 3
| 10
|
US
|
Medium
| null | null |
PrivateCredit
| 1.4
| 13.9
| 9
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Collaborative
|
Shallow
|
Sharpe;IRR
|
In-Person>App>Phone
| true
|
20:45-06:45
| 57
| 112
| 49
| 44
|
OpenBanking
| 5
| null |
AutoTransfer
|
2025-09-08
|
Success
|
v1.8.8
|
LimitOrderOnly;NoMargin;PauseWhenVIX>30
|
Prioritize liquidity and down payment savings
|
A0037
|
Preserver
| 98,828
| 1,553,151
| 67,478
| 4
| 4
| 10
|
US
|
Low
|
NoDerivatives
|
ESGOnly;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 13
| 8.8
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Deep
|
MaxDD;TaxCost
|
App>Email>In-Person>Phone
| false
|
23:45-06:00
| 68
| 226
| 71
| 59
|
Brokerage;OpenBanking
| 12
| null |
Rebalance
|
2025-10-13
|
Success
|
v2.8.5
|
StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0038
|
Optimizer
| 170,094
| 1,388,650
| 75,997
| 7.1
| 4
| 15
|
DE
|
Low
|
NoIlliquids;AccreditedOnly
|
NoFossilFuel;NoTobacco
|
PennyStocks
| 1.6
| 21.7
| 12.4
|
Wealth:10y;Estate:20y;Education:6y
| 10
|
Educational
|
Medium
|
IRR;TaxCost;MaxDD
|
In-Person>Phone>Email>App>Chat
| true
|
19:00-07:15
| 61
| 77
| 73
| 66
|
Brokerage;OpenBanking
| 1
|
Hybrid
|
AutoTransfer
|
2025-02-11
|
Success
|
v2.10.1
|
LimitOrderOnly
|
Enforce tax budget and position caps
|
A0039
|
Stabilizer
| 50,543
| 94,699
| 9,008
| 5
| 3
| 10
|
US
|
Low
|
AccreditedOnly
|
NoWeapons;NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 8.3
| 5.3
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Deep
|
MaxDD;Sharpe;TaxCost
|
In-Person>Phone>Chat>Email
| true
|
22:00-06:15
| 55
| 129
| 40
| 39
|
OpenBanking;Payroll
| 19
| null |
AlertAcknowledge
|
2025-09-17
|
Success
|
v1.8.9
|
LimitOrderOnly
|
Keep expenses buffer ≥ 4 months
|
A0040
|
Explorer
| 75,179
| 926,103
| 29,249
| 21.6
| 2
| 10
|
US
|
Medium
|
NoDerivatives
|
NoWeapons;ESGOnly
| null | 1.9
| 24.7
| 15.3
|
Business:5y;Travel:2y;Education:6y
| 5
|
Educational
|
Medium
|
IRR;TaxCost;MaxDD
|
Phone>In-Person>Chat>App>Email
| true
|
20:00-06:00
| 51
| 75
| 46
| 46
|
CreditBureau;OpenBanking
| 4
|
Hybrid
|
Rebalance
|
2025-05-21
|
Success
|
v1.10.2
|
LimitOrderOnly;NoAutoTradesBelow$1k
|
Allow small experimental sleeve ≤ 3%
|
A0041
|
Optimizer
| 80,605
| 757,749
| 22,684
| 7.7
| 3
| 10
|
US
|
Low
| null | null |
PennyStocks;PrivateCredit
| 1.5
| 24.7
| 12.7
|
Wealth:10y;Estate:20y;Education:6y
| 10
|
Collaborative
|
Medium
|
TaxCost;IRR
|
In-Person>Phone>Email>Chat>App
| true
|
22:45-07:45
| 74
| 77
| 60
| 54
|
Brokerage;OpenBanking
| 6
|
Human
|
Rebalance
|
2025-12-03
|
Success
|
v1.10.4
|
NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30
|
Enforce tax budget and position caps
|
A0042
|
Builder
| 30,410
| 130,286
| 4,500
| 13.6
| 1
| 10
|
US
|
Medium
| null |
NoFossilFuel;ESGOnly
| null | 1.6
| 17
| 8.3
|
Home:3y;Retirement:30y
| 3
|
Concise
|
Medium
|
MaxDD;Sharpe
|
Phone>Email>App>Chat
| true
|
21:30-07:45
| 55
| 94
| 47
| 39
|
OpenBanking
| 14
| null |
Rebalance
|
2025-07-14
|
Partial
|
v2.10.6
|
LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30
|
Prioritize liquidity and down payment savings
|
A0043
|
Preserver
| 84,426
| 636,072
| 54,384
| 7
| 3
| 10
|
US
|
Medium
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 10
| 6.5
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Shallow
|
Sharpe;TaxCost
|
In-Person>App>Phone>Email>Chat
| true
|
19:45-07:00
| 73
| 144
| 59
| 54
|
Brokerage;OpenBanking
| 11
|
Human
|
AlertAcknowledge
|
2025-07-21
|
Success
|
v2.8.8
|
LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0044
|
Stabilizer
| 93,059
| 165,923
| 22,862
| 4.6
| 4
| 10
|
US
|
Low
|
NoDerivatives
|
NoTobacco
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 15.5
| 7.6
|
Retirement:15y;Emergency:1y
| 15
|
Concise
|
Deep
|
Sharpe;TaxCost;MaxDD
|
App>In-Person>Email>Chat>Phone
| false
|
22:30-08:45
| 61
| 150
| 54
| 46
|
CreditBureau;OpenBanking
| 8
| null |
Rebalance
|
2025-02-28
|
Success
|
v1.8.5
|
NoAutoTradesBelow$1k;NoMargin;NoPennyStocks
|
Keep expenses buffer ≥ 4 months
|
A0045
|
Optimizer
| 142,813
| 4,041,128
| 109,804
| 8.1
| 3
| 12
|
US
|
Low
|
NoDerivatives
|
NoFossilFuel
|
PennyStocks
| 1.6
| 19.8
| 11.7
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Concise
|
Medium
|
TaxCost;IRR;MaxDD
|
App>Email>Chat>In-Person>Phone
| false
|
23:45-08:30
| 68
| 107
| 66
| 64
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 7
|
Hybrid
|
AlertAcknowledge
|
2025-05-05
|
Success
|
v2.8.1
|
PauseWhenVIX>30;StopLossDisabled
|
Enforce tax budget and position caps
|
A0046
|
Explorer
| 65,819
| 341,741
| 22,612
| 16.9
| 2
| 10
|
US
|
Low
|
NoShortSelling
|
NoTobacco
|
Crypto;LeveragedETFs;PennyStocks
| 1.9
| 29.4
| 14.1
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Concise
|
Shallow
|
TaxCost;Sharpe
|
App>Email>Phone>Chat
| true
|
19:45-06:45
| 62
| 79
| 68
| 67
|
CreditBureau;OpenBanking
| 2
|
Human
|
AutoTransfer
|
2025-09-06
|
Success
|
v2.8.2
|
NoMargin
|
Allow small experimental sleeve ≤ 3%
|
A0047
|
Optimizer
| 398,786
| 1,808,765
| 208,576
| 8.3
| 1
| 12
|
US
|
Low
|
NoDerivatives;AccreditedOnly
| null |
PennyStocks
| 1.4
| 24.6
| 10.3
|
Wealth:10y;Estate:20y;Education:6y
| 10
|
Educational
|
Medium
|
Sharpe;IRR;TaxCost
|
Phone>Chat>Email
| false
|
20:30-06:45
| 63
| 99
| 55
| 52
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 3
|
Human
|
PlanUpdate
|
2025-05-01
|
Success
|
v1.10.8
|
NoAutoTradesBelow$1k
|
Enforce tax budget and position caps
|
A0048
|
Stabilizer
| 86,979
| 521,104
| 17,133
| 5.8
| 3
| 10
|
US
|
Medium
| null |
ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 0.9
| 11.4
| 5.5
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Concise
|
Deep
|
TaxCost;Sharpe
|
Phone>In-Person>Chat
| true
|
19:30-06:45
| 58
| 102
| 62
| 56
|
CreditBureau;OpenBanking
| 5
|
Human
|
AlertAcknowledge
|
2025-02-12
|
Success
|
v2.10.8
|
NoMargin;PauseWhenVIX>30
|
Keep expenses buffer ≥ 4 months
|
A0049
|
Preserver
| 146,019
| 650,433
| 67,072
| 4.6
| 4
| 12
|
US
|
Low
|
NoShortSelling;AccreditedOnly
| null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 14
| 8.9
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Educational
|
Shallow
|
MaxDD;TaxCost;Sharpe
|
App>Email>Chat>Phone>In-Person
| true
|
22:45-08:45
| 80
| 132
| 80
| 77
|
Brokerage;OpenBanking
| 6
|
Hybrid
|
PlanUpdate
|
2025-05-15
|
Success
|
v2.10.5
|
NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0050
|
Preserver
| 241,652
| 1,464,570
| 127,754
| 4.7
| 4
| 12
|
US
|
Low
| null |
NoWeapons;NoTobacco
|
Crypto;LeveragedETFs;PennyStocks
| 0.9
| 10
| 5.1
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Directive
|
Shallow
|
Sharpe;TaxCost
|
In-Person>Chat>Phone>App>Email
| false
|
21:30-08:00
| 67
| 154
| 71
| 69
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 4
|
Hybrid
|
AlertAcknowledge
|
2025-08-02
|
Failed
|
v1.8.5
|
NoMargin;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0051
|
Builder
| 36,962
| 138,751
| 7,430
| 8.5
| 3
| 10
|
US
|
Medium
|
NoIlliquids;AccreditedOnly
| null |
LeveragedETFs;PrivateCredit
| 1.7
| 19.9
| 9.2
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Collaborative
|
Shallow
|
IRR;Sharpe
|
Chat>In-Person>App>Email>Phone
| true
|
22:45-07:15
| 59
| 73
| 50
| 45
|
CreditBureau;OpenBanking;Payroll
| 18
| null |
AutoTransfer
|
2025-08-31
|
Success
|
v2.10.4
|
NoIlliquids;NoMargin;NoPennyStocks
|
Prioritize liquidity and down payment savings
|
A0052
|
Optimizer
| 71,725
| 317,463
| 21,260
| 9.1
| 1
| 10
|
US
|
Low
| null |
ESGOnly;NoTobacco
|
PennyStocks;PrivateCredit
| 1.8
| 22
| 13.1
|
Wealth:10y;Estate:20y;Debt:2y
| 10
|
Concise
|
Medium
|
Sharpe;IRR
|
App>Phone>Email>In-Person
| true
|
21:30-08:00
| 66
| 90
| 64
| 62
|
Brokerage;OpenBanking
| 4
|
Human
|
PlanUpdate
|
2025-02-06
|
Success
|
v2.9.9
|
NoAutoTradesBelow$1k;NoPennyStocks
|
Enforce tax budget and position caps
|
A0053
|
Optimizer
| 288,328
| 1,825,516
| 103,560
| 9.3
| 2
| 12
|
US
|
Medium
|
NoIlliquids;NoDerivatives
|
NoTobacco;NoWeapons
|
LeveragedETFs;PennyStocks
| 1.9
| 25
| 12.7
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Educational
|
Deep
|
MaxDD;Sharpe;IRR
|
App>Email>Chat
| true
|
21:45-06:00
| 52
| 110
| 49
| 44
|
Brokerage;CreditBureau;OpenBanking
| 1
|
Hybrid
|
Rebalance
|
2025-12-26
|
Success
|
v2.9.2
|
NoAutoTradesBelow$1k;NoIlliquids
|
Enforce tax budget and position caps
|
A0054
|
Preserver
| 71,737
| 964,632
| 77,473
| 3.3
| 4
| 10
|
DE
|
Medium
|
NoShortSelling;NoDerivatives
| null |
Crypto;LeveragedETFs;PennyStocks
| 0.9
| 11.8
| 7.2
|
Retirement:15y;Emergency:1y
| 15
|
Concise
|
Shallow
|
TaxCost;MaxDD
|
In-Person>App>Chat>Email
| true
|
22:30-08:45
| 73
| 227
| 77
| 81
|
Brokerage;OpenBanking
| 13
|
Hybrid
|
Rebalance
|
2024-12-28
|
Partial
|
v1.10.7
|
NoMargin;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0055
|
Stabilizer
| 74,047
| 357,701
| 27,472
| 5.5
| 3
| 10
|
US
|
Low
|
AccreditedOnly
|
NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 17.6
| 8.4
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Concise
|
Shallow
|
TaxCost;MaxDD
|
Phone>Chat>Email>In-Person>App
| true
|
20:00-06:45
| 57
| 133
| 58
| 61
|
OpenBanking;Payroll
| 16
| null |
AlertAcknowledge
|
2025-09-11
|
Success
|
v1.9.5
|
StopLossDisabled
|
Keep expenses buffer ≥ 4 months
|
A0056
|
Optimizer
| 205,799
| 1,299,849
| 116,362
| 8.5
| 2
| 15
|
DE
|
Medium
| null |
NoWeapons
|
PennyStocks
| 1.8
| 20.9
| 10.8
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Concise
|
Deep
|
MaxDD;IRR
|
Phone>App>Email>Chat
| false
|
20:15-07:00
| 62
| 100
| 51
| 50
|
Brokerage;CreditBureau;OpenBanking
| 1
| null |
Rebalance
|
2025-11-04
|
Success
|
v2.8.8
|
NoIlliquids;StopLossDisabled
|
Enforce tax budget and position caps
|
A0057
|
Stabilizer
| 106,308
| 900,304
| 50,031
| 6.5
| 1
| 12
|
US
|
Medium
|
NoDerivatives;NoShortSelling
| null |
Crypto;LeveragedETFs;PennyStocks
| 0.9
| 10.5
| 5.9
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Medium
|
MaxDD;Sharpe
|
Phone>Chat>App>In-Person>Email
| false
|
21:15-08:15
| 61
| 161
| 46
| 44
|
CreditBureau;OpenBanking
| 11
| null |
AlertAcknowledge
|
2025-10-31
|
Success
|
v1.9.6
|
NoAutoTradesBelow$1k;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0058
|
Stabilizer
| 152,825
| 312,517
| 46,426
| 5.8
| 2
| 12
|
US
|
Low
|
NoIlliquids
|
ESGOnly;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 8.4
| 6.4
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Concise
|
Medium
|
TaxCost;Sharpe
|
Phone>Email>Chat>App>In-Person
| true
|
19:00-08:30
| 52
| 112
| 49
| 49
|
OpenBanking
| 6
| null |
Rebalance
|
2025-04-15
|
Failed
|
v1.10.3
|
PauseWhenVIX>30
|
Keep expenses buffer ≥ 4 months
|
A0059
|
Stabilizer
| 137,059
| 444,941
| 23,247
| 6.3
| 3
| 15
|
DE
|
Low
| null |
NoTobacco;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 10.6
| 7
|
Retirement:15y;Emergency:1y
| 15
|
Educational
|
Shallow
|
MaxDD;TaxCost
|
Email>Phone>In-Person
| true
|
20:15-07:45
| 63
| 146
| 63
| 60
|
OpenBanking;Payroll
| 14
|
Hybrid
|
PlanUpdate
|
2025-03-16
|
Partial
|
v1.10.5
|
NoMargin;NoPennyStocks;StopLossDisabled
|
Keep expenses buffer ≥ 4 months
|
A0060
|
Stabilizer
| 114,593
| 245,482
| 18,916
| 5
| 4
| 12
|
US
|
Low
|
NoDerivatives
|
NoFossilFuel
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 11.2
| 8
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Educational
|
Medium
|
MaxDD;TaxCost;Sharpe
|
In-Person>Chat>Phone>App
| true
|
19:00-06:45
| 61
| 118
| 57
| 54
|
CreditBureau;OpenBanking
| 5
|
Human
|
AutoTransfer
|
2025-10-03
|
Success
|
v2.8.8
|
LimitOrderOnly;NoIlliquids
|
Keep expenses buffer ≥ 4 months
|
A0061
|
Stabilizer
| 52,863
| 219,827
| 30,800
| 6.5
| 2
| 10
|
UK
|
Low
|
NoIlliquids
| null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1.1
| 10.1
| 7.3
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Directive
|
Shallow
|
TaxCost;Sharpe;MaxDD
|
App>Chat>In-Person
| true
|
20:30-07:00
| 64
| 100
| 67
| 65
|
CreditBureau;OpenBanking
| 19
|
Human
|
AutoTransfer
|
2025-04-21
|
Failed
|
v2.9.5
|
NoIlliquids;NoMargin;NoPennyStocks
|
Keep expenses buffer ≥ 4 months
|
A0062
|
Preserver
| 135,665
| 982,883
| 73,590
| 4.9
| 2
| 15
|
IN
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 8.7
| 8.9
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Medium
|
MaxDD;Sharpe;TaxCost
|
In-Person>Phone>Chat
| true
|
19:15-07:45
| 75
| 158
| 61
| 55
|
Brokerage;OpenBanking
| 13
|
Human
|
AlertAcknowledge
|
2025-02-02
|
Partial
|
v1.10.1
|
LimitOrderOnly;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0063
|
Preserver
| 111,938
| 1,501,216
| 85,731
| 6
| 3
| 12
|
US
|
Low
| null |
NoTobacco;ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 14.7
| 5.6
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Concise
|
Medium
|
MaxDD;TaxCost
|
In-Person>Phone>Chat>Email>App
| true
|
22:30-06:00
| 75
| 177
| 66
| 59
|
Brokerage;OpenBanking
| 11
| null |
PlanUpdate
|
2025-03-24
|
Success
|
v2.8.8
|
NoPennyStocks;PauseWhenVIX>30;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0064
|
Builder
| 36,431
| 137,764
| 6,989
| 13
| 2
| 10
|
US
|
Medium
| null | null |
Crypto;LeveragedETFs
| 1.4
| 19.1
| 10.1
|
Home:3y;Retirement:30y;Debt:2y
| 3
|
Concise
|
Medium
|
MaxDD;TaxCost;IRR
|
App>Email>Phone>In-Person
| true
|
21:15-07:45
| 57
| 105
| 53
| 43
|
OpenBanking
| 9
| null |
AutoTransfer
|
2025-11-10
|
Failed
|
v1.8.1
|
NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled
|
Prioritize liquidity and down payment savings
|
A0065
|
Preserver
| 174,018
| 560,732
| 38,322
| 5.6
| 1
| 15
|
UK
|
Low
|
NoDerivatives
|
NoFossilFuel;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 11.6
| 8.1
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Shallow
|
MaxDD;Sharpe
|
In-Person>Email>Chat
| true
|
22:00-06:30
| 82
| 145
| 67
| 55
|
Brokerage;OpenBanking
| 7
|
Human
|
AutoTransfer
|
2025-12-11
|
Success
|
v1.9.9
|
NoAutoTradesBelow$1k;NoMargin;StopLossDisabled
|
Maintain ≥ 12m cash runway and low drawdown
|
A0066
|
Stabilizer
| 102,645
| 539,165
| 24,926
| 6.8
| 2
| 12
|
US
|
Low
| null |
NoFossilFuel;NoTobacco
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 11.3
| 7.2
|
Retirement:15y;Emergency:1y
| 15
|
Educational
|
Shallow
|
Sharpe;TaxCost;MaxDD
|
In-Person>Email>App>Chat>Phone
| true
|
23:00-07:15
| 62
| 162
| 58
| 52
|
CreditBureau;OpenBanking
| 18
|
Hybrid
|
Rebalance
|
2025-06-01
|
Failed
|
v2.10.2
|
StopLossDisabled
|
Keep expenses buffer ≥ 4 months
|
A0067
|
Optimizer
| 123,345
| 1,326,207
| 68,272
| 9.4
| 2
| 12
|
US
|
Medium
| null | null |
Crypto;PennyStocks;PrivateCredit
| 1.5
| 20.7
| 9.6
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Directive
|
Deep
|
IRR;MaxDD;TaxCost
|
Chat>In-Person>Phone
| true
|
21:30-06:15
| 67
| 107
| 58
| 46
|
Brokerage;OpenBanking;Payroll
| 7
|
Human
|
Rebalance
|
2025-04-19
|
Partial
|
v1.8.1
|
LimitOrderOnly;StopLossDisabled
|
Enforce tax budget and position caps
|
A0068
|
Preserver
| 89,927
| 538,351
| 48,375
| 5.8
| 2
| 10
|
US
|
Low
| null |
NoTobacco;ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 11.8
| 8.9
|
Retirement:15y;Emergency:1y
| 15
|
Educational
|
Deep
|
MaxDD;TaxCost
|
In-Person>Chat>Phone
| true
|
21:00-06:30
| 74
| 226
| 74
| 70
|
Brokerage;OpenBanking
| 3
|
Human
|
PlanUpdate
|
2025-04-10
|
Success
|
v2.9.5
|
NoAutoTradesBelow$1k;NoIlliquids;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0069
|
Explorer
| 38,590
| 246,818
| 8,300
| 17.6
| 4
| 10
|
US
|
Low
| null |
ESGOnly
|
PennyStocks
| 2
| 30.6
| 17.6
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Concise
|
Deep
|
Sharpe;MaxDD
|
Chat>App>In-Person>Email>Phone
| true
|
23:00-06:30
| 57
| 57
| 43
| 31
|
CreditBureau;OpenBanking;Payroll
| 2
|
Human
|
Rebalance
|
2025-08-08
|
Success
|
v1.9.5
|
NoIlliquids
|
Allow small experimental sleeve ≤ 3%
|
A0070
|
Builder
| 72,387
| 366,806
| 17,473
| 12.8
| 2
| 10
|
US
|
Low
| null |
NoFossilFuel;NoWeapons
|
PennyStocks;PrivateCredit
| 1.7
| 23.3
| 10.3
|
Home:3y;Retirement:30y;Healthcare:8y
| 3
|
Directive
|
Shallow
|
TaxCost;MaxDD
|
Chat>App>In-Person
| true
|
20:15-07:15
| 65
| 94
| 51
| 41
|
CreditBureau;OpenBanking;Payroll
| 9
| null |
Rebalance
|
2025-12-09
|
Success
|
v1.9.6
|
NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30
|
Prioritize liquidity and down payment savings
|
A0071
|
Explorer
| 81,699
| 591,929
| 26,073
| 17
| 1
| 10
|
US
|
Low
|
NoDerivatives;AccreditedOnly
| null |
PennyStocks
| 1.9
| 29.9
| 16.1
|
Business:5y;Travel:2y;Debt:2y
| 5
|
Educational
|
Deep
|
Sharpe;MaxDD;IRR
|
Chat>In-Person>Phone>Email
| true
|
21:30-07:30
| 64
| 52
| 71
| 69
|
OpenBanking;Payroll
| 2
|
Human
|
AutoTransfer
|
2025-08-02
|
Failed
|
v1.8.6
|
LimitOrderOnly
|
Allow small experimental sleeve ≤ 3%
|
A0072
|
Explorer
| 45,523
| -34,111
| 4,199
| 16.3
| 4
| 10
|
US
|
Low
|
NoShortSelling
|
NoFossilFuel
|
PennyStocks
| 1.8
| 31.8
| 16.8
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Collaborative
|
Deep
|
Sharpe;MaxDD
|
Phone>Email>In-Person
| true
|
21:45-06:30
| 56
| 61
| 69
| 65
|
CreditBureau;OpenBanking
| 1
|
Hybrid
|
AlertAcknowledge
|
2025-03-20
|
Success
|
v1.9.5
|
PauseWhenVIX>30;StopLossDisabled
|
Allow small experimental sleeve ≤ 3%
|
A0073
|
Explorer
| 111,635
| 761,948
| 21,180
| 17.9
| 1
| 15
|
IN
|
High
| null |
NoFossilFuel;NoTobacco
|
PennyStocks
| 1.7
| 25.7
| 13
|
Business:5y;Travel:2y;Debt:2y
| 5
|
Educational
|
Shallow
|
MaxDD;IRR
|
Email>Chat>App>Phone
| false
|
23:45-08:30
| 40
| 75
| 48
| 45
|
OpenBanking
| 5
|
Hybrid
|
AlertAcknowledge
|
2025-06-22
|
Success
|
v2.9.5
|
LimitOrderOnly;NoIlliquids;NoPennyStocks
|
Allow small experimental sleeve ≤ 3%
|
A0074
|
Preserver
| 63,647
| 736,090
| 33,599
| 7.3
| 2
| 10
|
US
|
Medium
|
AccreditedOnly;NoIlliquids
|
ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 1.1
| 8.4
| 5.5
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Educational
|
Deep
|
TaxCost;MaxDD
|
In-Person>App>Chat>Phone>Email
| false
|
20:45-06:00
| 75
| 211
| 84
| 87
|
Brokerage;CreditBureau;OpenBanking
| 14
|
Human
|
PlanUpdate
|
2025-07-05
|
Success
|
v1.9.7
|
NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0075
|
Explorer
| 25,453
| 84,669
| 5,759
| 20.9
| 1
| 10
|
US
|
Low
|
AccreditedOnly;NoIlliquids
|
ESGOnly
| null | 1.9
| 25.5
| 16.5
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Concise
|
Shallow
|
MaxDD;Sharpe
|
App>Chat>Phone>Email>In-Person
| true
|
23:15-08:00
| 62
| 72
| 55
| 45
|
OpenBanking
| 6
| null |
PlanUpdate
|
2025-01-04
|
Success
|
v2.10.2
|
LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks
|
Allow small experimental sleeve ≤ 3%
|
A0076
|
Optimizer
| 202,777
| 3,408,171
| 133,060
| 9.9
| 3
| 12
|
US
|
Low
|
NoDerivatives;NoShortSelling
|
NoTobacco
|
PennyStocks
| 1.7
| 16.5
| 13.3
|
Wealth:10y;Estate:20y;Debt:2y
| 10
|
Concise
|
Medium
|
IRR;TaxCost;Sharpe
|
In-Person>Phone>Email
| true
|
19:30-08:00
| 75
| 94
| 83
| 73
|
Brokerage;CreditBureau;OpenBanking
| 4
| null |
PlanUpdate
|
2025-01-20
|
Success
|
v1.10.9
|
NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled
|
Enforce tax budget and position caps
|
A0077
|
Explorer
| 55,187
| 182,784
| 10,963
| 21.4
| 3
| 10
|
US
|
Low
|
NoDerivatives;AccreditedOnly
|
ESGOnly;NoFossilFuel
| null | 2.1
| 33.1
| 15.8
|
Business:5y;Travel:2y
| 5
|
Concise
|
Medium
|
MaxDD;TaxCost;IRR
|
App>Email>In-Person>Chat
| false
|
22:00-07:30
| 64
| 52
| 52
| 49
|
OpenBanking
| 6
|
Human
|
PlanUpdate
|
2025-01-18
|
Success
|
v1.8.3
|
NoAutoTradesBelow$1k
|
Allow small experimental sleeve ≤ 3%
|
A0078
|
Stabilizer
| 69,360
| 233,779
| 28,626
| 6.4
| 1
| 10
|
US
|
Medium
| null |
NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 9.1
| 5.9
|
Retirement:15y;Emergency:1y
| 15
|
Educational
|
Medium
|
Sharpe;TaxCost;MaxDD
|
Chat>App>Phone
| true
|
23:30-06:15
| 55
| 178
| 57
| 52
|
CreditBureau;OpenBanking
| 17
| null |
AutoTransfer
|
2025-07-20
|
Partial
|
v2.9.2
|
LimitOrderOnly;PauseWhenVIX>30
|
Keep expenses buffer ≥ 4 months
|
A0079
|
Builder
| 45,393
| 48,563
| 7,067
| 13.8
| 1
| 10
|
IN
|
Low
|
NoDerivatives
| null |
PennyStocks
| 1.5
| 15
| 9.4
|
Home:3y;Retirement:30y
| 3
|
Collaborative
|
Shallow
|
MaxDD;TaxCost
|
Email>App>Phone
| true
|
20:00-08:15
| 66
| 142
| 51
| 39
|
CreditBureau;OpenBanking
| 15
|
Hybrid
|
AlertAcknowledge
|
2025-02-06
|
Success
|
v2.9.5
|
LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30
|
Prioritize liquidity and down payment savings
|
A0080
|
Builder
| 32,122
| 31,553
| 1,923
| 10.5
| 2
| 10
|
US
|
Low
| null |
NoFossilFuel
| null | 1.7
| 23.9
| 10.2
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Collaborative
|
Medium
|
Sharpe;MaxDD;IRR
|
Phone>Chat>Email>App>In-Person
| true
|
20:30-06:15
| 60
| 117
| 53
| 46
|
OpenBanking;Payroll
| 19
|
Hybrid
|
PlanUpdate
|
2025-03-06
|
Success
|
v1.8.3
|
NoIlliquids
|
Prioritize liquidity and down payment savings
|
A0081
|
Optimizer
| 225,848
| 3,043,196
| 78,158
| 7.2
| 2
| 15
|
SG
|
Low
| null | null |
PennyStocks;PrivateCredit
| 1.6
| 17.4
| 10.3
|
Wealth:10y;Estate:20y;Education:6y
| 10
|
Directive
|
Deep
|
Sharpe;IRR
|
Chat>App>Phone
| true
|
19:30-06:15
| 68
| 106
| 68
| 61
|
Brokerage;OpenBanking;Payroll
| 4
|
Human
|
Rebalance
|
2025-07-28
|
Partial
|
v1.8.6
|
NoMargin;NoPennyStocks;StopLossDisabled
|
Enforce tax budget and position caps
|
A0082
|
Preserver
| 74,940
| 648,346
| 48,227
| 6.1
| 2
| 10
|
DE
|
Low
|
NoDerivatives;AccreditedOnly
| null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1
| 14.6
| 6.2
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Shallow
|
MaxDD;TaxCost;Sharpe
|
App>Chat>Phone>Email>In-Person
| true
|
21:00-07:30
| 74
| 219
| 68
| 62
|
Brokerage;CreditBureau;OpenBanking
| 12
| null |
PlanUpdate
|
2025-03-06
|
Success
|
v2.10.7
|
NoAutoTradesBelow$1k;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0083
|
Preserver
| 191,833
| 1,523,549
| 168,482
| 4.3
| 3
| 15
|
UK
|
Medium
|
NoDerivatives;NoIlliquids
| null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 13.7
| 6.3
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Educational
|
Medium
|
Sharpe;MaxDD;TaxCost
|
Phone>Chat>In-Person>App>Email
| false
|
20:30-08:15
| 66
| 213
| 69
| 68
|
Brokerage;OpenBanking
| 6
|
Hybrid
|
PlanUpdate
|
2025-09-09
|
Partial
|
v2.9.2
|
LimitOrderOnly;NoAutoTradesBelow$1k
|
Maintain ≥ 12m cash runway and low drawdown
|
A0084
|
Stabilizer
| 102,648
| 451,029
| 34,177
| 5.9
| 3
| 12
|
US
|
High
| null |
ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 1.2
| 11.3
| 8.7
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Educational
|
Medium
|
Sharpe;MaxDD;TaxCost
|
Chat>Phone>In-Person>App
| true
|
22:00-08:30
| 48
| 135
| 41
| 35
|
OpenBanking
| 7
| null |
PlanUpdate
|
2025-12-24
|
Success
|
v1.10.1
|
LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0085
|
Stabilizer
| 64,074
| 209,091
| 21,391
| 6.5
| 4
| 10
|
CA
|
Medium
| null |
NoWeapons;ESGOnly
|
Crypto;LeveragedETFs;PennyStocks
| 0.9
| 16.9
| 8
|
Retirement:15y;Emergency:1y
| 15
|
Directive
|
Medium
|
MaxDD;TaxCost;Sharpe
|
App>Email>In-Person>Chat
| false
|
23:15-07:30
| 55
| 168
| 52
| 49
|
CreditBureau;OpenBanking
| 16
|
Human
|
AlertAcknowledge
|
2025-01-30
|
Failed
|
v1.9.7
|
NoIlliquids;NoMargin
|
Keep expenses buffer ≥ 4 months
|
A0086
|
Optimizer
| 70,055
| 794,690
| 28,852
| 9.3
| 3
| 10
|
US
|
Low
| null |
NoWeapons
|
Crypto;PennyStocks
| 1.7
| 17.4
| 10.6
|
Wealth:10y;Estate:20y;Debt:2y
| 10
|
Educational
|
Medium
|
Sharpe;MaxDD
|
In-Person>Chat>Email>App
| true
|
20:30-08:15
| 67
| 83
| 79
| 79
|
Brokerage;CreditBureau;OpenBanking
| 3
|
Hybrid
|
Rebalance
|
2025-12-10
|
Failed
|
v2.8.9
|
NoIlliquids;PauseWhenVIX>30
|
Enforce tax budget and position caps
|
A0087
|
Preserver
| 73,645
| 1,283,249
| 67,457
| 6.9
| 1
| 10
|
US
|
Medium
| null | null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 16
| 7.4
|
Retirement:15y;Emergency:1y
| 15
|
Concise
|
Medium
|
Sharpe;TaxCost;MaxDD
|
Phone>App>In-Person>Email
| true
|
19:45-07:00
| 72
| 238
| 81
| 73
|
Brokerage;CreditBureau;OpenBanking
| 12
|
Hybrid
|
AutoTransfer
|
2025-08-21
|
Partial
|
v2.8.4
|
NoAutoTradesBelow$1k;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0088
|
Preserver
| 60,778
| 217,095
| 26,799
| 4.6
| 4
| 10
|
IN
|
Low
| null | null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1.2
| 15.3
| 7
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Concise
|
Medium
|
Sharpe;TaxCost
|
App>Email>Phone
| false
|
19:45-07:45
| 82
| 170
| 90
| 84
|
Brokerage;CreditBureau;OpenBanking;Payroll
| 4
| null |
AutoTransfer
|
2025-02-28
|
Success
|
v2.10.2
|
NoIlliquids;NoMargin;NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0089
|
Stabilizer
| 175,709
| 353,765
| 14,640
| 8.1
| 2
| 12
|
US
|
Low
|
NoShortSelling
|
NoFossilFuel;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1.2
| 12
| 7.5
|
Retirement:15y;Emergency:1y;Education:6y
| 15
|
Collaborative
|
Deep
|
TaxCost;Sharpe
|
In-Person>App>Chat>Email>Phone
| true
|
23:00-07:30
| 64
| 90
| 63
| 64
|
OpenBanking
| 7
|
Human
|
AutoTransfer
|
2025-03-05
|
Success
|
v2.10.5
|
LimitOrderOnly;NoIlliquids
|
Keep expenses buffer ≥ 4 months
|
A0090
|
Builder
| 71,253
| 279,111
| 16,762
| 9.4
| 4
| 10
|
IN
|
Low
| null |
NoFossilFuel;ESGOnly
|
PennyStocks
| 1.4
| 14.3
| 10
|
Home:3y;Retirement:30y
| 3
|
Directive
|
Medium
|
IRR;MaxDD
|
App>Chat>Email
| true
|
23:45-07:00
| 63
| 71
| 48
| 40
|
OpenBanking
| 16
|
Hybrid
|
PlanUpdate
|
2025-04-08
|
Failed
|
v1.8.9
|
StopLossDisabled
|
Prioritize liquidity and down payment savings
|
A0091
|
Optimizer
| 214,293
| 1,761,978
| 108,845
| 6.2
| 4
| 12
|
US
|
Low
|
NoIlliquids;NoDerivatives
|
ESGOnly
|
PennyStocks
| 1.9
| 15.4
| 9.4
|
Wealth:10y;Estate:20y;Healthcare:8y
| 10
|
Educational
|
Medium
|
Sharpe;MaxDD
|
Email>In-Person>App
| false
|
20:30-07:30
| 61
| 62
| 67
| 62
|
Brokerage;OpenBanking;Payroll
| 6
|
Hybrid
|
Rebalance
|
2025-08-19
|
Success
|
v2.10.2
|
PauseWhenVIX>30
|
Enforce tax budget and position caps
|
A0092
|
Preserver
| 59,460
| 569,573
| 44,331
| 7.6
| 1
| 10
|
CA
|
Low
|
NoShortSelling
| null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1.1
| 9
| 8.7
|
Retirement:15y;Emergency:1y;Healthcare:8y
| 15
|
Concise
|
Shallow
|
MaxDD;Sharpe;TaxCost
|
App>Chat>Phone
| true
|
19:15-07:30
| 75
| 183
| 84
| 79
|
Brokerage;OpenBanking;Payroll
| 14
|
Human
|
Rebalance
|
2025-11-11
|
Success
|
v2.10.7
|
NoAutoTradesBelow$1k;NoIlliquids;NoMargin
|
Maintain ≥ 12m cash runway and low drawdown
|
A0093
|
Preserver
| 106,129
| 404,239
| 37,753
| 4.1
| 3
| 15
|
SG
|
Low
|
NoShortSelling
|
NoTobacco;NoWeapons
|
Crypto;LeveragedETFs;PennyStocks
| 1
| 12.8
| 7.8
|
Retirement:15y;Emergency:1y
| 15
|
Concise
|
Medium
|
MaxDD;TaxCost;Sharpe
|
Email>In-Person>Phone>App
| true
|
23:00-07:00
| 83
| 205
| 89
| 90
|
Brokerage;CreditBureau;OpenBanking
| 13
| null |
PlanUpdate
|
2024-12-29
|
Success
|
v2.8.4
|
LimitOrderOnly;NoIlliquids
|
Maintain ≥ 12m cash runway and low drawdown
|
A0094
|
Builder
| 112,424
| 201,581
| 11,895
| 13.9
| 1
| 15
|
IN
|
Low
|
NoShortSelling;NoIlliquids
| null |
Crypto;LeveragedETFs
| 1.5
| 21.7
| 8.4
|
Home:3y;Retirement:30y;Education:6y
| 3
|
Educational
|
Deep
|
MaxDD;IRR
|
Email>App>In-Person>Phone
| true
|
19:45-06:45
| 65
| 100
| 70
| 62
|
CreditBureau;OpenBanking
| 6
| null |
AlertAcknowledge
|
2025-01-13
|
Success
|
v2.9.6
|
NoMargin;NoPennyStocks
|
Prioritize liquidity and down payment savings
|
A0095
|
Explorer
| 56,911
| 451,013
| 20,394
| 14.7
| 3
| 10
|
US
|
Low
| null |
NoFossilFuel;ESGOnly
| null | 1.9
| 28.2
| 17.4
|
Business:5y;Travel:2y;Debt:2y
| 5
|
Educational
|
Medium
|
Sharpe;IRR;MaxDD
|
In-Person>Chat>Phone
| false
|
23:30-07:15
| 68
| 45
| 69
| 59
|
CreditBureau;OpenBanking;Payroll
| 6
| null |
Rebalance
|
2025-11-08
|
Partial
|
v1.9.2
|
NoIlliquids;StopLossDisabled
|
Allow small experimental sleeve ≤ 3%
|
A0096
|
Stabilizer
| 112,765
| 698,129
| 25,202
| 10
| 1
| 12
|
US
|
Low
|
AccreditedOnly
| null |
Crypto;LeveragedETFs;PennyStocks;PrivateCredit
| 1
| 8.6
| 6.2
|
Retirement:15y;Emergency:1y
| 15
|
Collaborative
|
Medium
|
MaxDD;Sharpe;TaxCost
|
Phone>App>Email>In-Person>Chat
| true
|
20:30-07:45
| 53
| 115
| 44
| 38
|
OpenBanking
| 6
|
Human
|
AutoTransfer
|
2025-04-11
|
Partial
|
v1.10.7
|
LimitOrderOnly;NoMargin;NoPennyStocks
|
Keep expenses buffer ≥ 4 months
|
A0097
|
Explorer
| 40,617
| 399,475
| 12,507
| 21.3
| 1
| 10
|
IN
|
Low
|
NoIlliquids
|
NoWeapons
| null | 1.6
| 33.4
| 12.8
|
Business:5y;Travel:2y;Healthcare:8y
| 5
|
Directive
|
Medium
|
IRR;TaxCost;MaxDD
|
Chat>Phone>App>In-Person
| true
|
19:15-06:15
| 63
| 60
| 59
| 58
|
CreditBureau;OpenBanking;Payroll
| 6
| null |
AutoTransfer
|
2025-08-23
|
Partial
|
v2.10.5
|
NoMargin;PauseWhenVIX>30;StopLossDisabled
|
Allow small experimental sleeve ≤ 3%
|
A0098
|
Preserver
| 57,217
| 437,503
| 40,234
| 5.8
| 1
| 10
|
US
|
Low
|
NoDerivatives
| null |
Crypto;LeveragedETFs;PennyStocks
| 1
| 8.8
| 6.1
|
Retirement:15y;Emergency:1y;Debt:2y
| 15
|
Concise
|
Deep
|
Sharpe;MaxDD
|
Email>In-Person>App>Phone>Chat
| true
|
21:15-06:45
| 82
| 210
| 88
| 87
|
Brokerage;CreditBureau;OpenBanking
| 14
|
Hybrid
|
AlertAcknowledge
|
2025-11-07
|
Success
|
v2.10.1
|
NoPennyStocks
|
Maintain ≥ 12m cash runway and low drawdown
|
A0099
|
Builder
| 78,490
| 439,978
| 14,247
| 14.1
| 1
| 10
|
US
|
Low
|
NoShortSelling;NoDerivatives
|
ESGOnly
|
Crypto
| 1.4
| 14.1
| 9
|
Home:3y;Retirement:30y;Healthcare:8y
| 3
|
Educational
|
Medium
|
MaxDD;TaxCost;Sharpe
|
Email>Chat>Phone>In-Person
| true
|
22:45-07:15
| 64
| 130
| 72
| 66
|
OpenBanking
| 15
| null |
AlertAcknowledge
|
2025-04-19
|
Success
|
v2.9.5
|
NoIlliquids;NoMargin
|
Prioritize liquidity and down payment savings
|
A0100
|
Explorer
| 55,791
| 506,003
| 15,133
| 21.7
| 1
| 10
|
US
|
Medium
| null |
NoFossilFuel;ESGOnly
|
PrivateCredit
| 2
| 32.8
| 16.3
|
Business:5y;Travel:2y
| 5
|
Collaborative
|
Medium
|
Sharpe;MaxDD;TaxCost
|
Email>In-Person>Chat>Phone>App
| true
|
20:15-07:15
| 57
| 73
| 49
| 37
|
OpenBanking;Payroll
| 2
|
Hybrid
|
AlertAcknowledge
|
2025-10-02
|
Success
|
v2.9.7
|
PauseWhenVIX>30
|
Allow small experimental sleeve ≤ 3%
|
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