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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0301 | Builder | 93,365 | 161,455 | 9,614 | 11.1 | 1 | 10 | US | Low | AccreditedOnly | null | null | 1.6 | 13.2 | 9.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | MaxDD;Sharpe;IRR | Email>In-Person>Chat>Phone | false | 20:30-07:00 | 59 | 145 | 64 | 52 | CreditBureau;OpenBanking | 19 | Human | AlertAcknowledge | 2025-07-30 | Partial | v2.10.7 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0302 | Explorer | 45,567 | 136,380 | 9,847 | 20.7 | 2 | 10 | US | Low | NoIlliquids | null | PennyStocks | 2.1 | 27.1 | 17.5 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Shallow | MaxDD;Sharpe | In-Person>Phone>Chat | true | 20:30-06:45 | 63 | 58 | 55 | 53 | OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-07-14 | Partial | v2.9.6 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0303 | Preserver | 75,836 | 708,321 | 55,298 | 6.5 | 1 | 10 | US | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 16.4 | 8.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | Email>Phone>In-Person>Chat | false | 23:30-08:00 | 79 | 237 | 89 | 88 | Brokerage;OpenBanking | 4 | Hybrid | AutoTransfer | 2025-07-18 | Success | v1.8.3 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0304 | Preserver | 126,051 | 617,207 | 53,756 | 7.7 | 1 | 12 | US | Low | AccreditedOnly;NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 8.5 | 6.9 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | MaxDD;TaxCost;Sharpe | Email>Chat>App>Phone>In-Person | true | 23:30-07:00 | 69 | 182 | 61 | 61 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Hybrid | AutoTransfer | 2025-10-29 | Success | v2.9.8 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0305 | Preserver | 93,189 | 553,944 | 66,580 | 3.6 | 3 | 10 | US | Low | NoDerivatives;NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.1 | 8.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Deep | TaxCost;Sharpe | Email>In-Person>App | true | 21:00-06:00 | 76 | 135 | 70 | 62 | Brokerage;CreditBureau;OpenBanking;Payroll | 12 | null | PlanUpdate | 2025-08-08 | Success | v1.8.9 | LimitOrderOnly;NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0306 | Stabilizer | 127,131 | 515,238 | 47,017 | 8 | 3 | 15 | UK | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.1 | 6.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Deep | MaxDD;TaxCost;Sharpe | Email>In-Person>Chat | true | 19:30-08:15 | 60 | 160 | 65 | 57 | OpenBanking | 11 | null | Rebalance | 2025-11-06 | Success | v1.9.3 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0307 | Builder | 48,196 | 282,299 | 6,938 | 9.7 | 4 | 10 | AU | Medium | null | ESGOnly;NoWeapons | null | 1.5 | 13.3 | 10.4 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | Sharpe;TaxCost;MaxDD | Phone>Email>In-Person>Chat | true | 22:00-07:30 | 66 | 108 | 68 | 68 | CreditBureau;OpenBanking | 17 | Hybrid | AutoTransfer | 2025-06-20 | Success | v2.9.9 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0308 | Builder | 92,760 | 276,219 | 20,550 | 9.7 | 4 | 10 | US | Low | NoIlliquids | ESGOnly;NoFossilFuel | Crypto | 1.5 | 15.1 | 9.3 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | Sharpe;TaxCost | Chat>App>Phone>Email>In-Person | true | 20:30-06:15 | 59 | 113 | 59 | 56 | CreditBureau;OpenBanking | 10 | null | AutoTransfer | 2025-12-21 | Success | v1.9.1 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0309 | Preserver | 113,216 | 1,119,832 | 73,771 | 8.8 | 1 | 12 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.9 | 8.6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | Chat>Email>App | false | 23:30-06:45 | 76 | 191 | 75 | 74 | Brokerage;CreditBureau;OpenBanking | 11 | Hybrid | Rebalance | 2025-05-02 | Success | v2.8.2 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0310 | Preserver | 93,847 | 950,355 | 60,726 | 4.6 | 3 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.8 | 7 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | Sharpe;TaxCost | Phone>Email>Chat>App | true | 20:00-07:45 | 78 | 166 | 66 | 56 | Brokerage;CreditBureau;OpenBanking;Payroll | 14 | null | PlanUpdate | 2025-02-15 | Success | v2.9.9 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0311 | Stabilizer | 119,836 | 608,131 | 61,175 | 9.3 | 1 | 12 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12.2 | 8.9 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | Sharpe;TaxCost;MaxDD | In-Person>App>Email>Phone | true | 20:15-08:30 | 56 | 124 | 48 | 37 | OpenBanking;Payroll | 13 | null | Rebalance | 2025-05-08 | Success | v2.9.7 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0312 | Explorer | 89,862 | 227,566 | 24,298 | 22.4 | 1 | 10 | US | Low | null | NoTobacco | PennyStocks;PrivateCredit | 1.8 | 25.5 | 12.8 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Shallow | TaxCost;MaxDD;IRR | Chat>App>Email | true | 19:45-06:30 | 63 | 89 | 73 | 66 | CreditBureau;OpenBanking | 7 | null | AlertAcknowledge | 2025-12-26 | Success | v2.8.4 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0313 | Optimizer | 72,949 | 1,124,474 | 35,198 | 9.1 | 3 | 10 | US | Low | NoShortSelling | null | PennyStocks | 1.9 | 20.8 | 9.4 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Deep | MaxDD;Sharpe | In-Person>Chat>App>Phone | true | 21:45-07:00 | 73 | 97 | 87 | 75 | Brokerage;OpenBanking | 6 | Human | AlertAcknowledge | 2025-03-11 | Success | v1.10.7 | LimitOrderOnly;NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0314 | Builder | 88,264 | 146,374 | 11,494 | 12.7 | 3 | 10 | AU | Low | NoShortSelling;AccreditedOnly | null | LeveragedETFs;PennyStocks | 1.7 | 21.4 | 7.5 | Home:3y;Retirement:30y | 3 | Collaborative | Shallow | MaxDD;IRR | Phone>App>In-Person>Email>Chat | false | 20:45-07:00 | 61 | 130 | 51 | 51 | OpenBanking | 9 | Human | AutoTransfer | 2025-06-08 | Success | v2.9.2 | NoIlliquids | Prioritize liquidity and down payment savings |
A0315 | Builder | 122,853 | 558,009 | 17,227 | 13.2 | 3 | 15 | AU | Low | null | ESGOnly;NoTobacco | null | 1.4 | 15.2 | 7.8 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | Sharpe;IRR;MaxDD | Phone>In-Person>Chat>Email>App | false | 20:45-07:45 | 70 | 117 | 65 | 55 | CreditBureau;OpenBanking | 11 | null | PlanUpdate | 2025-10-11 | Partial | v2.9.8 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0316 | Optimizer | 112,958 | 644,937 | 60,014 | 8.6 | 3 | 12 | US | Low | null | null | PennyStocks | 1.6 | 26.3 | 12.5 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Shallow | TaxCost;IRR;MaxDD | Chat>Email>Phone>In-Person>App | true | 22:00-08:15 | 74 | 114 | 70 | 70 | Brokerage;OpenBanking;Payroll | 5 | Human | PlanUpdate | 2025-10-24 | Failed | v2.9.4 | NoIlliquids | Enforce tax budget and position caps |
A0317 | Builder | 59,166 | 128,682 | 5,639 | 14.8 | 1 | 10 | US | Low | NoIlliquids;NoDerivatives | ESGOnly;NoWeapons | null | 1.4 | 17.6 | 9.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Shallow | IRR;MaxDD;Sharpe | App>Chat>Email | true | 21:00-06:00 | 57 | 100 | 42 | 31 | CreditBureau;OpenBanking | 10 | Hybrid | AutoTransfer | 2025-02-01 | Success | v1.10.1 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0318 | Builder | 48,955 | 237,967 | 5,587 | 12.4 | 2 | 10 | US | Low | NoDerivatives | ESGOnly;NoFossilFuel | null | 1.6 | 21.6 | 10.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | TaxCost;IRR;MaxDD | Phone>In-Person>Email>App | false | 22:30-06:00 | 72 | 78 | 82 | 78 | CreditBureau;OpenBanking | 7 | Hybrid | PlanUpdate | 2025-05-18 | Success | v1.9.9 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0319 | Stabilizer | 72,713 | 496,800 | 32,173 | 7.3 | 1 | 10 | US | Low | AccreditedOnly | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.8 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | TaxCost;MaxDD;Sharpe | Phone>App>Chat>Email>In-Person | true | 21:30-06:00 | 63 | 131 | 53 | 41 | CreditBureau;OpenBanking | 9 | null | Rebalance | 2025-12-09 | Success | v2.9.7 | NoIlliquids;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0320 | Stabilizer | 97,558 | 145,723 | 11,016 | 5.8 | 3 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 9.3 | 8.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | Sharpe;TaxCost | App>Email>Phone>In-Person>Chat | true | 19:30-06:30 | 49 | 118 | 34 | 28 | CreditBureau;OpenBanking | 12 | Hybrid | PlanUpdate | 2025-11-17 | Success | v1.8.3 | LimitOrderOnly;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0321 | Builder | 45,800 | 268,131 | 12,075 | 9.8 | 4 | 10 | AU | Low | AccreditedOnly;NoIlliquids | null | null | 1.8 | 21.5 | 10.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | MaxDD;TaxCost;IRR | Chat>In-Person>App>Email>Phone | true | 23:30-06:00 | 67 | 115 | 57 | 54 | CreditBureau;OpenBanking;Payroll | 11 | Human | AlertAcknowledge | 2025-03-06 | Partial | v1.9.7 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0322 | Optimizer | 61,501 | 674,812 | 21,371 | 8.1 | 1 | 10 | US | Medium | null | null | PennyStocks;PrivateCredit | 1.7 | 21.1 | 13.9 | Wealth:10y;Estate:20y | 10 | Concise | Shallow | Sharpe;TaxCost;MaxDD | Chat>Phone>In-Person | true | 20:15-08:15 | 58 | 116 | 66 | 58 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Human | PlanUpdate | 2025-07-24 | Success | v1.9.2 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A0323 | Builder | 55,877 | 114,656 | 10,432 | 15.2 | 1 | 10 | SG | Medium | NoShortSelling;NoIlliquids | NoWeapons;ESGOnly | null | 1.5 | 23.4 | 10.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | IRR;Sharpe;MaxDD | In-Person>Chat>App | false | 20:30-07:30 | 66 | 76 | 73 | 73 | CreditBureau;OpenBanking;Payroll | 19 | null | AlertAcknowledge | 2025-03-09 | Success | v2.9.8 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0324 | Preserver | 56,846 | 505,745 | 37,723 | 3.7 | 4 | 10 | US | Low | null | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 15.4 | 6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | Phone>In-Person>Email>App | true | 22:45-06:00 | 70 | 184 | 60 | 52 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | Hybrid | Rebalance | 2025-12-20 | Failed | v2.9.1 | LimitOrderOnly | Maintain ≥ 12m cash runway and low drawdown |
A0325 | Explorer | 83,738 | 653,090 | 27,724 | 21.1 | 2 | 10 | US | Medium | NoIlliquids;AccreditedOnly | null | PennyStocks | 2 | 23.2 | 15.4 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | IRR;TaxCost;Sharpe | Chat>Phone>App | true | 21:15-06:15 | 57 | 69 | 64 | 59 | CreditBureau;OpenBanking | 4 | Hybrid | AutoTransfer | 2025-03-16 | Success | v1.10.9 | LimitOrderOnly;NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0326 | Stabilizer | 61,131 | 204,060 | 22,052 | 6.9 | 3 | 10 | US | Low | NoDerivatives;AccreditedOnly | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 11.5 | 8 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | MaxDD;Sharpe | App>Email>Phone | false | 21:15-08:45 | 65 | 132 | 55 | 51 | CreditBureau;OpenBanking | 7 | null | Rebalance | 2025-07-04 | Partial | v1.10.5 | NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0327 | Stabilizer | 34,986 | 83,975 | 9,187 | 7.9 | 3 | 10 | US | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.7 | 5.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | In-Person>Phone>Chat>App>Email | false | 21:00-06:00 | 59 | 171 | 47 | 45 | CreditBureau;OpenBanking | 8 | null | AutoTransfer | 2025-01-15 | Partial | v2.10.8 | LimitOrderOnly;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0328 | Builder | 56,563 | 119,185 | 14,741 | 11 | 2 | 10 | US | High | null | null | LeveragedETFs;PennyStocks | 1.7 | 22.9 | 8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | MaxDD;Sharpe | App>Phone>Email>In-Person>Chat | true | 22:15-08:00 | 57 | 123 | 45 | 42 | CreditBureau;OpenBanking;Payroll | 20 | null | AutoTransfer | 2025-03-19 | Success | v2.10.4 | NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0329 | Builder | 60,677 | 137,504 | 10,514 | 8 | 4 | 10 | UK | Low | null | null | null | 1.5 | 13.7 | 8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;IRR;MaxDD | Phone>Email>In-Person>App>Chat | true | 20:00-06:45 | 62 | 134 | 67 | 65 | OpenBanking | 17 | Human | Rebalance | 2025-04-14 | Success | v2.8.8 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0330 | Explorer | 80,992 | 560,703 | 34,877 | 17.6 | 4 | 10 | US | Medium | null | NoWeapons | null | 1.8 | 34.5 | 14.3 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | Sharpe;TaxCost | Phone>In-Person>Email>App>Chat | true | 19:45-08:30 | 56 | 68 | 47 | 45 | OpenBanking;Payroll | 3 | null | Rebalance | 2025-05-27 | Success | v1.8.2 | NoIlliquids;NoMargin;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0331 | Explorer | 61,981 | 251,049 | 10,306 | 15.9 | 3 | 10 | US | Medium | null | NoTobacco | null | 2.1 | 25.2 | 15.4 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Shallow | IRR;MaxDD | In-Person>App>Chat>Email | true | 23:00-07:15 | 49 | 74 | 36 | 35 | OpenBanking | 5 | Human | AlertAcknowledge | 2025-08-06 | Failed | v1.8.9 | NoAutoTradesBelow$1k;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0332 | Builder | 153,418 | 518,060 | 30,077 | 12.5 | 2 | 15 | IN | Low | NoShortSelling | ESGOnly;NoWeapons | PennyStocks;PrivateCredit | 1.6 | 24 | 7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Medium | TaxCost;IRR | In-Person>Phone>Chat>App>Email | true | 23:00-08:45 | 61 | 142 | 62 | 52 | CreditBureau;OpenBanking | 12 | Human | Rebalance | 2025-04-21 | Partial | v1.8.3 | NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A0333 | Optimizer | 93,027 | 766,733 | 46,234 | 9.6 | 1 | 10 | US | Medium | null | ESGOnly;NoWeapons | LeveragedETFs;PennyStocks;PrivateCredit | 1.6 | 24.4 | 14 | Wealth:10y;Estate:20y | 10 | Educational | Shallow | TaxCost;MaxDD | App>Phone>In-Person>Chat>Email | false | 19:30-07:30 | 68 | 118 | 72 | 65 | Brokerage;CreditBureau;OpenBanking | 7 | Human | PlanUpdate | 2025-03-15 | Success | v1.9.1 | NoMargin | Enforce tax budget and position caps |
A0334 | Builder | 64,338 | 158,818 | 10,802 | 12.9 | 1 | 10 | CA | Medium | NoIlliquids | NoTobacco | null | 1.7 | 22.5 | 11.2 | Home:3y;Retirement:30y | 3 | Educational | Medium | Sharpe;IRR;TaxCost | Chat>Email>Phone>In-Person>App | true | 22:30-06:15 | 57 | 77 | 51 | 42 | OpenBanking | 12 | null | AlertAcknowledge | 2025-03-21 | Partial | v2.8.4 | NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0335 | Explorer | 63,176 | 214,644 | 16,009 | 13.8 | 3 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs | 1.9 | 22.9 | 15.9 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Shallow | Sharpe;MaxDD;IRR | Email>Chat>Phone | true | 21:15-06:15 | 61 | 50 | 54 | 42 | OpenBanking;Payroll | 3 | null | AlertAcknowledge | 2025-02-21 | Success | v1.8.3 | LimitOrderOnly;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0336 | Builder | 58,268 | 97,126 | 8,326 | 13.3 | 2 | 10 | AU | Medium | NoDerivatives;NoShortSelling | null | Crypto;PrivateCredit | 1.8 | 18.8 | 8.5 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Shallow | MaxDD;IRR;TaxCost | In-Person>Email>Chat>App>Phone | false | 20:30-06:15 | 62 | 148 | 53 | 41 | OpenBanking | 14 | null | Rebalance | 2025-11-23 | Success | v1.8.1 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0337 | Explorer | 70,551 | 468,433 | 21,046 | 13.4 | 4 | 10 | US | Medium | AccreditedOnly;NoDerivatives | null | PennyStocks | 1.6 | 29.1 | 16.3 | Business:5y;Travel:2y;Healthcare:8y | 5 | Concise | Shallow | Sharpe;IRR;MaxDD | Phone>In-Person>Chat>App | false | 19:00-06:45 | 54 | 52 | 65 | 56 | CreditBureau;OpenBanking;Payroll | 7 | null | Rebalance | 2025-09-22 | Partial | v1.8.8 | NoIlliquids;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0338 | Preserver | 122,576 | 761,034 | 113,091 | 7.7 | 2 | 12 | US | Low | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.8 | 7.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | Chat>In-Person>Email | true | 20:45-07:15 | 67 | 213 | 69 | 68 | Brokerage;OpenBanking;Payroll | 12 | Hybrid | AlertAcknowledge | 2025-10-30 | Success | v1.9.4 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0339 | Builder | 120,939 | 345,796 | 31,023 | 11.7 | 3 | 12 | US | High | null | null | LeveragedETFs | 1.4 | 20.9 | 10.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Medium | TaxCost;IRR | Email>App>Phone>In-Person>Chat | true | 21:00-07:15 | 61 | 150 | 47 | 44 | CreditBureau;OpenBanking;Payroll | 18 | Hybrid | AlertAcknowledge | 2025-11-24 | Partial | v1.9.3 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0340 | Preserver | 52,696 | 606,874 | 21,651 | 5 | 4 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 15.7 | 5.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | MaxDD;TaxCost | In-Person>Phone>Chat>Email | true | 19:30-07:15 | 75 | 138 | 78 | 81 | Brokerage;OpenBanking;Payroll | 12 | null | AlertAcknowledge | 2025-06-29 | Success | v2.9.6 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0341 | Explorer | 52,593 | 256,410 | 9,825 | 15 | 1 | 10 | AU | Medium | null | ESGOnly | null | 2 | 31.3 | 16.4 | Business:5y;Travel:2y | 5 | Collaborative | Medium | MaxDD;Sharpe | Email>Chat>App | true | 22:00-07:00 | 61 | 53 | 49 | 37 | CreditBureau;OpenBanking;Payroll | 4 | Hybrid | Rebalance | 2025-08-19 | Partial | v1.8.5 | LimitOrderOnly;NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0342 | Builder | 54,095 | 244,406 | 8,356 | 9.1 | 2 | 10 | AU | Low | null | NoWeapons | null | 1.4 | 14.5 | 8.9 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | MaxDD;Sharpe | Email>App>Phone>Chat | true | 20:15-06:15 | 58 | 111 | 47 | 40 | OpenBanking | 19 | Hybrid | AlertAcknowledge | 2025-01-05 | Failed | v2.9.3 | NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0343 | Stabilizer | 108,434 | 489,014 | 43,071 | 9.2 | 1 | 15 | UK | Low | AccreditedOnly;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15 | 7.7 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;TaxCost;Sharpe | Chat>In-Person>App>Phone>Email | false | 20:15-07:00 | 64 | 102 | 55 | 53 | CreditBureau;OpenBanking | 12 | null | AlertAcknowledge | 2025-05-17 | Partial | v2.10.4 | LimitOrderOnly;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0344 | Builder | 56,359 | 104,528 | 12,405 | 11.1 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs | 1.7 | 19.5 | 7.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Medium | IRR;Sharpe;MaxDD | Email>In-Person>Phone>Chat>App | true | 21:30-06:30 | 64 | 149 | 60 | 48 | OpenBanking | 12 | Hybrid | Rebalance | 2025-10-15 | Success | v1.9.3 | NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0345 | Optimizer | 46,742 | 766,867 | 23,608 | 10.5 | 1 | 10 | US | Low | NoDerivatives;AccreditedOnly | ESGOnly;NoWeapons | PennyStocks | 1.7 | 23.8 | 11.2 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Deep | Sharpe;MaxDD | Email>App>Chat>In-Person>Phone | true | 23:00-06:15 | 71 | 83 | 82 | 72 | Brokerage;OpenBanking;Payroll | 1 | null | Rebalance | 2025-02-10 | Partial | v2.10.9 | NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0346 | Builder | 68,835 | 16,894 | 2,452 | 9.7 | 1 | 10 | US | Low | NoShortSelling;NoIlliquids | ESGOnly;NoTobacco | PrivateCredit | 1.6 | 21.6 | 7.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Shallow | MaxDD;TaxCost | In-Person>Chat>Email | false | 20:15-07:00 | 59 | 90 | 62 | 60 | CreditBureau;OpenBanking;Payroll | 8 | Human | PlanUpdate | 2025-04-10 | Partial | v2.8.1 | LimitOrderOnly;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0347 | Builder | 65,175 | 130,984 | 9,999 | 9.9 | 2 | 10 | DE | Medium | null | NoWeapons | null | 1.6 | 16.7 | 8.8 | Home:3y;Retirement:30y | 3 | Collaborative | Deep | Sharpe;TaxCost;IRR | App>Email>Chat>Phone>In-Person | false | 20:45-07:00 | 57 | 88 | 55 | 47 | OpenBanking;Payroll | 18 | Hybrid | Rebalance | 2025-06-23 | Success | v1.9.6 | NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0348 | Optimizer | 131,910 | 2,573,858 | 84,662 | 4.8 | 4 | 15 | AU | Low | null | null | PennyStocks;PrivateCredit | 1.6 | 27.1 | 10.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Deep | Sharpe;MaxDD | Chat>Email>App>Phone>In-Person | true | 21:00-07:15 | 75 | 78 | 74 | 66 | Brokerage;CreditBureau;OpenBanking;Payroll | 1 | Hybrid | Rebalance | 2025-11-25 | Partial | v1.8.3 | NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0349 | Builder | 41,436 | 120,739 | 4,756 | 8.3 | 4 | 10 | US | Low | null | NoFossilFuel | null | 1.4 | 23.5 | 9.4 | Home:3y;Retirement:30y | 3 | Educational | Medium | Sharpe;MaxDD;TaxCost | In-Person>Phone>Email | true | 19:30-08:00 | 67 | 135 | 75 | 63 | CreditBureau;OpenBanking | 18 | null | AutoTransfer | 2025-07-17 | Success | v2.8.6 | NoMargin | Prioritize liquidity and down payment savings |
A0350 | Builder | 143,424 | 332,476 | 11,836 | 10.3 | 1 | 15 | UK | Medium | NoShortSelling;NoDerivatives | NoWeapons | null | 1.6 | 19 | 7.3 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | IRR;TaxCost | App>Chat>Phone>In-Person>Email | false | 23:30-06:30 | 63 | 111 | 55 | 49 | OpenBanking | 17 | Human | AutoTransfer | 2025-01-08 | Partial | v1.9.9 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Prioritize liquidity and down payment savings |
A0351 | Builder | 57,197 | 162,387 | 9,134 | 9.5 | 3 | 10 | SG | Low | NoDerivatives | NoTobacco;NoFossilFuel | LeveragedETFs | 1.4 | 16 | 10.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Medium | Sharpe;TaxCost | Chat>Phone>App>Email | false | 21:30-06:00 | 61 | 93 | 67 | 66 | CreditBureau;OpenBanking;Payroll | 6 | null | Rebalance | 2025-10-03 | Success | v2.9.6 | NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0352 | Optimizer | 109,738 | 2,399,079 | 73,337 | 10.4 | 4 | 12 | US | Low | null | null | PennyStocks | 1.8 | 22.2 | 12.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Medium | MaxDD;IRR;Sharpe | App>In-Person>Chat>Phone>Email | true | 21:15-06:00 | 75 | 78 | 65 | 56 | Brokerage;CreditBureau;OpenBanking | 2 | Hybrid | PlanUpdate | 2025-04-28 | Success | v2.8.8 | NoIlliquids;NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0353 | Preserver | 68,871 | 467,229 | 29,629 | 6.4 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.5 | 5.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | TaxCost;MaxDD;Sharpe | App>Email>In-Person | false | 19:15-06:30 | 77 | 173 | 74 | 77 | Brokerage;OpenBanking;Payroll | 11 | Hybrid | AlertAcknowledge | 2025-06-06 | Success | v2.10.2 | NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0354 | Optimizer | 75,697 | 734,988 | 44,360 | 11.6 | 2 | 10 | UK | Low | NoIlliquids | NoTobacco;NoFossilFuel | PennyStocks;PrivateCredit | 1.6 | 19.1 | 11.4 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Shallow | Sharpe;TaxCost;IRR | Chat>Phone>App | true | 19:45-07:30 | 71 | 83 | 63 | 62 | Brokerage;OpenBanking | 7 | Hybrid | Rebalance | 2025-05-18 | Success | v2.10.1 | NoIlliquids | Enforce tax budget and position caps |
A0355 | Preserver | 60,530 | 399,000 | 33,480 | 7.2 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.5 | 5.7 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;Sharpe | Chat>Email>App | false | 22:45-06:00 | 68 | 213 | 69 | 66 | Brokerage;CreditBureau;OpenBanking | 12 | null | PlanUpdate | 2025-04-21 | Success | v1.9.9 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0356 | Builder | 55,437 | 76,362 | 7,834 | 9.7 | 3 | 10 | US | Medium | null | null | PrivateCredit | 1.6 | 16.5 | 10.5 | Home:3y;Retirement:30y | 3 | Educational | Deep | TaxCost;Sharpe;MaxDD | App>Chat>In-Person>Email | true | 23:30-08:45 | 65 | 104 | 50 | 49 | OpenBanking | 18 | null | AlertAcknowledge | 2025-10-10 | Partial | v1.8.4 | NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A0357 | Preserver | 67,303 | 208,578 | 11,271 | 4.8 | 2 | 10 | IN | High | NoShortSelling | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 14.6 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost | Email>Chat>App | true | 20:45-06:30 | 61 | 129 | 49 | 46 | Brokerage;OpenBanking | 14 | null | PlanUpdate | 2025-10-27 | Success | v1.9.8 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0358 | Preserver | 224,714 | 1,345,346 | 131,385 | 5.5 | 3 | 15 | CA | Low | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 11.3 | 6.9 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;Sharpe | Chat>Email>App>Phone | true | 20:00-08:30 | 81 | 207 | 87 | 84 | Brokerage;CreditBureau;OpenBanking | 11 | Hybrid | PlanUpdate | 2025-11-01 | Success | v2.9.9 | LimitOrderOnly;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0359 | Preserver | 46,379 | 373,416 | 23,333 | 4.3 | 4 | 10 | UK | Medium | NoIlliquids | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 14.4 | 5.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | TaxCost;MaxDD | Email>App>Chat>Phone>In-Person | true | 20:15-06:45 | 64 | 135 | 74 | 65 | Brokerage;OpenBanking | 4 | Hybrid | AutoTransfer | 2025-01-12 | Success | v1.8.1 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0360 | Builder | 39,825 | -8,175 | 1,000 | 12 | 1 | 10 | US | Low | NoDerivatives | ESGOnly | PrivateCredit | 1.5 | 15.3 | 10 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | TaxCost;Sharpe;IRR | In-Person>Chat>Phone>Email>App | false | 22:00-06:45 | 63 | 143 | 69 | 68 | OpenBanking | 15 | null | AlertAcknowledge | 2025-01-02 | Success | v2.10.3 | LimitOrderOnly;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0361 | Stabilizer | 61,784 | 284,501 | 25,237 | 6.7 | 3 | 10 | US | Low | NoIlliquids;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 11.1 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Deep | MaxDD;TaxCost;Sharpe | In-Person>Chat>Phone>App | false | 22:15-08:45 | 68 | 146 | 70 | 68 | OpenBanking | 19 | Human | AutoTransfer | 2025-07-01 | Success | v1.10.4 | PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0362 | Builder | 89,596 | 217,770 | 9,437 | 12 | 3 | 10 | US | Low | NoIlliquids | NoFossilFuel;NoTobacco | Crypto | 1.4 | 19.7 | 8.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | IRR;MaxDD | App>Chat>Email>In-Person | true | 22:45-06:45 | 64 | 79 | 65 | 56 | OpenBanking;Payroll | 11 | null | AlertAcknowledge | 2025-05-25 | Partial | v2.9.3 | LimitOrderOnly;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0363 | Optimizer | 98,039 | 547,068 | 43,922 | 8.9 | 3 | 10 | US | Medium | null | null | PennyStocks | 1.4 | 27.9 | 12.2 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Medium | IRR;MaxDD;TaxCost | Chat>In-Person>Phone | true | 23:30-08:15 | 71 | 90 | 78 | 70 | Brokerage;OpenBanking | 6 | Human | Rebalance | 2025-06-16 | Success | v1.9.6 | LimitOrderOnly | Enforce tax budget and position caps |
A0364 | Optimizer | 169,055 | 1,109,207 | 42,945 | 6.1 | 3 | 12 | US | Low | AccreditedOnly | NoTobacco | PennyStocks | 1.7 | 22.9 | 10.7 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Medium | Sharpe;TaxCost;MaxDD | In-Person>Phone>Email>Chat | true | 20:30-08:45 | 69 | 97 | 67 | 57 | Brokerage;OpenBanking;Payroll | 1 | Hybrid | AlertAcknowledge | 2025-02-18 | Partial | v1.10.7 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0365 | Optimizer | 73,614 | 1,354,181 | 46,933 | 8.4 | 1 | 10 | US | Low | NoShortSelling | NoTobacco | PennyStocks | 1.9 | 22.8 | 13.8 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Medium | MaxDD;Sharpe;IRR | Email>Phone>Chat>In-Person>App | true | 21:45-08:30 | 76 | 75 | 66 | 64 | Brokerage;CreditBureau;OpenBanking;Payroll | 4 | Hybrid | PlanUpdate | 2025-04-04 | Success | v2.8.1 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0366 | Preserver | 101,084 | 477,163 | 61,308 | 4.9 | 3 | 15 | AU | Low | NoShortSelling;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.2 | 7.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost | Chat>Phone>App>In-Person>Email | false | 21:00-07:15 | 83 | 208 | 74 | 64 | Brokerage;OpenBanking | 8 | null | PlanUpdate | 2025-10-15 | Failed | v2.10.6 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0367 | Explorer | 145,047 | 707,582 | 41,589 | 12.9 | 3 | 15 | SG | Medium | AccreditedOnly | NoWeapons;NoFossilFuel | null | 2 | 26.4 | 15.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Shallow | Sharpe;IRR | App>In-Person>Chat | false | 23:30-06:45 | 61 | 71 | 71 | 60 | CreditBureau;OpenBanking | 3 | null | Rebalance | 2025-05-22 | Failed | v2.10.1 | NoIlliquids;NoPennyStocks;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0368 | Stabilizer | 48,705 | 102,597 | 4,005 | 8.4 | 2 | 10 | DE | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.8 | 5.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | Email>Chat>App>Phone | true | 22:15-06:00 | 61 | 161 | 65 | 65 | OpenBanking;Payroll | 9 | null | PlanUpdate | 2025-11-23 | Success | v1.10.7 | NoMargin | Keep expenses buffer ≥ 4 months |
A0369 | Explorer | 79,921 | 504,361 | 26,863 | 14.9 | 4 | 10 | US | Low | AccreditedOnly;NoShortSelling | NoWeapons;ESGOnly | PennyStocks | 2 | 33.5 | 18 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Shallow | TaxCost;Sharpe;MaxDD | Email>App>Chat | true | 21:45-07:45 | 60 | 83 | 60 | 55 | OpenBanking | 3 | null | PlanUpdate | 2025-10-06 | Success | v2.8.4 | NoAutoTradesBelow$1k;NoPennyStocks;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0370 | Explorer | 72,628 | 263,074 | 22,624 | 13.3 | 3 | 10 | US | Low | AccreditedOnly;NoDerivatives | ESGOnly;NoTobacco | LeveragedETFs;PennyStocks | 1.9 | 22.6 | 12.3 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Shallow | IRR;TaxCost | Email>In-Person>App>Phone>Chat | false | 22:15-07:30 | 55 | 67 | 49 | 42 | OpenBanking | 2 | null | PlanUpdate | 2025-09-12 | Success | v2.9.7 | LimitOrderOnly;NoIlliquids;NoMargin | Allow small experimental sleeve ≤ 3% |
A0371 | Builder | 24,024 | 91,157 | 7,389 | 10.1 | 1 | 10 | US | Medium | null | null | PennyStocks | 1.8 | 16.3 | 11.4 | Home:3y;Retirement:30y | 3 | Directive | Medium | IRR;MaxDD;Sharpe | Email>Chat>In-Person>App | true | 19:45-06:30 | 63 | 121 | 62 | 59 | OpenBanking;Payroll | 14 | null | PlanUpdate | 2025-09-21 | Success | v2.10.5 | NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0372 | Explorer | 50,765 | 129,195 | 6,807 | 14.2 | 3 | 10 | DE | Low | null | null | PennyStocks | 2 | 31.4 | 13 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Shallow | IRR;TaxCost | Phone>App>In-Person>Email>Chat | true | 20:00-06:00 | 54 | 85 | 51 | 43 | CreditBureau;OpenBanking;Payroll | 6 | null | AlertAcknowledge | 2025-05-19 | Success | v2.10.8 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0373 | Optimizer | 212,261 | 2,289,575 | 117,018 | 7.5 | 4 | 12 | US | Medium | AccreditedOnly;NoDerivatives | NoWeapons;ESGOnly | LeveragedETFs;PennyStocks | 1.6 | 27.6 | 12.1 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Deep | TaxCost;IRR;Sharpe | Phone>In-Person>Email>App>Chat | true | 22:30-06:15 | 70 | 66 | 73 | 68 | Brokerage;CreditBureau;OpenBanking | 6 | Human | AlertAcknowledge | 2025-02-18 | Success | v1.10.4 | LimitOrderOnly;NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0374 | Explorer | 70,318 | 282,881 | 15,430 | 20.9 | 2 | 10 | US | Medium | NoShortSelling;NoIlliquids | NoWeapons;NoTobacco | PennyStocks | 2 | 21.3 | 12.6 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | Sharpe;MaxDD;IRR | Email>Phone>In-Person>Chat>App | true | 19:45-06:45 | 65 | 82 | 60 | 54 | CreditBureau;OpenBanking | 4 | Human | AutoTransfer | 2025-10-10 | Success | v1.10.7 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0375 | Preserver | 60,784 | 964,627 | 41,712 | 7.8 | 1 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.9 | 8.3 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;TaxCost;Sharpe | Phone>Chat>Email | false | 20:15-06:45 | 78 | 200 | 72 | 73 | Brokerage;OpenBanking | 9 | Hybrid | Rebalance | 2025-10-23 | Failed | v1.9.6 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0376 | Preserver | 130,132 | 882,773 | 29,480 | 6.4 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 8.2 | 7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Shallow | MaxDD;Sharpe | In-Person>Phone>Email | true | 23:45-07:15 | 76 | 130 | 78 | 73 | Brokerage;OpenBanking | 5 | null | AutoTransfer | 2025-09-27 | Success | v2.9.4 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0377 | Optimizer | 94,886 | 1,066,121 | 45,691 | 7.2 | 3 | 10 | US | Low | NoDerivatives;NoIlliquids | null | PennyStocks | 1.7 | 18.7 | 11.5 | Wealth:10y;Estate:20y | 10 | Collaborative | Deep | IRR;TaxCost | App>Phone>Email>In-Person | false | 23:30-08:30 | 66 | 114 | 71 | 64 | Brokerage;OpenBanking | 6 | null | AutoTransfer | 2025-01-17 | Success | v2.10.9 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0378 | Builder | 77,809 | 421,294 | 19,274 | 11.6 | 3 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs | 1.6 | 23.1 | 11.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Medium | TaxCost;MaxDD | Phone>Email>App>Chat | false | 19:30-07:45 | 69 | 75 | 70 | 64 | CreditBureau;OpenBanking | 20 | Hybrid | AlertAcknowledge | 2025-06-22 | Success | v2.8.4 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0379 | Stabilizer | 85,674 | 374,000 | 16,322 | 9 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.3 | 6.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | App>Chat>In-Person>Email>Phone | true | 19:15-07:45 | 67 | 90 | 59 | 54 | CreditBureau;OpenBanking | 8 | Human | AlertAcknowledge | 2025-02-05 | Success | v1.9.9 | NoMargin | Keep expenses buffer ≥ 4 months |
A0380 | Builder | 39,998 | 134,694 | 5,797 | 10.3 | 3 | 10 | US | Medium | null | null | LeveragedETFs | 1.5 | 17.5 | 11.4 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | TaxCost;Sharpe | Email>Chat>In-Person>Phone | true | 20:00-07:15 | 64 | 90 | 58 | 49 | CreditBureau;OpenBanking | 20 | null | PlanUpdate | 2025-09-08 | Success | v2.8.7 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0381 | Preserver | 135,392 | 1,267,218 | 142,878 | 6.4 | 2 | 12 | US | Medium | AccreditedOnly;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.6 | 6.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;MaxDD | Chat>Phone>Email | false | 21:45-07:15 | 71 | 154 | 61 | 51 | Brokerage;CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-04-13 | Failed | v2.10.3 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0382 | Explorer | 42,050 | 250,667 | 11,804 | 21.4 | 3 | 10 | CA | Low | null | null | PennyStocks;PrivateCredit | 1.9 | 23.3 | 14.9 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Shallow | Sharpe;MaxDD;IRR | In-Person>App>Email>Phone>Chat | false | 22:45-06:00 | 64 | 62 | 57 | 46 | CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-08-01 | Success | v2.10.2 | NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0383 | Preserver | 58,552 | 318,360 | 42,963 | 5.2 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 16.4 | 5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | Phone>Email>App | true | 21:00-07:30 | 83 | 209 | 92 | 93 | Brokerage;CreditBureau;OpenBanking | 4 | Human | AutoTransfer | 2025-09-07 | Success | v2.8.6 | NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A0384 | Explorer | 44,476 | 114,233 | 12,943 | 14.5 | 3 | 10 | US | Medium | AccreditedOnly;NoIlliquids | ESGOnly | LeveragedETFs;PrivateCredit | 2 | 21.5 | 13.1 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | Sharpe;TaxCost | App>In-Person>Chat>Phone>Email | false | 20:15-06:00 | 51 | 90 | 58 | 54 | OpenBanking;Payroll | 1 | null | AlertAcknowledge | 2025-05-17 | Failed | v2.10.3 | NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0385 | Optimizer | 101,412 | 674,208 | 28,102 | 7.7 | 2 | 12 | US | Medium | null | NoTobacco;NoWeapons | PennyStocks | 1.8 | 22.3 | 10.2 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | IRR;TaxCost | App>In-Person>Phone>Chat | true | 19:30-08:15 | 64 | 88 | 72 | 66 | Brokerage;CreditBureau;OpenBanking | 7 | Human | Rebalance | 2025-05-27 | Success | v1.9.6 | NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0386 | Builder | 69,510 | -14,199 | 1,306 | 9.3 | 4 | 10 | UK | Low | null | ESGOnly;NoWeapons | Crypto;PennyStocks | 1.8 | 16.6 | 9 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | MaxDD;Sharpe | In-Person>App>Email>Chat>Phone | true | 23:00-08:00 | 60 | 142 | 59 | 59 | CreditBureau;OpenBanking;Payroll | 11 | null | AlertAcknowledge | 2025-04-26 | Partial | v2.10.9 | LimitOrderOnly;NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0387 | Preserver | 72,472 | 682,372 | 84,069 | 8.3 | 1 | 10 | US | Low | NoIlliquids | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.2 | 7.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Shallow | TaxCost;Sharpe;MaxDD | App>Chat>Email>In-Person>Phone | true | 21:00-07:15 | 68 | 222 | 55 | 54 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Hybrid | AlertAcknowledge | 2024-12-28 | Success | v2.10.8 | LimitOrderOnly;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0388 | Optimizer | 174,976 | 1,595,777 | 88,595 | 6.4 | 3 | 15 | CA | Low | AccreditedOnly | null | PennyStocks | 1.6 | 22.7 | 13.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | MaxDD;TaxCost | App>Phone>Email | false | 19:45-07:00 | 76 | 60 | 71 | 69 | Brokerage;OpenBanking | 2 | Hybrid | Rebalance | 2025-05-23 | Success | v2.8.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Enforce tax budget and position caps |
A0389 | Stabilizer | 81,276 | 240,131 | 29,209 | 10.1 | 1 | 10 | US | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 16.4 | 6 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | Sharpe;TaxCost | Email>Phone>Chat>App | false | 19:15-08:45 | 68 | 92 | 75 | 71 | OpenBanking | 8 | null | PlanUpdate | 2025-02-26 | Failed | v1.8.5 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0390 | Builder | 48,404 | 110,319 | 5,784 | 9.3 | 2 | 10 | US | Low | null | null | PennyStocks | 1.8 | 21.2 | 10.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | Sharpe;MaxDD;TaxCost | In-Person>Email>Phone>App | true | 19:15-08:00 | 73 | 129 | 73 | 73 | OpenBanking | 8 | Human | PlanUpdate | 2025-08-08 | Success | v2.9.2 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0391 | Optimizer | 188,056 | 3,036,286 | 103,967 | 8.2 | 3 | 12 | US | Low | NoIlliquids | NoWeapons;NoTobacco | PennyStocks | 1.7 | 24.8 | 11.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Deep | MaxDD;IRR;Sharpe | App>Chat>Email | true | 22:00-07:45 | 62 | 76 | 51 | 49 | Brokerage;OpenBanking | 1 | Hybrid | Rebalance | 2025-01-03 | Success | v1.9.2 | NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A0392 | Stabilizer | 119,091 | 1,003,292 | 39,696 | 5.6 | 3 | 12 | US | Low | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | Chat>App>Phone | true | 22:30-08:30 | 57 | 145 | 53 | 47 | OpenBanking;Payroll | 19 | null | AlertAcknowledge | 2025-05-02 | Success | v1.8.6 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0393 | Stabilizer | 70,161 | 225,546 | 11,312 | 6.9 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 17.7 | 8.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;MaxDD | Phone>Email>In-Person>App | true | 21:30-07:15 | 62 | 92 | 71 | 60 | CreditBureau;OpenBanking;Payroll | 19 | Hybrid | Rebalance | 2025-04-26 | Success | v1.8.4 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0394 | Optimizer | 108,283 | 2,029,294 | 62,803 | 8.2 | 3 | 12 | US | Low | null | NoTobacco;NoFossilFuel | PennyStocks | 1.6 | 17.5 | 12.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Shallow | MaxDD;Sharpe | In-Person>App>Chat>Email | true | 20:30-08:45 | 64 | 77 | 69 | 66 | Brokerage;OpenBanking | 2 | Hybrid | Rebalance | 2025-11-22 | Partial | v2.8.6 | LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0395 | Preserver | 48,556 | 440,146 | 31,538 | 6 | 3 | 10 | US | Low | NoIlliquids;AccreditedOnly | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.2 | 5 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | TaxCost;MaxDD;Sharpe | Chat>App>Phone | false | 21:45-08:15 | 75 | 182 | 81 | 76 | Brokerage;OpenBanking;Payroll | 14 | Human | Rebalance | 2025-09-15 | Success | v2.10.7 | NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0396 | Stabilizer | 61,626 | 192,442 | 17,773 | 10.1 | 1 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.6 | 8.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | In-Person>Chat>Phone>Email | true | 19:45-06:45 | 54 | 128 | 60 | 53 | CreditBureau;OpenBanking | 19 | Hybrid | AutoTransfer | 2025-11-19 | Success | v2.10.6 | NoIlliquids;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0397 | Optimizer | 104,218 | 881,990 | 31,232 | 10.4 | 2 | 15 | AU | Low | NoShortSelling | null | PennyStocks | 1.7 | 21.8 | 11.2 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Deep | Sharpe;TaxCost | App>Email>Chat | true | 22:15-08:00 | 64 | 85 | 57 | 56 | Brokerage;OpenBanking;Payroll | 7 | null | AutoTransfer | 2025-09-21 | Success | v1.9.9 | NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0398 | Optimizer | 136,310 | 1,545,306 | 53,780 | 11.6 | 1 | 12 | US | Low | NoIlliquids;NoShortSelling | null | PennyStocks | 1.7 | 18.2 | 14 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Medium | Sharpe;IRR | In-Person>App>Email>Phone>Chat | true | 19:15-07:45 | 64 | 96 | 61 | 49 | Brokerage;OpenBanking | 2 | Hybrid | Rebalance | 2025-02-01 | Success | v2.8.6 | NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A0399 | Preserver | 92,284 | 833,786 | 45,752 | 5.1 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 13.8 | 7.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Deep | Sharpe;MaxDD | In-Person>App>Chat | true | 19:45-06:15 | 70 | 229 | 80 | 81 | Brokerage;OpenBanking | 9 | Hybrid | Rebalance | 2025-09-10 | Success | v1.10.1 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0400 | Stabilizer | 81,023 | 190,669 | 13,754 | 7.1 | 2 | 10 | US | Medium | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 8.1 | 8.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Deep | Sharpe;MaxDD | Phone>Email>In-Person>Chat>App | true | 19:00-08:30 | 56 | 112 | 64 | 58 | OpenBanking | 20 | Hybrid | Rebalance | 2024-12-31 | Partial | v1.8.9 | NoIlliquids;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
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