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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0401 | Preserver | 182,341 | 2,464,815 | 107,371 | 5.3 | 4 | 12 | US | Low | null | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 13.4 | 5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Shallow | Sharpe;TaxCost;MaxDD | Phone>App>In-Person>Email>Chat | false | 23:30-08:30 | 68 | 233 | 57 | 58 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Hybrid | AlertAcknowledge | 2025-06-08 | Success | v2.9.8 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0402 | Stabilizer | 58,538 | 290,243 | 22,369 | 8.6 | 2 | 10 | US | Low | NoIlliquids;NoDerivatives | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12 | 8.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;TaxCost | In-Person>Phone>Chat>App>Email | true | 19:15-06:45 | 67 | 125 | 74 | 75 | OpenBanking | 8 | Human | Rebalance | 2025-12-14 | Success | v2.10.9 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0403 | Optimizer | 94,326 | 1,668,775 | 38,631 | 6.6 | 4 | 10 | US | Medium | null | NoWeapons | PennyStocks | 1.9 | 18 | 11.4 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Deep | TaxCost;IRR;MaxDD | Phone>Email>App>In-Person>Chat | false | 19:00-07:30 | 62 | 100 | 53 | 45 | Brokerage;CreditBureau;OpenBanking;Payroll | 1 | Human | PlanUpdate | 2024-12-26 | Success | v1.10.3 | LimitOrderOnly;NoPennyStocks | Enforce tax budget and position caps |
A0404 | Optimizer | 62,656 | 593,215 | 35,276 | 10.2 | 1 | 10 | US | Low | AccreditedOnly | null | Crypto;PennyStocks | 1.7 | 17.4 | 13.6 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Shallow | TaxCost;MaxDD | Email>Phone>In-Person | true | 23:15-06:30 | 70 | 87 | 83 | 71 | Brokerage;CreditBureau;OpenBanking | 4 | Hybrid | PlanUpdate | 2025-03-27 | Success | v2.10.1 | LimitOrderOnly | Enforce tax budget and position caps |
A0405 | Preserver | 98,374 | 637,597 | 95,440 | 3.2 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 13.1 | 7.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;Sharpe | Email>Phone>In-Person>Chat>App | true | 19:30-06:45 | 72 | 193 | 60 | 48 | Brokerage;OpenBanking;Payroll | 8 | Human | AutoTransfer | 2025-07-26 | Success | v2.10.7 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0406 | Stabilizer | 110,223 | 470,976 | 25,949 | 5.6 | 4 | 12 | US | Low | NoIlliquids;NoDerivatives | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 17.6 | 5.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | Sharpe;TaxCost | Phone>Chat>In-Person>Email | false | 19:45-08:00 | 53 | 97 | 56 | 56 | OpenBanking | 16 | null | Rebalance | 2025-08-23 | Partial | v1.8.7 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0407 | Stabilizer | 35,050 | 242,672 | 17,624 | 7.4 | 2 | 10 | US | Medium | NoIlliquids | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 10 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | Email>Chat>Phone>In-Person>App | false | 20:30-08:00 | 60 | 180 | 64 | 67 | CreditBureau;OpenBanking | 17 | Hybrid | AlertAcknowledge | 2025-11-21 | Partial | v2.9.9 | LimitOrderOnly;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0408 | Preserver | 75,633 | 465,835 | 57,561 | 8.2 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.4 | 5.6 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;Sharpe | Chat>Phone>In-Person>App | true | 20:30-08:30 | 67 | 218 | 77 | 75 | Brokerage;OpenBanking | 3 | null | Rebalance | 2025-01-24 | Partial | v1.9.4 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0409 | Builder | 67,250 | 10,672 | 1,105 | 10.2 | 4 | 10 | US | Low | NoShortSelling | null | Crypto;PrivateCredit | 1.8 | 14.2 | 7.8 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Shallow | TaxCost;IRR;MaxDD | App>Chat>In-Person | true | 22:45-08:00 | 70 | 85 | 68 | 65 | OpenBanking | 18 | null | PlanUpdate | 2025-04-20 | Success | v1.9.8 | NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0410 | Builder | 97,007 | -34,066 | 2,177 | 10.2 | 3 | 10 | US | Low | AccreditedOnly | NoWeapons;NoTobacco | LeveragedETFs;PrivateCredit | 1.4 | 17.4 | 8.8 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | TaxCost;IRR | Chat>Phone>In-Person>Email | true | 21:00-06:30 | 62 | 149 | 70 | 67 | OpenBanking | 18 | null | AutoTransfer | 2025-12-01 | Partial | v2.8.1 | NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0411 | Preserver | 115,052 | 586,281 | 70,200 | 6.7 | 1 | 12 | US | Low | NoDerivatives | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 8.5 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Deep | MaxDD;TaxCost | Email>In-Person>Phone>Chat | false | 20:00-06:45 | 71 | 199 | 74 | 75 | Brokerage;OpenBanking | 5 | Hybrid | AutoTransfer | 2025-05-27 | Partial | v1.10.7 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0412 | Preserver | 112,441 | 908,632 | 77,432 | 4.5 | 4 | 15 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.1 | 8.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | App>Email>Phone | true | 22:45-06:15 | 67 | 169 | 77 | 76 | Brokerage;OpenBanking | 12 | null | Rebalance | 2025-09-29 | Success | v2.8.8 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0413 | Optimizer | 107,779 | 822,167 | 59,142 | 11.6 | 1 | 12 | US | Low | NoShortSelling;NoDerivatives | NoTobacco;NoWeapons | PennyStocks | 1.5 | 21.5 | 9.1 | Wealth:10y;Estate:20y | 10 | Concise | Medium | IRR;TaxCost;Sharpe | In-Person>Email>App | true | 22:45-08:15 | 73 | 88 | 82 | 74 | Brokerage;OpenBanking | 1 | Hybrid | AlertAcknowledge | 2025-09-12 | Success | v2.9.9 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0414 | Preserver | 119,700 | 1,002,230 | 41,975 | 7.6 | 1 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 12.4 | 8.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | Sharpe;TaxCost;MaxDD | App>In-Person>Phone>Email>Chat | true | 20:30-06:45 | 71 | 231 | 59 | 48 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Human | AutoTransfer | 2025-02-09 | Failed | v1.9.7 | NoAutoTradesBelow$1k;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0415 | Optimizer | 200,215 | 2,023,037 | 133,659 | 8.8 | 4 | 12 | US | Low | NoShortSelling | null | PennyStocks | 1.6 | 23.1 | 10.8 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Deep | IRR;MaxDD;TaxCost | App>Email>In-Person>Chat>Phone | true | 20:45-08:00 | 60 | 99 | 64 | 53 | Brokerage;CreditBureau;OpenBanking | 6 | null | AutoTransfer | 2025-10-14 | Partial | v1.10.5 | NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0416 | Preserver | 49,831 | 721,336 | 48,894 | 5.7 | 1 | 10 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 14.5 | 6.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Shallow | MaxDD;TaxCost | App>In-Person>Phone | false | 20:45-07:30 | 77 | 228 | 80 | 74 | Brokerage;OpenBanking;Payroll | 7 | null | AutoTransfer | 2025-05-22 | Partial | v2.8.5 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0417 | Preserver | 132,113 | 1,361,952 | 86,459 | 8.1 | 1 | 12 | US | Low | null | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.5 | 5 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | App>Email>Chat>In-Person>Phone | false | 22:00-08:30 | 70 | 177 | 73 | 76 | Brokerage;OpenBanking | 14 | Hybrid | Rebalance | 2025-06-30 | Success | v1.8.1 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0418 | Preserver | 94,892 | 755,333 | 69,986 | 4.9 | 4 | 10 | US | Medium | NoShortSelling | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8 | 6.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | Sharpe;MaxDD | Email>In-Person>Phone | true | 19:30-07:45 | 65 | 228 | 75 | 70 | Brokerage;CreditBureau;OpenBanking | 10 | Human | PlanUpdate | 2025-06-07 | Success | v1.10.7 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0419 | Preserver | 79,857 | 627,439 | 43,170 | 5 | 3 | 10 | SG | Low | null | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 8.9 | 8.8 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | TaxCost;Sharpe;MaxDD | Email>Chat>Phone>App | true | 23:45-07:30 | 79 | 186 | 67 | 69 | Brokerage;CreditBureau;OpenBanking | 12 | Human | PlanUpdate | 2025-12-23 | Success | v1.8.4 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0420 | Builder | 22,040 | 44,613 | 2,565 | 14.1 | 1 | 10 | US | Low | NoDerivatives | null | null | 1.7 | 22.5 | 9.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Medium | TaxCost;MaxDD;Sharpe | Email>Phone>In-Person>Chat | true | 21:15-06:30 | 67 | 123 | 70 | 70 | OpenBanking | 18 | Hybrid | Rebalance | 2025-02-12 | Success | v1.9.1 | LimitOrderOnly;NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0421 | Builder | 35,555 | 15,433 | 1,751 | 14.9 | 1 | 10 | US | Low | null | null | Crypto;PrivateCredit | 1.8 | 18.8 | 10.2 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | TaxCost;IRR | Email>In-Person>Phone | true | 19:15-08:00 | 62 | 88 | 61 | 53 | OpenBanking | 17 | null | AlertAcknowledge | 2025-02-10 | Success | v1.8.1 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0422 | Optimizer | 281,821 | 1,317,388 | 41,469 | 8 | 2 | 15 | DE | Low | NoDerivatives;NoShortSelling | null | PennyStocks | 1.5 | 24.2 | 10.6 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Shallow | TaxCost;IRR | Email>App>Chat | true | 23:45-06:30 | 64 | 64 | 77 | 77 | Brokerage;CreditBureau;OpenBanking | 6 | Human | Rebalance | 2025-12-14 | Success | v2.9.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Enforce tax budget and position caps |
A0423 | Builder | 48,540 | 170,929 | 12,835 | 11.2 | 2 | 10 | US | High | NoShortSelling;AccreditedOnly | null | Crypto | 1.5 | 13.1 | 11.4 | Home:3y;Retirement:30y | 3 | Concise | Shallow | MaxDD;Sharpe;TaxCost | Phone>In-Person>App>Email | true | 20:15-06:30 | 64 | 117 | 74 | 71 | CreditBureau;OpenBanking | 11 | null | AutoTransfer | 2025-06-27 | Success | v1.10.6 | NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A0424 | Preserver | 63,965 | 594,975 | 54,688 | 5.1 | 4 | 10 | US | Low | AccreditedOnly;NoIlliquids | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14.2 | 6.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | MaxDD;TaxCost | Email>In-Person>Chat>App>Phone | false | 19:15-08:45 | 69 | 227 | 79 | 82 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | AlertAcknowledge | 2025-01-22 | Success | v1.8.9 | LimitOrderOnly;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0425 | Stabilizer | 60,373 | 224,394 | 25,975 | 6.5 | 3 | 10 | DE | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.5 | 8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Shallow | TaxCost;Sharpe;MaxDD | App>In-Person>Phone | false | 21:15-07:30 | 60 | 126 | 62 | 56 | CreditBureau;OpenBanking;Payroll | 6 | null | PlanUpdate | 2025-02-11 | Failed | v1.8.8 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0426 | Optimizer | 83,068 | 573,593 | 24,900 | 8.8 | 1 | 10 | US | Low | NoShortSelling;NoDerivatives | null | LeveragedETFs;PennyStocks | 1.8 | 19.4 | 12.6 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Deep | MaxDD;IRR | In-Person>Chat>Email>Phone>App | true | 20:00-07:00 | 62 | 61 | 54 | 52 | Brokerage;OpenBanking | 2 | null | PlanUpdate | 2025-09-24 | Success | v1.8.6 | NoIlliquids;NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0427 | Optimizer | 128,306 | 817,162 | 82,867 | 8.8 | 3 | 15 | AU | Low | AccreditedOnly;NoIlliquids | NoFossilFuel | LeveragedETFs;PennyStocks | 1.8 | 19.3 | 12.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | Sharpe;TaxCost | In-Person>Email>Phone>App>Chat | false | 21:00-08:15 | 69 | 90 | 67 | 59 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | AutoTransfer | 2025-02-03 | Success | v1.9.7 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0428 | Preserver | 181,097 | 2,894,276 | 113,450 | 4.1 | 4 | 15 | CA | Medium | NoDerivatives | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 15.7 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | Chat>Phone>Email>App>In-Person | false | 20:30-06:45 | 74 | 189 | 65 | 63 | Brokerage;OpenBanking;Payroll | 11 | Hybrid | Rebalance | 2025-01-21 | Success | v2.8.3 | PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0429 | Builder | 50,818 | 190,007 | 6,114 | 12.4 | 2 | 10 | US | Medium | NoDerivatives | null | null | 1.5 | 20.3 | 11.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Deep | TaxCost;MaxDD | Email>Chat>In-Person>Phone | true | 22:45-06:00 | 59 | 97 | 69 | 69 | OpenBanking | 15 | Human | AutoTransfer | 2025-11-13 | Success | v1.9.4 | NoMargin | Prioritize liquidity and down payment savings |
A0430 | Preserver | 105,000 | 1,347,283 | 105,542 | 5 | 2 | 15 | AU | Medium | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.3 | 8.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost;MaxDD | Phone>App>In-Person>Chat | true | 19:45-06:30 | 68 | 228 | 54 | 49 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-05-28 | Failed | v2.8.7 | LimitOrderOnly;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0431 | Builder | 39,487 | 162,734 | 4,256 | 11.8 | 1 | 10 | US | Low | null | NoWeapons;NoFossilFuel | null | 1.7 | 18.1 | 10.8 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | Sharpe;TaxCost | Chat>Phone>Email>App>In-Person | false | 19:30-08:45 | 66 | 108 | 52 | 42 | CreditBureau;OpenBanking | 18 | Hybrid | PlanUpdate | 2025-04-14 | Failed | v1.9.8 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0432 | Explorer | 131,147 | 710,902 | 27,206 | 14.8 | 3 | 12 | US | Low | null | NoTobacco;NoWeapons | null | 2 | 21.7 | 13.1 | Business:5y;Travel:2y | 5 | Concise | Medium | IRR;MaxDD | Chat>In-Person>Email>App>Phone | true | 22:45-08:15 | 57 | 56 | 60 | 51 | CreditBureau;OpenBanking;Payroll | 6 | Human | AlertAcknowledge | 2025-12-17 | Success | v1.9.5 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0433 | Stabilizer | 79,173 | 317,682 | 29,862 | 6.8 | 4 | 10 | US | High | AccreditedOnly;NoDerivatives | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.2 | 12.1 | 5.4 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;Sharpe;TaxCost | Chat>App>Phone>In-Person | true | 21:45-06:00 | 55 | 144 | 42 | 41 | OpenBanking;Payroll | 9 | Human | PlanUpdate | 2025-10-13 | Success | v2.9.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0434 | Builder | 40,667 | 76,656 | 8,458 | 9.9 | 3 | 10 | US | Low | null | NoWeapons;NoFossilFuel | null | 1.8 | 24.4 | 11.9 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | TaxCost;Sharpe | Email>Chat>In-Person>Phone | true | 23:45-07:15 | 67 | 70 | 60 | 60 | OpenBanking | 20 | null | AlertAcknowledge | 2025-09-27 | Success | v2.10.6 | NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0435 | Preserver | 141,736 | 623,912 | 70,650 | 7.8 | 2 | 12 | US | Medium | AccreditedOnly;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.9 | 8.8 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;TaxCost;Sharpe | Chat>Email>In-Person | true | 22:00-06:45 | 69 | 202 | 62 | 63 | Brokerage;OpenBanking;Payroll | 11 | Hybrid | Rebalance | 2025-08-14 | Success | v1.8.3 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0436 | Preserver | 159,531 | 2,374,549 | 98,266 | 7.1 | 3 | 12 | US | Low | NoShortSelling;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.6 | 6.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | Sharpe;MaxDD | Phone>Chat>Email>App | true | 19:00-06:30 | 74 | 234 | 60 | 57 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-11-09 | Success | v1.10.7 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0437 | Explorer | 71,157 | 258,074 | 20,151 | 20.8 | 1 | 10 | US | Low | null | NoFossilFuel | PennyStocks | 2.1 | 33.2 | 12.5 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | TaxCost;IRR | Phone>In-Person>App | false | 21:00-06:30 | 69 | 66 | 70 | 63 | OpenBanking | 2 | null | AutoTransfer | 2025-08-17 | Success | v1.10.9 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0438 | Explorer | 31,642 | 174,223 | 9,800 | 16.5 | 1 | 10 | US | Low | NoShortSelling;NoDerivatives | NoTobacco;ESGOnly | Crypto;PennyStocks | 1.7 | 20.2 | 12.9 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Deep | MaxDD;Sharpe;IRR | Phone>App>Email>Chat | true | 22:30-06:30 | 65 | 47 | 72 | 70 | CreditBureau;OpenBanking | 5 | Human | AlertAcknowledge | 2025-04-29 | Success | v2.9.4 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0439 | Explorer | 147,757 | 301,028 | 14,586 | 16 | 4 | 12 | US | Low | NoIlliquids | ESGOnly;NoFossilFuel | PennyStocks | 1.9 | 24.7 | 13.8 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Deep | IRR;TaxCost | Email>Phone>Chat>In-Person | true | 20:45-08:00 | 69 | 57 | 81 | 76 | CreditBureau;OpenBanking | 4 | null | PlanUpdate | 2025-07-10 | Success | v2.8.2 | LimitOrderOnly;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0440 | Preserver | 111,753 | 890,530 | 34,931 | 6.3 | 1 | 12 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.3 | 5.8 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | TaxCost;Sharpe | Chat>Email>Phone | true | 23:45-08:00 | 70 | 135 | 65 | 56 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | Hybrid | Rebalance | 2025-11-20 | Success | v2.10.5 | LimitOrderOnly;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0441 | Preserver | 157,657 | 1,124,310 | 69,939 | 4.2 | 4 | 12 | US | Low | NoDerivatives | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.3 | 6.8 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | In-Person>Chat>App>Phone>Email | false | 20:15-08:00 | 81 | 138 | 87 | 92 | Brokerage;CreditBureau;OpenBanking;Payroll | 11 | Human | Rebalance | 2025-07-26 | Success | v1.10.8 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0442 | Stabilizer | 58,024 | 148,881 | 13,281 | 9.3 | 1 | 10 | UK | Medium | null | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.6 | 8.6 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | TaxCost;Sharpe;MaxDD | In-Person>Phone>Email | true | 19:00-08:00 | 44 | 109 | 37 | 35 | CreditBureau;OpenBanking | 20 | Hybrid | PlanUpdate | 2025-11-11 | Failed | v2.10.3 | NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0443 | Preserver | 84,166 | 564,660 | 55,742 | 5.5 | 3 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 15.8 | 7.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Deep | Sharpe;TaxCost | Phone>Chat>Email | true | 22:00-06:45 | 78 | 157 | 64 | 62 | Brokerage;OpenBanking | 14 | null | AlertAcknowledge | 2025-01-21 | Success | v1.10.7 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0444 | Builder | 69,543 | 229,024 | 7,536 | 11.7 | 3 | 10 | UK | Low | null | NoTobacco | Crypto | 1.6 | 16.8 | 10.8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | Phone>App>In-Person>Email>Chat | true | 22:45-07:15 | 59 | 96 | 47 | 45 | CreditBureau;OpenBanking | 15 | null | AlertAcknowledge | 2025-08-11 | Success | v1.9.8 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0445 | Builder | 109,210 | 142,314 | 15,839 | 12.4 | 2 | 12 | US | Low | AccreditedOnly | ESGOnly;NoWeapons | null | 1.4 | 14.4 | 7.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | MaxDD;TaxCost;IRR | App>In-Person>Phone | true | 21:00-07:30 | 59 | 99 | 60 | 56 | OpenBanking | 16 | null | AutoTransfer | 2025-10-08 | Success | v1.9.9 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0446 | Optimizer | 129,507 | 2,135,325 | 61,816 | 9.1 | 3 | 15 | SG | Low | null | null | PennyStocks;PrivateCredit | 1.7 | 24.9 | 11.5 | Wealth:10y;Estate:20y | 10 | Directive | Shallow | MaxDD;TaxCost | In-Person>Chat>Phone>App | true | 20:45-07:00 | 71 | 103 | 61 | 49 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-09-02 | Success | v2.10.5 | LimitOrderOnly | Enforce tax budget and position caps |
A0447 | Optimizer | 64,317 | 591,718 | 33,818 | 8.4 | 1 | 10 | US | High | null | ESGOnly;NoFossilFuel | PennyStocks;PrivateCredit | 1.8 | 24.8 | 9.8 | Wealth:10y;Estate:20y | 10 | Educational | Medium | IRR;Sharpe | Phone>In-Person>Chat | false | 21:00-06:30 | 67 | 107 | 67 | 59 | Brokerage;CreditBureau;OpenBanking;Payroll | 1 | Human | AutoTransfer | 2025-05-26 | Partial | v1.8.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A0448 | Builder | 74,450 | 211,011 | 12,857 | 13.1 | 2 | 10 | AU | Low | NoDerivatives;NoShortSelling | null | null | 1.7 | 20.4 | 7.1 | Home:3y;Retirement:30y | 3 | Educational | Medium | IRR;MaxDD;TaxCost | App>Phone>In-Person>Chat>Email | true | 20:00-08:00 | 59 | 133 | 66 | 59 | CreditBureau;OpenBanking;Payroll | 11 | Human | Rebalance | 2025-12-24 | Success | v2.8.1 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0449 | Optimizer | 272,329 | 5,443,975 | 221,897 | 10.5 | 1 | 12 | US | Low | null | NoWeapons;NoFossilFuel | PennyStocks | 1.8 | 19.2 | 13.4 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | Sharpe;IRR;MaxDD | Email>Chat>Phone | true | 19:30-08:00 | 75 | 72 | 76 | 71 | Brokerage;OpenBanking;Payroll | 1 | Human | AlertAcknowledge | 2025-12-15 | Failed | v1.9.6 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0450 | Builder | 68,159 | 268,511 | 9,821 | 10.4 | 2 | 10 | US | Low | NoIlliquids;NoShortSelling | null | PennyStocks | 1.7 | 13.9 | 10.4 | Home:3y;Retirement:30y | 3 | Directive | Deep | TaxCost;Sharpe | Email>Phone>Chat>In-Person>App | true | 19:45-06:00 | 72 | 110 | 73 | 73 | CreditBureau;OpenBanking | 7 | Human | AlertAcknowledge | 2025-03-24 | Success | v1.8.2 | NoAutoTradesBelow$1k;NoPennyStocks | Prioritize liquidity and down payment savings |
A0451 | Optimizer | 128,629 | 1,833,265 | 61,115 | 6.8 | 4 | 12 | US | Low | AccreditedOnly | NoWeapons;ESGOnly | PennyStocks | 1.5 | 17.3 | 12.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Shallow | IRR;Sharpe;MaxDD | Phone>Chat>Email | true | 20:30-06:45 | 75 | 65 | 65 | 55 | Brokerage;OpenBanking;Payroll | 2 | Human | PlanUpdate | 2025-01-17 | Success | v2.9.7 | PauseWhenVIX>30 | Enforce tax budget and position caps |
A0452 | Optimizer | 64,133 | 1,051,153 | 31,062 | 8.1 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | null | PennyStocks | 1.7 | 15.9 | 9.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | MaxDD;Sharpe | Email>App>In-Person>Phone | false | 19:45-06:45 | 63 | 85 | 62 | 60 | Brokerage;CreditBureau;OpenBanking | 1 | Human | AlertAcknowledge | 2025-01-23 | Success | v1.10.2 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0453 | Explorer | 35,194 | 140,350 | 4,989 | 13.5 | 3 | 10 | US | Low | AccreditedOnly;NoShortSelling | null | Crypto;PennyStocks | 2 | 23.7 | 13.4 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Deep | IRR;Sharpe;TaxCost | Email>App>Chat>Phone | false | 19:15-07:00 | 54 | 69 | 50 | 44 | CreditBureau;OpenBanking | 5 | null | AlertAcknowledge | 2025-03-26 | Failed | v1.9.1 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0454 | Optimizer | 87,654 | 849,521 | 61,267 | 10.7 | 2 | 10 | US | Low | null | NoFossilFuel;NoTobacco | PennyStocks | 1.7 | 20.3 | 11 | Wealth:10y;Estate:20y | 10 | Concise | Deep | Sharpe;TaxCost;MaxDD | Email>Phone>Chat>App>In-Person | true | 23:15-08:15 | 62 | 93 | 65 | 61 | Brokerage;OpenBanking | 7 | Hybrid | Rebalance | 2025-02-12 | Partial | v2.9.9 | LimitOrderOnly;NoIlliquids | Enforce tax budget and position caps |
A0455 | Stabilizer | 63,758 | 195,646 | 7,497 | 4.9 | 4 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.2 | 7.5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;Sharpe;MaxDD | App>Phone>Email | true | 21:15-07:00 | 58 | 94 | 52 | 46 | CreditBureau;OpenBanking | 13 | null | PlanUpdate | 2025-03-15 | Failed | v1.9.5 | LimitOrderOnly;NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0456 | Preserver | 102,911 | 450,692 | 16,480 | 6.4 | 2 | 15 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.3 | 6.2 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;TaxCost | Phone>In-Person>Email>App>Chat | false | 22:00-08:45 | 76 | 164 | 76 | 71 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Hybrid | Rebalance | 2025-08-29 | Success | v1.10.5 | LimitOrderOnly | Maintain ≥ 12m cash runway and low drawdown |
A0457 | Stabilizer | 78,409 | 150,429 | 8,110 | 4.9 | 4 | 10 | UK | Low | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.9 | 6.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;Sharpe | App>Phone>In-Person>Email>Chat | true | 22:15-06:45 | 68 | 136 | 72 | 68 | CreditBureau;OpenBanking | 8 | Hybrid | AutoTransfer | 2025-10-20 | Success | v1.10.9 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0458 | Preserver | 187,355 | 1,511,331 | 105,831 | 7.9 | 1 | 15 | IN | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.5 | 7.5 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | TaxCost;MaxDD;Sharpe | Email>In-Person>Chat | false | 19:45-07:30 | 76 | 238 | 66 | 64 | Brokerage;CreditBureau;OpenBanking | 8 | Hybrid | PlanUpdate | 2025-02-19 | Success | v2.10.3 | LimitOrderOnly;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0459 | Builder | 67,941 | 225,614 | 7,496 | 10.4 | 2 | 10 | CA | Medium | NoIlliquids | NoWeapons | null | 1.7 | 18.8 | 9.8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | Sharpe;TaxCost;IRR | In-Person>Phone>Email>Chat | true | 21:00-08:00 | 69 | 95 | 78 | 74 | OpenBanking | 20 | null | PlanUpdate | 2025-03-10 | Partial | v2.10.3 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0460 | Preserver | 151,110 | 2,550,136 | 150,346 | 5 | 4 | 12 | US | Low | NoShortSelling | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 10.8 | 5.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Shallow | Sharpe;MaxDD | App>Chat>Email>In-Person | true | 20:00-07:15 | 69 | 210 | 58 | 58 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | AlertAcknowledge | 2025-08-15 | Success | v1.10.3 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0461 | Explorer | 65,010 | 333,707 | 14,257 | 13.7 | 4 | 10 | DE | Low | null | NoFossilFuel;ESGOnly | PennyStocks | 2 | 23.8 | 14 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Deep | TaxCost;IRR;Sharpe | In-Person>Email>Phone | false | 21:30-07:45 | 65 | 70 | 71 | 65 | CreditBureau;OpenBanking | 2 | Hybrid | PlanUpdate | 2025-07-31 | Success | v1.8.2 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0462 | Optimizer | 248,811 | 2,398,378 | 104,986 | 6.1 | 4 | 12 | US | High | AccreditedOnly;NoIlliquids | null | PennyStocks;PrivateCredit | 1.5 | 24.4 | 12.5 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | IRR;Sharpe;MaxDD | App>In-Person>Phone>Email>Chat | true | 19:45-06:00 | 63 | 78 | 51 | 41 | Brokerage;OpenBanking | 5 | Human | Rebalance | 2025-12-10 | Partial | v1.8.2 | NoPennyStocks | Enforce tax budget and position caps |
A0463 | Preserver | 46,715 | 225,423 | 15,133 | 4.7 | 3 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.8 | 5.4 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | MaxDD;TaxCost;Sharpe | In-Person>Phone>App>Chat>Email | false | 22:30-08:15 | 78 | 202 | 73 | 68 | Brokerage;OpenBanking;Payroll | 7 | Human | Rebalance | 2025-10-09 | Failed | v1.9.9 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0464 | Explorer | 50,542 | 147,509 | 12,384 | 15.3 | 3 | 10 | US | Low | NoIlliquids;NoShortSelling | null | null | 1.7 | 33.4 | 15.4 | Business:5y;Travel:2y | 5 | Educational | Deep | IRR;MaxDD;TaxCost | Phone>Email>Chat>In-Person | true | 19:30-08:45 | 66 | 45 | 61 | 52 | CreditBureau;OpenBanking | 2 | Hybrid | AlertAcknowledge | 2024-12-30 | Success | v1.9.2 | NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0465 | Preserver | 146,270 | 2,242,228 | 148,768 | 7.5 | 1 | 15 | IN | Low | NoShortSelling;NoDerivatives | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.8 | 8.5 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | MaxDD;TaxCost | Email>App>Chat>In-Person>Phone | true | 19:45-08:15 | 73 | 158 | 63 | 58 | Brokerage;OpenBanking | 12 | Human | AutoTransfer | 2025-08-26 | Success | v2.9.4 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0466 | Explorer | 61,253 | 208,079 | 14,012 | 18.5 | 2 | 10 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 2 | 32 | 15.5 | Business:5y;Travel:2y | 5 | Collaborative | Medium | Sharpe;TaxCost | In-Person>App>Chat>Email>Phone | false | 19:00-07:00 | 57 | 77 | 44 | 34 | CreditBureau;OpenBanking;Payroll | 6 | null | PlanUpdate | 2025-11-06 | Success | v2.9.3 | NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0467 | Builder | 100,628 | 247,822 | 10,224 | 8.1 | 4 | 15 | UK | Medium | null | null | LeveragedETFs;PennyStocks | 1.4 | 13.5 | 9.9 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Deep | TaxCost;MaxDD | Email>App>Phone>In-Person>Chat | true | 23:30-08:15 | 64 | 118 | 62 | 55 | CreditBureau;OpenBanking | 7 | null | AlertAcknowledge | 2025-03-09 | Success | v2.8.6 | NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0468 | Explorer | 78,690 | 399,775 | 20,462 | 22.5 | 1 | 10 | US | Low | NoIlliquids;NoDerivatives | NoTobacco;NoWeapons | PennyStocks;PrivateCredit | 1.8 | 29.6 | 12.5 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Shallow | TaxCost;Sharpe;IRR | App>Email>Phone>In-Person | true | 21:30-06:30 | 54 | 85 | 49 | 48 | CreditBureau;OpenBanking | 2 | Human | Rebalance | 2025-01-13 | Partial | v2.10.5 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0469 | Builder | 101,280 | 238,303 | 9,959 | 9.6 | 2 | 12 | US | Low | AccreditedOnly | NoWeapons | Crypto;PennyStocks | 1.5 | 21.7 | 11 | Home:3y;Retirement:30y | 3 | Concise | Medium | TaxCost;Sharpe | In-Person>Phone>Email>App | true | 20:30-08:15 | 64 | 95 | 74 | 63 | OpenBanking;Payroll | 15 | Hybrid | AlertAcknowledge | 2025-09-13 | Success | v1.8.1 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A0470 | Optimizer | 163,821 | 1,875,040 | 109,053 | 7.9 | 3 | 12 | US | Low | null | ESGOnly;NoWeapons | PennyStocks | 1.5 | 21.1 | 9.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Directive | Shallow | Sharpe;TaxCost;MaxDD | In-Person>App>Email | true | 20:45-08:30 | 60 | 101 | 60 | 58 | Brokerage;OpenBanking;Payroll | 7 | null | Rebalance | 2025-12-08 | Failed | v2.9.5 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0471 | Stabilizer | 97,045 | 260,126 | 15,977 | 8.9 | 1 | 10 | US | Medium | AccreditedOnly | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14.2 | 8.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Deep | TaxCost;Sharpe;MaxDD | Phone>Email>Chat>In-Person>App | false | 22:15-08:15 | 61 | 131 | 61 | 56 | CreditBureau;OpenBanking | 7 | Human | Rebalance | 2025-03-03 | Success | v2.9.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0472 | Stabilizer | 136,876 | 885,358 | 64,492 | 6.2 | 4 | 15 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.8 | 8.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | TaxCost;MaxDD | Phone>Chat>App>In-Person | false | 23:30-06:45 | 55 | 97 | 44 | 41 | OpenBanking | 19 | Human | AlertAcknowledge | 2025-12-05 | Success | v1.9.6 | NoMargin | Keep expenses buffer ≥ 4 months |
A0473 | Builder | 103,147 | 133,864 | 10,258 | 10.5 | 3 | 15 | AU | Medium | null | NoFossilFuel;NoWeapons | null | 1.4 | 19.1 | 10.4 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Deep | MaxDD;TaxCost | App>In-Person>Phone>Chat | true | 19:15-08:45 | 60 | 83 | 59 | 58 | OpenBanking | 15 | null | PlanUpdate | 2025-03-07 | Success | v2.8.1 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0474 | Builder | 103,488 | 174,812 | 23,124 | 7.7 | 4 | 12 | US | Low | null | null | Crypto | 1.6 | 22.1 | 8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | MaxDD;Sharpe;IRR | Phone>In-Person>Chat>App | false | 19:00-06:30 | 66 | 121 | 71 | 63 | OpenBanking;Payroll | 11 | null | AlertAcknowledge | 2025-05-15 | Success | v1.8.8 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0475 | Preserver | 99,525 | 728,647 | 55,680 | 5.8 | 1 | 10 | SG | Low | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9 | 7.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | TaxCost;MaxDD | App>Chat>Email>In-Person>Phone | true | 23:45-06:45 | 74 | 159 | 79 | 73 | Brokerage;CreditBureau;OpenBanking | 4 | Hybrid | Rebalance | 2025-02-26 | Success | v1.8.2 | NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0476 | Optimizer | 90,135 | 766,489 | 62,783 | 11.2 | 1 | 10 | US | Low | null | ESGOnly | PennyStocks | 1.7 | 19.3 | 13.1 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | Sharpe;MaxDD | Email>App>Phone>Chat>In-Person | true | 21:45-08:15 | 63 | 101 | 76 | 66 | Brokerage;OpenBanking | 5 | Human | Rebalance | 2025-04-30 | Partial | v1.10.3 | NoIlliquids;NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A0477 | Optimizer | 86,700 | 834,188 | 56,613 | 4.9 | 4 | 10 | US | Low | AccreditedOnly;NoIlliquids | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.9 | 21.1 | 13.4 | Wealth:10y;Estate:20y | 10 | Collaborative | Shallow | MaxDD;TaxCost;Sharpe | App>In-Person>Phone>Email>Chat | true | 19:45-06:00 | 74 | 86 | 87 | 81 | Brokerage;OpenBanking | 2 | Hybrid | PlanUpdate | 2024-12-30 | Success | v1.10.3 | NoMargin | Enforce tax budget and position caps |
A0478 | Explorer | 92,774 | -81,249 | 2,680 | 14.9 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | null | PennyStocks | 1.7 | 28.7 | 15.3 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Deep | MaxDD;Sharpe | Email>Phone>Chat>App | true | 22:45-06:15 | 66 | 59 | 61 | 60 | CreditBureau;OpenBanking | 4 | null | PlanUpdate | 2025-02-19 | Success | v2.9.4 | StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0479 | Stabilizer | 26,261 | 164,153 | 14,037 | 8.3 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12 | 7.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;TaxCost | Chat>Email>In-Person>App | true | 19:15-06:00 | 48 | 161 | 33 | 28 | CreditBureau;OpenBanking | 17 | null | AutoTransfer | 2025-01-03 | Success | v1.8.8 | NoAutoTradesBelow$1k;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0480 | Optimizer | 62,718 | 860,716 | 36,026 | 7 | 4 | 10 | UK | Low | null | null | PennyStocks;PrivateCredit | 1.6 | 22.5 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Medium | IRR;MaxDD;Sharpe | Email>Chat>Phone | false | 21:30-07:15 | 63 | 94 | 54 | 54 | Brokerage;OpenBanking;Payroll | 7 | Hybrid | AutoTransfer | 2025-05-08 | Success | v2.9.9 | NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0481 | Stabilizer | 48,797 | 177,543 | 5,940 | 5.3 | 4 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 16.9 | 7.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | App>In-Person>Chat>Email>Phone | true | 19:30-07:30 | 66 | 115 | 73 | 61 | OpenBanking;Payroll | 10 | null | Rebalance | 2025-04-22 | Success | v2.10.1 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0482 | Builder | 59,193 | 103,883 | 5,336 | 8.3 | 3 | 10 | DE | High | null | null | Crypto | 1.7 | 13.5 | 11 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | TaxCost;MaxDD;IRR | Chat>App>Phone>In-Person>Email | true | 20:15-06:30 | 58 | 136 | 47 | 36 | OpenBanking | 17 | Hybrid | AutoTransfer | 2025-04-13 | Partial | v1.8.2 | NoMargin | Prioritize liquidity and down payment savings |
A0483 | Optimizer | 32,347 | 372,943 | 11,027 | 11.3 | 2 | 10 | US | Medium | null | ESGOnly;NoTobacco | PennyStocks | 1.7 | 19.3 | 11.5 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Deep | IRR;Sharpe;TaxCost | In-Person>App>Email>Chat | true | 23:15-06:45 | 67 | 61 | 75 | 74 | Brokerage;OpenBanking | 1 | Hybrid | AlertAcknowledge | 2025-08-28 | Success | v2.8.3 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0484 | Optimizer | 226,242 | 2,892,241 | 191,655 | 7.5 | 2 | 12 | US | Low | NoShortSelling | NoWeapons | PennyStocks | 1.9 | 21 | 11.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Medium | MaxDD;IRR;Sharpe | Phone>Chat>App | false | 22:15-07:30 | 63 | 94 | 58 | 48 | Brokerage;CreditBureau;OpenBanking | 4 | null | PlanUpdate | 2025-08-21 | Success | v2.9.7 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0485 | Optimizer | 162,769 | 809,468 | 55,091 | 11.9 | 1 | 12 | US | Medium | null | null | PennyStocks | 1.7 | 23.9 | 12.5 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Deep | TaxCost;IRR | Chat>In-Person>Email>App>Phone | false | 21:45-07:30 | 64 | 82 | 62 | 54 | Brokerage;OpenBanking;Payroll | 5 | Human | Rebalance | 2025-05-22 | Partial | v1.8.4 | NoMargin | Enforce tax budget and position caps |
A0486 | Optimizer | 325,231 | 2,094,563 | 158,191 | 7.5 | 4 | 12 | US | High | NoDerivatives | NoFossilFuel | PennyStocks | 1.6 | 22.2 | 13.4 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Deep | TaxCost;Sharpe;IRR | App>In-Person>Email | true | 21:45-07:15 | 58 | 91 | 47 | 37 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | PlanUpdate | 2025-10-17 | Partial | v2.9.9 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0487 | Explorer | 106,723 | 240,295 | 13,666 | 19.8 | 3 | 12 | US | Medium | NoDerivatives | null | LeveragedETFs;PrivateCredit | 2 | 30.6 | 17.3 | Business:5y;Travel:2y;Healthcare:8y | 5 | Concise | Medium | TaxCost;MaxDD;IRR | Chat>Email>Phone>In-Person | false | 21:30-07:30 | 58 | 80 | 70 | 66 | OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-01-24 | Failed | v1.9.9 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0488 | Builder | 105,205 | 101,315 | 3,054 | 13.1 | 1 | 15 | AU | Medium | NoDerivatives | null | PennyStocks;PrivateCredit | 1.4 | 15 | 8 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Shallow | Sharpe;MaxDD;TaxCost | Chat>App>Phone>In-Person | true | 19:00-06:30 | 60 | 138 | 45 | 43 | CreditBureau;OpenBanking | 15 | Human | AutoTransfer | 2025-04-16 | Success | v1.9.1 | NoMargin | Prioritize liquidity and down payment savings |
A0489 | Builder | 182,189 | 302,711 | 36,554 | 11.7 | 4 | 15 | AU | Low | null | null | PrivateCredit | 1.6 | 23.3 | 10.2 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Deep | IRR;TaxCost | Phone>Chat>App>Email | true | 23:15-08:00 | 68 | 82 | 72 | 67 | OpenBanking;Payroll | 8 | null | PlanUpdate | 2025-01-05 | Success | v1.9.5 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0490 | Builder | 51,178 | 168,857 | 8,514 | 11 | 2 | 10 | CA | Low | NoDerivatives;NoIlliquids | NoWeapons | Crypto;LeveragedETFs | 1.4 | 13.2 | 10.4 | Home:3y;Retirement:30y | 3 | Concise | Deep | TaxCost;IRR;Sharpe | App>Email>Phone>Chat | true | 19:30-08:30 | 62 | 100 | 59 | 49 | CreditBureau;OpenBanking;Payroll | 15 | Hybrid | AlertAcknowledge | 2025-01-09 | Success | v1.9.6 | LimitOrderOnly;StopLossDisabled | Prioritize liquidity and down payment savings |
A0491 | Builder | 33,639 | 105,057 | 5,515 | 10 | 4 | 10 | US | Medium | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs | 1.4 | 16.9 | 10.9 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Shallow | TaxCost;Sharpe | Email>App>Chat | true | 21:15-06:30 | 65 | 140 | 59 | 48 | CreditBureau;OpenBanking | 13 | null | AutoTransfer | 2025-08-30 | Failed | v1.8.8 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0492 | Preserver | 89,954 | 770,477 | 67,936 | 3.9 | 4 | 10 | US | Low | AccreditedOnly | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 8.7 | 5.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | MaxDD;Sharpe;TaxCost | Chat>App>Email | true | 22:15-07:00 | 81 | 233 | 91 | 87 | Brokerage;OpenBanking;Payroll | 3 | Hybrid | PlanUpdate | 2025-04-16 | Success | v2.8.9 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0493 | Stabilizer | 51,715 | 168,794 | 21,670 | 8.1 | 1 | 10 | UK | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.8 | 7.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;Sharpe | In-Person>Email>Chat>App | false | 21:45-07:45 | 64 | 98 | 66 | 55 | OpenBanking;Payroll | 14 | Human | AlertAcknowledge | 2025-11-16 | Success | v2.10.5 | NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0494 | Preserver | 89,077 | 328,398 | 47,196 | 6.7 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.1 | 8.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Shallow | TaxCost;MaxDD;Sharpe | In-Person>Email>Chat>App | true | 20:45-06:00 | 72 | 175 | 73 | 65 | Brokerage;OpenBanking | 8 | Hybrid | AlertAcknowledge | 2025-02-12 | Failed | v1.8.2 | NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0495 | Builder | 41,249 | 104,539 | 5,150 | 7.3 | 4 | 10 | CA | Low | NoDerivatives | ESGOnly | Crypto;PrivateCredit | 1.4 | 14.6 | 8.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Shallow | Sharpe;MaxDD;TaxCost | In-Person>Phone>App>Email | true | 22:15-08:00 | 61 | 130 | 66 | 60 | OpenBanking;Payroll | 10 | Hybrid | PlanUpdate | 2025-02-25 | Success | v2.10.8 | NoMargin | Prioritize liquidity and down payment savings |
A0496 | Stabilizer | 92,828 | 439,208 | 38,268 | 6.4 | 1 | 10 | US | High | AccreditedOnly;NoShortSelling | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 14 | 7.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost | App>Phone>Email | true | 23:45-06:15 | 50 | 153 | 57 | 58 | OpenBanking | 15 | Hybrid | Rebalance | 2025-05-23 | Success | v2.10.5 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0497 | Explorer | 83,353 | 664,394 | 33,157 | 18.4 | 3 | 10 | UK | Low | NoShortSelling | NoTobacco;NoWeapons | PennyStocks | 1.7 | 21.9 | 14.7 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Medium | IRR;MaxDD | Email>In-Person>App>Phone>Chat | true | 23:45-07:00 | 65 | 86 | 53 | 42 | CreditBureau;OpenBanking;Payroll | 2 | Hybrid | AlertAcknowledge | 2025-02-06 | Failed | v1.10.3 | NoIlliquids;NoMargin;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0498 | Stabilizer | 72,308 | 342,097 | 25,527 | 6.7 | 3 | 10 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 16.3 | 6.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | Sharpe;MaxDD | In-Person>Phone>Chat>App | true | 23:00-07:30 | 68 | 138 | 62 | 63 | CreditBureau;OpenBanking;Payroll | 16 | null | Rebalance | 2025-04-14 | Partial | v2.10.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0499 | Preserver | 111,818 | 381,538 | 27,666 | 6.2 | 4 | 12 | US | Low | AccreditedOnly;NoShortSelling | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 10.8 | 6.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;MaxDD | App>In-Person>Phone>Chat | true | 19:15-07:00 | 68 | 196 | 78 | 78 | Brokerage;OpenBanking | 11 | null | AutoTransfer | 2025-02-22 | Success | v2.10.3 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0500 | Explorer | 62,073 | 188,489 | 17,299 | 16.4 | 2 | 10 | UK | Low | null | null | Crypto;PrivateCredit | 1.7 | 24.8 | 17.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Medium | Sharpe;MaxDD | Phone>Email>Chat>App | true | 19:15-07:45 | 67 | 89 | 77 | 71 | OpenBanking | 7 | null | PlanUpdate | 2025-01-21 | Success | v1.9.1 | NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
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