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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0501 | Optimizer | 175,609 | 1,105,053 | 37,513 | 6.6 | 3 | 12 | US | Low | AccreditedOnly;NoDerivatives | null | PennyStocks;PrivateCredit | 1.7 | 26.5 | 11 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Deep | MaxDD;IRR;Sharpe | In-Person>App>Email | false | 19:00-06:00 | 72 | 79 | 66 | 64 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-06-24 | Success | v1.10.5 | NoPennyStocks;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0502 | Stabilizer | 75,301 | 332,998 | 34,879 | 5.2 | 3 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11 | 5.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;Sharpe | App>Phone>Chat>Email>In-Person | false | 22:15-08:00 | 48 | 92 | 33 | 31 | CreditBureau;OpenBanking;Payroll | 12 | null | PlanUpdate | 2025-02-01 | Partial | v2.9.5 | NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0503 | Optimizer | 105,585 | 608,836 | 32,012 | 6.6 | 4 | 12 | US | Low | null | NoWeapons | LeveragedETFs;PennyStocks;PrivateCredit | 1.7 | 27.6 | 12.3 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Shallow | MaxDD;TaxCost;IRR | App>Chat>Phone | true | 20:30-07:00 | 65 | 68 | 73 | 67 | Brokerage;OpenBanking | 4 | Hybrid | Rebalance | 2025-12-01 | Success | v1.10.2 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0504 | Preserver | 143,176 | 1,500,434 | 84,669 | 8.4 | 1 | 12 | US | Low | NoIlliquids | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.9 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | Chat>App>Phone>In-Person | true | 22:15-07:00 | 78 | 159 | 74 | 80 | Brokerage;CreditBureau;OpenBanking | 3 | null | AlertAcknowledge | 2025-01-19 | Success | v1.10.9 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0505 | Builder | 116,700 | 156,365 | 5,726 | 11.8 | 2 | 12 | US | Medium | null | ESGOnly;NoWeapons | null | 1.8 | 17 | 9.7 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | MaxDD;Sharpe | App>In-Person>Email | true | 20:00-06:45 | 57 | 92 | 60 | 54 | OpenBanking | 13 | null | PlanUpdate | 2025-11-21 | Success | v2.9.5 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0506 | Builder | 120,795 | 531,066 | 13,306 | 12.7 | 1 | 12 | US | Low | AccreditedOnly | NoWeapons | null | 1.6 | 17.7 | 10 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | Sharpe;TaxCost;IRR | Phone>In-Person>Chat>Email | false | 23:45-08:30 | 72 | 141 | 80 | 72 | CreditBureau;OpenBanking | 9 | Hybrid | PlanUpdate | 2025-06-30 | Success | v1.9.4 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0507 | Optimizer | 73,486 | 345,545 | 17,155 | 10 | 3 | 10 | US | Low | null | NoWeapons | PennyStocks | 1.7 | 22.8 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | TaxCost;MaxDD | Chat>Phone>In-Person | true | 19:15-06:45 | 69 | 86 | 80 | 69 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | AlertAcknowledge | 2025-09-02 | Success | v2.9.2 | NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A0508 | Builder | 52,025 | 72,320 | 4,765 | 8.7 | 4 | 10 | SG | Low | null | NoWeapons | null | 1.4 | 14.9 | 9.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;IRR;MaxDD | Phone>In-Person>Email | true | 23:30-07:00 | 58 | 83 | 49 | 42 | CreditBureau;OpenBanking;Payroll | 7 | null | Rebalance | 2025-06-04 | Success | v1.8.6 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0509 | Preserver | 49,981 | 432,669 | 29,863 | 6 | 2 | 10 | US | Low | NoDerivatives;NoShortSelling | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.5 | 5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | TaxCost;Sharpe | Email>App>Chat>Phone>In-Person | true | 23:00-06:15 | 83 | 191 | 85 | 80 | Brokerage;CreditBureau;OpenBanking | 14 | null | PlanUpdate | 2025-09-06 | Success | v2.9.1 | NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0510 | Preserver | 89,731 | 245,605 | 20,846 | 5.2 | 3 | 10 | US | High | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.5 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | TaxCost;Sharpe | In-Person>Phone>Chat | true | 19:45-06:45 | 55 | 168 | 45 | 41 | Brokerage;CreditBureau;OpenBanking | 4 | Human | Rebalance | 2025-03-26 | Success | v2.8.5 | NoIlliquids;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0511 | Preserver | 116,593 | 1,050,269 | 75,610 | 6 | 2 | 15 | SG | Medium | NoDerivatives | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.5 | 6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | MaxDD;Sharpe | App>Chat>Email | true | 19:15-07:00 | 74 | 139 | 63 | 57 | Brokerage;CreditBureau;OpenBanking | 5 | null | AutoTransfer | 2025-03-29 | Success | v2.10.6 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0512 | Preserver | 93,608 | 1,217,614 | 45,004 | 5.6 | 2 | 10 | UK | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 10.1 | 6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;Sharpe;MaxDD | Email>Chat>App>Phone>In-Person | true | 23:30-07:45 | 69 | 239 | 54 | 53 | Brokerage;CreditBureau;OpenBanking | 11 | Hybrid | PlanUpdate | 2025-06-11 | Success | v1.8.2 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0513 | Stabilizer | 164,547 | 1,502,912 | 49,586 | 10 | 1 | 12 | US | Medium | AccreditedOnly | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 13.5 | 8 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;TaxCost;Sharpe | Phone>Email>In-Person>App | true | 23:15-07:30 | 52 | 92 | 39 | 39 | OpenBanking | 9 | Hybrid | AutoTransfer | 2025-07-20 | Partial | v2.10.5 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0514 | Preserver | 83,923 | 419,726 | 61,475 | 4.5 | 4 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.2 | 8.3 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | Sharpe;MaxDD | Phone>In-Person>Email | true | 22:30-06:15 | 70 | 141 | 61 | 63 | Brokerage;OpenBanking;Payroll | 12 | null | AlertAcknowledge | 2025-09-19 | Partial | v1.10.6 | NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0515 | Builder | 40,545 | 96,694 | 12,221 | 10.3 | 3 | 10 | US | Medium | NoDerivatives;NoShortSelling | null | null | 1.5 | 17.4 | 11.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | Sharpe;IRR;MaxDD | Phone>Chat>App | true | 19:30-08:00 | 67 | 149 | 57 | 46 | CreditBureau;OpenBanking | 15 | null | Rebalance | 2025-08-23 | Success | v2.9.7 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0516 | Builder | 85,461 | 428,963 | 8,201 | 10.3 | 1 | 10 | US | Low | null | ESGOnly | PennyStocks | 1.5 | 24.6 | 11.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Medium | IRR;TaxCost;MaxDD | Phone>Email>Chat>App | true | 23:00-08:45 | 61 | 102 | 65 | 61 | CreditBureau;OpenBanking | 16 | null | PlanUpdate | 2025-11-05 | Success | v2.9.4 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0517 | Preserver | 104,817 | 1,788,001 | 94,557 | 5.6 | 3 | 12 | US | Low | NoDerivatives;AccreditedOnly | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15 | 5.1 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | App>Chat>Email>In-Person>Phone | true | 19:00-08:45 | 67 | 184 | 67 | 67 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Human | AutoTransfer | 2025-10-08 | Success | v1.10.9 | LimitOrderOnly;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0518 | Preserver | 122,989 | 1,300,002 | 63,054 | 3.6 | 4 | 12 | US | Low | NoDerivatives;NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.7 | 6.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;MaxDD;Sharpe | Phone>Chat>Email | true | 22:45-07:30 | 69 | 226 | 66 | 71 | Brokerage;OpenBanking | 3 | Hybrid | AutoTransfer | 2025-12-21 | Success | v1.9.8 | LimitOrderOnly;NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0519 | Preserver | 111,470 | 591,779 | 77,389 | 4 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.1 | 6.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | TaxCost;MaxDD | Email>In-Person>Chat>App | true | 22:45-07:30 | 79 | 178 | 73 | 65 | Brokerage;CreditBureau;OpenBanking | 10 | Hybrid | Rebalance | 2025-02-17 | Success | v2.9.4 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0520 | Preserver | 108,826 | 647,283 | 80,730 | 6.3 | 1 | 12 | US | Medium | NoShortSelling;NoDerivatives | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.9 | 6.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | TaxCost;Sharpe | Email>App>In-Person>Phone | true | 19:00-07:00 | 74 | 215 | 83 | 87 | Brokerage;CreditBureau;OpenBanking;Payroll | 12 | Human | AutoTransfer | 2025-05-25 | Success | v1.9.2 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0521 | Builder | 25,462 | 59,947 | 3,020 | 13 | 1 | 10 | US | Medium | null | null | Crypto;PrivateCredit | 1.4 | 18.5 | 8.5 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | Sharpe;TaxCost;IRR | Email>In-Person>Chat>Phone | true | 21:00-08:00 | 58 | 124 | 44 | 37 | CreditBureau;OpenBanking | 5 | null | AutoTransfer | 2024-12-27 | Partial | v2.9.6 | NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0522 | Optimizer | 83,863 | 1,104,338 | 43,466 | 7.2 | 4 | 10 | AU | Low | NoDerivatives | NoTobacco | PennyStocks | 1.8 | 21 | 10.7 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Medium | TaxCost;MaxDD;IRR | Email>In-Person>Phone>Chat>App | false | 19:30-06:30 | 62 | 113 | 56 | 48 | Brokerage;OpenBanking;Payroll | 2 | Hybrid | PlanUpdate | 2025-03-27 | Success | v1.10.8 | NoIlliquids;NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0523 | Builder | 50,734 | 170,913 | 5,592 | 12.9 | 3 | 10 | US | Medium | null | NoFossilFuel;NoTobacco | PennyStocks | 1.7 | 12.4 | 12 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | MaxDD;Sharpe | Phone>Email>Chat | true | 22:30-08:30 | 70 | 146 | 63 | 57 | OpenBanking | 15 | null | Rebalance | 2025-05-08 | Success | v2.9.2 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0524 | Preserver | 85,889 | 284,025 | 41,926 | 6.4 | 2 | 10 | DE | Low | NoIlliquids;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 9.3 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | Sharpe;TaxCost | App>Phone>Chat>Email>In-Person | true | 23:30-08:15 | 77 | 210 | 71 | 63 | Brokerage;OpenBanking | 7 | Hybrid | Rebalance | 2025-05-27 | Failed | v2.9.4 | NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0525 | Builder | 54,080 | 182,809 | 5,326 | 12.4 | 4 | 10 | US | Low | NoIlliquids;NoShortSelling | null | LeveragedETFs;PrivateCredit | 1.5 | 22 | 12 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | MaxDD;IRR;Sharpe | In-Person>Email>App>Phone>Chat | true | 19:15-07:00 | 59 | 127 | 44 | 37 | OpenBanking | 18 | Hybrid | PlanUpdate | 2025-10-12 | Success | v1.10.9 | NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0526 | Builder | 79,679 | 154,329 | 6,678 | 9.5 | 2 | 10 | US | Low | NoShortSelling | ESGOnly;NoWeapons | Crypto;PennyStocks | 1.6 | 13 | 12 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Shallow | IRR;TaxCost;MaxDD | Chat>App>In-Person>Phone | false | 19:45-08:15 | 69 | 120 | 77 | 68 | CreditBureau;OpenBanking | 13 | Human | AutoTransfer | 2025-11-11 | Success | v1.9.6 | NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0527 | Preserver | 125,536 | 1,243,702 | 84,313 | 5.2 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 15.9 | 7.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;TaxCost | Phone>In-Person>App | false | 20:15-06:45 | 72 | 137 | 57 | 52 | Brokerage;OpenBanking | 10 | Human | AutoTransfer | 2025-01-12 | Success | v1.9.6 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0528 | Builder | 39,765 | 99,755 | 7,185 | 8.9 | 4 | 10 | US | Low | NoShortSelling | null | PennyStocks;PrivateCredit | 1.4 | 20.2 | 9.7 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | TaxCost;Sharpe | In-Person>Chat>Email>App | true | 19:30-06:00 | 71 | 126 | 65 | 60 | OpenBanking | 11 | Hybrid | AlertAcknowledge | 2025-12-23 | Success | v1.9.6 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0529 | Preserver | 129,926 | 1,585,471 | 79,898 | 4.9 | 2 | 15 | UK | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.5 | 7.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost | Email>Phone>Chat>App | false | 20:45-08:00 | 75 | 203 | 81 | 77 | Brokerage;OpenBanking | 6 | Hybrid | Rebalance | 2025-12-09 | Partial | v2.9.8 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0530 | Builder | 86,128 | 217,799 | 13,595 | 11.8 | 3 | 10 | UK | Low | null | null | LeveragedETFs;PrivateCredit | 1.4 | 17 | 7.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | MaxDD;IRR;TaxCost | In-Person>Email>Phone>App>Chat | true | 22:45-06:45 | 61 | 90 | 60 | 60 | OpenBanking | 15 | null | Rebalance | 2025-07-27 | Partial | v2.8.4 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0531 | Preserver | 118,932 | 694,546 | 86,951 | 9 | 1 | 12 | US | Low | NoDerivatives | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12.2 | 5.6 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | In-Person>Chat>App>Phone | true | 23:45-07:30 | 72 | 140 | 74 | 65 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | Hybrid | PlanUpdate | 2025-04-18 | Success | v1.10.3 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0532 | Stabilizer | 40,315 | 107,204 | 10,901 | 3.9 | 4 | 10 | US | High | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.9 | 5.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | Sharpe;MaxDD | App>In-Person>Chat>Phone | false | 20:45-07:15 | 49 | 99 | 40 | 41 | OpenBanking | 17 | Human | Rebalance | 2025-06-07 | Success | v1.8.4 | NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0533 | Preserver | 117,739 | 1,106,163 | 86,323 | 8.7 | 1 | 15 | CA | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.7 | 8.9 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | Sharpe;MaxDD;TaxCost | In-Person>App>Phone>Chat>Email | true | 22:00-06:45 | 68 | 143 | 77 | 81 | Brokerage;CreditBureau;OpenBanking | 8 | Human | AutoTransfer | 2025-03-19 | Success | v1.9.7 | NoAutoTradesBelow$1k;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0534 | Optimizer | 125,655 | 758,017 | 70,826 | 9.8 | 3 | 12 | US | Low | NoIlliquids | ESGOnly;NoTobacco | PennyStocks | 1.8 | 18.4 | 13.2 | Wealth:10y;Estate:20y | 10 | Educational | Medium | Sharpe;IRR | Phone>Email>In-Person>Chat | true | 19:30-07:00 | 66 | 98 | 65 | 57 | Brokerage;CreditBureau;OpenBanking | 6 | null | AutoTransfer | 2025-01-26 | Success | v2.10.5 | PauseWhenVIX>30 | Enforce tax budget and position caps |
A0535 | Stabilizer | 109,487 | 600,401 | 30,774 | 6 | 2 | 12 | US | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.3 | 7.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | TaxCost;MaxDD | Phone>In-Person>App>Chat>Email | true | 20:45-08:45 | 67 | 122 | 54 | 49 | OpenBanking | 16 | Human | AlertAcknowledge | 2025-09-24 | Success | v2.9.8 | NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0536 | Stabilizer | 154,728 | 602,094 | 20,313 | 4.4 | 3 | 12 | US | Low | NoShortSelling | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.8 | 7.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Shallow | MaxDD;Sharpe | App>Chat>Email>In-Person>Phone | true | 21:30-08:00 | 62 | 117 | 61 | 58 | OpenBanking | 10 | Human | PlanUpdate | 2025-10-22 | Success | v1.9.2 | LimitOrderOnly;NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0537 | Builder | 135,216 | 255,681 | 13,699 | 10.6 | 3 | 12 | US | Low | NoShortSelling | NoFossilFuel;NoWeapons | null | 1.4 | 21.5 | 8.9 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | IRR;Sharpe;TaxCost | Email>Phone>App>In-Person>Chat | true | 20:45-06:45 | 72 | 93 | 63 | 54 | OpenBanking | 9 | null | Rebalance | 2025-12-21 | Success | v2.9.7 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0538 | Explorer | 69,611 | 174,848 | 9,189 | 17.2 | 2 | 10 | US | Low | NoIlliquids | NoFossilFuel;NoWeapons | Crypto;PennyStocks | 1.7 | 29.7 | 16.4 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | MaxDD;TaxCost;Sharpe | Email>App>Chat | true | 20:15-08:45 | 63 | 46 | 72 | 68 | OpenBanking | 3 | Human | Rebalance | 2025-01-12 | Success | v1.8.7 | NoMargin;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0539 | Explorer | 66,115 | 279,892 | 19,560 | 20.3 | 2 | 10 | US | Low | NoIlliquids | null | null | 2.1 | 25.8 | 12.5 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | TaxCost;Sharpe;IRR | In-Person>Phone>Email>Chat | false | 19:15-07:45 | 70 | 77 | 76 | 70 | CreditBureau;OpenBanking;Payroll | 6 | Hybrid | AutoTransfer | 2025-07-27 | Success | v1.8.5 | LimitOrderOnly;NoMargin | Allow small experimental sleeve ≤ 3% |
A0540 | Preserver | 127,106 | 1,026,377 | 64,241 | 5 | 4 | 15 | IN | High | null | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.9 | 5.6 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | TaxCost;MaxDD | App>Email>Chat>Phone | false | 20:15-08:30 | 62 | 148 | 55 | 51 | Brokerage;CreditBureau;OpenBanking | 7 | Human | AutoTransfer | 2025-02-23 | Success | v1.10.6 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0541 | Preserver | 63,195 | 270,873 | 30,280 | 5 | 4 | 10 | US | Low | NoShortSelling;NoDerivatives | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.1 | 7.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | App>Chat>In-Person | true | 23:15-07:30 | 78 | 181 | 67 | 66 | Brokerage;OpenBanking | 13 | Hybrid | Rebalance | 2025-12-23 | Partial | v2.8.6 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0542 | Builder | 34,447 | 158,574 | 5,620 | 9 | 2 | 10 | US | Low | NoIlliquids | null | null | 1.6 | 24 | 11.3 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Shallow | TaxCost;IRR | Email>In-Person>App | true | 23:15-06:00 | 59 | 137 | 51 | 40 | OpenBanking;Payroll | 15 | Hybrid | AutoTransfer | 2025-04-10 | Success | v1.8.6 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0543 | Builder | 53,495 | 133,472 | 9,105 | 14 | 1 | 10 | IN | Low | null | null | null | 1.7 | 22.1 | 11.4 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;TaxCost | Phone>Email>Chat>In-Person>App | true | 23:15-06:15 | 69 | 84 | 69 | 63 | CreditBureau;OpenBanking;Payroll | 16 | Human | Rebalance | 2025-06-11 | Success | v2.8.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Prioritize liquidity and down payment savings |
A0544 | Stabilizer | 122,105 | 310,105 | 28,948 | 6 | 2 | 12 | US | Low | NoIlliquids | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 8.9 | 7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | Sharpe;MaxDD | Email>Phone>Chat | true | 22:30-08:45 | 53 | 125 | 45 | 48 | OpenBanking | 9 | null | AlertAcknowledge | 2024-12-27 | Partial | v1.10.3 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0545 | Preserver | 86,469 | 446,692 | 61,723 | 6 | 4 | 10 | US | Low | NoShortSelling;AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.1 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Shallow | TaxCost;MaxDD | In-Person>Phone>Chat>App | true | 23:45-07:30 | 68 | 174 | 71 | 64 | Brokerage;CreditBureau;OpenBanking | 6 | Hybrid | PlanUpdate | 2025-01-30 | Partial | v1.9.4 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0546 | Stabilizer | 137,459 | 311,025 | 40,887 | 6 | 4 | 12 | US | Low | NoDerivatives | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.4 | 7.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Deep | TaxCost;MaxDD | Chat>Email>Phone | true | 21:00-07:15 | 55 | 124 | 58 | 51 | CreditBureau;OpenBanking;Payroll | 10 | null | Rebalance | 2025-09-06 | Partial | v1.8.7 | NoMargin | Keep expenses buffer ≥ 4 months |
A0547 | Builder | 18,870 | 66,893 | 4,422 | 14.1 | 1 | 10 | US | Medium | null | ESGOnly;NoFossilFuel | null | 1.7 | 13.4 | 8.3 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | Sharpe;TaxCost | Email>App>In-Person>Chat | true | 23:30-06:15 | 52 | 100 | 58 | 54 | CreditBureau;OpenBanking | 20 | Human | AlertAcknowledge | 2025-10-01 | Failed | v2.10.6 | NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0548 | Preserver | 52,319 | 644,017 | 48,768 | 6.4 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.8 | 8.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;TaxCost;Sharpe | Email>App>In-Person | true | 21:45-08:15 | 71 | 163 | 75 | 77 | Brokerage;OpenBanking | 7 | null | AutoTransfer | 2025-08-22 | Success | v1.10.4 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0549 | Preserver | 93,950 | 838,999 | 43,273 | 5.1 | 3 | 10 | IN | Low | NoIlliquids | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 8.2 | 8.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | MaxDD;Sharpe;TaxCost | Chat>Email>In-Person | true | 20:30-08:30 | 68 | 221 | 66 | 67 | Brokerage;OpenBanking;Payroll | 11 | null | PlanUpdate | 2025-12-20 | Failed | v2.8.5 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0550 | Preserver | 140,825 | 893,763 | 59,834 | 4.7 | 4 | 12 | US | Low | NoShortSelling | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 14.8 | 5.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost | Phone>Email>App>In-Person | true | 21:30-08:30 | 78 | 125 | 68 | 73 | Brokerage;CreditBureau;OpenBanking | 8 | Human | Rebalance | 2025-06-14 | Success | v2.10.4 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0551 | Builder | 64,130 | 124,073 | 5,020 | 7.9 | 4 | 10 | US | High | AccreditedOnly;NoShortSelling | NoTobacco | Crypto | 1.6 | 20.1 | 8.3 | Home:3y;Retirement:30y | 3 | Educational | Medium | IRR;TaxCost | Chat>Email>App | true | 20:15-08:45 | 55 | 121 | 59 | 47 | OpenBanking | 11 | Hybrid | AlertAcknowledge | 2025-01-28 | Success | v2.8.6 | NoMargin | Prioritize liquidity and down payment savings |
A0552 | Explorer | 63,383 | -87,087 | 10,098 | 12.5 | 4 | 10 | US | Low | NoShortSelling;NoDerivatives | null | PennyStocks | 1.6 | 24.4 | 15.7 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Shallow | TaxCost;MaxDD | Email>In-Person>App | true | 20:00-07:45 | 61 | 84 | 62 | 57 | CreditBureau;OpenBanking | 6 | Human | Rebalance | 2025-02-27 | Partial | v2.8.5 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0553 | Preserver | 94,023 | 516,538 | 40,152 | 6.3 | 2 | 10 | US | High | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.2 | 5.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | Sharpe;TaxCost | In-Person>App>Phone>Email>Chat | false | 19:30-06:15 | 67 | 229 | 59 | 60 | Brokerage;CreditBureau;OpenBanking | 10 | Human | AutoTransfer | 2025-11-25 | Success | v1.9.8 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0554 | Builder | 29,932 | 64,172 | 5,603 | 13.9 | 2 | 10 | US | Low | AccreditedOnly | ESGOnly;NoTobacco | null | 1.6 | 19.7 | 9.9 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;TaxCost | App>Phone>In-Person | true | 22:45-06:15 | 67 | 77 | 70 | 64 | OpenBanking | 7 | null | PlanUpdate | 2025-11-27 | Success | v2.10.8 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0555 | Stabilizer | 118,941 | 288,876 | 43,139 | 6.8 | 3 | 12 | US | Low | AccreditedOnly | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.5 | 6.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | Sharpe;MaxDD;TaxCost | Email>Chat>App | false | 19:30-07:30 | 61 | 93 | 50 | 44 | OpenBanking | 19 | Human | Rebalance | 2025-08-16 | Success | v1.8.5 | NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0556 | Preserver | 75,123 | 216,891 | 18,457 | 3.5 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.2 | 7.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | MaxDD;TaxCost;Sharpe | Chat>Phone>App>Email | false | 19:15-08:30 | 67 | 137 | 55 | 43 | Brokerage;OpenBanking;Payroll | 14 | null | PlanUpdate | 2025-12-13 | Success | v2.8.7 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0557 | Builder | 108,043 | -18,184 | 2,063 | 8.5 | 3 | 12 | US | Low | null | NoWeapons;NoFossilFuel | null | 1.4 | 19.6 | 7.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Shallow | MaxDD;TaxCost | In-Person>Chat>Email>Phone | true | 21:45-06:45 | 58 | 87 | 50 | 50 | OpenBanking | 12 | Hybrid | PlanUpdate | 2025-05-22 | Success | v2.9.2 | NoMargin | Prioritize liquidity and down payment savings |
A0558 | Builder | 64,104 | 148,870 | 8,459 | 12.1 | 3 | 10 | US | Low | NoIlliquids | ESGOnly | PennyStocks | 1.8 | 17.9 | 10.8 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Shallow | IRR;Sharpe;MaxDD | App>Phone>Email>Chat>In-Person | true | 21:00-08:45 | 62 | 141 | 67 | 55 | CreditBureau;OpenBanking | 5 | Human | Rebalance | 2024-12-31 | Success | v2.8.3 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0559 | Explorer | 107,009 | 212,217 | 18,239 | 13.6 | 4 | 12 | US | Low | null | NoFossilFuel | PennyStocks;PrivateCredit | 1.9 | 29.6 | 17.2 | Business:5y;Travel:2y | 5 | Directive | Shallow | TaxCost;IRR;MaxDD | App>In-Person>Phone>Email>Chat | true | 21:00-07:00 | 66 | 90 | 62 | 62 | CreditBureau;OpenBanking | 2 | null | AlertAcknowledge | 2025-04-10 | Success | v1.8.1 | LimitOrderOnly;NoMargin | Allow small experimental sleeve ≤ 3% |
A0560 | Stabilizer | 84,471 | 151,408 | 19,703 | 6.9 | 2 | 10 | AU | High | null | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.4 | 8.4 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | TaxCost;Sharpe;MaxDD | Chat>App>In-Person>Email>Phone | true | 22:45-06:00 | 48 | 104 | 44 | 37 | CreditBureau;OpenBanking;Payroll | 5 | null | PlanUpdate | 2025-09-04 | Success | v1.10.3 | NoMargin | Keep expenses buffer ≥ 4 months |
A0561 | Builder | 63,069 | 224,147 | 10,931 | 11.8 | 2 | 10 | US | Low | null | null | PennyStocks;PrivateCredit | 1.8 | 15.3 | 10.7 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | IRR;TaxCost | Chat>App>In-Person>Phone>Email | true | 23:30-07:45 | 61 | 76 | 60 | 55 | OpenBanking | 10 | null | Rebalance | 2025-11-30 | Partial | v1.9.5 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0562 | Preserver | 108,066 | 482,798 | 23,822 | 3.2 | 4 | 15 | IN | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 14.1 | 6.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | Email>Chat>App>In-Person | true | 21:15-06:30 | 81 | 229 | 76 | 69 | Brokerage;CreditBureau;OpenBanking | 9 | null | AlertAcknowledge | 2025-07-01 | Failed | v2.10.7 | NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0563 | Preserver | 54,765 | 210,584 | 26,715 | 6.2 | 2 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.7 | 7.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;MaxDD | Phone>Chat>In-Person | true | 19:30-06:00 | 76 | 172 | 64 | 57 | Brokerage;CreditBureau;OpenBanking | 3 | null | AutoTransfer | 2025-03-02 | Success | v2.8.3 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0564 | Preserver | 98,954 | 375,436 | 50,959 | 5.9 | 3 | 10 | CA | Low | NoDerivatives | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 9 | 5.3 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | Sharpe;TaxCost | App>Chat>Phone | true | 23:15-08:15 | 79 | 128 | 70 | 70 | Brokerage;OpenBanking | 11 | Hybrid | AlertAcknowledge | 2025-09-06 | Failed | v2.8.1 | LimitOrderOnly;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0565 | Preserver | 196,107 | 2,613,690 | 144,159 | 8.1 | 1 | 12 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 13.2 | 7.3 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | Sharpe;MaxDD;TaxCost | Chat>In-Person>App>Email>Phone | true | 22:00-06:45 | 64 | 215 | 57 | 50 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-10-13 | Success | v1.10.4 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0566 | Preserver | 166,587 | 1,836,764 | 84,805 | 7.4 | 1 | 12 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.6 | 6.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | Sharpe;TaxCost | Email>App>Phone>In-Person | true | 20:30-08:00 | 73 | 230 | 59 | 63 | Brokerage;CreditBureau;OpenBanking | 11 | Human | Rebalance | 2025-07-14 | Partial | v1.8.6 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0567 | Preserver | 66,568 | 548,189 | 39,726 | 4.2 | 3 | 10 | US | Low | AccreditedOnly;NoIlliquids | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 15.7 | 5.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | TaxCost;MaxDD;Sharpe | Email>App>Chat>Phone | true | 22:00-07:00 | 81 | 202 | 77 | 74 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | Human | Rebalance | 2025-05-28 | Success | v1.9.8 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0568 | Preserver | 120,846 | 1,608,576 | 75,372 | 7.9 | 2 | 12 | US | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 15.6 | 8.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | MaxDD;TaxCost | Phone>Email>Chat | false | 19:00-06:00 | 70 | 173 | 74 | 79 | Brokerage;CreditBureau;OpenBanking | 9 | Hybrid | Rebalance | 2025-03-15 | Success | v1.10.5 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0569 | Preserver | 109,009 | 1,198,569 | 124,888 | 5.7 | 1 | 15 | UK | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.6 | 7.5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Shallow | MaxDD;TaxCost;Sharpe | App>In-Person>Chat>Phone | false | 20:00-08:45 | 83 | 163 | 72 | 75 | Brokerage;OpenBanking;Payroll | 7 | Hybrid | PlanUpdate | 2025-03-13 | Success | v1.8.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0570 | Explorer | 95,581 | 470,636 | 41,849 | 20 | 2 | 10 | UK | Low | NoDerivatives;NoShortSelling | null | LeveragedETFs;PennyStocks | 1.9 | 21.2 | 13.8 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Medium | TaxCost;IRR;MaxDD | Email>In-Person>Phone>App | true | 22:45-08:00 | 68 | 59 | 67 | 56 | OpenBanking | 2 | Human | Rebalance | 2024-12-31 | Partial | v2.8.7 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Allow small experimental sleeve ≤ 3% |
A0571 | Explorer | 69,034 | 475,794 | 21,622 | 18.6 | 1 | 10 | IN | Low | NoDerivatives | null | PennyStocks;PrivateCredit | 1.9 | 28.4 | 13.5 | Business:5y;Travel:2y | 5 | Collaborative | Medium | IRR;Sharpe | App>Chat>Phone>Email>In-Person | true | 22:00-06:15 | 56 | 69 | 63 | 54 | CreditBureau;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-10-18 | Success | v2.8.2 | NoAutoTradesBelow$1k;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0572 | Optimizer | 107,285 | 780,861 | 70,053 | 11.7 | 2 | 15 | SG | Low | null | null | PennyStocks | 1.9 | 15.2 | 10.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Deep | IRR;TaxCost | Chat>Email>App>Phone | true | 22:30-07:45 | 62 | 120 | 61 | 56 | Brokerage;OpenBanking;Payroll | 2 | Human | AlertAcknowledge | 2025-05-22 | Success | v1.9.8 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0573 | Explorer | 120,425 | 576,962 | 19,968 | 21.7 | 1 | 15 | DE | Low | AccreditedOnly;NoShortSelling | null | null | 1.8 | 33.3 | 12.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Deep | IRR;MaxDD;TaxCost | In-Person>Email>App>Chat>Phone | true | 22:15-08:30 | 59 | 50 | 48 | 40 | OpenBanking;Payroll | 5 | Hybrid | PlanUpdate | 2025-03-14 | Success | v2.9.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Allow small experimental sleeve ≤ 3% |
A0574 | Builder | 72,938 | 138,203 | 11,773 | 9.2 | 3 | 10 | US | Low | NoDerivatives | null | PennyStocks;PrivateCredit | 1.6 | 12.9 | 11.7 | Home:3y;Retirement:30y | 3 | Directive | Medium | Sharpe;IRR | In-Person>Phone>Chat>Email | true | 22:15-08:00 | 67 | 149 | 66 | 57 | CreditBureau;OpenBanking | 16 | null | AutoTransfer | 2025-12-19 | Success | v1.9.1 | NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0575 | Stabilizer | 123,908 | 686,820 | 47,778 | 7.4 | 2 | 12 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 14.5 | 5.2 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;Sharpe;TaxCost | App>Chat>Phone | true | 22:30-07:30 | 67 | 161 | 52 | 52 | CreditBureau;OpenBanking | 10 | Hybrid | Rebalance | 2025-05-14 | Failed | v2.9.3 | NoMargin | Keep expenses buffer ≥ 4 months |
A0576 | Stabilizer | 110,110 | 678,334 | 38,371 | 6.5 | 3 | 15 | SG | Low | AccreditedOnly;NoIlliquids | NoTobacco | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 14.1 | 7.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | Sharpe;TaxCost | App>Phone>In-Person>Chat | true | 21:00-06:30 | 68 | 146 | 55 | 54 | CreditBureau;OpenBanking | 19 | Human | Rebalance | 2025-08-31 | Success | v1.9.2 | LimitOrderOnly;NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0577 | Optimizer | 102,514 | 706,400 | 44,696 | 8.8 | 3 | 15 | CA | Low | null | null | PennyStocks | 1.7 | 22.4 | 9.5 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Directive | Shallow | IRR;Sharpe;TaxCost | App>Email>Phone>Chat>In-Person | true | 20:45-06:00 | 75 | 78 | 63 | 51 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | Rebalance | 2025-11-09 | Success | v2.8.4 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0578 | Preserver | 92,336 | 1,582,819 | 83,779 | 6.6 | 2 | 10 | SG | Medium | NoShortSelling;AccreditedOnly | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 14 | 6.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | App>Chat>Phone>Email>In-Person | false | 20:30-08:00 | 61 | 180 | 64 | 67 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Human | AutoTransfer | 2025-06-25 | Success | v2.9.2 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0579 | Stabilizer | 164,477 | 660,570 | 55,135 | 8.4 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.2 | 7.1 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;Sharpe;TaxCost | App>In-Person>Chat>Email>Phone | false | 22:45-06:15 | 66 | 106 | 66 | 65 | CreditBureau;OpenBanking;Payroll | 19 | Human | AlertAcknowledge | 2025-01-20 | Success | v1.10.4 | LimitOrderOnly;NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0580 | Builder | 72,125 | 183,207 | 8,969 | 13.3 | 1 | 10 | US | Low | NoIlliquids;NoDerivatives | NoFossilFuel | null | 1.6 | 23.5 | 11.3 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | MaxDD;Sharpe | App>In-Person>Phone | true | 23:45-06:00 | 66 | 95 | 63 | 58 | CreditBureau;OpenBanking | 7 | null | AutoTransfer | 2025-01-29 | Success | v1.10.3 | NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A0581 | Stabilizer | 53,176 | 191,372 | 17,876 | 7.6 | 2 | 10 | US | Low | AccreditedOnly;NoDerivatives | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15.6 | 5.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | TaxCost;Sharpe | Phone>In-Person>App>Chat | true | 20:00-07:30 | 62 | 121 | 65 | 59 | CreditBureau;OpenBanking | 5 | Human | AutoTransfer | 2025-01-10 | Success | v1.9.8 | NoIlliquids;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0582 | Stabilizer | 44,177 | 168,036 | 21,680 | 4.8 | 4 | 10 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.2 | 6.8 | Retirement:15y;Emergency:1y | 15 | Directive | Deep | MaxDD;Sharpe | Chat>Phone>In-Person>Email>App | true | 22:00-07:45 | 54 | 159 | 51 | 41 | CreditBureau;OpenBanking;Payroll | 14 | Hybrid | Rebalance | 2025-08-09 | Success | v1.9.8 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0583 | Preserver | 145,750 | 2,637,338 | 107,028 | 3.6 | 3 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.1 | 6.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Shallow | MaxDD;Sharpe | In-Person>Phone>App | true | 19:30-07:45 | 82 | 219 | 74 | 74 | Brokerage;OpenBanking | 12 | Human | AutoTransfer | 2025-09-27 | Success | v1.10.4 | PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0584 | Preserver | 105,252 | 939,592 | 71,881 | 7.4 | 2 | 12 | US | Low | NoDerivatives;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 15.2 | 7.5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;TaxCost | In-Person>Chat>App>Phone | false | 21:30-08:30 | 75 | 235 | 85 | 88 | Brokerage;OpenBanking;Payroll | 10 | Human | PlanUpdate | 2025-07-25 | Failed | v1.10.9 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0585 | Builder | 46,330 | 78,652 | 3,583 | 9.7 | 2 | 10 | US | Low | NoShortSelling;AccreditedOnly | null | null | 1.6 | 15.6 | 10 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | TaxCost;Sharpe | App>Email>In-Person | true | 19:15-06:00 | 66 | 143 | 61 | 49 | OpenBanking;Payroll | 15 | null | Rebalance | 2025-05-07 | Failed | v2.10.4 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0586 | Builder | 89,640 | -95,349 | 3,229 | 8.8 | 2 | 10 | CA | Low | AccreditedOnly;NoDerivatives | null | null | 1.7 | 14.1 | 7 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | App>Phone>Chat | true | 22:00-07:00 | 70 | 100 | 72 | 69 | CreditBureau;OpenBanking | 11 | null | Rebalance | 2025-08-29 | Success | v1.9.5 | LimitOrderOnly;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0587 | Preserver | 105,229 | 519,660 | 57,972 | 8 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.8 | 8.1 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | In-Person>Email>Phone>App>Chat | false | 20:00-08:00 | 81 | 152 | 86 | 79 | Brokerage;OpenBanking;Payroll | 14 | Human | PlanUpdate | 2025-07-08 | Success | v1.9.5 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0588 | Stabilizer | 36,410 | 101,027 | 3,259 | 6.4 | 1 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.2 | 7.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | TaxCost;Sharpe | In-Person>Chat>Phone>Email | true | 21:30-06:45 | 55 | 144 | 45 | 45 | OpenBanking | 6 | null | Rebalance | 2025-08-14 | Success | v1.8.5 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0589 | Preserver | 124,925 | 1,826,747 | 138,073 | 7.1 | 3 | 12 | US | Medium | null | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.5 | 7.1 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | Sharpe;MaxDD | Email>App>In-Person>Chat | false | 22:00-08:30 | 67 | 236 | 56 | 57 | Brokerage;OpenBanking;Payroll | 11 | null | AutoTransfer | 2025-08-22 | Success | v1.10.1 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0590 | Optimizer | 234,824 | 1,265,545 | 115,669 | 8.9 | 1 | 15 | UK | High | NoShortSelling;NoIlliquids | null | PennyStocks | 1.6 | 18.4 | 10.7 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Deep | Sharpe;IRR | Chat>App>Phone>Email | true | 23:30-08:15 | 54 | 65 | 40 | 37 | Brokerage;CreditBureau;OpenBanking | 2 | Human | AlertAcknowledge | 2025-03-02 | Success | v2.9.9 | NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0591 | Explorer | 209,385 | 482,584 | 43,963 | 19.3 | 2 | 15 | IN | Medium | null | null | Crypto;PrivateCredit | 1.7 | 28.6 | 13.9 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Shallow | TaxCost;Sharpe | Email>App>Phone>In-Person | false | 20:00-07:15 | 57 | 51 | 70 | 58 | OpenBanking | 2 | Hybrid | Rebalance | 2025-12-07 | Success | v2.9.3 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0592 | Preserver | 100,103 | 906,474 | 87,072 | 3.4 | 4 | 12 | US | Medium | NoIlliquids;AccreditedOnly | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.1 | 7.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | TaxCost;MaxDD | App>Email>Phone | true | 23:15-06:15 | 72 | 188 | 77 | 72 | Brokerage;OpenBanking | 8 | Hybrid | AlertAcknowledge | 2025-03-14 | Failed | v2.8.2 | LimitOrderOnly;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0593 | Optimizer | 135,445 | 2,403,535 | 65,226 | 8.7 | 3 | 15 | CA | Low | NoShortSelling;NoIlliquids | null | LeveragedETFs;PennyStocks | 1.6 | 16.5 | 12.7 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Deep | IRR;MaxDD | App>In-Person>Phone>Email>Chat | true | 21:15-07:30 | 61 | 111 | 63 | 56 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | Rebalance | 2025-04-15 | Success | v2.10.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Enforce tax budget and position caps |
A0594 | Preserver | 187,707 | 1,540,334 | 98,355 | 4 | 4 | 12 | US | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.2 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | MaxDD;TaxCost | Chat>In-Person>App | false | 22:00-06:45 | 81 | 229 | 69 | 73 | Brokerage;OpenBanking | 5 | Hybrid | AutoTransfer | 2025-01-17 | Success | v1.9.7 | LimitOrderOnly;NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0595 | Builder | 71,390 | 217,711 | 8,673 | 11 | 1 | 10 | US | Low | NoDerivatives;AccreditedOnly | NoFossilFuel | PennyStocks | 1.5 | 13.9 | 8 | Home:3y;Retirement:30y | 3 | Collaborative | Deep | IRR;MaxDD;Sharpe | Email>Chat>App | false | 20:45-08:00 | 71 | 87 | 81 | 80 | CreditBureau;OpenBanking | 20 | Human | PlanUpdate | 2025-08-04 | Success | v2.8.7 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0596 | Explorer | 74,899 | 319,789 | 23,147 | 15 | 4 | 10 | US | Low | NoIlliquids;NoShortSelling | null | PennyStocks | 1.8 | 32.4 | 14 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | TaxCost;MaxDD | Chat>Email>App>In-Person | true | 21:00-07:15 | 65 | 73 | 56 | 45 | CreditBureau;OpenBanking | 4 | null | Rebalance | 2025-07-18 | Success | v1.10.7 | LimitOrderOnly;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0597 | Preserver | 76,707 | 609,594 | 71,495 | 4 | 4 | 10 | IN | High | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 13.4 | 6.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;Sharpe | In-Person>Chat>Phone | true | 21:30-06:00 | 68 | 166 | 56 | 52 | Brokerage;OpenBanking | 14 | Hybrid | AutoTransfer | 2025-08-25 | Partial | v2.10.4 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0598 | Optimizer | 60,042 | 573,653 | 37,496 | 7.6 | 2 | 10 | UK | Low | NoDerivatives | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.5 | 15.1 | 11.1 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Deep | TaxCost;Sharpe;MaxDD | In-Person>Phone>Chat>Email>App | true | 21:45-06:00 | 65 | 78 | 76 | 75 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-01-28 | Success | v1.10.3 | NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0599 | Builder | 99,778 | 279,897 | 10,317 | 8.9 | 4 | 10 | US | Low | NoIlliquids | null | null | 1.4 | 14.7 | 9.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | MaxDD;TaxCost;IRR | Email>In-Person>Phone | false | 21:00-07:30 | 72 | 149 | 71 | 66 | CreditBureau;OpenBanking | 20 | null | AutoTransfer | 2025-11-02 | Success | v1.8.3 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0600 | Optimizer | 63,781 | 1,036,220 | 41,741 | 8.6 | 3 | 10 | US | Low | NoShortSelling | null | LeveragedETFs;PennyStocks | 1.9 | 27 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Medium | Sharpe;IRR;MaxDD | Email>Chat>Phone | true | 20:45-06:45 | 70 | 113 | 74 | 67 | Brokerage;CreditBureau;OpenBanking | 4 | null | PlanUpdate | 2025-09-29 | Success | v2.10.2 | NoIlliquids;NoMargin | Enforce tax budget and position caps |
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