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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0601 | Preserver | 155,789 | 1,444,217 | 123,860 | 4.9 | 3 | 12 | US | Medium | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 13.9 | 7.9 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;Sharpe | In-Person>Phone>Chat>App | true | 23:45-06:30 | 63 | 237 | 60 | 56 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | AutoTransfer | 2025-06-26 | Success | v1.9.5 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0602 | Builder | 46,412 | 208,000 | 6,278 | 9 | 3 | 10 | US | Low | NoShortSelling | null | null | 1.4 | 13.1 | 9.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Medium | Sharpe;TaxCost | Email>In-Person>Phone | true | 21:15-08:45 | 63 | 98 | 68 | 62 | CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-11-06 | Success | v2.10.6 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0603 | Preserver | 109,764 | 978,508 | 60,769 | 3.7 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 12.7 | 5.1 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | Sharpe;MaxDD;TaxCost | Phone>Email>Chat | true | 22:45-07:45 | 76 | 176 | 67 | 64 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Hybrid | Rebalance | 2025-07-21 | Failed | v1.9.6 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0604 | Builder | 55,964 | 144,171 | 8,149 | 15.2 | 1 | 10 | US | High | null | null | null | 1.5 | 12.3 | 9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Deep | MaxDD;IRR;TaxCost | App>In-Person>Email>Chat>Phone | true | 21:15-07:00 | 52 | 123 | 47 | 39 | OpenBanking | 13 | Hybrid | AlertAcknowledge | 2025-12-26 | Failed | v1.8.2 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0605 | Preserver | 157,919 | 2,642,613 | 145,833 | 4.6 | 3 | 12 | US | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 13.1 | 8.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | TaxCost;MaxDD;Sharpe | In-Person>Email>App>Chat | true | 21:30-07:15 | 69 | 171 | 78 | 70 | Brokerage;OpenBanking | 7 | Human | AutoTransfer | 2025-07-28 | Success | v1.10.3 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0606 | Builder | 75,764 | 219,357 | 16,359 | 12.7 | 2 | 10 | US | High | null | ESGOnly;NoFossilFuel | null | 1.4 | 22.9 | 9.2 | Home:3y;Retirement:30y | 3 | Concise | Medium | MaxDD;Sharpe | Email>Phone>App>In-Person | true | 21:45-06:45 | 58 | 79 | 48 | 38 | OpenBanking | 18 | null | Rebalance | 2025-01-01 | Success | v1.8.2 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0607 | Stabilizer | 166,511 | 748,050 | 64,302 | 4.7 | 3 | 12 | US | Low | AccreditedOnly | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.6 | 5.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Deep | MaxDD;Sharpe | In-Person>Chat>Phone>Email | true | 22:45-06:00 | 60 | 126 | 48 | 40 | OpenBanking | 9 | Hybrid | Rebalance | 2025-05-23 | Success | v2.10.2 | NoIlliquids;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0608 | Explorer | 40,633 | 317,245 | 6,189 | 16.5 | 2 | 10 | US | Medium | NoDerivatives | NoTobacco | Crypto;PennyStocks | 1.8 | 20.3 | 13.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Concise | Deep | MaxDD;IRR | App>Email>Chat>In-Person | true | 20:00-06:45 | 52 | 78 | 45 | 36 | OpenBanking | 7 | null | PlanUpdate | 2025-09-29 | Success | v2.10.6 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0609 | Preserver | 116,488 | 1,729,972 | 86,442 | 5.3 | 3 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.9 | 5.4 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | MaxDD;TaxCost | Chat>In-Person>Phone>Email>App | true | 20:45-08:15 | 73 | 164 | 74 | 66 | Brokerage;CreditBureau;OpenBanking | 14 | Hybrid | AlertAcknowledge | 2025-03-05 | Success | v1.10.9 | LimitOrderOnly;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0610 | Builder | 67,595 | 163,687 | 6,430 | 9.2 | 4 | 10 | IN | Low | NoShortSelling | ESGOnly | LeveragedETFs;PennyStocks | 1.6 | 23.9 | 8.4 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | TaxCost;IRR | Email>Chat>Phone | false | 19:15-07:15 | 61 | 99 | 62 | 51 | CreditBureau;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-04-29 | Success | v2.9.3 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0611 | Stabilizer | 82,254 | 400,053 | 32,379 | 5.8 | 2 | 10 | US | Medium | NoDerivatives | NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 8.9 | 7.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost;MaxDD | In-Person>Email>Phone | true | 19:30-07:00 | 49 | 159 | 41 | 35 | CreditBureau;OpenBanking | 15 | null | AlertAcknowledge | 2025-06-24 | Partial | v1.9.8 | NoIlliquids;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0612 | Stabilizer | 142,955 | 419,742 | 47,024 | 6.5 | 3 | 12 | US | Medium | NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.3 | 8.5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | MaxDD;Sharpe;TaxCost | Chat>Email>App>Phone>In-Person | true | 20:30-07:15 | 54 | 125 | 55 | 47 | CreditBureau;OpenBanking | 13 | Hybrid | AlertAcknowledge | 2025-11-12 | Success | v2.10.7 | LimitOrderOnly;NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0613 | Builder | 86,111 | 126,097 | 8,891 | 11.1 | 2 | 10 | US | Low | null | null | LeveragedETFs | 1.5 | 23 | 10.3 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | Sharpe;IRR;TaxCost | In-Person>Email>Chat>App | true | 19:30-07:15 | 66 | 125 | 52 | 47 | CreditBureau;OpenBanking | 20 | null | Rebalance | 2025-10-16 | Partial | v1.9.3 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0614 | Stabilizer | 45,163 | 117,240 | 12,455 | 8.2 | 2 | 10 | AU | Low | NoIlliquids | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.5 | 5.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;MaxDD | App>In-Person>Phone | true | 22:15-08:15 | 67 | 159 | 64 | 57 | CreditBureau;OpenBanking;Payroll | 8 | Human | PlanUpdate | 2025-10-17 | Success | v2.10.9 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0615 | Preserver | 122,198 | 1,455,542 | 60,553 | 7.5 | 1 | 15 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 9.6 | 8.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | Email>App>In-Person | true | 21:15-06:30 | 70 | 163 | 71 | 63 | Brokerage;OpenBanking;Payroll | 10 | Hybrid | PlanUpdate | 2025-09-14 | Success | v1.10.9 | LimitOrderOnly;NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0616 | Stabilizer | 61,416 | 98,360 | 12,996 | 9 | 2 | 10 | DE | Medium | null | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 15.2 | 7.7 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | Sharpe;TaxCost | Email>Phone>App>Chat | true | 21:30-08:30 | 44 | 158 | 50 | 43 | OpenBanking | 10 | Human | AutoTransfer | 2025-04-07 | Success | v1.9.5 | NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0617 | Explorer | 53,476 | 404,498 | 16,574 | 19.3 | 3 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.9 | 28.1 | 13.5 | Business:5y;Travel:2y | 5 | Concise | Deep | Sharpe;MaxDD | Phone>Chat>Email>App | true | 20:00-08:00 | 69 | 51 | 72 | 70 | CreditBureau;OpenBanking;Payroll | 3 | null | PlanUpdate | 2025-02-10 | Partial | v2.10.9 | NoPennyStocks;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0618 | Preserver | 149,992 | 621,397 | 31,944 | 5.7 | 1 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.9 | 5.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | In-Person>Chat>App>Email>Phone | true | 22:30-07:30 | 81 | 180 | 86 | 78 | Brokerage;CreditBureau;OpenBanking | 12 | Hybrid | Rebalance | 2025-01-15 | Success | v1.8.2 | NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0619 | Builder | 50,460 | 192,509 | 6,926 | 10.2 | 3 | 10 | US | High | null | NoTobacco | null | 1.7 | 15.6 | 7.5 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Medium | Sharpe;IRR;TaxCost | Phone>App>In-Person | true | 23:00-06:30 | 55 | 136 | 48 | 44 | OpenBanking | 15 | Hybrid | AutoTransfer | 2025-07-14 | Success | v1.10.4 | LimitOrderOnly;NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0620 | Builder | 55,777 | 157,858 | 4,844 | 10 | 4 | 10 | US | Low | NoDerivatives;AccreditedOnly | null | null | 1.4 | 15.5 | 7.7 | Home:3y;Retirement:30y | 3 | Educational | Medium | MaxDD;TaxCost;Sharpe | App>Phone>Chat>Email>In-Person | false | 20:45-07:45 | 62 | 84 | 66 | 54 | OpenBanking | 11 | null | PlanUpdate | 2025-09-13 | Success | v1.8.8 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0621 | Preserver | 100,003 | 570,397 | 29,176 | 5 | 4 | 15 | UK | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 9.1 | 7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | MaxDD;TaxCost;Sharpe | Chat>App>Email>In-Person>Phone | true | 21:45-07:00 | 78 | 215 | 73 | 70 | Brokerage;OpenBanking | 8 | Hybrid | Rebalance | 2025-01-13 | Success | v2.9.1 | NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0622 | Builder | 101,294 | 345,675 | 7,278 | 10.2 | 2 | 15 | UK | Low | NoShortSelling | NoFossilFuel | PennyStocks;PrivateCredit | 1.5 | 16.5 | 8.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Shallow | TaxCost;Sharpe | App>Chat>Phone>Email | true | 22:30-06:45 | 59 | 114 | 62 | 60 | CreditBureau;OpenBanking | 12 | null | AutoTransfer | 2025-03-25 | Partial | v1.10.5 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0623 | Preserver | 124,571 | 967,856 | 49,234 | 5.3 | 2 | 12 | US | Low | NoIlliquids;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.1 | 7.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | Chat>App>Phone>Email | false | 22:45-06:00 | 75 | 169 | 65 | 65 | Brokerage;OpenBanking | 6 | null | PlanUpdate | 2025-09-21 | Success | v1.8.3 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0624 | Preserver | 89,880 | 391,205 | 12,659 | 5.4 | 3 | 10 | UK | High | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 16.6 | 7.2 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | TaxCost;MaxDD | Email>Chat>In-Person>Phone>App | false | 20:00-07:30 | 61 | 161 | 49 | 47 | Brokerage;OpenBanking | 4 | null | Rebalance | 2025-06-16 | Success | v2.9.1 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0625 | Preserver | 88,532 | 416,802 | 56,653 | 5.1 | 3 | 10 | US | High | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.8 | 7.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | Sharpe;TaxCost | In-Person>Email>App | false | 23:15-07:00 | 64 | 129 | 72 | 72 | Brokerage;OpenBanking | 10 | Hybrid | Rebalance | 2025-09-03 | Success | v2.9.3 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0626 | Stabilizer | 44,924 | 177,752 | 18,170 | 4.9 | 4 | 10 | US | Low | NoIlliquids;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.8 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;Sharpe;MaxDD | App>Email>In-Person>Phone | false | 20:00-06:00 | 68 | 102 | 78 | 72 | OpenBanking | 20 | Human | PlanUpdate | 2025-07-09 | Success | v2.9.1 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0627 | Builder | 47,008 | 156,685 | 10,574 | 8.8 | 2 | 10 | CA | Low | null | null | Crypto;PennyStocks | 1.5 | 16.4 | 11.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | TaxCost;MaxDD;IRR | Phone>Email>App>In-Person | false | 20:00-07:15 | 63 | 134 | 69 | 66 | OpenBanking | 15 | null | PlanUpdate | 2025-04-15 | Success | v2.8.7 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0628 | Preserver | 75,981 | 700,551 | 74,088 | 3.9 | 4 | 10 | US | Low | null | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.1 | 8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Chat>App>Phone | true | 23:00-06:30 | 76 | 141 | 63 | 67 | Brokerage;OpenBanking;Payroll | 3 | Hybrid | AutoTransfer | 2025-03-02 | Partial | v1.10.8 | NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0629 | Explorer | 61,871 | 222,454 | 12,526 | 15.4 | 4 | 10 | US | Medium | NoIlliquids;NoShortSelling | NoWeapons;NoFossilFuel | null | 2 | 34.7 | 15.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Shallow | Sharpe;MaxDD;IRR | In-Person>Phone>Chat | true | 23:15-07:45 | 48 | 88 | 39 | 27 | OpenBanking;Payroll | 6 | Human | AlertAcknowledge | 2025-10-27 | Success | v1.9.6 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0630 | Preserver | 218,535 | 1,713,933 | 98,936 | 6.4 | 2 | 15 | SG | Medium | AccreditedOnly | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 13.4 | 6.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;MaxDD | Email>App>In-Person | true | 21:00-06:15 | 64 | 205 | 67 | 64 | Brokerage;CreditBureau;OpenBanking;Payroll | 11 | Human | PlanUpdate | 2025-07-01 | Partial | v1.8.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0631 | Explorer | 48,827 | 146,433 | 7,556 | 21.4 | 2 | 10 | US | Low | null | null | null | 2.1 | 26.3 | 13.3 | Business:5y;Travel:2y | 5 | Collaborative | Shallow | MaxDD;Sharpe | App>Phone>Chat | true | 21:15-06:00 | 55 | 71 | 51 | 43 | OpenBanking | 5 | Hybrid | AutoTransfer | 2025-10-07 | Success | v1.10.5 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0632 | Optimizer | 103,993 | 1,148,549 | 62,788 | 10.1 | 2 | 12 | US | Medium | NoDerivatives;NoIlliquids | NoWeapons | Crypto;PennyStocks | 1.6 | 26.7 | 11.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Shallow | Sharpe;TaxCost | Email>Chat>In-Person | true | 23:30-07:00 | 64 | 91 | 57 | 53 | Brokerage;OpenBanking | 3 | Hybrid | AutoTransfer | 2025-07-22 | Success | v2.9.4 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A0633 | Preserver | 43,435 | 208,241 | 28,301 | 5 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.2 | 8.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | Chat>In-Person>Email | true | 21:00-07:15 | 73 | 180 | 81 | 73 | Brokerage;CreditBureau;OpenBanking | 12 | Human | AlertAcknowledge | 2025-11-21 | Success | v1.8.4 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0634 | Stabilizer | 94,111 | 474,796 | 44,410 | 7 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.9 | 5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | Sharpe;TaxCost;MaxDD | App>Chat>Phone>In-Person | true | 23:45-07:15 | 65 | 151 | 70 | 73 | CreditBureau;OpenBanking | 14 | null | AlertAcknowledge | 2025-09-18 | Success | v1.8.7 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0635 | Preserver | 52,523 | 740,913 | 46,486 | 7 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 10.8 | 7.5 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | MaxDD;TaxCost;Sharpe | Chat>In-Person>Phone | true | 20:15-07:00 | 74 | 124 | 72 | 73 | Brokerage;CreditBureau;OpenBanking | 6 | Hybrid | Rebalance | 2025-12-07 | Success | v1.9.4 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0636 | Explorer | 44,003 | 170,070 | 7,553 | 22.2 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | NoFossilFuel | PennyStocks | 1.7 | 21.1 | 13.4 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Shallow | MaxDD;TaxCost | In-Person>Chat>Email>Phone>App | true | 22:30-06:45 | 56 | 78 | 51 | 43 | OpenBanking | 7 | Hybrid | Rebalance | 2025-07-10 | Success | v1.10.4 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0637 | Builder | 105,773 | 425,435 | 12,462 | 9.7 | 2 | 12 | US | Medium | null | null | null | 1.7 | 15.2 | 7.8 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | Sharpe;TaxCost;IRR | Email>In-Person>Phone>App | true | 23:45-08:30 | 63 | 63 | 55 | 45 | OpenBanking;Payroll | 8 | Hybrid | PlanUpdate | 2025-09-22 | Success | v1.9.1 | LimitOrderOnly;NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0638 | Optimizer | 42,088 | 812,573 | 20,037 | 9.5 | 1 | 10 | UK | Low | NoDerivatives | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.5 | 22.3 | 12.6 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Shallow | IRR;TaxCost | In-Person>App>Email>Phone | true | 19:00-06:30 | 61 | 105 | 72 | 60 | Brokerage;CreditBureau;OpenBanking | 6 | null | AlertAcknowledge | 2025-03-04 | Success | v1.9.4 | LimitOrderOnly;NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A0639 | Preserver | 102,576 | 914,956 | 35,693 | 5.3 | 3 | 12 | US | Low | NoShortSelling;AccreditedOnly | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.5 | 7.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Chat>Phone>App>Email | false | 22:45-08:45 | 78 | 126 | 69 | 73 | Brokerage;OpenBanking | 13 | Human | AlertAcknowledge | 2025-02-10 | Success | v2.8.2 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0640 | Stabilizer | 102,374 | 420,882 | 19,103 | 6.1 | 3 | 12 | US | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.2 | 8.7 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | Chat>App>In-Person>Email | false | 19:15-08:30 | 58 | 147 | 60 | 55 | CreditBureau;OpenBanking | 11 | Hybrid | AutoTransfer | 2025-11-12 | Success | v2.8.7 | NoIlliquids;NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0641 | Optimizer | 258,518 | 1,912,719 | 192,665 | 8.1 | 3 | 15 | IN | Medium | null | null | Crypto;PennyStocks | 1.9 | 18.5 | 13.9 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Medium | IRR;TaxCost;MaxDD | Phone>In-Person>App>Email>Chat | false | 21:45-06:30 | 70 | 105 | 65 | 64 | Brokerage;CreditBureau;OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-01-01 | Success | v1.9.9 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0642 | Stabilizer | 49,690 | 254,396 | 10,277 | 6.4 | 2 | 10 | US | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 15.6 | 8.2 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;TaxCost | Email>App>In-Person>Phone | true | 19:30-06:00 | 56 | 164 | 61 | 57 | CreditBureau;OpenBanking | 19 | null | Rebalance | 2025-04-03 | Partial | v2.9.7 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0643 | Builder | 49,970 | 196,187 | 9,158 | 9.4 | 2 | 10 | US | Medium | NoIlliquids;NoShortSelling | null | null | 1.6 | 12.6 | 7.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Shallow | Sharpe;MaxDD;IRR | Phone>Chat>App | false | 19:15-08:00 | 56 | 102 | 63 | 59 | OpenBanking | 10 | Hybrid | AlertAcknowledge | 2025-02-03 | Failed | v1.10.1 | NoIlliquids;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0644 | Stabilizer | 156,039 | 452,857 | 27,156 | 8.7 | 2 | 15 | IN | Low | AccreditedOnly;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14 | 6.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | MaxDD;Sharpe | Email>Phone>Chat>App | true | 19:00-08:00 | 62 | 139 | 53 | 48 | CreditBureau;OpenBanking | 11 | Human | Rebalance | 2025-01-23 | Partial | v2.8.1 | LimitOrderOnly;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0645 | Explorer | 65,429 | 514,662 | 21,170 | 15.3 | 3 | 10 | US | Medium | null | NoFossilFuel | null | 2.1 | 31.3 | 15.9 | Business:5y;Travel:2y;Healthcare:8y | 5 | Concise | Medium | TaxCost;MaxDD;IRR | Phone>In-Person>Chat>App>Email | true | 23:15-06:30 | 61 | 89 | 71 | 71 | CreditBureau;OpenBanking | 3 | null | AlertAcknowledge | 2025-07-10 | Failed | v1.9.1 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0646 | Explorer | 47,509 | 390,049 | 13,522 | 16.3 | 3 | 10 | US | Low | null | null | Crypto;PrivateCredit | 1.9 | 24.5 | 14.7 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Shallow | MaxDD;Sharpe;IRR | Chat>In-Person>Email | true | 23:30-08:30 | 61 | 49 | 66 | 54 | OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-05-19 | Success | v1.8.5 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0647 | Explorer | 47,912 | 348,583 | 14,592 | 14.5 | 3 | 10 | UK | Low | NoIlliquids | null | LeveragedETFs;PennyStocks | 2.1 | 29.1 | 14.4 | Business:5y;Travel:2y;Education:6y | 5 | Directive | Medium | TaxCost;IRR;MaxDD | Phone>Email>Chat | false | 21:30-07:30 | 70 | 47 | 57 | 57 | OpenBanking | 3 | Human | AutoTransfer | 2025-08-06 | Partial | v1.8.1 | StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0648 | Preserver | 66,901 | 694,422 | 38,137 | 4.8 | 4 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.6 | 6.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | App>Email>In-Person>Phone | false | 19:45-08:30 | 69 | 210 | 65 | 55 | Brokerage;CreditBureau;OpenBanking | 10 | null | Rebalance | 2025-08-31 | Success | v1.10.9 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0649 | Preserver | 82,795 | 301,151 | 31,735 | 5.2 | 3 | 10 | SG | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.1 | 8.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;MaxDD | In-Person>Email>Phone | true | 21:45-08:45 | 69 | 208 | 59 | 53 | Brokerage;OpenBanking | 10 | Hybrid | PlanUpdate | 2025-01-02 | Success | v2.8.2 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0650 | Stabilizer | 115,503 | 248,861 | 26,948 | 8.5 | 2 | 12 | US | Medium | NoDerivatives;NoIlliquids | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14.7 | 5.3 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | TaxCost;Sharpe | In-Person>Email>App>Chat | true | 22:30-06:30 | 58 | 156 | 53 | 47 | OpenBanking | 11 | null | Rebalance | 2025-08-05 | Failed | v1.9.6 | NoIlliquids;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0651 | Preserver | 140,801 | 2,556,003 | 95,661 | 5.2 | 3 | 12 | US | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.1 | 7.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | Sharpe;TaxCost;MaxDD | In-Person>Phone>Chat | true | 21:00-07:45 | 82 | 239 | 92 | 93 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Hybrid | Rebalance | 2025-07-22 | Success | v2.10.8 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0652 | Optimizer | 67,027 | 864,989 | 33,760 | 10.2 | 3 | 10 | CA | Low | NoDerivatives;NoIlliquids | ESGOnly;NoTobacco | PennyStocks | 1.7 | 22.9 | 13 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | IRR;TaxCost;Sharpe | Chat>Email>Phone>In-Person>App | true | 19:00-06:30 | 66 | 74 | 69 | 63 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AutoTransfer | 2025-08-17 | Success | v1.10.8 | NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0653 | Optimizer | 134,227 | 1,364,957 | 47,802 | 10.5 | 2 | 12 | US | Medium | NoIlliquids;AccreditedOnly | NoWeapons | PennyStocks | 1.5 | 17.7 | 12.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Medium | TaxCost;Sharpe;IRR | Chat>In-Person>Email>App | true | 19:00-07:45 | 70 | 63 | 74 | 65 | Brokerage;OpenBanking | 6 | null | PlanUpdate | 2025-09-19 | Failed | v2.10.4 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0654 | Stabilizer | 61,765 | 328,100 | 19,261 | 9.3 | 2 | 10 | AU | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.1 | 8.8 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | MaxDD;Sharpe | App>Email>Phone | false | 20:45-07:45 | 55 | 118 | 46 | 46 | CreditBureau;OpenBanking | 6 | Human | AlertAcknowledge | 2025-02-14 | Success | v2.10.8 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0655 | Explorer | 94,098 | 302,178 | 16,688 | 20.9 | 1 | 10 | CA | Low | NoIlliquids | null | null | 2 | 29.3 | 17.2 | Business:5y;Travel:2y | 5 | Educational | Medium | MaxDD;TaxCost | Phone>App>Chat>In-Person | false | 23:00-08:45 | 66 | 75 | 65 | 53 | CreditBureau;OpenBanking | 1 | null | Rebalance | 2025-09-29 | Partial | v2.10.2 | NoIlliquids;NoPennyStocks;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0656 | Optimizer | 111,504 | 675,114 | 38,818 | 10.8 | 2 | 12 | US | Low | AccreditedOnly;NoIlliquids | null | LeveragedETFs;PennyStocks;PrivateCredit | 1.6 | 18.5 | 10.2 | Wealth:10y;Estate:20y | 10 | Concise | Shallow | MaxDD;TaxCost | Chat>App>Phone>In-Person | true | 22:30-07:00 | 69 | 109 | 55 | 55 | Brokerage;OpenBanking | 6 | Hybrid | AlertAcknowledge | 2025-02-11 | Success | v2.9.3 | StopLossDisabled | Enforce tax budget and position caps |
A0657 | Builder | 78,212 | 114,974 | 10,024 | 8.6 | 3 | 10 | IN | Low | NoDerivatives | NoWeapons | Crypto | 1.8 | 23.5 | 10 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | TaxCost;Sharpe | App>Email>In-Person>Chat | false | 20:30-07:15 | 60 | 64 | 59 | 55 | CreditBureau;OpenBanking | 12 | null | Rebalance | 2025-01-08 | Success | v1.10.1 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0658 | Stabilizer | 68,417 | 435,817 | 29,607 | 8.2 | 2 | 10 | IN | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.5 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | TaxCost;Sharpe;MaxDD | App>Email>In-Person | true | 21:00-07:45 | 59 | 146 | 50 | 39 | CreditBureau;OpenBanking | 20 | Human | AutoTransfer | 2025-05-27 | Success | v2.8.5 | NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0659 | Builder | 24,730 | 105,080 | 4,515 | 14.4 | 1 | 10 | US | Low | null | null | Crypto | 1.4 | 22.9 | 8.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Medium | IRR;TaxCost | Email>Phone>In-Person>Chat | true | 23:00-06:15 | 57 | 131 | 59 | 56 | CreditBureau;OpenBanking;Payroll | 13 | Human | Rebalance | 2025-02-14 | Success | v1.8.6 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0660 | Preserver | 100,589 | 374,889 | 49,159 | 4 | 4 | 12 | US | High | AccreditedOnly;NoShortSelling | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9 | 6.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | Sharpe;TaxCost;MaxDD | App>In-Person>Chat>Email | false | 19:30-06:15 | 58 | 126 | 60 | 56 | Brokerage;CreditBureau;OpenBanking | 7 | Hybrid | AutoTransfer | 2025-01-07 | Partial | v1.9.6 | NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0661 | Preserver | 59,355 | 495,044 | 50,227 | 8.8 | 1 | 10 | US | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10 | 8.6 | Retirement:15y;Emergency:1y | 15 | Directive | Deep | MaxDD;TaxCost | Chat>Phone>Email>App | true | 23:00-06:15 | 70 | 155 | 58 | 63 | Brokerage;OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-05-17 | Success | v2.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0662 | Optimizer | 175,179 | 1,299,906 | 65,519 | 7.9 | 4 | 12 | US | High | null | ESGOnly | PennyStocks | 1.7 | 27.1 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Deep | Sharpe;MaxDD;IRR | Email>App>In-Person>Phone | true | 21:45-08:45 | 58 | 72 | 58 | 57 | Brokerage;OpenBanking | 6 | Human | AutoTransfer | 2025-05-04 | Success | v2.9.2 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0663 | Optimizer | 85,826 | 1,104,445 | 41,507 | 8 | 3 | 10 | IN | High | null | NoWeapons | PennyStocks | 1.6 | 27.5 | 11.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | TaxCost;IRR | In-Person>Chat>App>Phone | true | 22:30-06:45 | 61 | 72 | 56 | 46 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | PlanUpdate | 2025-02-25 | Success | v1.8.4 | LimitOrderOnly;NoIlliquids;NoMargin | Enforce tax budget and position caps |
A0664 | Explorer | 50,399 | 92,122 | 13,091 | 13.7 | 4 | 10 | UK | Low | NoIlliquids | ESGOnly;NoWeapons | Crypto;PennyStocks | 2 | 29.9 | 16.9 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Medium | Sharpe;TaxCost | In-Person>App>Chat | true | 19:00-07:00 | 55 | 53 | 68 | 61 | CreditBureau;OpenBanking | 1 | null | AutoTransfer | 2025-08-13 | Success | v2.9.8 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0665 | Explorer | 65,906 | 255,282 | 20,197 | 17.3 | 4 | 10 | DE | Medium | NoShortSelling;NoIlliquids | null | LeveragedETFs;PrivateCredit | 2.1 | 27.6 | 14.9 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Deep | Sharpe;TaxCost | Email>In-Person>Phone>Chat>App | true | 22:45-08:15 | 59 | 84 | 60 | 48 | CreditBureau;OpenBanking | 1 | null | AlertAcknowledge | 2025-08-05 | Success | v2.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0666 | Builder | 85,819 | 361,336 | 10,464 | 10.1 | 3 | 10 | US | Medium | null | null | null | 1.5 | 24.7 | 10 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;IRR;TaxCost | Phone>Chat>App>Email | false | 22:15-06:45 | 59 | 68 | 54 | 46 | OpenBanking | 19 | Human | AutoTransfer | 2025-01-27 | Success | v1.10.3 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0667 | Explorer | 61,304 | 157,417 | 12,347 | 20.1 | 2 | 10 | AU | Low | AccreditedOnly;NoDerivatives | NoWeapons;ESGOnly | Crypto;PennyStocks | 1.9 | 24.5 | 14.6 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Medium | MaxDD;Sharpe;TaxCost | In-Person>App>Phone>Chat>Email | true | 21:15-08:00 | 68 | 65 | 72 | 64 | CreditBureau;OpenBanking | 2 | Human | AutoTransfer | 2025-01-10 | Success | v1.10.6 | NoPennyStocks;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0668 | Builder | 138,549 | 610,461 | 24,210 | 9.8 | 1 | 15 | UK | High | NoDerivatives;NoIlliquids | NoFossilFuel | Crypto;PrivateCredit | 1.5 | 19.8 | 8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;IRR | In-Person>Email>Chat | false | 20:15-06:15 | 61 | 121 | 57 | 49 | CreditBureau;OpenBanking;Payroll | 11 | null | AlertAcknowledge | 2025-02-15 | Success | v1.10.1 | LimitOrderOnly;StopLossDisabled | Prioritize liquidity and down payment savings |
A0669 | Builder | 138,963 | 829,590 | 40,171 | 15.4 | 1 | 12 | US | Low | NoIlliquids | NoWeapons;NoTobacco | null | 1.6 | 19 | 7.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | Sharpe;IRR | Phone>Chat>Email | false | 21:45-06:30 | 71 | 86 | 62 | 53 | OpenBanking | 11 | Hybrid | Rebalance | 2025-01-23 | Partial | v1.8.4 | NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0670 | Builder | 143,194 | 302,686 | 29,400 | 14 | 1 | 12 | US | Low | NoDerivatives | null | LeveragedETFs;PrivateCredit | 1.5 | 20.3 | 10.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | TaxCost;IRR | Email>In-Person>Chat>App>Phone | false | 22:30-07:15 | 65 | 137 | 59 | 48 | CreditBureau;OpenBanking | 16 | null | Rebalance | 2025-09-28 | Partial | v2.10.7 | NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0671 | Stabilizer | 66,276 | 570,930 | 30,016 | 8.6 | 1 | 10 | DE | Low | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 9.9 | 6.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | Sharpe;MaxDD;TaxCost | Email>Phone>In-Person>Chat | true | 20:15-06:45 | 57 | 140 | 55 | 52 | CreditBureau;OpenBanking;Payroll | 9 | Human | Rebalance | 2025-10-24 | Success | v2.9.2 | LimitOrderOnly;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0672 | Optimizer | 57,470 | 476,842 | 18,312 | 12.2 | 1 | 10 | US | Low | null | NoWeapons;ESGOnly | PennyStocks | 1.5 | 26.6 | 11.1 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Deep | Sharpe;TaxCost;IRR | In-Person>App>Phone>Email | false | 20:30-06:45 | 62 | 100 | 60 | 59 | Brokerage;CreditBureau;OpenBanking | 3 | Human | AlertAcknowledge | 2025-04-09 | Partial | v1.9.8 | NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0673 | Preserver | 160,818 | 2,441,672 | 159,609 | 5.2 | 2 | 12 | US | High | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 8.9 | 8.1 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | Sharpe;MaxDD | App>Email>In-Person>Chat | false | 20:45-07:45 | 58 | 140 | 45 | 45 | Brokerage;OpenBanking;Payroll | 10 | Human | AlertAcknowledge | 2025-02-23 | Success | v2.10.5 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0674 | Preserver | 83,571 | 930,093 | 87,144 | 8.8 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 16.8 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Shallow | Sharpe;MaxDD | Chat>Phone>Email | true | 22:15-07:30 | 75 | 149 | 65 | 61 | Brokerage;OpenBanking;Payroll | 6 | null | PlanUpdate | 2025-06-16 | Success | v1.9.8 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0675 | Stabilizer | 74,312 | 331,360 | 22,714 | 5.4 | 3 | 10 | AU | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.1 | 7.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | Sharpe;TaxCost | In-Person>Phone>App | true | 20:30-07:30 | 57 | 110 | 64 | 59 | CreditBureau;OpenBanking;Payroll | 11 | null | AutoTransfer | 2025-05-05 | Partial | v1.10.2 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0676 | Preserver | 126,922 | 749,666 | 91,962 | 6.6 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 13.3 | 7.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | MaxDD;Sharpe | Email>Chat>In-Person>App>Phone | true | 19:30-07:00 | 75 | 138 | 82 | 75 | Brokerage;CreditBureau;OpenBanking | 14 | Human | AutoTransfer | 2025-01-21 | Success | v2.10.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0677 | Optimizer | 54,056 | 456,778 | 27,847 | 6.5 | 4 | 10 | US | Low | NoShortSelling;NoDerivatives | NoTobacco | LeveragedETFs;PennyStocks;PrivateCredit | 1.8 | 19.8 | 10.6 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | IRR;TaxCost;Sharpe | Phone>Email>Chat>App | true | 23:45-07:45 | 74 | 99 | 79 | 68 | Brokerage;OpenBanking | 6 | Hybrid | Rebalance | 2025-08-19 | Success | v2.9.6 | NoIlliquids;NoMargin | Enforce tax budget and position caps |
A0678 | Optimizer | 272,273 | 3,816,265 | 174,341 | 5.8 | 4 | 12 | US | Low | null | NoWeapons | PennyStocks | 1.8 | 15.9 | 11.3 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Medium | IRR;MaxDD;TaxCost | Email>In-Person>App>Chat>Phone | false | 20:30-07:00 | 70 | 109 | 71 | 61 | Brokerage;CreditBureau;OpenBanking | 4 | Human | AutoTransfer | 2025-10-29 | Failed | v1.9.9 | StopLossDisabled | Enforce tax budget and position caps |
A0679 | Optimizer | 186,741 | 3,407,138 | 136,576 | 9.9 | 2 | 12 | US | Low | NoIlliquids;NoShortSelling | null | LeveragedETFs;PennyStocks;PrivateCredit | 1.8 | 23.2 | 9.3 | Wealth:10y;Estate:20y | 10 | Collaborative | Shallow | Sharpe;IRR | Email>Chat>In-Person>Phone | true | 22:45-07:15 | 66 | 119 | 72 | 64 | Brokerage;CreditBureau;OpenBanking;Payroll | 7 | Hybrid | Rebalance | 2024-12-26 | Failed | v1.9.4 | NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0680 | Stabilizer | 84,791 | 210,838 | 28,169 | 5.7 | 4 | 10 | US | Medium | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 13.8 | 6.2 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | TaxCost;Sharpe | Phone>App>In-Person | false | 21:45-06:45 | 52 | 174 | 52 | 49 | OpenBanking;Payroll | 15 | null | AutoTransfer | 2025-07-11 | Success | v1.10.4 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0681 | Explorer | 98,805 | 226,250 | 15,973 | 21 | 2 | 10 | US | Medium | NoIlliquids;NoShortSelling | null | Crypto | 1.6 | 24.5 | 17.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Shallow | IRR;Sharpe | Email>Phone>Chat>App | true | 21:30-08:15 | 63 | 52 | 63 | 61 | OpenBanking | 1 | null | AlertAcknowledge | 2025-04-11 | Partial | v2.9.5 | NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0682 | Explorer | 85,018 | -197,164 | 6,363 | 14.5 | 3 | 10 | CA | Low | NoDerivatives;NoShortSelling | ESGOnly | PennyStocks;PrivateCredit | 1.9 | 31.3 | 13.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | IRR;Sharpe;TaxCost | In-Person>Chat>App>Phone>Email | true | 23:00-07:15 | 55 | 68 | 56 | 56 | OpenBanking;Payroll | 7 | Human | AlertAcknowledge | 2025-07-20 | Failed | v2.8.3 | NoIlliquids;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0683 | Optimizer | 127,824 | 810,353 | 74,451 | 8.4 | 1 | 12 | US | Medium | null | NoWeapons | PennyStocks | 1.7 | 16.5 | 10 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | TaxCost;IRR;MaxDD | Phone>In-Person>App>Email | true | 19:30-07:45 | 62 | 60 | 57 | 53 | Brokerage;OpenBanking | 6 | Hybrid | AlertAcknowledge | 2025-01-29 | Partial | v1.10.1 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A0684 | Stabilizer | 64,262 | 672,082 | 35,417 | 6.8 | 3 | 10 | US | Low | null | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 17.8 | 6.3 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;Sharpe;TaxCost | In-Person>Phone>Chat | true | 23:45-07:15 | 59 | 136 | 60 | 61 | OpenBanking | 12 | Human | Rebalance | 2025-02-14 | Success | v2.9.7 | LimitOrderOnly;NoIlliquids;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0685 | Preserver | 73,448 | 182,632 | 12,424 | 7.3 | 1 | 10 | US | Medium | null | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15.4 | 7.4 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | Phone>App>Email>Chat | true | 22:30-06:30 | 75 | 227 | 82 | 80 | Brokerage;CreditBureau;OpenBanking | 13 | null | PlanUpdate | 2025-05-22 | Success | v2.10.5 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0686 | Optimizer | 139,191 | 1,655,014 | 90,186 | 10.4 | 1 | 15 | AU | Low | AccreditedOnly;NoShortSelling | null | LeveragedETFs;PennyStocks;PrivateCredit | 1.9 | 17.9 | 10.9 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Medium | MaxDD;IRR;TaxCost | In-Person>App>Email>Chat>Phone | true | 20:00-06:00 | 71 | 82 | 74 | 70 | Brokerage;OpenBanking | 1 | Human | Rebalance | 2025-04-21 | Success | v1.8.1 | NoMargin | Enforce tax budget and position caps |
A0687 | Explorer | 77,850 | 244,658 | 13,778 | 19.1 | 2 | 10 | US | Medium | null | null | null | 2 | 31 | 16.2 | Business:5y;Travel:2y | 5 | Directive | Shallow | MaxDD;IRR | In-Person>Phone>Email>Chat>App | false | 20:00-07:45 | 50 | 76 | 44 | 34 | CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-07-10 | Failed | v2.9.4 | NoIlliquids;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0688 | Optimizer | 207,233 | 999,129 | 98,379 | 8 | 4 | 15 | SG | Low | NoDerivatives | null | LeveragedETFs;PennyStocks | 1.8 | 18.8 | 13.5 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Deep | TaxCost;MaxDD;Sharpe | Email>In-Person>Phone>App>Chat | false | 22:45-06:00 | 71 | 68 | 75 | 67 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | Rebalance | 2025-11-15 | Success | v1.9.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A0689 | Builder | 72,424 | 308,211 | 9,598 | 13.8 | 2 | 10 | US | Medium | null | null | Crypto;PennyStocks | 1.4 | 12.9 | 10.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | TaxCost;MaxDD | Chat>In-Person>App | true | 21:00-06:30 | 59 | 73 | 52 | 45 | CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-02-28 | Failed | v2.8.6 | NoPennyStocks | Prioritize liquidity and down payment savings |
A0690 | Optimizer | 78,700 | 1,223,402 | 52,390 | 8.5 | 1 | 10 | US | Medium | NoDerivatives;AccreditedOnly | null | PennyStocks | 1.5 | 18.6 | 10.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Medium | MaxDD;Sharpe;IRR | Chat>In-Person>Email>Phone | true | 22:45-07:30 | 53 | 88 | 46 | 45 | Brokerage;OpenBanking | 6 | null | Rebalance | 2025-07-31 | Failed | v1.9.1 | NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0691 | Builder | 32,555 | 135,474 | 4,757 | 9.6 | 3 | 10 | DE | Low | null | null | null | 1.6 | 18.2 | 7.1 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;MaxDD;Sharpe | Chat>App>Phone>Email>In-Person | true | 21:30-07:00 | 66 | 82 | 73 | 69 | CreditBureau;OpenBanking | 15 | null | AlertAcknowledge | 2025-11-26 | Success | v1.10.6 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0692 | Optimizer | 113,121 | 690,863 | 60,321 | 10.5 | 1 | 15 | UK | Medium | null | NoTobacco;ESGOnly | PennyStocks | 1.5 | 21.6 | 11.7 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | IRR;MaxDD;TaxCost | Chat>In-Person>App>Email>Phone | true | 20:00-06:00 | 58 | 92 | 73 | 61 | Brokerage;CreditBureau;OpenBanking;Payroll | 4 | Human | AutoTransfer | 2025-02-23 | Success | v1.9.1 | StopLossDisabled | Enforce tax budget and position caps |
A0693 | Preserver | 97,637 | 650,789 | 21,714 | 4.8 | 4 | 10 | US | Low | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14.5 | 6.2 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | MaxDD;TaxCost | In-Person>Email>App | true | 21:15-07:45 | 78 | 126 | 88 | 92 | Brokerage;OpenBanking | 10 | Human | Rebalance | 2024-12-26 | Success | v2.9.5 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0694 | Stabilizer | 70,178 | 741,981 | 37,550 | 8.1 | 1 | 10 | US | Medium | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 12.6 | 7 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | Sharpe;MaxDD;TaxCost | App>Chat>Email | true | 20:15-07:45 | 59 | 132 | 67 | 65 | CreditBureau;OpenBanking | 19 | Hybrid | Rebalance | 2025-10-08 | Failed | v2.10.1 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0695 | Builder | 33,232 | 123,428 | 3,693 | 14.5 | 1 | 10 | IN | Medium | NoShortSelling;NoDerivatives | ESGOnly;NoTobacco | null | 1.5 | 24.6 | 10.1 | Home:3y;Retirement:30y | 3 | Collaborative | Deep | MaxDD;Sharpe;TaxCost | Phone>App>In-Person>Email | true | 21:00-06:15 | 54 | 92 | 50 | 49 | CreditBureau;OpenBanking | 16 | null | Rebalance | 2025-12-15 | Partial | v2.8.7 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0696 | Optimizer | 206,330 | 1,974,206 | 133,809 | 11.3 | 1 | 12 | US | Low | null | NoWeapons;ESGOnly | PennyStocks | 1.5 | 16.5 | 11.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Deep | TaxCost;MaxDD;IRR | Email>App>Chat>Phone | true | 20:30-07:15 | 70 | 101 | 80 | 73 | Brokerage;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-01-26 | Success | v2.9.4 | LimitOrderOnly | Enforce tax budget and position caps |
A0697 | Preserver | 151,607 | 1,140,600 | 35,347 | 5.9 | 1 | 15 | UK | Medium | AccreditedOnly;NoDerivatives | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.2 | 5.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | Sharpe;TaxCost;MaxDD | App>Phone>Chat>In-Person>Email | true | 21:45-08:30 | 71 | 154 | 56 | 48 | Brokerage;OpenBanking | 14 | Hybrid | AlertAcknowledge | 2025-10-04 | Partial | v1.10.6 | PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0698 | Preserver | 71,017 | 879,052 | 35,334 | 7 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.2 | 7.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | Sharpe;MaxDD;TaxCost | Chat>App>Phone | true | 23:30-08:45 | 66 | 133 | 58 | 50 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | null | Rebalance | 2025-09-01 | Partial | v1.9.2 | NoIlliquids;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0699 | Preserver | 136,269 | 1,279,066 | 97,231 | 5.6 | 1 | 12 | US | Low | NoDerivatives | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14.1 | 6.7 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;Sharpe | Chat>Phone>In-Person>App>Email | true | 22:15-06:45 | 74 | 212 | 70 | 61 | Brokerage;OpenBanking | 4 | Human | AutoTransfer | 2025-01-12 | Failed | v2.9.1 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0700 | Stabilizer | 109,118 | 363,478 | 29,860 | 8.5 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 8.7 | 6.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | Sharpe;TaxCost;MaxDD | Email>App>In-Person>Phone | true | 19:00-08:00 | 61 | 144 | 53 | 55 | OpenBanking;Payroll | 20 | Human | AutoTransfer | 2025-10-03 | Success | v1.10.3 | NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks | Keep expenses buffer ≥ 4 months |
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