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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0701 | Preserver | 100,245 | 1,174,255 | 51,459 | 5.1 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.9 | 6.8 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | Sharpe;MaxDD | In-Person>Email>Phone>App>Chat | true | 21:15-08:00 | 79 | 164 | 66 | 62 | Brokerage;CreditBureau;OpenBanking | 12 | Hybrid | Rebalance | 2025-08-24 | Success | v2.9.4 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0702 | Builder | 43,181 | 130,209 | 9,555 | 9.9 | 1 | 10 | US | High | NoIlliquids;NoDerivatives | NoFossilFuel | Crypto;LeveragedETFs | 1.7 | 12.5 | 9.5 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Shallow | TaxCost;IRR;Sharpe | Chat>Email>In-Person>App | true | 19:15-06:30 | 55 | 64 | 48 | 36 | CreditBureau;OpenBanking | 12 | null | PlanUpdate | 2025-04-29 | Success | v2.9.2 | NoMargin | Prioritize liquidity and down payment savings |
A0703 | Builder | 136,765 | 346,864 | 15,335 | 13 | 2 | 12 | US | High | null | null | null | 1.6 | 13.3 | 7.9 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | TaxCost;MaxDD;Sharpe | Email>Chat>App>Phone>In-Person | true | 22:45-08:00 | 46 | 123 | 54 | 54 | OpenBanking | 14 | Hybrid | AlertAcknowledge | 2025-08-26 | Success | v1.9.6 | NoIlliquids;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0704 | Preserver | 114,963 | 942,998 | 95,226 | 6.6 | 3 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 13.9 | 7.2 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | MaxDD;Sharpe | In-Person>App>Chat>Phone>Email | true | 22:30-07:00 | 71 | 152 | 62 | 55 | Brokerage;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-12-04 | Success | v1.10.9 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0705 | Preserver | 89,284 | 591,695 | 78,519 | 5.3 | 3 | 10 | US | Low | AccreditedOnly;NoDerivatives | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.7 | 7.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;TaxCost | Email>App>Chat | true | 20:30-08:15 | 69 | 207 | 79 | 77 | Brokerage;CreditBureau;OpenBanking | 3 | Human | PlanUpdate | 2025-12-23 | Partial | v2.9.4 | NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0706 | Builder | 93,693 | 3,224 | 1,000 | 11.5 | 4 | 10 | US | Low | null | NoFossilFuel;ESGOnly | LeveragedETFs | 1.4 | 17.7 | 11.6 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | IRR;TaxCost | Email>In-Person>Chat>App>Phone | true | 23:30-07:30 | 61 | 144 | 66 | 57 | CreditBureau;OpenBanking | 7 | Hybrid | AlertAcknowledge | 2025-06-27 | Failed | v2.8.1 | LimitOrderOnly;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0707 | Builder | 137,309 | 136,242 | 15,839 | 13.9 | 2 | 12 | US | Low | null | null | PrivateCredit | 1.6 | 17.6 | 11.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;IRR | Email>App>Chat | false | 20:00-08:30 | 63 | 70 | 52 | 40 | CreditBureau;OpenBanking | 11 | null | PlanUpdate | 2025-04-29 | Success | v1.10.3 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0708 | Builder | 52,906 | 171,175 | 12,597 | 8.4 | 3 | 10 | SG | Low | NoShortSelling | null | PrivateCredit | 1.4 | 20 | 7.3 | Home:3y;Retirement:30y | 3 | Directive | Shallow | TaxCost;MaxDD | Phone>Chat>In-Person>Email | false | 22:45-07:15 | 65 | 143 | 63 | 58 | CreditBureau;OpenBanking;Payroll | 11 | Hybrid | Rebalance | 2025-11-28 | Failed | v1.9.5 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0709 | Optimizer | 170,367 | 2,015,680 | 77,724 | 7.3 | 2 | 15 | DE | Low | NoShortSelling | ESGOnly | PennyStocks | 1.5 | 26.7 | 13.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | TaxCost;IRR;MaxDD | In-Person>Email>App>Phone>Chat | true | 19:00-06:30 | 73 | 82 | 82 | 71 | Brokerage;CreditBureau;OpenBanking | 1 | Hybrid | AutoTransfer | 2025-09-25 | Success | v2.10.2 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0710 | Preserver | 214,757 | 1,575,978 | 151,729 | 7.6 | 2 | 12 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 16.8 | 5.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | App>Email>Phone>In-Person>Chat | true | 19:15-07:00 | 70 | 188 | 60 | 56 | Brokerage;CreditBureau;OpenBanking;Payroll | 8 | Hybrid | AutoTransfer | 2025-08-20 | Success | v1.8.9 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0711 | Preserver | 63,156 | 1,120,301 | 54,092 | 4.3 | 4 | 10 | SG | Low | null | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.2 | 8.9 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | MaxDD;Sharpe | Email>App>Phone>In-Person>Chat | true | 21:30-06:30 | 74 | 157 | 79 | 83 | Brokerage;OpenBanking | 3 | Hybrid | Rebalance | 2025-12-26 | Success | v1.10.1 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0712 | Preserver | 79,244 | 268,467 | 35,550 | 5.4 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.3 | 8.3 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;TaxCost | Email>Phone>Chat>App | true | 23:00-08:15 | 65 | 236 | 55 | 45 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | AutoTransfer | 2025-02-15 | Success | v2.9.4 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0713 | Builder | 50,562 | 75,754 | 5,111 | 9 | 4 | 10 | US | Low | NoShortSelling;NoDerivatives | null | PrivateCredit | 1.7 | 12.5 | 7.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | IRR;TaxCost | Email>In-Person>Phone>App>Chat | true | 21:00-08:45 | 63 | 122 | 53 | 52 | OpenBanking;Payroll | 13 | Hybrid | PlanUpdate | 2025-07-27 | Partial | v1.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Prioritize liquidity and down payment savings |
A0714 | Optimizer | 111,394 | 1,363,252 | 79,117 | 7.7 | 3 | 12 | US | Medium | NoShortSelling;NoIlliquids | null | PennyStocks | 1.6 | 16.2 | 12.6 | Wealth:10y;Estate:20y | 10 | Educational | Deep | MaxDD;TaxCost | Email>App>In-Person | true | 23:45-08:15 | 63 | 85 | 76 | 68 | Brokerage;CreditBureau;OpenBanking | 1 | Hybrid | Rebalance | 2025-10-07 | Success | v1.10.9 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0715 | Builder | 60,205 | 137,032 | 8,273 | 13.8 | 1 | 10 | US | Low | null | null | LeveragedETFs;PennyStocks | 1.4 | 13.1 | 9.6 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | Sharpe;TaxCost | App>In-Person>Email>Chat | true | 21:45-08:30 | 62 | 89 | 50 | 47 | CreditBureau;OpenBanking;Payroll | 12 | Hybrid | Rebalance | 2025-10-13 | Failed | v2.9.5 | NoIlliquids;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0716 | Builder | 75,762 | 312,336 | 15,038 | 13.5 | 2 | 10 | CA | Low | null | NoFossilFuel;ESGOnly | Crypto;PennyStocks | 1.7 | 16.1 | 8.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Deep | MaxDD;IRR;TaxCost | Chat>Email>Phone>In-Person>App | true | 20:15-08:15 | 60 | 78 | 70 | 68 | OpenBanking | 13 | Human | Rebalance | 2025-11-18 | Partial | v2.8.5 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0717 | Stabilizer | 51,815 | 129,820 | 5,606 | 6.2 | 3 | 10 | SG | Low | AccreditedOnly | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 10.9 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | MaxDD;Sharpe;TaxCost | Phone>In-Person>Email>App | true | 21:45-07:45 | 60 | 115 | 62 | 57 | OpenBanking;Payroll | 20 | Hybrid | PlanUpdate | 2025-07-30 | Success | v1.8.6 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0718 | Optimizer | 88,315 | 843,617 | 41,449 | 11.1 | 1 | 10 | IN | Medium | null | null | PennyStocks | 1.7 | 20.5 | 13.3 | Wealth:10y;Estate:20y | 10 | Educational | Medium | Sharpe;TaxCost;IRR | Email>In-Person>App>Chat | true | 22:30-08:15 | 57 | 65 | 56 | 52 | Brokerage;OpenBanking;Payroll | 6 | Human | PlanUpdate | 2025-09-24 | Success | v2.9.5 | NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0719 | Preserver | 111,359 | 1,670,185 | 73,427 | 6.5 | 2 | 12 | US | Low | NoShortSelling;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.8 | 6.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | In-Person>Email>Chat>App | true | 19:45-08:30 | 67 | 164 | 71 | 76 | Brokerage;OpenBanking | 4 | null | PlanUpdate | 2025-06-08 | Partial | v1.9.1 | LimitOrderOnly;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0720 | Preserver | 105,026 | 970,779 | 107,647 | 5.4 | 4 | 15 | DE | Low | AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.4 | 7.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | Phone>Chat>Email>App>In-Person | true | 20:45-06:15 | 74 | 205 | 67 | 60 | Brokerage;OpenBanking;Payroll | 3 | null | PlanUpdate | 2025-11-26 | Success | v1.10.3 | NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0721 | Explorer | 98,060 | 635,728 | 37,444 | 20 | 4 | 10 | US | Low | null | NoWeapons;ESGOnly | PennyStocks | 1.9 | 28.3 | 16.8 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | MaxDD;TaxCost;IRR | Phone>Chat>In-Person | false | 22:30-06:45 | 61 | 88 | 63 | 53 | CreditBureau;OpenBanking | 3 | Hybrid | PlanUpdate | 2024-12-27 | Success | v2.8.7 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0722 | Explorer | 79,555 | 147,326 | 4,576 | 15.1 | 2 | 10 | SG | Medium | NoShortSelling | NoFossilFuel;NoWeapons | Crypto;PennyStocks | 2.2 | 26.7 | 12.9 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | Phone>Email>In-Person | false | 23:30-06:00 | 59 | 55 | 66 | 66 | CreditBureau;OpenBanking | 6 | Human | AlertAcknowledge | 2025-04-29 | Success | v2.10.8 | LimitOrderOnly;NoIlliquids;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0723 | Stabilizer | 101,131 | 938,439 | 36,368 | 6.5 | 4 | 15 | UK | Low | null | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 15.7 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | Chat>App>In-Person>Phone>Email | false | 19:00-08:15 | 65 | 141 | 51 | 45 | OpenBanking | 13 | Human | Rebalance | 2025-03-30 | Partial | v2.9.1 | NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0724 | Stabilizer | 45,250 | 145,129 | 15,156 | 7.5 | 4 | 10 | SG | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 10.4 | 6.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Deep | MaxDD;TaxCost;Sharpe | Chat>Phone>In-Person | false | 22:15-08:00 | 67 | 112 | 72 | 73 | OpenBanking;Payroll | 10 | null | AutoTransfer | 2025-09-25 | Success | v2.10.6 | PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0725 | Optimizer | 99,537 | 594,203 | 34,994 | 8.2 | 3 | 10 | IN | Medium | null | ESGOnly;NoFossilFuel | PennyStocks | 1.7 | 23.6 | 13 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Shallow | TaxCost;Sharpe | App>Chat>In-Person>Email>Phone | true | 21:00-06:15 | 61 | 105 | 60 | 48 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Hybrid | AlertAcknowledge | 2025-09-02 | Success | v2.10.9 | LimitOrderOnly | Enforce tax budget and position caps |
A0726 | Builder | 152,020 | 476,117 | 25,510 | 8.6 | 4 | 12 | US | Low | NoIlliquids;AccreditedOnly | null | null | 1.7 | 15.3 | 8.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | IRR;TaxCost;MaxDD | App>In-Person>Phone | false | 20:15-07:45 | 66 | 77 | 51 | 50 | OpenBanking | 6 | null | Rebalance | 2025-07-29 | Success | v1.10.6 | LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0727 | Explorer | 78,939 | 337,320 | 39,418 | 15.1 | 2 | 10 | US | Low | null | NoTobacco;ESGOnly | Crypto;PrivateCredit | 1.7 | 26.9 | 15.6 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Shallow | MaxDD;IRR;Sharpe | Email>Phone>App>In-Person>Chat | false | 22:00-08:00 | 61 | 90 | 61 | 57 | CreditBureau;OpenBanking | 3 | Hybrid | PlanUpdate | 2025-01-16 | Partial | v1.10.3 | NoIlliquids;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0728 | Builder | 92,626 | 260,708 | 11,121 | 11.6 | 3 | 10 | UK | Low | AccreditedOnly;NoIlliquids | NoFossilFuel;NoTobacco | Crypto | 1.6 | 19.9 | 10.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Chat>App>Phone | false | 23:15-08:00 | 71 | 144 | 72 | 65 | OpenBanking | 7 | null | Rebalance | 2025-07-12 | Success | v2.9.7 | NoAutoTradesBelow$1k;NoPennyStocks | Prioritize liquidity and down payment savings |
A0729 | Stabilizer | 82,006 | 269,204 | 11,253 | 6.2 | 3 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 9.3 | 5.2 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | Email>In-Person>App>Phone>Chat | false | 23:00-06:30 | 52 | 104 | 55 | 60 | CreditBureau;OpenBanking | 9 | Hybrid | Rebalance | 2025-07-14 | Success | v1.8.1 | LimitOrderOnly;NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0730 | Preserver | 117,024 | 379,784 | 19,141 | 4.3 | 4 | 12 | US | Low | AccreditedOnly;NoIlliquids | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 11.3 | 7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | Sharpe;MaxDD;TaxCost | Chat>In-Person>Phone | true | 20:30-06:15 | 77 | 220 | 85 | 89 | Brokerage;CreditBureau;OpenBanking | 11 | Human | PlanUpdate | 2025-05-22 | Success | v1.9.1 | NoIlliquids;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0731 | Optimizer | 107,424 | 688,285 | 51,664 | 9.2 | 1 | 15 | SG | Medium | null | NoTobacco | PennyStocks | 1.8 | 18.5 | 11 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Deep | Sharpe;TaxCost | In-Person>App>Email>Phone>Chat | false | 20:15-06:45 | 68 | 99 | 66 | 61 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | Rebalance | 2025-05-30 | Success | v1.10.8 | LimitOrderOnly;NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0732 | Preserver | 411,939 | 2,150,479 | 205,022 | 9 | 1 | 12 | US | Low | AccreditedOnly;NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 13.1 | 5.7 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | In-Person>Email>Phone | false | 21:00-06:15 | 72 | 173 | 66 | 58 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | AlertAcknowledge | 2025-06-13 | Success | v1.10.6 | PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0733 | Stabilizer | 61,920 | 332,561 | 22,179 | 7.1 | 2 | 10 | US | Medium | AccreditedOnly | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.4 | 7.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | App>Phone>Chat>In-Person | true | 20:45-06:00 | 55 | 173 | 43 | 36 | CreditBureau;OpenBanking | 15 | null | Rebalance | 2025-02-28 | Partial | v1.8.4 | NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0734 | Builder | 65,039 | 103,323 | 10,176 | 9.7 | 1 | 10 | US | Low | NoShortSelling | null | LeveragedETFs | 1.7 | 18.7 | 8.9 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | MaxDD;Sharpe | Email>Phone>In-Person | true | 19:30-07:15 | 62 | 105 | 62 | 54 | CreditBureau;OpenBanking;Payroll | 8 | Hybrid | PlanUpdate | 2025-06-10 | Success | v1.8.5 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0735 | Stabilizer | 26,411 | 85,537 | 7,683 | 9.9 | 1 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.2 | 6.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | MaxDD;TaxCost;Sharpe | Chat>App>In-Person | true | 19:00-08:15 | 58 | 104 | 43 | 38 | CreditBureau;OpenBanking | 11 | null | Rebalance | 2025-06-19 | Partial | v1.8.8 | NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0736 | Stabilizer | 116,381 | 782,130 | 31,064 | 10.2 | 1 | 12 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 11.7 | 5.4 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | In-Person>Email>Phone | false | 21:15-08:15 | 66 | 110 | 55 | 46 | CreditBureau;OpenBanking | 17 | null | Rebalance | 2025-09-03 | Success | v2.10.8 | LimitOrderOnly;NoIlliquids;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0737 | Preserver | 79,149 | 543,510 | 22,148 | 6.1 | 2 | 10 | DE | Low | AccreditedOnly;NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 12.3 | 8.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;Sharpe | Phone>In-Person>Email | true | 21:15-07:00 | 69 | 194 | 54 | 53 | Brokerage;OpenBanking | 5 | null | AutoTransfer | 2025-09-09 | Success | v1.8.8 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0738 | Explorer | 64,385 | 457,995 | 21,126 | 21.3 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | NoFossilFuel | null | 1.8 | 20.1 | 12.3 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Deep | Sharpe;MaxDD | App>Phone>Chat | true | 19:45-07:30 | 56 | 69 | 55 | 54 | CreditBureau;OpenBanking | 3 | Human | AlertAcknowledge | 2025-12-23 | Failed | v2.9.2 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0739 | Preserver | 79,920 | 930,521 | 83,480 | 5.8 | 1 | 10 | US | Low | NoIlliquids | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 8.4 | 7.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;Sharpe | In-Person>App>Email>Chat>Phone | false | 20:30-07:15 | 70 | 195 | 62 | 52 | Brokerage;CreditBureau;OpenBanking;Payroll | 11 | null | Rebalance | 2025-04-19 | Partial | v2.10.6 | LimitOrderOnly;NoIlliquids;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0740 | Optimizer | 112,494 | 1,055,376 | 60,839 | 7.9 | 3 | 12 | US | Medium | NoShortSelling;NoDerivatives | ESGOnly | PennyStocks | 1.8 | 27.9 | 10.5 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | MaxDD;Sharpe | In-Person>App>Phone>Chat>Email | true | 23:45-06:45 | 69 | 62 | 68 | 57 | Brokerage;CreditBureau;OpenBanking | 5 | Human | AutoTransfer | 2025-05-15 | Success | v1.10.8 | NoMargin;NoPennyStocks;StopLossDisabled | Enforce tax budget and position caps |
A0741 | Builder | 58,226 | 268,572 | 12,112 | 10.4 | 4 | 10 | US | Low | null | null | null | 1.7 | 14.3 | 9.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Shallow | TaxCost;IRR | Phone>In-Person>Email | false | 23:15-07:45 | 58 | 67 | 62 | 51 | OpenBanking;Payroll | 6 | Hybrid | Rebalance | 2025-04-08 | Success | v1.9.2 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0742 | Stabilizer | 71,820 | 423,101 | 23,676 | 5.6 | 4 | 10 | SG | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.4 | 5.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | Sharpe;TaxCost | Chat>Email>Phone>App>In-Person | true | 21:15-06:30 | 58 | 98 | 54 | 50 | OpenBanking;Payroll | 13 | null | AutoTransfer | 2025-04-11 | Success | v1.9.4 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0743 | Preserver | 96,652 | 797,367 | 56,481 | 5.7 | 1 | 10 | CA | Low | NoShortSelling | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.2 | 7.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Shallow | Sharpe;TaxCost;MaxDD | Email>Chat>Phone | true | 21:15-07:00 | 69 | 172 | 69 | 61 | Brokerage;CreditBureau;OpenBanking;Payroll | 12 | Hybrid | AlertAcknowledge | 2025-04-28 | Success | v2.8.7 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0744 | Preserver | 92,810 | 1,356,460 | 52,056 | 5.4 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 13 | 6.6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | Sharpe;MaxDD | In-Person>App>Email>Chat | true | 19:15-08:45 | 82 | 229 | 73 | 71 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Human | AlertAcknowledge | 2025-08-07 | Success | v1.9.6 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0745 | Builder | 61,356 | 294,265 | 17,716 | 12.3 | 3 | 10 | IN | Medium | NoShortSelling;NoIlliquids | null | Crypto;PrivateCredit | 1.7 | 19.1 | 9.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | MaxDD;IRR;TaxCost | Chat>In-Person>App>Phone>Email | true | 19:15-08:15 | 63 | 92 | 58 | 50 | OpenBanking;Payroll | 8 | Human | AutoTransfer | 2025-09-03 | Success | v1.8.7 | NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0746 | Stabilizer | 126,700 | 397,430 | 13,480 | 6.5 | 3 | 15 | SG | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 14 | 8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | App>Phone>Chat>In-Person>Email | true | 20:00-07:30 | 64 | 107 | 54 | 60 | CreditBureau;OpenBanking | 14 | null | AutoTransfer | 2025-06-22 | Success | v2.9.5 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0747 | Stabilizer | 105,894 | 738,861 | 29,427 | 8.6 | 2 | 12 | US | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.7 | 5.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | Chat>App>Phone>In-Person>Email | true | 19:00-06:30 | 60 | 156 | 52 | 47 | OpenBanking;Payroll | 7 | null | Rebalance | 2025-04-28 | Failed | v1.10.7 | LimitOrderOnly;NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0748 | Preserver | 140,783 | 1,005,425 | 110,120 | 4.1 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 16.6 | 6.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | TaxCost;MaxDD;Sharpe | Chat>In-Person>Phone>Email | false | 21:00-06:15 | 74 | 222 | 64 | 61 | Brokerage;OpenBanking | 11 | null | Rebalance | 2025-09-17 | Partial | v2.9.4 | NoIlliquids;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0749 | Explorer | 47,590 | 223,768 | 15,767 | 13.9 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | NoWeapons;NoTobacco | LeveragedETFs;PennyStocks | 1.8 | 24.7 | 16.5 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Medium | TaxCost;IRR;MaxDD | Chat>In-Person>Email>App>Phone | false | 22:00-07:45 | 70 | 50 | 84 | 80 | OpenBanking;Payroll | 5 | null | AutoTransfer | 2025-12-24 | Success | v1.9.8 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0750 | Preserver | 163,199 | 1,559,517 | 66,139 | 4.1 | 3 | 12 | US | Low | NoIlliquids | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.6 | 5.1 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;TaxCost | Phone>App>In-Person>Email>Chat | true | 20:30-07:15 | 69 | 184 | 74 | 75 | Brokerage;CreditBureau;OpenBanking | 9 | Hybrid | AutoTransfer | 2025-11-06 | Failed | v1.9.9 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0751 | Stabilizer | 117,628 | 540,798 | 57,709 | 6.9 | 1 | 12 | US | Medium | null | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 11.6 | 8.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | MaxDD;TaxCost;Sharpe | In-Person>Email>App>Chat | false | 19:00-07:30 | 60 | 150 | 54 | 50 | OpenBanking;Payroll | 5 | Human | Rebalance | 2025-01-29 | Success | v2.9.9 | NoAutoTradesBelow$1k;NoMargin | Keep expenses buffer ≥ 4 months |
A0752 | Preserver | 79,113 | 801,609 | 40,013 | 5.9 | 1 | 10 | US | Low | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 10.8 | 8.3 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | TaxCost;Sharpe;MaxDD | Chat>In-Person>Email>App | false | 23:00-06:30 | 74 | 133 | 79 | 71 | Brokerage;OpenBanking | 7 | null | PlanUpdate | 2025-08-23 | Success | v1.8.6 | NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0753 | Explorer | 131,364 | 410,203 | 23,559 | 21 | 1 | 12 | US | Low | NoShortSelling | null | PrivateCredit | 1.7 | 34.3 | 13.1 | Business:5y;Travel:2y | 5 | Collaborative | Shallow | TaxCost;Sharpe | Phone>Chat>In-Person>App>Email | true | 22:15-07:15 | 62 | 69 | 55 | 45 | OpenBanking | 5 | Hybrid | AutoTransfer | 2025-02-08 | Partial | v1.9.7 | LimitOrderOnly;NoIlliquids;NoMargin | Allow small experimental sleeve ≤ 3% |
A0754 | Builder | 48,656 | -43,739 | 6,538 | 12.2 | 3 | 10 | US | High | NoShortSelling;NoDerivatives | NoTobacco | null | 1.8 | 16.9 | 11.2 | Home:3y;Retirement:30y | 3 | Collaborative | Deep | MaxDD;Sharpe | Chat>Phone>App>Email | true | 21:00-07:00 | 49 | 80 | 58 | 50 | OpenBanking | 17 | Human | Rebalance | 2025-01-22 | Success | v2.10.3 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0755 | Stabilizer | 33,736 | 110,006 | 6,695 | 6.3 | 3 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.2 | 5.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | MaxDD;TaxCost | Chat>In-Person>App>Email | true | 21:15-07:45 | 68 | 99 | 71 | 73 | OpenBanking | 14 | Human | PlanUpdate | 2025-01-13 | Success | v2.10.8 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0756 | Builder | 108,628 | 277,714 | 20,611 | 7.6 | 4 | 15 | CA | Medium | NoShortSelling;NoIlliquids | null | null | 1.6 | 25 | 7.4 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | IRR;TaxCost | App>Chat>Phone>In-Person>Email | true | 20:15-08:00 | 55 | 71 | 42 | 41 | OpenBanking;Payroll | 15 | Human | PlanUpdate | 2025-03-02 | Success | v1.8.5 | NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0757 | Optimizer | 113,577 | 1,313,360 | 72,681 | 8.5 | 3 | 12 | US | Low | NoDerivatives | ESGOnly;NoTobacco | PennyStocks | 1.8 | 27.7 | 11.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Medium | IRR;Sharpe | Chat>In-Person>Email | true | 20:45-07:45 | 61 | 107 | 71 | 66 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | null | PlanUpdate | 2025-01-24 | Success | v1.9.3 | LimitOrderOnly | Enforce tax budget and position caps |
A0758 | Stabilizer | 110,228 | 242,514 | 7,315 | 5.5 | 4 | 12 | US | Low | NoIlliquids | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 8.5 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Chat>App>Phone>Email | false | 20:00-06:00 | 66 | 135 | 51 | 51 | OpenBanking | 18 | null | Rebalance | 2025-12-13 | Success | v1.9.7 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0759 | Stabilizer | 53,275 | 174,760 | 23,357 | 9 | 1 | 10 | US | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.9 | 8.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Shallow | MaxDD;TaxCost | App>In-Person>Phone | false | 22:00-08:45 | 56 | 167 | 49 | 40 | CreditBureau;OpenBanking;Payroll | 10 | Human | AutoTransfer | 2025-08-11 | Success | v2.9.1 | LimitOrderOnly | Keep expenses buffer ≥ 4 months |
A0760 | Builder | 37,504 | 84,642 | 7,328 | 10.7 | 2 | 10 | US | Low | AccreditedOnly;NoShortSelling | null | null | 1.6 | 24.5 | 7.3 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | IRR;TaxCost;Sharpe | Chat>App>Phone | false | 22:30-06:15 | 66 | 88 | 74 | 63 | OpenBanking;Payroll | 16 | Hybrid | Rebalance | 2025-10-19 | Success | v1.8.9 | NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0761 | Preserver | 161,578 | 1,459,063 | 137,578 | 3.2 | 4 | 12 | US | Low | NoIlliquids;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 8.8 | 7.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | TaxCost;Sharpe;MaxDD | Email>Phone>Chat | true | 19:30-08:15 | 78 | 215 | 65 | 64 | Brokerage;OpenBanking | 7 | Human | PlanUpdate | 2025-11-09 | Success | v2.10.6 | LimitOrderOnly;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0762 | Stabilizer | 40,495 | 189,697 | 17,799 | 8.1 | 1 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.2 | 8.8 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | TaxCost;Sharpe | Phone>In-Person>App | true | 21:15-07:15 | 54 | 116 | 55 | 52 | OpenBanking | 10 | Human | Rebalance | 2025-12-17 | Success | v1.10.7 | LimitOrderOnly | Keep expenses buffer ≥ 4 months |
A0763 | Preserver | 52,869 | 411,317 | 14,944 | 6.2 | 2 | 10 | US | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 15.6 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | Sharpe;TaxCost;MaxDD | Chat>App>Email | false | 19:15-07:45 | 78 | 221 | 78 | 82 | Brokerage;CreditBureau;OpenBanking;Payroll | 3 | Hybrid | PlanUpdate | 2025-06-25 | Failed | v1.9.5 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0764 | Builder | 27,819 | 149,167 | 7,246 | 10.4 | 2 | 10 | CA | High | NoDerivatives | null | LeveragedETFs | 1.7 | 15.2 | 10.2 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | IRR;TaxCost | Email>App>In-Person | true | 21:15-06:45 | 52 | 134 | 62 | 50 | CreditBureau;OpenBanking;Payroll | 11 | null | PlanUpdate | 2025-03-03 | Failed | v2.9.6 | LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0765 | Optimizer | 29,814 | 218,111 | 14,747 | 9.4 | 2 | 10 | US | Low | null | NoFossilFuel | PennyStocks | 1.6 | 26 | 13.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | Sharpe;IRR;TaxCost | Chat>App>Phone>In-Person | true | 19:00-08:45 | 62 | 96 | 57 | 51 | Brokerage;OpenBanking;Payroll | 2 | Human | AlertAcknowledge | 2025-02-15 | Success | v2.8.2 | StopLossDisabled | Enforce tax budget and position caps |
A0766 | Explorer | 41,456 | 352,874 | 9,659 | 14.8 | 1 | 10 | US | Medium | null | NoTobacco | null | 1.8 | 32.8 | 15 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Medium | IRR;MaxDD | In-Person>App>Chat | true | 19:45-08:00 | 62 | 78 | 64 | 58 | OpenBanking;Payroll | 2 | null | PlanUpdate | 2025-11-12 | Partial | v2.9.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0767 | Explorer | 24,928 | 142,472 | 5,485 | 14.4 | 2 | 10 | US | Low | null | null | PennyStocks | 2.1 | 32.8 | 17 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | IRR;TaxCost;Sharpe | Email>Chat>In-Person | true | 23:30-06:30 | 61 | 57 | 61 | 55 | OpenBanking | 7 | null | PlanUpdate | 2025-06-04 | Success | v1.8.4 | NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0768 | Optimizer | 118,444 | 845,975 | 72,929 | 9.1 | 4 | 15 | IN | Low | null | NoTobacco | Crypto;PennyStocks | 1.6 | 18.3 | 12.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Deep | TaxCost;IRR;Sharpe | Chat>Phone>In-Person>Email>App | true | 19:45-07:15 | 74 | 91 | 88 | 84 | Brokerage;CreditBureau;OpenBanking | 6 | Human | AlertAcknowledge | 2025-03-24 | Success | v2.8.5 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0769 | Builder | 24,188 | 29,837 | 3,525 | 12.5 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs | 1.5 | 20.8 | 9.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Shallow | MaxDD;TaxCost | Email>App>Chat>Phone>In-Person | false | 20:30-08:00 | 69 | 73 | 67 | 57 | CreditBureau;OpenBanking;Payroll | 12 | Human | AutoTransfer | 2025-11-24 | Partial | v1.9.2 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0770 | Preserver | 63,722 | 382,056 | 43,491 | 3.7 | 4 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14.8 | 5.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | Email>In-Person>Chat | true | 23:30-06:45 | 67 | 183 | 54 | 56 | Brokerage;OpenBanking | 6 | Hybrid | AlertAcknowledge | 2025-01-08 | Failed | v1.10.3 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0771 | Preserver | 250,903 | 2,360,171 | 125,436 | 4.5 | 4 | 12 | US | Low | NoDerivatives;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 15.6 | 8.7 | Retirement:15y;Emergency:1y | 15 | Directive | Deep | MaxDD;Sharpe | App>In-Person>Chat>Email>Phone | false | 23:15-07:00 | 77 | 181 | 76 | 67 | Brokerage;CreditBureau;OpenBanking | 14 | Hybrid | PlanUpdate | 2025-01-28 | Success | v1.9.7 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0772 | Optimizer | 143,280 | 1,753,686 | 44,231 | 8 | 3 | 12 | US | Medium | null | null | PennyStocks | 1.6 | 15.5 | 11.8 | Wealth:10y;Estate:20y | 10 | Collaborative | Shallow | TaxCost;IRR;MaxDD | Email>Chat>In-Person>Phone | true | 19:45-07:30 | 64 | 79 | 75 | 71 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | Rebalance | 2025-01-14 | Success | v2.9.1 | NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0773 | Builder | 67,762 | 185,588 | 11,218 | 10 | 3 | 10 | US | High | NoDerivatives;AccreditedOnly | NoFossilFuel | null | 1.4 | 23.6 | 9.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | Sharpe;IRR | Chat>Email>In-Person>App | true | 23:15-06:15 | 54 | 94 | 56 | 56 | OpenBanking;Payroll | 6 | Human | PlanUpdate | 2025-03-18 | Success | v1.8.4 | NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0774 | Preserver | 51,621 | 500,060 | 40,090 | 3.8 | 4 | 10 | IN | Medium | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.3 | 5.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | App>Email>Phone | false | 20:45-07:00 | 76 | 224 | 84 | 84 | Brokerage;OpenBanking;Payroll | 13 | Hybrid | Rebalance | 2025-12-20 | Success | v2.9.1 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0775 | Stabilizer | 65,962 | 743,473 | 28,010 | 9.3 | 1 | 10 | US | Low | NoShortSelling | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.3 | 5.8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | TaxCost;Sharpe | Phone>In-Person>App | true | 21:00-06:00 | 66 | 135 | 75 | 67 | CreditBureau;OpenBanking | 15 | Human | PlanUpdate | 2025-06-02 | Success | v2.10.9 | NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0776 | Explorer | 67,619 | 407,633 | 30,850 | 15.1 | 3 | 10 | IN | Medium | null | NoTobacco;NoFossilFuel | LeveragedETFs;PennyStocks;PrivateCredit | 2.1 | 32.6 | 12.2 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Shallow | Sharpe;MaxDD;IRR | Chat>In-Person>App | false | 21:00-07:15 | 50 | 73 | 48 | 47 | CreditBureau;OpenBanking | 2 | Human | Rebalance | 2025-07-22 | Success | v2.10.2 | NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0777 | Preserver | 51,944 | 538,444 | 48,973 | 4.9 | 4 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 8.2 | 6.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | Sharpe;MaxDD;TaxCost | In-Person>Chat>App | true | 23:00-07:15 | 82 | 158 | 77 | 67 | Brokerage;CreditBureau;OpenBanking;Payroll | 8 | Hybrid | AlertAcknowledge | 2025-09-09 | Failed | v2.8.9 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0778 | Builder | 70,037 | 299,875 | 17,326 | 10.7 | 3 | 10 | US | Low | AccreditedOnly;NoIlliquids | null | null | 1.5 | 17.9 | 9.3 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | IRR;MaxDD | Phone>Email>App | false | 22:30-06:30 | 68 | 101 | 57 | 55 | OpenBanking;Payroll | 14 | Hybrid | AutoTransfer | 2025-10-11 | Success | v2.9.9 | NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0779 | Preserver | 158,973 | 1,206,038 | 148,992 | 6.1 | 3 | 12 | US | High | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 12.2 | 5.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Deep | TaxCost;MaxDD;Sharpe | App>Email>Chat>In-Person>Phone | false | 21:45-08:30 | 61 | 220 | 46 | 38 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | PlanUpdate | 2025-10-02 | Partial | v1.9.9 | LimitOrderOnly;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0780 | Explorer | 56,572 | 344,353 | 21,446 | 14.6 | 2 | 10 | DE | Medium | NoShortSelling;AccreditedOnly | NoTobacco | LeveragedETFs;PrivateCredit | 1.8 | 26.6 | 12.1 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Deep | MaxDD;IRR | Email>In-Person>Phone | true | 19:15-06:30 | 54 | 77 | 64 | 63 | CreditBureau;OpenBanking | 7 | null | AutoTransfer | 2025-06-14 | Success | v2.8.2 | NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0781 | Builder | 60,551 | 323,890 | 17,713 | 15.4 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs | 1.4 | 23.6 | 11.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | Sharpe;MaxDD | App>Phone>Email | true | 23:15-08:30 | 60 | 133 | 57 | 45 | CreditBureau;OpenBanking | 8 | null | PlanUpdate | 2025-04-07 | Success | v1.9.3 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Prioritize liquidity and down payment savings |
A0782 | Explorer | 26,398 | 133,465 | 7,596 | 17.1 | 3 | 10 | US | Low | AccreditedOnly;NoIlliquids | null | null | 2.2 | 23.1 | 13.3 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Medium | TaxCost;IRR;MaxDD | Chat>In-Person>Email | false | 20:30-07:30 | 58 | 85 | 72 | 70 | CreditBureau;OpenBanking | 4 | Human | Rebalance | 2025-12-01 | Success | v1.9.5 | StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0783 | Preserver | 56,404 | 755,731 | 41,887 | 6.7 | 2 | 10 | US | Medium | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 10.7 | 8.1 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | TaxCost;Sharpe;MaxDD | Phone>In-Person>Chat | true | 19:30-07:30 | 74 | 162 | 73 | 70 | Brokerage;OpenBanking | 7 | Human | Rebalance | 2025-06-04 | Partial | v1.9.4 | NoIlliquids;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0784 | Preserver | 150,704 | 1,619,206 | 135,793 | 4.6 | 3 | 15 | SG | Low | AccreditedOnly;NoShortSelling | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12.7 | 5.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | TaxCost;MaxDD | Phone>In-Person>Email>Chat | true | 22:45-07:15 | 75 | 191 | 63 | 66 | Brokerage;CreditBureau;OpenBanking | 5 | Human | PlanUpdate | 2025-10-05 | Success | v2.8.9 | LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0785 | Explorer | 49,133 | 138,998 | 6,605 | 19.7 | 2 | 10 | US | Medium | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs | 1.7 | 23.9 | 13.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Deep | TaxCost;Sharpe;MaxDD | Chat>Phone>App | true | 19:15-08:45 | 49 | 70 | 58 | 57 | OpenBanking;Payroll | 5 | Hybrid | AlertAcknowledge | 2025-12-02 | Success | v2.9.9 | NoIlliquids;NoMargin;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0786 | Optimizer | 75,746 | 409,800 | 32,228 | 10.8 | 1 | 10 | DE | High | NoShortSelling | NoWeapons;NoTobacco | LeveragedETFs;PennyStocks | 1.7 | 26.6 | 9.5 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Deep | Sharpe;IRR;MaxDD | In-Person>Phone>App>Chat>Email | true | 23:15-08:30 | 62 | 60 | 74 | 66 | Brokerage;OpenBanking | 1 | Hybrid | PlanUpdate | 2025-09-08 | Success | v1.10.1 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A0787 | Optimizer | 85,281 | 841,085 | 43,822 | 10.5 | 1 | 10 | US | Low | NoIlliquids | null | LeveragedETFs;PennyStocks | 1.5 | 25.6 | 9.4 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Deep | IRR;MaxDD | Chat>App>Phone>In-Person>Email | true | 19:45-06:45 | 71 | 105 | 69 | 62 | Brokerage;OpenBanking;Payroll | 2 | Hybrid | Rebalance | 2025-11-28 | Success | v1.10.2 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0788 | Builder | 64,481 | 76,877 | 3,036 | 8.7 | 2 | 10 | IN | Low | NoShortSelling;AccreditedOnly | ESGOnly;NoFossilFuel | null | 1.8 | 19.3 | 7.2 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | MaxDD;Sharpe;IRR | Phone>Chat>In-Person | true | 20:00-06:45 | 60 | 83 | 67 | 67 | OpenBanking | 7 | Hybrid | PlanUpdate | 2025-02-21 | Success | v1.9.1 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0789 | Builder | 39,289 | 59,750 | 1,931 | 10.1 | 2 | 10 | US | Medium | null | NoWeapons;NoFossilFuel | null | 1.6 | 23.2 | 10 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | MaxDD;TaxCost;Sharpe | Chat>Email>In-Person | false | 19:00-07:15 | 51 | 74 | 44 | 34 | CreditBureau;OpenBanking | 13 | Human | Rebalance | 2025-12-08 | Success | v2.9.8 | LimitOrderOnly;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0790 | Explorer | 70,047 | 295,528 | 19,667 | 18 | 4 | 10 | US | Low | NoShortSelling;NoIlliquids | null | PrivateCredit | 2.1 | 24.7 | 14.7 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | Sharpe;MaxDD | Email>In-Person>App>Phone | false | 19:45-06:45 | 56 | 73 | 64 | 52 | CreditBureau;OpenBanking | 1 | Hybrid | Rebalance | 2025-12-22 | Partial | v2.10.5 | StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0791 | Builder | 35,882 | 122,313 | 4,609 | 8.3 | 4 | 10 | US | Low | null | null | LeveragedETFs;PennyStocks | 1.5 | 13.3 | 8.7 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Shallow | IRR;MaxDD;Sharpe | Phone>App>Chat>In-Person>Email | true | 21:45-06:00 | 73 | 83 | 62 | 57 | CreditBureau;OpenBanking;Payroll | 14 | null | AutoTransfer | 2025-08-11 | Partial | v1.9.4 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0792 | Preserver | 134,537 | 1,868,956 | 145,595 | 5.5 | 3 | 15 | UK | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 17.7 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | TaxCost;MaxDD | Chat>Phone>Email>App | true | 21:00-06:15 | 69 | 230 | 75 | 79 | Brokerage;CreditBureau;OpenBanking | 13 | Human | Rebalance | 2025-08-30 | Success | v2.8.9 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0793 | Stabilizer | 46,912 | 428,484 | 28,907 | 5.5 | 4 | 10 | UK | Medium | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.2 | 8.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | MaxDD;Sharpe;TaxCost | Chat>App>Email>Phone | true | 19:45-06:30 | 53 | 144 | 63 | 62 | CreditBureau;OpenBanking | 19 | null | AutoTransfer | 2025-04-13 | Success | v2.9.2 | NoIlliquids | Keep expenses buffer ≥ 4 months |
A0794 | Preserver | 167,394 | 1,251,874 | 122,592 | 5.6 | 2 | 12 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11 | 8.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Shallow | TaxCost;Sharpe | In-Person>Chat>Phone>Email | false | 21:45-08:00 | 73 | 120 | 79 | 82 | Brokerage;OpenBanking | 13 | null | PlanUpdate | 2025-06-11 | Partial | v1.9.4 | LimitOrderOnly;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0795 | Preserver | 98,320 | 295,541 | 32,063 | 5.4 | 3 | 10 | AU | Low | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.9 | 5.4 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;Sharpe | App>Phone>Email | true | 21:30-07:30 | 75 | 209 | 72 | 69 | Brokerage;CreditBureau;OpenBanking | 11 | null | AlertAcknowledge | 2025-03-13 | Failed | v2.8.4 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0796 | Builder | 45,227 | 114,614 | 4,982 | 9.5 | 4 | 10 | US | Low | NoIlliquids | null | Crypto;PennyStocks | 1.4 | 19.9 | 7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Deep | IRR;MaxDD;TaxCost | In-Person>Chat>Email>App | true | 23:00-07:30 | 60 | 125 | 69 | 64 | CreditBureau;OpenBanking | 11 | null | Rebalance | 2025-01-06 | Success | v1.9.7 | NoIlliquids | Prioritize liquidity and down payment savings |
A0797 | Optimizer | 190,180 | 3,787,845 | 100,001 | 7.6 | 3 | 12 | US | Low | null | ESGOnly;NoFossilFuel | LeveragedETFs;PennyStocks | 1.5 | 20.3 | 9.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Medium | TaxCost;Sharpe;MaxDD | Phone>In-Person>Email>App>Chat | true | 19:30-06:00 | 67 | 87 | 60 | 51 | Brokerage;OpenBanking;Payroll | 1 | Hybrid | AlertAcknowledge | 2025-12-12 | Success | v1.10.3 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0798 | Builder | 35,649 | 135,857 | 7,027 | 10.7 | 4 | 10 | US | Low | NoIlliquids;NoShortSelling | null | null | 1.7 | 21.3 | 8.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | MaxDD;Sharpe | App>Email>In-Person>Chat | true | 19:45-06:30 | 60 | 71 | 53 | 47 | CreditBureau;OpenBanking | 7 | Human | Rebalance | 2025-08-19 | Success | v2.10.4 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0799 | Stabilizer | 58,118 | 236,605 | 24,776 | 4.9 | 4 | 10 | SG | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14.5 | 7.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | Sharpe;TaxCost;MaxDD | Chat>In-Person>App>Email>Phone | true | 21:15-07:30 | 54 | 113 | 55 | 53 | OpenBanking | 6 | null | AutoTransfer | 2025-09-05 | Partial | v1.8.5 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0800 | Builder | 66,168 | 188,490 | 10,228 | 11.7 | 1 | 10 | CA | Low | NoIlliquids;NoShortSelling | NoTobacco | null | 1.7 | 22.6 | 7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | TaxCost;MaxDD;Sharpe | In-Person>Chat>Phone | false | 23:45-07:45 | 67 | 92 | 63 | 53 | OpenBanking | 16 | null | AlertAcknowledge | 2025-11-13 | Partial | v1.9.4 | NoIlliquids;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
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