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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0901 | Builder | 84,802 | 291,881 | 13,443 | 10.9 | 3 | 10 | US | Low | NoDerivatives;AccreditedOnly | null | null | 1.6 | 21.8 | 11.2 | Home:3y;Retirement:30y | 3 | Concise | Shallow | TaxCost;MaxDD | Chat>In-Person>Email>Phone | false | 22:30-07:15 | 62 | 63 | 71 | 67 | OpenBanking;Payroll | 7 | null | AlertAcknowledge | 2025-05-13 | Success | v2.8.9 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A0902 | Preserver | 116,755 | 1,488,624 | 73,030 | 4.5 | 4 | 12 | US | Low | null | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12 | 5.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Deep | MaxDD;Sharpe;TaxCost | Chat>App>In-Person>Email>Phone | true | 22:30-06:30 | 81 | 174 | 81 | 80 | Brokerage;CreditBureau;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-06-01 | Success | v2.8.4 | LimitOrderOnly;NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A0903 | Builder | 149,798 | 348,731 | 14,747 | 14.1 | 2 | 12 | US | Medium | NoDerivatives;AccreditedOnly | NoTobacco;NoFossilFuel | Crypto | 1.7 | 18.2 | 7.3 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | TaxCost;MaxDD;IRR | Phone>In-Person>Email>App | true | 21:45-08:00 | 66 | 137 | 75 | 72 | OpenBanking | 13 | null | AutoTransfer | 2025-03-19 | Success | v2.8.9 | NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0904 | Builder | 59,057 | 25,270 | 1,000 | 9.5 | 4 | 10 | CA | Medium | null | null | null | 1.8 | 24.4 | 11.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | Sharpe;IRR;TaxCost | App>In-Person>Phone>Email | false | 22:30-07:45 | 61 | 106 | 52 | 50 | CreditBureau;OpenBanking;Payroll | 5 | Hybrid | PlanUpdate | 2025-06-09 | Partial | v1.8.3 | NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0905 | Explorer | 58,023 | 294,435 | 18,549 | 20.8 | 2 | 10 | US | Medium | NoDerivatives;NoIlliquids | NoFossilFuel | LeveragedETFs;PennyStocks | 2.1 | 24.8 | 12.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Concise | Medium | Sharpe;TaxCost;IRR | Email>App>Chat | false | 20:15-08:15 | 49 | 47 | 57 | 54 | OpenBanking;Payroll | 6 | Human | Rebalance | 2025-04-29 | Success | v2.9.2 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Allow small experimental sleeve ≤ 3% |
A0906 | Preserver | 94,204 | 509,949 | 44,317 | 4.5 | 4 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.1 | 6.1 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | Phone>Email>In-Person | false | 23:30-06:15 | 68 | 186 | 69 | 68 | Brokerage;CreditBureau;OpenBanking | 9 | null | Rebalance | 2025-02-15 | Success | v1.9.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0907 | Explorer | 63,191 | 338,450 | 14,380 | 16.6 | 2 | 10 | US | Low | null | ESGOnly;NoFossilFuel | null | 2 | 30.1 | 16 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Deep | Sharpe;TaxCost | Phone>App>Chat | false | 22:45-06:00 | 60 | 73 | 66 | 54 | CreditBureau;OpenBanking | 7 | Hybrid | Rebalance | 2025-01-27 | Success | v1.9.6 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0908 | Builder | 23,797 | 104,817 | 4,980 | 11.3 | 1 | 10 | US | Low | null | NoWeapons | null | 1.8 | 23.8 | 9.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | Sharpe;MaxDD | Chat>App>Email>Phone>In-Person | true | 22:00-07:30 | 60 | 110 | 62 | 58 | OpenBanking;Payroll | 12 | null | AlertAcknowledge | 2025-11-08 | Partial | v1.8.6 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0909 | Preserver | 76,340 | 733,089 | 72,198 | 5.6 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 14.1 | 7.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Shallow | MaxDD;Sharpe;TaxCost | Chat>Phone>In-Person>App | false | 20:00-07:30 | 77 | 121 | 78 | 75 | Brokerage;CreditBureau;OpenBanking | 9 | Hybrid | AutoTransfer | 2025-06-09 | Success | v2.8.2 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0910 | Preserver | 111,296 | 1,070,772 | 101,242 | 5.7 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.3 | 7.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | Sharpe;TaxCost;MaxDD | In-Person>Email>App>Chat | false | 21:45-07:30 | 72 | 130 | 67 | 60 | Brokerage;OpenBanking;Payroll | 5 | null | AutoTransfer | 2025-07-12 | Success | v1.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A0911 | Preserver | 98,390 | 647,875 | 57,230 | 8 | 1 | 10 | US | Low | null | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 16.1 | 7.7 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | Sharpe;TaxCost | Phone>Chat>In-Person>Email>App | true | 19:15-08:45 | 73 | 156 | 77 | 77 | Brokerage;OpenBanking;Payroll | 6 | Human | Rebalance | 2025-06-10 | Success | v1.10.6 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0912 | Preserver | 71,701 | 818,112 | 33,308 | 7.9 | 1 | 10 | AU | Low | NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.2 | 7.6 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | Sharpe;TaxCost;MaxDD | Email>Phone>Chat>In-Person | true | 23:00-06:30 | 78 | 132 | 72 | 63 | Brokerage;OpenBanking | 12 | Hybrid | AlertAcknowledge | 2025-08-10 | Success | v2.9.7 | NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0913 | Preserver | 75,666 | 314,446 | 43,244 | 5.8 | 4 | 10 | CA | Low | AccreditedOnly;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 12.8 | 8.9 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | Email>Chat>In-Person | true | 23:15-06:45 | 80 | 239 | 69 | 69 | Brokerage;OpenBanking | 10 | Hybrid | AlertAcknowledge | 2024-12-29 | Success | v2.10.7 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0914 | Stabilizer | 62,984 | 349,399 | 12,954 | 7.8 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.2 | 5.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | MaxDD;TaxCost;Sharpe | App>Phone>Email>Chat | true | 21:00-06:00 | 68 | 143 | 58 | 51 | OpenBanking | 13 | null | AutoTransfer | 2025-06-04 | Success | v1.10.4 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0915 | Preserver | 71,637 | 904,357 | 34,019 | 5.4 | 3 | 10 | SG | High | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.1 | 5.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | TaxCost;MaxDD;Sharpe | Email>Phone>App>Chat>In-Person | true | 20:15-06:45 | 60 | 177 | 45 | 36 | Brokerage;OpenBanking;Payroll | 12 | null | Rebalance | 2025-10-15 | Success | v1.8.7 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0916 | Stabilizer | 58,954 | 265,013 | 31,809 | 5.6 | 4 | 10 | IN | Medium | AccreditedOnly;NoIlliquids | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.2 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | MaxDD;TaxCost | Phone>Email>Chat>App>In-Person | true | 20:00-08:15 | 63 | 146 | 60 | 58 | CreditBureau;OpenBanking | 10 | null | Rebalance | 2025-09-30 | Partial | v2.9.3 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0917 | Optimizer | 92,070 | 740,338 | 32,335 | 6.5 | 3 | 10 | IN | Low | NoIlliquids;NoDerivatives | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.9 | 27.8 | 10.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Deep | TaxCost;IRR;Sharpe | Chat>In-Person>Email>Phone | true | 21:00-06:30 | 67 | 83 | 77 | 76 | Brokerage;CreditBureau;OpenBanking | 5 | Human | AlertAcknowledge | 2025-12-06 | Failed | v2.8.2 | StopLossDisabled | Enforce tax budget and position caps |
A0918 | Preserver | 141,230 | 840,463 | 73,298 | 5.1 | 3 | 12 | US | High | AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.1 | 8.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;MaxDD | In-Person>Email>App>Chat>Phone | true | 19:00-07:45 | 71 | 160 | 71 | 73 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Hybrid | AlertAcknowledge | 2025-12-12 | Success | v1.8.9 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0919 | Builder | 104,545 | 331,995 | 18,283 | 14.4 | 1 | 12 | US | Low | AccreditedOnly | NoWeapons;NoTobacco | LeveragedETFs | 1.5 | 19.6 | 7.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | MaxDD;IRR;TaxCost | In-Person>Email>Chat>App>Phone | true | 20:45-08:30 | 58 | 108 | 49 | 46 | OpenBanking | 15 | null | AutoTransfer | 2025-10-23 | Partial | v1.10.7 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A0920 | Explorer | 100,721 | 795,667 | 28,386 | 14.2 | 2 | 12 | US | Medium | null | null | PennyStocks | 2 | 25.8 | 13.7 | Business:5y;Travel:2y | 5 | Educational | Medium | IRR;MaxDD;Sharpe | Email>App>In-Person>Phone>Chat | true | 20:15-08:30 | 53 | 63 | 54 | 48 | OpenBanking | 4 | null | Rebalance | 2025-06-28 | Partial | v1.9.1 | LimitOrderOnly;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0921 | Preserver | 117,087 | 1,085,562 | 61,555 | 5 | 3 | 12 | US | Low | NoDerivatives;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.4 | 5.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Deep | TaxCost;MaxDD;Sharpe | App>Email>Chat>In-Person | true | 22:15-07:45 | 82 | 212 | 79 | 84 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Human | Rebalance | 2025-07-26 | Success | v1.8.5 | NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0922 | Explorer | 48,110 | 412,425 | 16,180 | 16 | 3 | 10 | US | Low | NoIlliquids;NoDerivatives | null | PennyStocks | 1.7 | 26.6 | 15.1 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Medium | IRR;Sharpe | Phone>In-Person>App>Email>Chat | false | 19:45-06:30 | 57 | 56 | 68 | 56 | CreditBureau;OpenBanking | 1 | null | PlanUpdate | 2025-03-26 | Success | v2.8.2 | LimitOrderOnly;NoMargin | Allow small experimental sleeve ≤ 3% |
A0923 | Optimizer | 194,836 | 2,144,345 | 108,925 | 9.2 | 2 | 12 | US | Low | NoIlliquids;NoShortSelling | null | LeveragedETFs;PennyStocks | 1.5 | 16.9 | 13.3 | Wealth:10y;Estate:20y | 10 | Educational | Deep | Sharpe;IRR;MaxDD | In-Person>App>Email>Chat>Phone | true | 21:45-06:15 | 70 | 64 | 68 | 57 | Brokerage;OpenBanking | 2 | null | Rebalance | 2025-10-02 | Success | v2.8.5 | NoPennyStocks | Enforce tax budget and position caps |
A0924 | Preserver | 87,055 | 737,192 | 66,776 | 4.1 | 4 | 10 | US | Medium | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 15.5 | 6.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Shallow | MaxDD;Sharpe | In-Person>App>Email>Chat>Phone | true | 20:30-07:00 | 62 | 169 | 56 | 51 | Brokerage;OpenBanking;Payroll | 10 | Human | AlertAcknowledge | 2025-11-12 | Success | v1.8.5 | LimitOrderOnly;NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0925 | Explorer | 66,861 | 323,606 | 30,006 | 14 | 2 | 10 | UK | High | null | NoTobacco;NoFossilFuel | PennyStocks | 2.1 | 25.3 | 16.6 | Business:5y;Travel:2y | 5 | Directive | Deep | Sharpe;IRR | Email>App>Phone | true | 23:15-06:15 | 50 | 53 | 42 | 39 | CreditBureau;OpenBanking | 7 | null | PlanUpdate | 2025-07-28 | Partial | v1.8.9 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0926 | Builder | 120,837 | 420,490 | 30,240 | 15.3 | 1 | 15 | AU | Low | NoDerivatives;NoShortSelling | NoWeapons;NoTobacco | Crypto | 1.6 | 20.9 | 9.8 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Deep | MaxDD;IRR;Sharpe | Email>Chat>App>Phone | true | 22:00-07:00 | 65 | 107 | 63 | 55 | OpenBanking | 16 | Hybrid | PlanUpdate | 2025-10-25 | Failed | v2.8.6 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0927 | Builder | 68,720 | 124,788 | 4,610 | 8.5 | 4 | 10 | US | Low | null | ESGOnly | null | 1.5 | 21.3 | 7.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | TaxCost;MaxDD;Sharpe | Phone>Chat>In-Person>App>Email | true | 23:00-06:30 | 62 | 107 | 65 | 64 | CreditBureau;OpenBanking | 7 | null | AutoTransfer | 2025-04-10 | Partial | v2.8.4 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0928 | Preserver | 108,979 | 626,724 | 27,374 | 8.1 | 1 | 12 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 10.1 | 6.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;Sharpe;TaxCost | App>Chat>Phone>Email>In-Person | true | 19:30-07:30 | 69 | 212 | 79 | 73 | Brokerage;CreditBureau;OpenBanking | 11 | Hybrid | AutoTransfer | 2025-01-28 | Success | v2.9.4 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0929 | Builder | 35,040 | 100,531 | 3,653 | 13.5 | 2 | 10 | SG | Medium | null | ESGOnly;NoWeapons | null | 1.4 | 24.4 | 7.8 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | TaxCost;Sharpe;MaxDD | Chat>App>Phone | true | 19:45-07:30 | 67 | 121 | 52 | 48 | OpenBanking | 20 | Hybrid | AlertAcknowledge | 2025-02-19 | Success | v1.8.2 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0930 | Preserver | 119,946 | 1,162,905 | 148,133 | 5.3 | 3 | 12 | US | Medium | NoDerivatives;NoShortSelling | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 11 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | TaxCost;MaxDD;Sharpe | Phone>Chat>In-Person | true | 19:00-06:15 | 76 | 195 | 62 | 64 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Hybrid | AlertAcknowledge | 2025-08-17 | Partial | v1.8.4 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0931 | Explorer | 42,573 | 325,939 | 14,903 | 16.6 | 3 | 10 | US | Medium | null | null | null | 1.7 | 32 | 12.6 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Deep | TaxCost;Sharpe | Chat>Email>In-Person>App | false | 19:45-07:15 | 66 | 73 | 67 | 56 | CreditBureau;OpenBanking | 7 | Hybrid | AlertAcknowledge | 2025-12-16 | Success | v2.9.2 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0932 | Preserver | 147,971 | 1,225,331 | 139,527 | 3.9 | 4 | 15 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 15 | 5.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Deep | Sharpe;MaxDD;TaxCost | Phone>Chat>In-Person>Email>App | false | 23:15-06:45 | 70 | 161 | 75 | 69 | Brokerage;CreditBureau;OpenBanking | 10 | Human | Rebalance | 2025-05-15 | Success | v2.10.7 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0933 | Explorer | 60,896 | 372,599 | 14,392 | 22.6 | 1 | 10 | IN | Low | null | ESGOnly;NoTobacco | null | 1.8 | 30.8 | 14.9 | Business:5y;Travel:2y | 5 | Collaborative | Medium | IRR;MaxDD | Phone>In-Person>App>Chat | true | 21:45-08:00 | 57 | 82 | 67 | 55 | OpenBanking | 3 | null | Rebalance | 2025-11-29 | Success | v1.10.8 | LimitOrderOnly;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0934 | Preserver | 40,357 | 312,546 | 17,612 | 6 | 2 | 10 | US | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.2 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | TaxCost;Sharpe | App>Phone>In-Person>Chat>Email | true | 20:30-08:45 | 67 | 149 | 60 | 63 | Brokerage;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-11-25 | Success | v2.8.5 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0935 | Optimizer | 100,809 | 1,953,685 | 47,817 | 6.4 | 4 | 12 | US | Low | null | ESGOnly | PennyStocks | 1.8 | 25.3 | 12.5 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Shallow | MaxDD;IRR | Chat>Email>App | true | 19:45-07:30 | 67 | 109 | 63 | 51 | Brokerage;CreditBureau;OpenBanking;Payroll | 2 | Human | AlertAcknowledge | 2025-11-24 | Success | v1.10.4 | LimitOrderOnly;StopLossDisabled | Enforce tax budget and position caps |
A0936 | Optimizer | 107,579 | 1,273,175 | 49,910 | 13 | 1 | 12 | US | Low | NoIlliquids;NoShortSelling | null | Crypto;PennyStocks | 1.6 | 25.3 | 11 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Deep | TaxCost;Sharpe;IRR | App>Phone>Email>Chat | true | 20:15-08:45 | 70 | 65 | 73 | 70 | Brokerage;OpenBanking;Payroll | 7 | Hybrid | PlanUpdate | 2025-06-20 | Success | v2.10.7 | NoIlliquids | Enforce tax budget and position caps |
A0937 | Stabilizer | 89,670 | 288,650 | 15,322 | 6.7 | 1 | 10 | US | Medium | NoIlliquids;NoShortSelling | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14 | 8.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | App>Chat>Email | true | 20:15-08:00 | 62 | 169 | 58 | 59 | CreditBureau;OpenBanking | 13 | Human | Rebalance | 2025-12-21 | Partial | v1.8.9 | LimitOrderOnly | Keep expenses buffer ≥ 4 months |
A0938 | Optimizer | 168,595 | 3,287,280 | 92,862 | 9.5 | 2 | 12 | US | Medium | AccreditedOnly | null | PennyStocks | 1.7 | 26 | 10 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | MaxDD;TaxCost;IRR | In-Person>Email>Chat>App>Phone | true | 21:15-06:00 | 66 | 100 | 52 | 52 | Brokerage;OpenBanking | 6 | Hybrid | PlanUpdate | 2025-04-02 | Success | v2.9.6 | StopLossDisabled | Enforce tax budget and position caps |
A0939 | Builder | 57,096 | 233,509 | 7,238 | 12.2 | 2 | 10 | US | Low | null | NoFossilFuel | PrivateCredit | 1.5 | 19.8 | 11.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | Sharpe;MaxDD;TaxCost | Email>In-Person>Phone | true | 19:45-06:30 | 66 | 148 | 76 | 68 | OpenBanking | 8 | null | AutoTransfer | 2025-01-14 | Success | v2.8.3 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0940 | Preserver | 148,026 | 1,220,427 | 125,485 | 8.6 | 1 | 12 | US | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11 | 6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;TaxCost;Sharpe | App>In-Person>Email>Chat>Phone | false | 21:00-06:45 | 74 | 205 | 80 | 75 | Brokerage;CreditBureau;OpenBanking;Payroll | 11 | Human | Rebalance | 2025-06-19 | Success | v2.8.8 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0941 | Builder | 15,911 | 44,378 | 1,850 | 9.6 | 2 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs | 1.7 | 15.1 | 11.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | IRR;TaxCost;Sharpe | Email>Chat>App>In-Person | true | 19:30-06:00 | 61 | 130 | 62 | 57 | OpenBanking | 18 | null | PlanUpdate | 2025-06-19 | Success | v2.10.6 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0942 | Explorer | 47,987 | 209,121 | 11,591 | 19.8 | 2 | 10 | US | Medium | NoDerivatives | NoFossilFuel | Crypto | 1.9 | 24.9 | 13.8 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | Sharpe;IRR | App>Email>Phone | true | 21:45-06:30 | 67 | 58 | 67 | 59 | CreditBureau;OpenBanking;Payroll | 2 | null | AutoTransfer | 2025-06-18 | Success | v2.8.8 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0943 | Builder | 40,112 | 122,386 | 10,243 | 11.2 | 3 | 10 | US | Low | null | NoTobacco;NoWeapons | LeveragedETFs;PennyStocks | 1.8 | 14.2 | 9.9 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | MaxDD;IRR;TaxCost | Chat>App>In-Person>Email | true | 20:00-07:15 | 67 | 116 | 59 | 56 | OpenBanking | 8 | Human | Rebalance | 2025-01-01 | Failed | v2.10.8 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0944 | Builder | 37,632 | 112,205 | 4,901 | 12 | 2 | 10 | US | High | NoShortSelling;NoDerivatives | null | null | 1.8 | 14.9 | 10.8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Shallow | TaxCost;Sharpe;MaxDD | In-Person>Phone>Chat>Email | true | 20:30-06:45 | 58 | 118 | 63 | 57 | CreditBureau;OpenBanking | 5 | Hybrid | AlertAcknowledge | 2025-05-17 | Success | v2.10.9 | NoIlliquids;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0945 | Builder | 101,912 | 204,371 | 11,625 | 9.8 | 1 | 12 | US | Low | null | null | PennyStocks | 1.7 | 18.5 | 10.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | IRR;MaxDD;TaxCost | In-Person>Chat>App>Phone>Email | true | 22:45-06:45 | 57 | 115 | 65 | 57 | CreditBureau;OpenBanking;Payroll | 15 | null | PlanUpdate | 2025-06-19 | Failed | v1.8.8 | LimitOrderOnly;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0946 | Explorer | 96,098 | 976,942 | 26,891 | 16.6 | 4 | 10 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.9 | 27.9 | 17 | Business:5y;Travel:2y;Education:6y | 5 | Directive | Shallow | TaxCost;Sharpe;MaxDD | Chat>App>Email | true | 19:15-06:15 | 67 | 56 | 63 | 51 | OpenBanking | 4 | Hybrid | PlanUpdate | 2025-06-24 | Success | v2.9.7 | NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0947 | Optimizer | 81,806 | 1,415,770 | 67,133 | 8 | 3 | 10 | US | Low | null | null | PennyStocks;PrivateCredit | 1.6 | 22.4 | 13.7 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | TaxCost;MaxDD | Phone>Chat>Email | false | 22:30-08:30 | 70 | 67 | 74 | 62 | Brokerage;CreditBureau;OpenBanking;Payroll | 2 | Hybrid | AutoTransfer | 2025-09-29 | Success | v2.10.1 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0948 | Optimizer | 217,298 | 2,382,980 | 157,293 | 7.3 | 3 | 12 | US | Low | NoShortSelling | NoFossilFuel | LeveragedETFs;PennyStocks | 1.6 | 27.6 | 11.3 | Wealth:10y;Estate:20y | 10 | Collaborative | Medium | Sharpe;IRR | Phone>App>Email | true | 22:45-08:15 | 62 | 77 | 73 | 65 | Brokerage;OpenBanking | 6 | null | Rebalance | 2025-07-26 | Success | v2.8.5 | NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0949 | Explorer | 69,262 | 157,703 | 19,951 | 15.5 | 4 | 10 | UK | Low | null | NoTobacco;NoFossilFuel | LeveragedETFs;PennyStocks | 1.9 | 30.9 | 17.8 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Email>In-Person>App | false | 23:30-08:00 | 62 | 65 | 59 | 48 | OpenBanking | 1 | Hybrid | Rebalance | 2025-04-13 | Success | v2.10.2 | NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0950 | Stabilizer | 61,260 | 434,972 | 19,572 | 7.7 | 1 | 10 | US | Low | AccreditedOnly;NoShortSelling | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.1 | 8.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | Email>Chat>Phone>In-Person>App | true | 21:30-08:15 | 61 | 114 | 47 | 41 | CreditBureau;OpenBanking;Payroll | 16 | Hybrid | AlertAcknowledge | 2025-07-26 | Success | v2.9.5 | NoIlliquids;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0951 | Optimizer | 85,266 | 741,332 | 42,074 | 9.2 | 2 | 10 | US | Low | AccreditedOnly | null | LeveragedETFs;PennyStocks | 1.8 | 26.4 | 11.6 | Wealth:10y;Estate:20y;Education:6y | 10 | Educational | Shallow | Sharpe;IRR;MaxDD | Chat>App>Email>In-Person | true | 23:00-08:30 | 72 | 108 | 62 | 60 | Brokerage;CreditBureau;OpenBanking | 3 | Human | PlanUpdate | 2025-06-14 | Partial | v1.9.7 | NoIlliquids | Enforce tax budget and position caps |
A0952 | Stabilizer | 52,739 | 153,616 | 18,216 | 8.8 | 1 | 10 | IN | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 12.9 | 8.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Medium | Sharpe;TaxCost | Email>In-Person>Chat>Phone | false | 22:45-06:15 | 55 | 157 | 65 | 57 | OpenBanking;Payroll | 12 | null | PlanUpdate | 2025-10-25 | Success | v2.9.6 | LimitOrderOnly;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0953 | Builder | 81,858 | 399,373 | 14,117 | 10.2 | 1 | 10 | US | Low | NoDerivatives | NoWeapons | LeveragedETFs | 1.8 | 14.7 | 8.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | Sharpe;IRR | In-Person>Email>App>Phone>Chat | true | 23:45-06:45 | 73 | 125 | 80 | 80 | CreditBureau;OpenBanking;Payroll | 11 | Hybrid | AutoTransfer | 2025-01-17 | Partial | v2.10.5 | NoIlliquids | Prioritize liquidity and down payment savings |
A0954 | Explorer | 88,660 | 245,389 | 20,135 | 14 | 2 | 10 | US | Medium | null | null | LeveragedETFs | 1.8 | 29.9 | 12.6 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Medium | MaxDD;IRR | Phone>Email>Chat>In-Person>App | false | 19:30-08:45 | 56 | 89 | 64 | 55 | OpenBanking | 3 | null | AlertAcknowledge | 2025-10-21 | Partial | v2.10.3 | LimitOrderOnly;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0955 | Builder | 73,668 | 136,372 | 6,239 | 10.3 | 2 | 10 | US | Low | null | null | Crypto | 1.4 | 16.9 | 11 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | Sharpe;TaxCost | Email>App>Phone | true | 21:15-07:15 | 60 | 117 | 66 | 66 | OpenBanking;Payroll | 19 | Hybrid | PlanUpdate | 2025-06-22 | Partial | v2.8.9 | NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0956 | Optimizer | 43,255 | 263,923 | 11,240 | 8.6 | 4 | 10 | US | Low | NoDerivatives | NoFossilFuel;ESGOnly | LeveragedETFs;PennyStocks | 1.8 | 21.6 | 10.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Directive | Shallow | MaxDD;Sharpe | App>Chat>In-Person | false | 23:00-07:30 | 72 | 98 | 69 | 64 | Brokerage;OpenBanking | 4 | Human | AlertAcknowledge | 2025-06-03 | Success | v2.8.9 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0957 | Builder | 75,611 | 135,958 | 12,625 | 12.8 | 2 | 10 | US | Medium | NoShortSelling;AccreditedOnly | null | PennyStocks;PrivateCredit | 1.7 | 17.6 | 10.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | TaxCost;Sharpe;MaxDD | Phone>In-Person>Chat>Email>App | true | 20:45-07:15 | 53 | 128 | 58 | 50 | CreditBureau;OpenBanking | 5 | Hybrid | PlanUpdate | 2025-01-13 | Partial | v1.10.6 | NoMargin | Prioritize liquidity and down payment savings |
A0958 | Preserver | 123,767 | 1,111,523 | 73,334 | 6.5 | 2 | 12 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17 | 6.1 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | Email>App>Chat | true | 23:30-08:15 | 81 | 203 | 91 | 93 | Brokerage;OpenBanking | 13 | null | AlertAcknowledge | 2025-11-01 | Success | v2.9.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0959 | Explorer | 48,964 | 89,551 | 6,433 | 12.8 | 3 | 10 | IN | Low | null | null | null | 2 | 20.8 | 16.9 | Business:5y;Travel:2y | 5 | Educational | Shallow | Sharpe;MaxDD | Email>Chat>App>In-Person | false | 20:15-07:00 | 55 | 56 | 44 | 44 | CreditBureau;OpenBanking;Payroll | 7 | null | PlanUpdate | 2025-12-23 | Success | v1.10.4 | NoIlliquids;NoMargin | Allow small experimental sleeve ≤ 3% |
A0960 | Builder | 67,471 | 56,701 | 3,216 | 8.9 | 2 | 10 | US | Low | null | NoFossilFuel;ESGOnly | null | 1.5 | 17.3 | 10.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | IRR;MaxDD | App>In-Person>Phone | false | 19:00-08:15 | 58 | 111 | 52 | 52 | OpenBanking;Payroll | 18 | Hybrid | Rebalance | 2025-09-22 | Success | v1.9.7 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0961 | Explorer | 28,602 | 187,044 | 11,479 | 13.8 | 3 | 10 | US | Low | null | NoTobacco | PennyStocks | 1.9 | 25.3 | 12 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Shallow | TaxCost;Sharpe;MaxDD | Chat>Phone>In-Person>Email | true | 20:00-08:30 | 64 | 69 | 76 | 74 | CreditBureau;OpenBanking | 7 | null | AlertAcknowledge | 2025-02-12 | Failed | v2.8.6 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0962 | Preserver | 60,355 | 303,582 | 22,128 | 3.5 | 4 | 10 | DE | Low | AccreditedOnly | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15 | 6.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost | App>In-Person>Email>Phone>Chat | true | 21:45-08:30 | 70 | 171 | 71 | 62 | Brokerage;CreditBureau;OpenBanking | 10 | Hybrid | PlanUpdate | 2025-09-14 | Success | v1.10.8 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0963 | Preserver | 86,708 | 562,111 | 40,138 | 6.6 | 4 | 10 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 12 | 6.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | MaxDD;TaxCost | Phone>App>Email>Chat | false | 20:15-06:45 | 74 | 220 | 70 | 65 | Brokerage;CreditBureau;OpenBanking | 13 | Human | AlertAcknowledge | 2025-05-12 | Success | v2.9.6 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0964 | Builder | 57,561 | 152,560 | 7,304 | 10.2 | 2 | 10 | CA | Low | NoShortSelling | null | null | 1.4 | 24.2 | 10.3 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | TaxCost;Sharpe;MaxDD | App>Chat>Email | false | 22:45-07:30 | 71 | 138 | 61 | 59 | OpenBanking | 6 | null | Rebalance | 2025-08-23 | Partial | v2.8.8 | NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0965 | Stabilizer | 84,770 | 325,465 | 16,082 | 6.9 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15.1 | 5.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | Sharpe;TaxCost | Phone>Chat>In-Person>App | false | 22:00-06:45 | 67 | 106 | 60 | 52 | OpenBanking;Payroll | 14 | Hybrid | AutoTransfer | 2025-05-14 | Partial | v2.9.6 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0966 | Explorer | 38,788 | 211,565 | 17,690 | 18 | 4 | 10 | UK | Medium | NoDerivatives;AccreditedOnly | null | LeveragedETFs;PennyStocks | 1.9 | 24.1 | 16.5 | Business:5y;Travel:2y | 5 | Educational | Medium | Sharpe;MaxDD | Chat>App>Phone | false | 19:15-07:00 | 56 | 80 | 67 | 59 | CreditBureau;OpenBanking;Payroll | 4 | null | Rebalance | 2025-06-27 | Failed | v2.10.3 | PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0967 | Preserver | 86,121 | 466,437 | 20,415 | 6.1 | 4 | 10 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14.1 | 9 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | Chat>In-Person>Phone | true | 19:00-08:00 | 77 | 168 | 66 | 65 | Brokerage;OpenBanking | 4 | Human | AutoTransfer | 2025-10-20 | Success | v1.8.9 | LimitOrderOnly;NoIlliquids;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0968 | Preserver | 81,152 | 455,776 | 17,172 | 4.9 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 12.5 | 5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | MaxDD;Sharpe | Phone>In-Person>App>Chat | true | 19:45-08:15 | 81 | 180 | 77 | 74 | Brokerage;OpenBanking | 9 | Human | AlertAcknowledge | 2025-11-02 | Success | v1.9.1 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0969 | Builder | 83,918 | 135,384 | 16,681 | 7.3 | 4 | 10 | US | Low | null | ESGOnly | null | 1.5 | 22.3 | 7.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Deep | IRR;MaxDD | Email>Phone>In-Person>Chat>App | true | 21:15-07:15 | 57 | 96 | 48 | 44 | CreditBureau;OpenBanking | 7 | Hybrid | AutoTransfer | 2025-05-31 | Success | v1.9.5 | NoIlliquids;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0970 | Optimizer | 245,369 | 2,593,770 | 131,544 | 9.8 | 3 | 12 | US | Low | null | NoTobacco;NoFossilFuel | Crypto;PennyStocks;PrivateCredit | 1.8 | 26.7 | 12.4 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Medium | IRR;Sharpe;MaxDD | In-Person>App>Email>Phone>Chat | false | 20:15-06:30 | 63 | 97 | 54 | 53 | Brokerage;CreditBureau;OpenBanking;Payroll | 7 | Hybrid | PlanUpdate | 2025-03-04 | Partial | v1.10.3 | PauseWhenVIX>30 | Enforce tax budget and position caps |
A0971 | Builder | 143,546 | 821,316 | 18,976 | 8.5 | 4 | 12 | US | Low | AccreditedOnly;NoDerivatives | null | PennyStocks;PrivateCredit | 1.4 | 13.7 | 11.1 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Shallow | Sharpe;TaxCost | Chat>App>Email>In-Person | true | 19:00-07:15 | 71 | 114 | 61 | 50 | OpenBanking;Payroll | 16 | Hybrid | AlertAcknowledge | 2025-01-14 | Partial | v2.9.4 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
A0972 | Stabilizer | 37,845 | 153,648 | 12,359 | 6.2 | 3 | 10 | US | Low | null | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.7 | 8.9 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | MaxDD;TaxCost;Sharpe | App>Email>Phone>In-Person>Chat | true | 21:30-06:00 | 65 | 152 | 63 | 56 | OpenBanking | 8 | Hybrid | AutoTransfer | 2025-02-10 | Success | v1.10.3 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0973 | Builder | 64,756 | 266,223 | 11,101 | 8.9 | 4 | 10 | US | Medium | null | NoTobacco;NoWeapons | null | 1.6 | 14.8 | 9.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Shallow | MaxDD;TaxCost | App>Phone>Email | true | 20:30-07:45 | 53 | 120 | 49 | 48 | OpenBanking | 20 | null | PlanUpdate | 2025-03-07 | Partial | v1.8.3 | NoMargin | Prioritize liquidity and down payment savings |
A0974 | Preserver | 63,258 | 355,539 | 35,740 | 7.6 | 2 | 10 | DE | Low | null | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.6 | 8.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;MaxDD;TaxCost | Email>Chat>App | true | 20:45-06:30 | 80 | 218 | 80 | 85 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Hybrid | AutoTransfer | 2025-09-21 | Success | v2.9.9 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0975 | Optimizer | 116,731 | 1,136,523 | 82,402 | 10.2 | 2 | 12 | US | Medium | NoDerivatives | NoFossilFuel;NoWeapons | PennyStocks | 1.6 | 23.3 | 10.9 | Wealth:10y;Estate:20y | 10 | Educational | Deep | TaxCost;Sharpe;IRR | Chat>App>Phone | true | 19:00-07:30 | 57 | 91 | 48 | 37 | Brokerage;CreditBureau;OpenBanking | 7 | Human | PlanUpdate | 2025-09-28 | Partial | v1.8.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0976 | Explorer | 80,042 | 373,896 | 17,016 | 15.6 | 1 | 10 | CA | Medium | NoDerivatives | null | null | 2.1 | 21.1 | 13.9 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Shallow | TaxCost;MaxDD | Phone>App>Chat>In-Person | false | 19:00-08:00 | 62 | 73 | 70 | 69 | CreditBureau;OpenBanking | 6 | Human | PlanUpdate | 2025-09-19 | Success | v1.8.9 | NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0977 | Preserver | 101,986 | 904,117 | 56,740 | 5.7 | 2 | 12 | US | Low | NoDerivatives;NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 10.8 | 7.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | TaxCost;Sharpe | In-Person>Email>Phone>Chat | false | 22:15-08:15 | 79 | 144 | 85 | 85 | Brokerage;OpenBanking | 7 | Human | Rebalance | 2025-11-17 | Success | v1.9.4 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0978 | Builder | 64,727 | 182,296 | 8,410 | 9.2 | 3 | 10 | UK | Low | null | null | LeveragedETFs | 1.6 | 19.5 | 10.8 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | MaxDD;TaxCost | In-Person>Phone>Email>App>Chat | false | 19:30-07:45 | 73 | 131 | 59 | 58 | OpenBanking | 19 | null | AutoTransfer | 2025-07-10 | Partial | v1.8.9 | LimitOrderOnly;NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0979 | Stabilizer | 136,335 | 310,790 | 34,041 | 7.8 | 1 | 12 | US | Low | null | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 14.8 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Shallow | MaxDD;Sharpe;TaxCost | App>In-Person>Phone>Email>Chat | true | 21:45-07:15 | 62 | 139 | 70 | 61 | OpenBanking | 9 | Hybrid | AlertAcknowledge | 2025-01-24 | Partial | v2.10.9 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0980 | Optimizer | 172,904 | 3,807,907 | 126,317 | 7.2 | 3 | 12 | US | Low | NoIlliquids | NoTobacco;ESGOnly | PennyStocks | 1.6 | 24.5 | 11.7 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Deep | IRR;Sharpe | App>In-Person>Chat>Phone>Email | true | 20:45-07:30 | 72 | 87 | 73 | 71 | Brokerage;CreditBureau;OpenBanking | 5 | Human | PlanUpdate | 2025-04-09 | Success | v2.9.1 | NoIlliquids;NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A0981 | Builder | 58,530 | 186,860 | 13,719 | 7.8 | 4 | 10 | US | Low | NoIlliquids;NoShortSelling | NoTobacco | PrivateCredit | 1.6 | 13.4 | 9.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | MaxDD;Sharpe | In-Person>Chat>Email>Phone | true | 19:15-08:00 | 67 | 66 | 64 | 56 | OpenBanking;Payroll | 17 | Human | AutoTransfer | 2025-10-07 | Success | v1.8.2 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0982 | Optimizer | 122,040 | 1,507,583 | 76,744 | 6.9 | 3 | 12 | US | Low | null | null | PennyStocks | 1.6 | 26.1 | 9.7 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | TaxCost;MaxDD | Email>Phone>App>Chat | true | 22:30-07:45 | 69 | 89 | 61 | 52 | Brokerage;CreditBureau;OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-01-24 | Failed | v2.8.8 | LimitOrderOnly;StopLossDisabled | Enforce tax budget and position caps |
A0983 | Builder | 97,919 | 272,258 | 30,805 | 10.5 | 3 | 10 | US | Medium | NoDerivatives | ESGOnly | LeveragedETFs;PrivateCredit | 1.6 | 18.1 | 11.2 | Home:3y;Retirement:30y | 3 | Concise | Medium | TaxCost;IRR;Sharpe | Phone>In-Person>Chat | false | 22:15-08:30 | 55 | 104 | 40 | 31 | CreditBureau;OpenBanking | 14 | Human | AlertAcknowledge | 2025-11-04 | Success | v2.8.6 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0984 | Builder | 87,064 | 146,436 | 9,483 | 14.3 | 2 | 10 | US | Low | AccreditedOnly;NoDerivatives | ESGOnly;NoFossilFuel | null | 1.5 | 19.5 | 8.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;Sharpe;MaxDD | Phone>In-Person>Chat>App>Email | true | 21:15-07:30 | 61 | 128 | 56 | 53 | CreditBureau;OpenBanking | 5 | null | AlertAcknowledge | 2025-03-23 | Partial | v2.9.8 | NoIlliquids | Prioritize liquidity and down payment savings |
A0985 | Optimizer | 97,485 | 708,006 | 61,632 | 7.4 | 4 | 10 | US | Medium | null | NoFossilFuel;NoWeapons | LeveragedETFs;PennyStocks;PrivateCredit | 1.5 | 17 | 12.3 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | MaxDD;TaxCost | Email>Chat>In-Person>Phone | true | 23:45-08:45 | 69 | 63 | 67 | 58 | Brokerage;CreditBureau;OpenBanking | 5 | null | PlanUpdate | 2025-12-17 | Success | v2.8.5 | StopLossDisabled | Enforce tax budget and position caps |
A0986 | Preserver | 48,528 | 651,720 | 49,076 | 6.7 | 1 | 10 | US | High | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 12.4 | 7.4 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | MaxDD;TaxCost | In-Person>App>Chat | true | 19:45-06:30 | 70 | 128 | 68 | 69 | Brokerage;CreditBureau;OpenBanking | 11 | null | AutoTransfer | 2025-11-10 | Partial | v2.10.4 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0987 | Optimizer | 66,680 | 685,954 | 43,665 | 7 | 4 | 10 | US | Low | null | NoWeapons | LeveragedETFs;PennyStocks | 1.7 | 24.3 | 10.3 | Wealth:10y;Estate:20y | 10 | Concise | Medium | Sharpe;MaxDD;TaxCost | Chat>Phone>App>Email>In-Person | true | 19:45-06:15 | 75 | 94 | 85 | 80 | Brokerage;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-07-02 | Success | v1.8.6 | NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0988 | Preserver | 104,651 | 812,064 | 78,593 | 5.6 | 2 | 12 | US | Low | AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 17.2 | 8.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | Sharpe;MaxDD;TaxCost | Phone>In-Person>App>Email | true | 23:45-07:00 | 74 | 146 | 68 | 69 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | null | Rebalance | 2025-01-20 | Success | v1.8.4 | LimitOrderOnly;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0989 | Builder | 29,615 | 55,951 | 3,536 | 6.9 | 4 | 10 | US | Low | null | null | null | 1.7 | 14.8 | 9.2 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | TaxCost;Sharpe | Email>Chat>Phone | false | 22:45-06:00 | 66 | 64 | 67 | 64 | OpenBanking;Payroll | 14 | null | AutoTransfer | 2025-04-26 | Partial | v2.8.6 | NoIlliquids | Prioritize liquidity and down payment savings |
A0990 | Optimizer | 111,725 | 1,965,658 | 68,786 | 8.9 | 3 | 12 | US | Low | null | NoWeapons;ESGOnly | PennyStocks | 1.8 | 21.6 | 13.8 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Medium | TaxCost;IRR | Email>App>In-Person>Phone>Chat | true | 22:15-07:15 | 73 | 107 | 78 | 75 | Brokerage;CreditBureau;OpenBanking | 5 | Human | PlanUpdate | 2025-09-09 | Partial | v2.8.8 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A0991 | Optimizer | 96,106 | 1,348,633 | 42,690 | 5.7 | 4 | 10 | US | Low | null | NoFossilFuel;NoTobacco | PennyStocks | 1.6 | 23.1 | 12.1 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | IRR;TaxCost | Email>App>Phone | true | 21:00-08:00 | 60 | 66 | 65 | 58 | Brokerage;OpenBanking | 5 | null | PlanUpdate | 2025-11-18 | Success | v1.8.8 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0992 | Preserver | 147,222 | 1,075,390 | 71,105 | 6.7 | 1 | 12 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.2 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | Chat>App>Phone | true | 20:30-07:45 | 71 | 121 | 57 | 57 | Brokerage;OpenBanking | 13 | Hybrid | Rebalance | 2025-01-21 | Success | v2.9.1 | StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0993 | Preserver | 58,266 | 388,007 | 48,812 | 7.1 | 1 | 10 | UK | Low | NoDerivatives;AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 15.4 | 7.3 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | TaxCost;MaxDD | In-Person>App>Phone>Email>Chat | true | 19:00-06:15 | 73 | 191 | 69 | 69 | Brokerage;OpenBanking | 9 | null | AutoTransfer | 2025-08-14 | Success | v1.9.7 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0994 | Preserver | 45,583 | 278,186 | 40,466 | 6.6 | 2 | 10 | CA | Medium | null | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 0.9 | 10.6 | 7.6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | TaxCost;MaxDD;Sharpe | Phone>In-Person>App>Chat>Email | true | 20:15-06:30 | 67 | 221 | 62 | 64 | Brokerage;OpenBanking | 7 | Human | PlanUpdate | 2025-02-20 | Success | v2.8.8 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0995 | Builder | 54,784 | 97,989 | 5,105 | 7.2 | 4 | 10 | US | Low | null | NoTobacco | null | 1.4 | 13.1 | 8.9 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Deep | IRR;Sharpe | Email>Chat>App | false | 22:15-07:30 | 70 | 125 | 58 | 54 | OpenBanking;Payroll | 11 | Human | Rebalance | 2025-09-26 | Failed | v2.10.4 | NoAutoTradesBelow$1k;NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0996 | Preserver | 127,249 | 821,777 | 27,036 | 4.7 | 4 | 12 | US | Medium | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 11.3 | 6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | Email>App>Chat | true | 22:00-08:15 | 68 | 177 | 57 | 53 | Brokerage;CreditBureau;OpenBanking | 10 | Hybrid | AutoTransfer | 2025-10-02 | Partial | v2.9.7 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0997 | Optimizer | 205,861 | 2,901,279 | 107,067 | 8.1 | 1 | 12 | US | Low | NoDerivatives;AccreditedOnly | NoTobacco | Crypto;PennyStocks | 1.8 | 25.5 | 12 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Phone>Chat>Email>App | true | 21:30-06:00 | 71 | 116 | 70 | 60 | Brokerage;CreditBureau;OpenBanking;Payroll | 1 | Human | AutoTransfer | 2025-05-10 | Success | v2.10.9 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0998 | Preserver | 68,615 | 369,719 | 51,421 | 4.4 | 4 | 10 | IN | Medium | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15.2 | 8.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | Chat>App>Phone>Email | true | 21:15-08:30 | 66 | 201 | 51 | 50 | Brokerage;OpenBanking;Payroll | 11 | Hybrid | AlertAcknowledge | 2025-11-26 | Partial | v2.8.7 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0999 | Stabilizer | 89,099 | 313,509 | 22,265 | 10.3 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.8 | 7.3 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Phone>Email>App>Chat | false | 19:00-07:00 | 53 | 130 | 58 | 59 | CreditBureau;OpenBanking;Payroll | 15 | Human | PlanUpdate | 2025-07-22 | Partial | v1.10.2 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A1000 | Builder | 40,129 | 77,000 | 5,420 | 11.8 | 3 | 10 | SG | Medium | null | null | PennyStocks | 1.7 | 19.7 | 7.2 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Deep | IRR;Sharpe | Email>Phone>App>Chat | true | 19:30-07:45 | 66 | 136 | 70 | 70 | OpenBanking;Payroll | 14 | null | Rebalance | 2025-12-17 | Success | v2.8.9 | LimitOrderOnly;NoMargin | Prioritize liquidity and down payment savings |
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