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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0101 | Preserver | 127,621 | 1,583,317 | 78,132 | 4.9 | 3 | 12 | US | High | NoShortSelling;NoDerivatives | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.1 | 8.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Deep | Sharpe;TaxCost;MaxDD | Phone>Email>App>In-Person>Chat | false | 21:45-07:15 | 56 | 239 | 57 | 58 | Brokerage;CreditBureau;OpenBanking | 4 | Human | Rebalance | 2025-03-11 | Success | v1.9.3 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0102 | Preserver | 44,749 | 411,741 | 16,328 | 6.8 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 8.1 | 5.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;TaxCost | Email>App>Phone>Chat>In-Person | true | 21:45-07:00 | 73 | 197 | 60 | 55 | Brokerage;OpenBanking | 10 | Hybrid | PlanUpdate | 2025-07-01 | Success | v1.10.2 | LimitOrderOnly;NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A0103 | Builder | 91,173 | 201,679 | 18,375 | 9.6 | 1 | 10 | US | Medium | NoDerivatives | null | PrivateCredit | 1.5 | 22.1 | 11.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | MaxDD;Sharpe;IRR | App>Phone>Chat>Email>In-Person | true | 22:15-07:45 | 62 | 86 | 57 | 47 | OpenBanking | 20 | Human | PlanUpdate | 2025-06-27 | Success | v1.10.6 | NoIlliquids;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0104 | Explorer | 213,040 | 399,968 | 53,933 | 16 | 1 | 12 | US | Low | null | ESGOnly;NoFossilFuel | null | 1.8 | 28.1 | 13 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | MaxDD;TaxCost;IRR | Email>App>Chat | true | 22:45-07:30 | 58 | 58 | 66 | 63 | OpenBanking | 6 | null | PlanUpdate | 2025-05-06 | Success | v2.8.6 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A0105 | Preserver | 97,748 | 1,123,910 | 124,389 | 7.1 | 2 | 10 | US | High | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14.7 | 8.1 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | Sharpe;TaxCost | In-Person>Chat>App>Phone | true | 19:00-06:15 | 58 | 161 | 49 | 43 | Brokerage;OpenBanking | 3 | Human | PlanUpdate | 2025-03-07 | Success | v1.9.2 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0106 | Optimizer | 122,647 | 1,767,608 | 35,575 | 8.2 | 2 | 15 | DE | Medium | null | null | PennyStocks | 1.7 | 15.8 | 13 | Wealth:10y;Estate:20y | 10 | Concise | Deep | IRR;TaxCost;Sharpe | Chat>Phone>Email>In-Person | true | 23:30-06:15 | 55 | 75 | 65 | 55 | Brokerage;OpenBanking | 2 | Hybrid | Rebalance | 2025-05-19 | Success | v2.9.8 | NoIlliquids;StopLossDisabled | Enforce tax budget and position caps |
A0107 | Stabilizer | 78,858 | 299,871 | 31,458 | 6.3 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.8 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | TaxCost;Sharpe | Chat>In-Person>App | true | 20:45-07:15 | 59 | 140 | 68 | 67 | CreditBureau;OpenBanking | 10 | Human | AlertAcknowledge | 2025-03-09 | Failed | v1.9.7 | NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0108 | Stabilizer | 33,455 | 165,820 | 21,231 | 7.5 | 2 | 10 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 10.8 | 9 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;TaxCost | Email>In-Person>App>Chat>Phone | false | 19:45-08:30 | 59 | 178 | 50 | 43 | OpenBanking;Payroll | 13 | Human | Rebalance | 2025-05-06 | Success | v2.8.8 | NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0109 | Builder | 80,158 | 122,178 | 14,579 | 11.2 | 2 | 10 | US | Medium | AccreditedOnly;NoShortSelling | NoFossilFuel | null | 1.8 | 18.1 | 10.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | MaxDD;Sharpe;IRR | Phone>Email>Chat>App>In-Person | true | 22:30-06:15 | 60 | 69 | 50 | 38 | OpenBanking;Payroll | 8 | Human | PlanUpdate | 2025-07-11 | Failed | v2.9.9 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0110 | Preserver | 51,939 | 587,551 | 28,766 | 5.1 | 4 | 10 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.9 | 7.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Deep | MaxDD;TaxCost | Email>Chat>In-Person | false | 20:30-06:00 | 82 | 152 | 82 | 75 | Brokerage;OpenBanking | 7 | Human | PlanUpdate | 2025-08-11 | Success | v2.8.6 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0111 | Stabilizer | 61,106 | 225,186 | 18,081 | 6.5 | 1 | 10 | US | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 11.6 | 8.9 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | MaxDD;Sharpe | In-Person>Chat>App>Email>Phone | true | 19:15-06:15 | 68 | 180 | 72 | 71 | OpenBanking | 20 | Human | AlertAcknowledge | 2025-04-29 | Success | v2.10.8 | NoIlliquids;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0112 | Builder | 115,761 | 555,383 | 22,606 | 8.8 | 2 | 12 | US | Low | NoDerivatives;NoIlliquids | NoWeapons | null | 1.7 | 18 | 11.1 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Shallow | Sharpe;MaxDD | Email>In-Person>Phone>Chat>App | true | 22:00-07:00 | 71 | 142 | 66 | 61 | OpenBanking | 15 | Hybrid | Rebalance | 2025-07-26 | Partial | v1.8.1 | LimitOrderOnly;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A0113 | Optimizer | 83,482 | 868,865 | 48,254 | 11.2 | 1 | 10 | US | Low | NoShortSelling | NoWeapons | PennyStocks;PrivateCredit | 1.5 | 27.6 | 12.7 | Wealth:10y;Estate:20y | 10 | Collaborative | Medium | Sharpe;TaxCost;IRR | Chat>Email>In-Person>App | true | 22:00-07:15 | 76 | 98 | 62 | 52 | Brokerage;OpenBanking | 1 | Hybrid | AlertAcknowledge | 2025-01-08 | Success | v2.9.5 | NoIlliquids | Enforce tax budget and position caps |
A0114 | Optimizer | 154,913 | 1,110,719 | 92,315 | 5.9 | 4 | 12 | US | Medium | null | null | PennyStocks | 1.8 | 25.5 | 13.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Medium | TaxCost;IRR | Phone>Chat>Email>App | true | 21:00-07:00 | 67 | 100 | 69 | 59 | Brokerage;OpenBanking | 5 | Hybrid | Rebalance | 2025-01-20 | Partial | v1.8.3 | NoIlliquids;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0115 | Stabilizer | 111,898 | 368,545 | 15,942 | 5.2 | 4 | 15 | DE | Low | NoIlliquids;NoShortSelling | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.4 | 5.3 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;Sharpe | Email>Chat>Phone>App | true | 23:00-08:30 | 61 | 170 | 51 | 48 | CreditBureau;OpenBanking | 5 | null | PlanUpdate | 2025-03-29 | Success | v1.8.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0116 | Preserver | 110,359 | 1,557,326 | 73,040 | 4.7 | 3 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.8 | 8.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | Sharpe;MaxDD | Chat>Phone>In-Person>Email | false | 22:30-07:15 | 70 | 234 | 58 | 48 | Brokerage;CreditBureau;OpenBanking | 12 | null | AutoTransfer | 2025-07-25 | Failed | v2.8.3 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A0117 | Preserver | 57,046 | 331,966 | 36,767 | 7.8 | 1 | 10 | US | Low | NoIlliquids | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.5 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | App>In-Person>Phone | true | 20:45-08:30 | 69 | 141 | 71 | 72 | Brokerage;CreditBureau;OpenBanking | 12 | Human | PlanUpdate | 2025-01-11 | Success | v1.10.1 | LimitOrderOnly | Maintain ≥ 12m cash runway and low drawdown |
A0118 | Stabilizer | 63,599 | 664,422 | 21,010 | 6.2 | 3 | 10 | US | Low | NoShortSelling | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.7 | 6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | TaxCost;Sharpe | Email>App>Chat>In-Person>Phone | true | 21:00-07:00 | 65 | 172 | 73 | 76 | CreditBureau;OpenBanking;Payroll | 17 | Human | AlertAcknowledge | 2025-11-25 | Success | v2.8.8 | NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0119 | Stabilizer | 166,533 | 1,225,375 | 51,430 | 7 | 2 | 12 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 18 | 9 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | Sharpe;TaxCost;MaxDD | App>Phone>Chat>In-Person>Email | true | 23:15-08:45 | 62 | 152 | 51 | 50 | CreditBureau;OpenBanking | 17 | null | AlertAcknowledge | 2025-06-15 | Success | v2.8.3 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0120 | Builder | 26,601 | 47,857 | 5,577 | 14 | 1 | 10 | US | Low | null | NoWeapons | LeveragedETFs;PrivateCredit | 1.7 | 14.4 | 10.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | TaxCost;Sharpe | Chat>Phone>Email>In-Person>App | true | 21:15-08:00 | 66 | 142 | 59 | 59 | CreditBureau;OpenBanking | 17 | null | AlertAcknowledge | 2025-08-18 | Success | v2.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Prioritize liquidity and down payment savings |
A0121 | Explorer | 58,448 | 284,362 | 20,184 | 18 | 2 | 10 | US | Low | null | null | PrivateCredit | 2 | 26.7 | 15.1 | Business:5y;Travel:2y;Education:6y | 5 | Concise | Medium | IRR;MaxDD;TaxCost | Email>App>Phone>Chat | true | 20:45-07:15 | 63 | 59 | 65 | 59 | CreditBureau;OpenBanking | 5 | null | PlanUpdate | 2025-08-18 | Success | v1.10.5 | LimitOrderOnly;NoMargin | Allow small experimental sleeve ≤ 3% |
A0122 | Preserver | 79,154 | 680,755 | 71,223 | 5.8 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 12 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | MaxDD;Sharpe | In-Person>App>Phone | false | 19:15-06:00 | 80 | 168 | 66 | 66 | Brokerage;OpenBanking | 5 | Human | AlertAcknowledge | 2025-04-22 | Success | v1.9.6 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0123 | Explorer | 69,866 | 402,260 | 34,164 | 15.8 | 4 | 10 | US | Low | NoDerivatives | null | PennyStocks | 2.1 | 28 | 14.2 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Deep | IRR;MaxDD;Sharpe | App>Email>In-Person>Chat>Phone | true | 21:45-06:00 | 66 | 86 | 71 | 66 | CreditBureau;OpenBanking;Payroll | 3 | Hybrid | AlertAcknowledge | 2025-11-02 | Partial | v1.10.8 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0124 | Stabilizer | 100,132 | 863,715 | 26,393 | 8.8 | 1 | 15 | DE | Low | NoShortSelling;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.7 | 6.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Shallow | MaxDD;Sharpe;TaxCost | App>Phone>Email | false | 23:30-08:00 | 55 | 97 | 64 | 61 | OpenBanking | 20 | Hybrid | PlanUpdate | 2025-10-22 | Success | v1.9.9 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0125 | Optimizer | 269,505 | 3,185,365 | 121,046 | 9.5 | 3 | 12 | US | Low | null | NoWeapons;ESGOnly | Crypto;PennyStocks | 1.9 | 18.5 | 13.3 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | TaxCost;Sharpe;MaxDD | Phone>Chat>App>Email>In-Person | true | 23:00-08:00 | 67 | 72 | 71 | 59 | Brokerage;CreditBureau;OpenBanking | 2 | Hybrid | AlertAcknowledge | 2025-03-31 | Success | v2.10.9 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0126 | Preserver | 88,601 | 439,596 | 63,303 | 7.3 | 2 | 10 | UK | Low | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.9 | 8.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | Sharpe;TaxCost | App>In-Person>Email>Chat | true | 22:30-06:45 | 81 | 177 | 84 | 85 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2025-03-02 | Failed | v2.9.7 | LimitOrderOnly;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0127 | Stabilizer | 102,866 | 349,440 | 27,951 | 5.1 | 3 | 12 | US | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 16.1 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | Sharpe;MaxDD | Phone>App>In-Person>Email>Chat | true | 23:45-08:30 | 63 | 107 | 73 | 69 | CreditBureau;OpenBanking;Payroll | 9 | Human | Rebalance | 2025-09-27 | Success | v1.9.9 | NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0128 | Stabilizer | 90,209 | 295,993 | 24,768 | 5.2 | 4 | 10 | US | Low | NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 17.4 | 8.5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | Sharpe;MaxDD;TaxCost | Phone>App>Chat | true | 22:30-06:45 | 65 | 92 | 56 | 54 | OpenBanking | 13 | null | PlanUpdate | 2025-04-11 | Success | v2.8.7 | NoMargin | Keep expenses buffer ≥ 4 months |
A0129 | Explorer | 81,916 | 548,845 | 16,633 | 17.4 | 2 | 10 | US | Low | null | null | PennyStocks | 1.9 | 27.5 | 15.8 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Medium | IRR;MaxDD | In-Person>Email>Phone>Chat>App | true | 19:00-06:15 | 70 | 68 | 64 | 56 | CreditBureau;OpenBanking | 1 | null | PlanUpdate | 2025-03-15 | Success | v2.9.2 | NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0130 | Preserver | 78,781 | 834,250 | 38,752 | 8.1 | 1 | 10 | DE | Medium | NoDerivatives | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.1 | 6.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;TaxCost;MaxDD | Chat>In-Person>Email | true | 22:00-08:00 | 67 | 177 | 55 | 49 | Brokerage;CreditBureau;OpenBanking | 11 | null | AlertAcknowledge | 2025-10-29 | Partial | v2.8.9 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0131 | Explorer | 42,243 | 251,655 | 12,902 | 17.4 | 1 | 10 | AU | Medium | NoDerivatives;NoIlliquids | null | Crypto;PennyStocks | 1.8 | 29.8 | 16.9 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Medium | IRR;Sharpe;MaxDD | Phone>In-Person>Chat>App | true | 21:30-08:45 | 55 | 60 | 50 | 41 | CreditBureau;OpenBanking | 2 | Hybrid | Rebalance | 2025-03-17 | Success | v2.10.6 | NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0132 | Builder | 40,335 | 120,615 | 4,391 | 12.8 | 2 | 10 | US | Low | NoShortSelling | null | LeveragedETFs;PennyStocks | 1.8 | 23.5 | 11.6 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | IRR;Sharpe | App>Chat>Phone>In-Person>Email | true | 20:00-06:15 | 71 | 133 | 58 | 52 | CreditBureau;OpenBanking | 12 | Hybrid | AutoTransfer | 2025-04-26 | Success | v1.9.3 | NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A0133 | Preserver | 72,942 | 870,886 | 60,727 | 5.7 | 2 | 10 | IN | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.3 | 7.9 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | Phone>Email>App | true | 21:15-06:45 | 76 | 120 | 84 | 82 | Brokerage;OpenBanking;Payroll | 4 | null | Rebalance | 2025-07-20 | Failed | v1.10.6 | NoAutoTradesBelow$1k;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0134 | Stabilizer | 83,709 | 231,561 | 27,827 | 6.8 | 2 | 10 | US | Low | null | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.2 | 6.3 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | Sharpe;TaxCost | Phone>Email>App>In-Person>Chat | false | 19:30-08:30 | 63 | 100 | 62 | 52 | CreditBureau;OpenBanking | 14 | null | AutoTransfer | 2025-10-27 | Success | v1.8.7 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0135 | Builder | 93,192 | 428,513 | 22,200 | 9 | 3 | 10 | AU | Medium | null | null | null | 1.8 | 16.3 | 7.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | MaxDD;TaxCost;IRR | Email>In-Person>Phone>App>Chat | true | 22:45-07:15 | 61 | 69 | 65 | 56 | CreditBureau;OpenBanking;Payroll | 12 | null | AlertAcknowledge | 2025-05-28 | Partial | v2.9.5 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0136 | Preserver | 112,351 | 627,507 | 19,360 | 4.8 | 2 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.3 | 5.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Shallow | Sharpe;TaxCost;MaxDD | In-Person>Chat>App | false | 19:45-08:45 | 69 | 138 | 61 | 58 | Brokerage;OpenBanking | 4 | Human | AutoTransfer | 2025-09-07 | Success | v2.10.2 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0137 | Builder | 51,687 | 282,497 | 4,447 | 8.3 | 3 | 10 | US | Low | NoDerivatives | null | null | 1.5 | 23.6 | 8.8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | TaxCost;IRR | In-Person>Email>Chat>App>Phone | false | 19:30-07:45 | 62 | 82 | 69 | 61 | OpenBanking | 16 | Hybrid | PlanUpdate | 2025-07-31 | Success | v1.9.3 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0138 | Preserver | 203,289 | 748,215 | 36,920 | 8.3 | 1 | 12 | US | Medium | AccreditedOnly | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 16.1 | 6.6 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | TaxCost;MaxDD;Sharpe | Chat>In-Person>Email>App | true | 19:30-07:45 | 79 | 143 | 78 | 77 | Brokerage;CreditBureau;OpenBanking | 3 | Human | Rebalance | 2025-04-21 | Success | v1.8.9 | NoIlliquids;NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0139 | Builder | 131,070 | 253,273 | 12,107 | 10.5 | 4 | 15 | DE | Medium | NoDerivatives;AccreditedOnly | NoWeapons;NoTobacco | null | 1.5 | 18.8 | 9.6 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | MaxDD;Sharpe | Chat>Phone>In-Person>Email>App | true | 20:15-08:00 | 54 | 119 | 62 | 59 | OpenBanking | 16 | Hybrid | AlertAcknowledge | 2025-10-31 | Success | v2.8.8 | LimitOrderOnly;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0140 | Builder | 56,426 | 144,816 | 8,707 | 10.5 | 3 | 10 | US | Medium | null | null | null | 1.7 | 20.8 | 10.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | IRR;TaxCost;Sharpe | Email>Phone>App | true | 19:30-07:30 | 55 | 108 | 55 | 44 | CreditBureau;OpenBanking;Payroll | 12 | null | PlanUpdate | 2025-07-04 | Success | v1.10.1 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0141 | Stabilizer | 51,748 | 273,867 | 23,493 | 5.5 | 4 | 10 | US | Low | NoIlliquids;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 16.5 | 6.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | In-Person>Phone>App>Chat | true | 20:00-08:15 | 56 | 134 | 55 | 53 | OpenBanking;Payroll | 5 | Human | AutoTransfer | 2025-03-04 | Success | v1.8.1 | NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0142 | Preserver | 103,993 | 559,164 | 65,359 | 6.1 | 2 | 15 | IN | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 16.2 | 8.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | MaxDD;Sharpe;TaxCost | Email>App>Chat>Phone>In-Person | false | 21:15-08:45 | 72 | 232 | 79 | 78 | Brokerage;OpenBanking | 13 | Hybrid | AlertAcknowledge | 2025-06-08 | Success | v2.10.3 | LimitOrderOnly;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0143 | Stabilizer | 124,525 | 959,858 | 35,110 | 7.9 | 2 | 12 | US | Low | NoShortSelling | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 11.8 | 8.8 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | Sharpe;MaxDD | Phone>In-Person>Email | true | 23:00-06:15 | 52 | 135 | 56 | 58 | CreditBureau;OpenBanking | 13 | null | Rebalance | 2025-01-28 | Success | v2.9.9 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0144 | Preserver | 112,770 | 906,321 | 70,429 | 7.6 | 2 | 15 | DE | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.1 | 5.6 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | Sharpe;MaxDD;TaxCost | Phone>Chat>App | true | 19:30-08:45 | 78 | 182 | 63 | 63 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | null | AlertAcknowledge | 2025-11-09 | Success | v1.8.4 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0145 | Preserver | 123,330 | 498,389 | 72,500 | 4.1 | 3 | 15 | IN | Low | NoShortSelling;AccreditedOnly | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.7 | 8.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | TaxCost;Sharpe | Email>App>In-Person | true | 20:00-07:00 | 73 | 162 | 62 | 67 | Brokerage;CreditBureau;OpenBanking | 8 | Human | AutoTransfer | 2025-12-04 | Success | v2.8.3 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0146 | Builder | 60,148 | 99,631 | 10,834 | 11 | 4 | 10 | SG | Medium | NoIlliquids;AccreditedOnly | null | Crypto;LeveragedETFs | 1.4 | 15 | 10.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Shallow | IRR;TaxCost | Email>Phone>Chat>App | true | 20:45-08:15 | 54 | 149 | 59 | 58 | OpenBanking | 11 | null | PlanUpdate | 2025-06-25 | Success | v1.8.5 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0147 | Optimizer | 151,468 | 1,059,961 | 81,375 | 7.8 | 2 | 12 | US | Medium | AccreditedOnly | NoTobacco;NoFossilFuel | PennyStocks;PrivateCredit | 1.9 | 21.7 | 11.5 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Shallow | IRR;MaxDD;Sharpe | App>Phone>Email>Chat>In-Person | true | 23:15-08:30 | 62 | 97 | 60 | 49 | Brokerage;OpenBanking | 1 | Hybrid | AlertAcknowledge | 2025-08-28 | Success | v2.8.5 | NoAutoTradesBelow$1k;NoMargin | Enforce tax budget and position caps |
A0148 | Builder | 132,593 | 268,843 | 26,706 | 11.5 | 4 | 12 | US | Low | null | ESGOnly | null | 1.7 | 20.2 | 8.5 | Home:3y;Retirement:30y | 3 | Educational | Medium | IRR;Sharpe;MaxDD | Chat>Phone>Email | true | 22:00-07:45 | 70 | 110 | 75 | 68 | CreditBureau;OpenBanking | 16 | null | PlanUpdate | 2025-05-10 | Success | v2.10.7 | NoAutoTradesBelow$1k;StopLossDisabled | Prioritize liquidity and down payment savings |
A0149 | Optimizer | 106,955 | 1,471,029 | 37,638 | 8.6 | 4 | 12 | US | Low | null | null | PennyStocks | 1.8 | 20.7 | 13.6 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Deep | Sharpe;IRR | App>Phone>Chat | true | 20:00-07:45 | 61 | 93 | 52 | 45 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Human | Rebalance | 2025-12-26 | Success | v2.10.1 | LimitOrderOnly;NoIlliquids | Enforce tax budget and position caps |
A0150 | Stabilizer | 77,667 | 678,644 | 25,911 | 4.3 | 4 | 10 | IN | Low | NoDerivatives;AccreditedOnly | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.1 | 8.7 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | MaxDD;Sharpe | App>In-Person>Email>Chat | true | 21:30-06:00 | 68 | 138 | 70 | 71 | CreditBureau;OpenBanking | 12 | Hybrid | AutoTransfer | 2025-04-02 | Partial | v2.9.9 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0151 | Stabilizer | 81,357 | 264,408 | 27,549 | 7.7 | 2 | 10 | US | Low | NoShortSelling | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 11.3 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | Sharpe;MaxDD;TaxCost | Phone>Email>Chat>App>In-Person | true | 20:45-06:15 | 54 | 142 | 54 | 53 | CreditBureau;OpenBanking | 13 | null | Rebalance | 2025-04-07 | Success | v2.8.5 | LimitOrderOnly;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0152 | Builder | 75,182 | 369,230 | 15,158 | 8.4 | 3 | 10 | US | Low | null | null | null | 1.6 | 17.6 | 8.5 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | MaxDD;IRR;Sharpe | Phone>In-Person>Chat>App | true | 19:45-07:45 | 65 | 102 | 75 | 75 | CreditBureau;OpenBanking | 16 | Hybrid | AutoTransfer | 2025-06-18 | Success | v1.10.6 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0153 | Explorer | 35,054 | 327,547 | 18,014 | 17 | 2 | 10 | US | Low | NoShortSelling | NoFossilFuel | LeveragedETFs;PennyStocks | 1.7 | 27.3 | 17.3 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Deep | Sharpe;IRR;TaxCost | Chat>App>Email | false | 20:30-06:45 | 69 | 63 | 69 | 65 | CreditBureau;OpenBanking;Payroll | 7 | Hybrid | AutoTransfer | 2025-10-06 | Success | v2.8.2 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0154 | Preserver | 46,595 | 391,110 | 12,860 | 5.9 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.6 | 8.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Deep | TaxCost;Sharpe;MaxDD | In-Person>Email>Phone>Chat | true | 19:30-08:30 | 74 | 153 | 62 | 59 | Brokerage;OpenBanking | 13 | null | PlanUpdate | 2025-12-25 | Success | v1.8.8 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0155 | Optimizer | 72,415 | 924,581 | 30,005 | 7.5 | 4 | 10 | US | Medium | AccreditedOnly;NoIlliquids | ESGOnly | LeveragedETFs;PennyStocks;PrivateCredit | 1.7 | 19.1 | 12 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Deep | TaxCost;IRR;MaxDD | App>In-Person>Chat>Phone | false | 22:15-06:15 | 56 | 88 | 46 | 39 | Brokerage;OpenBanking;Payroll | 5 | Human | Rebalance | 2025-03-10 | Failed | v2.9.8 | StopLossDisabled | Enforce tax budget and position caps |
A0156 | Stabilizer | 78,475 | 284,026 | 20,733 | 7.9 | 1 | 10 | US | Medium | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.8 | 8 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | MaxDD;TaxCost | App>In-Person>Email | true | 21:30-08:45 | 50 | 112 | 37 | 39 | OpenBanking | 10 | Human | PlanUpdate | 2025-11-09 | Success | v1.8.3 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0157 | Explorer | 84,900 | 564,009 | 20,503 | 18.3 | 1 | 10 | US | Medium | NoShortSelling | NoFossilFuel;NoTobacco | PennyStocks | 1.9 | 31.7 | 12.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Deep | MaxDD;Sharpe;TaxCost | App>Email>Chat>Phone>In-Person | true | 20:15-07:30 | 64 | 61 | 55 | 52 | CreditBureau;OpenBanking | 2 | null | Rebalance | 2025-01-20 | Success | v1.9.4 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0158 | Builder | 52,114 | 183,043 | 8,896 | 9.7 | 4 | 10 | DE | Low | null | null | null | 1.5 | 18.9 | 10 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Shallow | IRR;TaxCost;MaxDD | Phone>Email>In-Person>App>Chat | false | 19:15-07:45 | 60 | 137 | 65 | 58 | OpenBanking | 17 | Hybrid | AlertAcknowledge | 2025-05-12 | Success | v1.9.9 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0159 | Stabilizer | 130,411 | 435,208 | 19,781 | 7.4 | 1 | 12 | US | Low | AccreditedOnly;NoIlliquids | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.6 | 6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | TaxCost;MaxDD | App>Email>Phone | true | 19:00-07:00 | 61 | 124 | 64 | 61 | OpenBanking | 5 | Hybrid | Rebalance | 2025-03-31 | Success | v2.9.4 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0160 | Preserver | 93,221 | 584,244 | 65,795 | 4.8 | 3 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 17.8 | 6.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;MaxDD;TaxCost | App>Phone>Chat | true | 22:15-08:45 | 70 | 217 | 65 | 58 | Brokerage;OpenBanking;Payroll | 7 | null | AutoTransfer | 2025-07-10 | Success | v1.8.9 | NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A0161 | Optimizer | 121,802 | 925,818 | 68,638 | 7.3 | 3 | 12 | US | Low | null | NoFossilFuel;ESGOnly | PennyStocks | 1.9 | 15.4 | 13.2 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Medium | TaxCost;MaxDD;IRR | Email>App>In-Person | true | 19:30-07:30 | 72 | 60 | 60 | 55 | Brokerage;CreditBureau;OpenBanking | 6 | Hybrid | PlanUpdate | 2025-06-23 | Success | v2.8.6 | NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0162 | Optimizer | 109,427 | 2,915,344 | 85,336 | 6.2 | 4 | 12 | US | Medium | NoShortSelling | null | PennyStocks | 1.5 | 22.5 | 10.2 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | TaxCost;MaxDD | App>Phone>In-Person | true | 21:00-08:30 | 64 | 103 | 75 | 66 | Brokerage;CreditBureau;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-11-26 | Success | v2.10.5 | LimitOrderOnly;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0163 | Builder | 70,284 | 371,985 | 11,722 | 8.6 | 3 | 10 | US | Low | null | null | PennyStocks | 1.6 | 24.6 | 10 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Medium | IRR;Sharpe | Chat>Phone>Email>App>In-Person | false | 20:00-06:00 | 72 | 138 | 71 | 65 | CreditBureau;OpenBanking;Payroll | 9 | null | Rebalance | 2025-03-11 | Failed | v2.8.1 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0164 | Builder | 90,854 | 191,611 | 8,112 | 9.7 | 3 | 10 | CA | Low | null | null | PrivateCredit | 1.7 | 15.3 | 9.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Deep | IRR;MaxDD | In-Person>Phone>Email>Chat>App | true | 22:15-08:15 | 70 | 139 | 80 | 75 | CreditBureau;OpenBanking;Payroll | 20 | null | PlanUpdate | 2025-04-16 | Partial | v1.8.8 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A0165 | Preserver | 128,831 | 1,192,106 | 55,280 | 5.5 | 3 | 12 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | Sharpe;MaxDD;TaxCost | Email>App>In-Person>Phone>Chat | true | 19:15-07:45 | 79 | 219 | 82 | 86 | Brokerage;OpenBanking | 13 | Human | Rebalance | 2025-10-20 | Success | v1.8.2 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0166 | Builder | 44,165 | 258,608 | 7,077 | 14.6 | 1 | 10 | US | Medium | null | ESGOnly;NoWeapons | null | 1.8 | 19.9 | 10.8 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Deep | MaxDD;TaxCost | Chat>Phone>App>In-Person>Email | true | 21:45-08:30 | 58 | 64 | 63 | 53 | OpenBanking | 16 | null | AlertAcknowledge | 2025-08-26 | Partial | v1.10.4 | StopLossDisabled | Prioritize liquidity and down payment savings |
A0167 | Builder | 131,353 | 533,971 | 29,637 | 9.5 | 2 | 12 | US | Low | null | null | PennyStocks | 1.7 | 18 | 11.8 | Home:3y;Retirement:30y | 3 | Educational | Medium | IRR;MaxDD | Phone>In-Person>App>Chat>Email | false | 23:30-06:00 | 72 | 83 | 72 | 70 | OpenBanking | 9 | null | Rebalance | 2025-01-09 | Partial | v1.10.8 | NoAutoTradesBelow$1k;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0168 | Optimizer | 69,737 | 985,920 | 27,676 | 7.4 | 2 | 10 | IN | Low | null | null | PennyStocks | 1.8 | 24.1 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Medium | MaxDD;IRR;Sharpe | Phone>App>In-Person | true | 20:45-08:45 | 76 | 93 | 82 | 80 | Brokerage;CreditBureau;OpenBanking | 5 | null | AutoTransfer | 2025-01-01 | Success | v1.9.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0169 | Stabilizer | 75,604 | 530,824 | 30,480 | 7.2 | 3 | 10 | AU | Low | NoIlliquids;NoShortSelling | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15 | 5.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Shallow | MaxDD;TaxCost | Chat>In-Person>App | true | 20:00-06:45 | 59 | 93 | 51 | 49 | CreditBureau;OpenBanking | 10 | Hybrid | AlertAcknowledge | 2025-11-14 | Success | v1.9.2 | NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0170 | Preserver | 88,454 | 751,595 | 88,492 | 7 | 2 | 10 | US | Low | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 8.1 | 5.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | Phone>Email>In-Person | true | 21:00-06:15 | 80 | 151 | 87 | 83 | Brokerage;CreditBureau;OpenBanking | 14 | Hybrid | Rebalance | 2025-06-23 | Partial | v1.8.1 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0171 | Preserver | 64,887 | 365,036 | 23,768 | 5.4 | 4 | 10 | US | Medium | null | NoTobacco;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.7 | 5.9 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;TaxCost | App>Chat>In-Person | true | 21:30-06:00 | 68 | 158 | 65 | 68 | Brokerage;CreditBureau;OpenBanking;Payroll | 13 | Hybrid | Rebalance | 2025-07-28 | Partial | v1.10.4 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0172 | Builder | 63,971 | 301,206 | 11,226 | 10.1 | 1 | 10 | US | Low | null | NoWeapons;NoFossilFuel | PennyStocks | 1.6 | 14 | 7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | IRR;MaxDD;TaxCost | In-Person>Email>Chat>App | false | 19:15-06:45 | 61 | 86 | 47 | 47 | CreditBureau;OpenBanking;Payroll | 12 | null | Rebalance | 2025-04-01 | Success | v1.9.4 | NoIlliquids | Prioritize liquidity and down payment savings |
A0173 | Stabilizer | 53,576 | 95,456 | 8,155 | 10.3 | 1 | 10 | CA | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.2 | 6.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | TaxCost;MaxDD | Chat>In-Person>Phone | false | 22:45-06:15 | 65 | 155 | 73 | 65 | CreditBureau;OpenBanking;Payroll | 5 | Hybrid | AlertAcknowledge | 2025-06-16 | Success | v1.8.3 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0174 | Preserver | 101,636 | 400,434 | 24,162 | 4.1 | 4 | 12 | US | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 13.2 | 6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | TaxCost;MaxDD | In-Person>Email>Chat | true | 19:15-06:45 | 81 | 150 | 77 | 81 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Human | AutoTransfer | 2025-10-09 | Success | v1.9.5 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0175 | Optimizer | 147,494 | 2,772,414 | 62,800 | 12.4 | 1 | 15 | UK | Low | NoShortSelling | NoWeapons | Crypto;PennyStocks;PrivateCredit | 1.5 | 19.9 | 13.6 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Medium | MaxDD;Sharpe | App>Chat>Phone | true | 23:45-08:15 | 76 | 110 | 80 | 73 | Brokerage;OpenBanking | 1 | Human | Rebalance | 2025-06-28 | Success | v1.8.8 | NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0176 | Preserver | 177,863 | 1,074,844 | 141,700 | 4.1 | 4 | 15 | UK | Low | NoDerivatives;AccreditedOnly | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 16.2 | 7.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | Sharpe;MaxDD;TaxCost | Phone>Email>Chat | true | 23:15-08:30 | 69 | 163 | 63 | 57 | Brokerage;CreditBureau;OpenBanking;Payroll | 14 | Human | AlertAcknowledge | 2025-02-16 | Success | v2.10.9 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0177 | Builder | 75,987 | 233,932 | 19,472 | 7.9 | 4 | 10 | US | Low | AccreditedOnly | null | LeveragedETFs | 1.4 | 18 | 11.3 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | MaxDD;TaxCost;Sharpe | Phone>Email>In-Person | true | 19:00-08:00 | 72 | 96 | 69 | 63 | CreditBureau;OpenBanking;Payroll | 17 | Hybrid | AlertAcknowledge | 2025-11-16 | Success | v2.9.2 | LimitOrderOnly;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0178 | Preserver | 77,304 | 394,325 | 28,890 | 5.2 | 4 | 10 | UK | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 15.7 | 6.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | MaxDD;Sharpe | Email>Phone>App>Chat>In-Person | true | 23:45-08:30 | 81 | 212 | 90 | 83 | Brokerage;CreditBureau;OpenBanking | 14 | Human | AutoTransfer | 2025-07-15 | Partial | v2.8.6 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0179 | Builder | 55,479 | 265,248 | 10,205 | 8.6 | 4 | 10 | US | Low | null | NoWeapons;NoFossilFuel | null | 1.6 | 17.6 | 11.1 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Deep | MaxDD;IRR | In-Person>Email>App>Chat>Phone | true | 20:30-07:15 | 66 | 118 | 51 | 49 | CreditBureau;OpenBanking;Payroll | 5 | Human | PlanUpdate | 2025-10-01 | Partial | v1.9.6 | NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0180 | Explorer | 70,473 | 360,380 | 23,999 | 19 | 1 | 10 | US | Low | AccreditedOnly | null | null | 1.9 | 25.8 | 14.5 | Business:5y;Travel:2y;Debt:2y | 5 | Directive | Medium | MaxDD;Sharpe;TaxCost | Chat>App>Phone>In-Person>Email | true | 19:15-07:00 | 66 | 55 | 73 | 68 | CreditBureau;OpenBanking;Payroll | 1 | Hybrid | AutoTransfer | 2025-01-10 | Partial | v2.10.5 | NoMargin | Allow small experimental sleeve ≤ 3% |
A0181 | Optimizer | 126,339 | 686,135 | 61,025 | 7.9 | 3 | 12 | US | Low | null | NoTobacco | LeveragedETFs;PennyStocks;PrivateCredit | 1.6 | 23.8 | 13.6 | Wealth:10y;Estate:20y | 10 | Collaborative | Deep | MaxDD;TaxCost;IRR | Phone>Email>App | true | 19:30-07:45 | 69 | 90 | 82 | 80 | Brokerage;CreditBureau;OpenBanking | 2 | Hybrid | Rebalance | 2025-06-16 | Partial | v1.8.5 | NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A0182 | Preserver | 176,987 | 900,641 | 115,200 | 6.2 | 2 | 12 | US | Low | null | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 17.4 | 5.5 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | TaxCost;Sharpe;MaxDD | In-Person>Chat>Phone>Email | false | 23:00-06:00 | 75 | 160 | 65 | 58 | Brokerage;CreditBureau;OpenBanking | 11 | Human | PlanUpdate | 2024-12-26 | Success | v1.9.8 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0183 | Builder | 123,984 | 163,657 | 5,317 | 9.6 | 3 | 15 | DE | Low | NoDerivatives | NoTobacco | LeveragedETFs | 1.8 | 23.4 | 10.6 | Home:3y;Retirement:30y | 3 | Concise | Deep | Sharpe;TaxCost | Phone>App>Chat>In-Person>Email | true | 21:00-07:30 | 58 | 131 | 61 | 59 | CreditBureau;OpenBanking | 5 | Hybrid | PlanUpdate | 2025-09-18 | Success | v2.9.4 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0184 | Builder | 56,301 | 102,825 | 9,201 | 10.1 | 4 | 10 | US | Low | NoShortSelling | null | LeveragedETFs | 1.6 | 16.9 | 11 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | Sharpe;MaxDD | App>Email>Phone>In-Person>Chat | true | 20:00-07:30 | 70 | 76 | 62 | 61 | CreditBureau;OpenBanking | 15 | Human | AutoTransfer | 2025-05-24 | Partial | v2.8.8 | LimitOrderOnly;NoAutoTradesBelow$1k;NoIlliquids | Prioritize liquidity and down payment savings |
A0185 | Explorer | 51,694 | 166,731 | 16,347 | 14.8 | 4 | 10 | CA | High | NoDerivatives | NoWeapons | PennyStocks;PrivateCredit | 2 | 30.1 | 17.8 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Medium | MaxDD;Sharpe | Email>App>Phone | false | 19:15-08:15 | 52 | 53 | 57 | 47 | OpenBanking;Payroll | 2 | Hybrid | AlertAcknowledge | 2025-10-22 | Partial | v2.9.5 | NoAutoTradesBelow$1k;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0186 | Optimizer | 33,572 | 390,976 | 13,009 | 7.7 | 4 | 10 | UK | Low | null | NoTobacco;NoWeapons | LeveragedETFs;PennyStocks | 1.9 | 27.9 | 9.4 | Wealth:10y;Estate:20y | 10 | Educational | Medium | Sharpe;MaxDD | Chat>App>Email>Phone | true | 19:30-06:15 | 65 | 82 | 58 | 47 | Brokerage;OpenBanking;Payroll | 2 | Human | PlanUpdate | 2025-11-17 | Success | v2.10.9 | NoIlliquids;NoMargin;NoPennyStocks | Enforce tax budget and position caps |
A0187 | Preserver | 79,255 | 1,139,048 | 58,371 | 6.8 | 1 | 10 | UK | Low | NoDerivatives;AccreditedOnly | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 9.3 | 5.5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | App>Phone>Chat | false | 19:15-08:30 | 71 | 227 | 59 | 47 | Brokerage;CreditBureau;OpenBanking | 14 | Hybrid | PlanUpdate | 2025-07-20 | Success | v1.9.4 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0188 | Preserver | 66,754 | 632,508 | 59,379 | 7.8 | 1 | 10 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.9 | 6.6 | Retirement:15y;Emergency:1y | 15 | Educational | Deep | MaxDD;TaxCost;Sharpe | In-Person>App>Chat>Phone | false | 21:45-08:15 | 83 | 140 | 91 | 84 | Brokerage;OpenBanking | 9 | Hybrid | AlertAcknowledge | 2025-07-04 | Success | v1.9.7 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0189 | Explorer | 56,405 | 403,189 | 15,471 | 16.1 | 3 | 10 | US | Low | NoIlliquids;NoShortSelling | NoTobacco | LeveragedETFs;PennyStocks | 2.1 | 27.6 | 15.6 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Shallow | IRR;Sharpe | Phone>Email>In-Person>App | true | 23:45-06:00 | 62 | 51 | 70 | 58 | CreditBureau;OpenBanking | 6 | Human | AutoTransfer | 2025-04-02 | Success | v1.8.6 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0190 | Builder | 78,921 | 355,983 | 13,812 | 13.5 | 1 | 10 | IN | Low | null | null | null | 1.4 | 17.6 | 9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;IRR;MaxDD | App>In-Person>Chat | true | 23:15-08:00 | 57 | 67 | 61 | 49 | CreditBureau;OpenBanking | 6 | null | AutoTransfer | 2025-09-23 | Success | v1.8.2 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0191 | Builder | 71,663 | 280,882 | 20,061 | 10.3 | 4 | 10 | US | Medium | null | null | Crypto | 1.7 | 14.7 | 10.4 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Deep | Sharpe;TaxCost;MaxDD | Phone>App>Email>Chat | true | 21:45-07:30 | 56 | 117 | 55 | 47 | OpenBanking | 15 | Hybrid | Rebalance | 2025-01-22 | Success | v1.8.7 | LimitOrderOnly;NoIlliquids;NoMargin | Prioritize liquidity and down payment savings |
A0192 | Preserver | 97,539 | 644,243 | 55,175 | 8.9 | 1 | 10 | US | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 12.2 | 6.3 | Retirement:15y;Emergency:1y | 15 | Directive | Shallow | Sharpe;MaxDD | App>Email>Phone | true | 21:45-08:15 | 67 | 206 | 74 | 68 | Brokerage;CreditBureau;OpenBanking | 13 | Hybrid | PlanUpdate | 2025-10-23 | Success | v1.8.9 | LimitOrderOnly;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0193 | Explorer | 72,389 | 273,992 | 14,917 | 12 | 4 | 10 | US | Low | AccreditedOnly;NoDerivatives | null | null | 1.9 | 26.8 | 13.7 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | Sharpe;IRR;TaxCost | Email>Chat>App | false | 23:00-07:30 | 54 | 49 | 59 | 51 | OpenBanking | 1 | null | Rebalance | 2025-12-15 | Success | v2.9.6 | NoIlliquids;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0194 | Stabilizer | 69,357 | 186,464 | 6,081 | 7.7 | 1 | 10 | US | High | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.8 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;MaxDD;Sharpe | Phone>In-Person>Chat>Email | true | 21:45-08:15 | 51 | 95 | 61 | 59 | CreditBureau;OpenBanking | 5 | Human | AutoTransfer | 2025-10-26 | Failed | v2.10.6 | NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0195 | Preserver | 106,810 | 1,392,651 | 111,408 | 6.2 | 3 | 12 | US | Low | AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 9.7 | 6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | Sharpe;TaxCost;MaxDD | Phone>Chat>Email>In-Person>App | false | 22:15-06:00 | 80 | 179 | 80 | 78 | Brokerage;OpenBanking | 10 | Human | Rebalance | 2025-03-03 | Success | v2.10.6 | NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0196 | Stabilizer | 18,825 | 37,695 | 3,854 | 7 | 4 | 10 | UK | Low | NoShortSelling;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1 | 11.4 | 9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;MaxDD | In-Person>Email>Phone>Chat>App | true | 21:45-08:45 | 55 | 156 | 52 | 54 | CreditBureau;OpenBanking | 12 | Human | AlertAcknowledge | 2025-07-11 | Success | v2.10.6 | NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0197 | Stabilizer | 65,309 | 429,704 | 29,865 | 9.1 | 2 | 10 | US | Medium | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 14 | 8.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | TaxCost;MaxDD | Phone>Email>In-Person>App>Chat | false | 23:00-07:30 | 60 | 107 | 52 | 48 | OpenBanking | 15 | Hybrid | AutoTransfer | 2025-01-17 | Failed | v1.10.8 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0198 | Stabilizer | 69,803 | 232,981 | 13,055 | 6.8 | 3 | 10 | US | Low | NoDerivatives;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 9 | 5.4 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | Sharpe;TaxCost;MaxDD | Chat>Phone>In-Person | true | 21:00-07:30 | 55 | 130 | 56 | 52 | CreditBureau;OpenBanking | 10 | null | AlertAcknowledge | 2025-09-13 | Success | v1.9.9 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0199 | Explorer | 56,751 | 345,750 | 15,101 | 15.5 | 2 | 10 | US | Medium | null | null | PennyStocks | 1.9 | 28 | 12.6 | Business:5y;Travel:2y;Debt:2y | 5 | Directive | Shallow | MaxDD;IRR;TaxCost | Phone>In-Person>Email | true | 22:30-06:30 | 56 | 76 | 55 | 50 | CreditBureau;OpenBanking | 7 | null | Rebalance | 2025-05-12 | Partial | v2.10.1 | NoAutoTradesBelow$1k;NoIlliquids | Allow small experimental sleeve ≤ 3% |
A0200 | Builder | 59,989 | 71,393 | 7,144 | 8.3 | 3 | 10 | SG | Low | null | null | null | 1.7 | 13.3 | 9.9 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Medium | IRR;Sharpe;MaxDD | Email>In-Person>Phone | false | 19:15-07:45 | 65 | 98 | 66 | 57 | CreditBureau;OpenBanking | 9 | Hybrid | Rebalance | 2025-09-25 | Success | v1.10.3 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
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