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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A0201 | Optimizer | 171,382 | 1,660,088 | 89,365 | 9.1 | 1 | 15 | AU | Low | null | null | PennyStocks;PrivateCredit | 1.7 | 25 | 13.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Shallow | MaxDD;IRR;TaxCost | App>Email>In-Person>Phone>Chat | false | 21:15-08:00 | 69 | 67 | 63 | 62 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Human | AutoTransfer | 2025-02-17 | Success | v1.8.3 | LimitOrderOnly;NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0202 | Builder | 50,556 | 71,819 | 3,217 | 8.4 | 4 | 10 | US | Low | NoIlliquids;AccreditedOnly | NoWeapons;ESGOnly | Crypto;PrivateCredit | 1.6 | 15.1 | 8.2 | Home:3y;Retirement:30y | 3 | Concise | Medium | Sharpe;IRR | In-Person>Email>Phone>App>Chat | false | 23:15-08:30 | 67 | 120 | 54 | 54 | OpenBanking | 15 | null | Rebalance | 2025-12-01 | Success | v1.10.7 | LimitOrderOnly;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0203 | Optimizer | 362,344 | 7,095,022 | 126,940 | 6.9 | 3 | 15 | CA | Low | NoIlliquids | null | PennyStocks | 1.8 | 19.6 | 11.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | IRR;TaxCost | Chat>In-Person>App | false | 21:15-08:15 | 62 | 113 | 59 | 50 | Brokerage;CreditBureau;OpenBanking;Payroll | 3 | Hybrid | PlanUpdate | 2025-10-30 | Success | v2.10.4 | NoAutoTradesBelow$1k;NoPennyStocks;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0204 | Builder | 90,195 | 324,838 | 12,633 | 11.9 | 2 | 10 | US | Low | AccreditedOnly | null | PennyStocks | 1.7 | 18 | 8.2 | Home:3y;Retirement:30y;Debt:2y | 3 | Directive | Deep | TaxCost;MaxDD;IRR | Email>Chat>App>Phone>In-Person | true | 21:45-07:00 | 65 | 85 | 53 | 50 | CreditBureau;OpenBanking;Payroll | 9 | Hybrid | PlanUpdate | 2025-02-16 | Success | v1.9.3 | NoAutoTradesBelow$1k;NoPennyStocks | Prioritize liquidity and down payment savings |
A0205 | Preserver | 98,467 | 977,774 | 104,103 | 6.6 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1 | 9.5 | 8.5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | Sharpe;TaxCost | Email>Phone>In-Person>App | true | 23:30-07:30 | 75 | 161 | 64 | 65 | Brokerage;OpenBanking | 13 | Hybrid | Rebalance | 2025-03-30 | Success | v2.9.3 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0206 | Builder | 60,294 | 205,966 | 12,406 | 13.1 | 1 | 10 | US | Low | null | null | Crypto;PrivateCredit | 1.5 | 15.3 | 10.6 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | Sharpe;IRR | Chat>App>In-Person | true | 20:15-08:15 | 61 | 146 | 61 | 59 | OpenBanking | 18 | null | Rebalance | 2025-11-09 | Success | v2.10.5 | NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0207 | Preserver | 95,357 | 1,360,981 | 48,704 | 7.3 | 1 | 10 | US | Medium | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 11.6 | 5.1 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | MaxDD;Sharpe | App>Phone>Chat | true | 20:45-08:15 | 67 | 215 | 56 | 45 | Brokerage;CreditBureau;OpenBanking;Payroll | 8 | Hybrid | AutoTransfer | 2025-07-01 | Success | v2.9.6 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0208 | Stabilizer | 49,790 | 160,883 | 10,177 | 3.9 | 4 | 10 | SG | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12.3 | 5.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | Sharpe;MaxDD;TaxCost | Chat>App>Email>In-Person | true | 22:15-06:15 | 66 | 162 | 74 | 65 | CreditBureau;OpenBanking | 7 | Hybrid | PlanUpdate | 2025-01-11 | Success | v2.10.4 | NoIlliquids;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0209 | Optimizer | 114,966 | 1,725,056 | 51,117 | 8 | 1 | 12 | US | Low | AccreditedOnly;NoShortSelling | NoTobacco;NoFossilFuel | PennyStocks | 1.5 | 21.7 | 11.3 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Shallow | IRR;TaxCost;Sharpe | Chat>Phone>In-Person | true | 20:45-08:45 | 62 | 73 | 56 | 51 | Brokerage;OpenBanking | 4 | Human | AlertAcknowledge | 2025-04-18 | Success | v1.8.6 | NoIlliquids;NoMargin | Enforce tax budget and position caps |
A0210 | Stabilizer | 82,211 | 274,921 | 31,803 | 5.1 | 4 | 10 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.7 | 7.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | App>In-Person>Phone | true | 22:00-07:00 | 53 | 165 | 45 | 41 | OpenBanking | 6 | null | AutoTransfer | 2024-12-30 | Success | v2.9.9 | LimitOrderOnly;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0211 | Optimizer | 161,098 | 1,835,971 | 109,905 | 9.6 | 2 | 12 | US | Low | NoIlliquids | null | PennyStocks | 1.6 | 24.1 | 13.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Deep | Sharpe;IRR;MaxDD | Phone>Chat>App | true | 19:15-06:15 | 69 | 99 | 71 | 67 | Brokerage;OpenBanking | 4 | Human | AutoTransfer | 2025-05-15 | Partial | v1.8.1 | StopLossDisabled | Enforce tax budget and position caps |
A0212 | Preserver | 124,476 | 852,251 | 96,725 | 5.6 | 4 | 15 | IN | Medium | AccreditedOnly | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 13.2 | 8.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | TaxCost;MaxDD;Sharpe | Email>Phone>App>Chat | true | 19:30-06:15 | 64 | 206 | 69 | 64 | Brokerage;OpenBanking | 10 | Human | PlanUpdate | 2025-05-03 | Success | v1.8.8 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0213 | Preserver | 88,437 | 380,047 | 35,221 | 8.9 | 1 | 10 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 12.5 | 6.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | TaxCost;Sharpe | App>Chat>In-Person | true | 19:00-07:45 | 80 | 169 | 66 | 66 | Brokerage;OpenBanking;Payroll | 6 | Hybrid | PlanUpdate | 2025-03-29 | Partial | v2.9.3 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0214 | Explorer | 34,988 | 397,828 | 11,832 | 17.6 | 4 | 10 | US | Low | null | NoTobacco | LeveragedETFs;PennyStocks | 2.1 | 21.9 | 15.9 | Business:5y;Travel:2y | 5 | Educational | Medium | MaxDD;Sharpe;TaxCost | In-Person>App>Phone>Email>Chat | true | 19:30-07:45 | 59 | 57 | 50 | 47 | OpenBanking | 3 | Hybrid | Rebalance | 2025-04-10 | Success | v1.8.1 | LimitOrderOnly;NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A0215 | Builder | 48,967 | 65,473 | 8,824 | 7.6 | 4 | 10 | US | Low | AccreditedOnly | ESGOnly | LeveragedETFs;PrivateCredit | 1.5 | 14.7 | 11 | Home:3y;Retirement:30y | 3 | Educational | Medium | Sharpe;MaxDD;IRR | In-Person>Email>Phone | true | 21:00-06:45 | 59 | 81 | 54 | 47 | OpenBanking | 13 | Hybrid | Rebalance | 2025-09-23 | Success | v2.8.6 | NoAutoTradesBelow$1k;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0216 | Stabilizer | 143,935 | 753,947 | 44,490 | 6.3 | 4 | 12 | US | Low | NoIlliquids;NoShortSelling | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 8 | 5.2 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;TaxCost;Sharpe | Chat>In-Person>App | true | 22:30-06:30 | 62 | 94 | 65 | 63 | OpenBanking | 12 | null | Rebalance | 2025-01-14 | Success | v1.9.7 | LimitOrderOnly;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A0217 | Optimizer | 188,721 | 4,302,421 | 126,443 | 8 | 4 | 12 | US | Medium | NoDerivatives;NoIlliquids | NoFossilFuel | PennyStocks | 1.5 | 23.8 | 9.3 | Wealth:10y;Estate:20y | 10 | Educational | Medium | IRR;TaxCost;Sharpe | App>In-Person>Phone | true | 23:30-06:15 | 62 | 106 | 71 | 60 | Brokerage;OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-06-19 | Partial | v1.8.2 | NoAutoTradesBelow$1k;StopLossDisabled | Enforce tax budget and position caps |
A0218 | Optimizer | 145,046 | 1,871,176 | 85,539 | 10 | 2 | 12 | US | High | NoDerivatives;AccreditedOnly | null | PennyStocks | 1.7 | 23.7 | 13.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Deep | TaxCost;MaxDD | Chat>Phone>Email>App | true | 20:45-07:00 | 65 | 100 | 64 | 59 | Brokerage;OpenBanking | 7 | null | AlertAcknowledge | 2025-02-28 | Success | v1.9.4 | NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0219 | Stabilizer | 53,117 | 276,451 | 14,188 | 6.5 | 2 | 10 | US | Low | NoDerivatives;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 13.4 | 5.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | MaxDD;Sharpe | Email>In-Person>Phone>Chat | false | 21:45-07:00 | 63 | 90 | 49 | 49 | OpenBanking | 8 | Hybrid | PlanUpdate | 2025-09-05 | Success | v1.8.3 | StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0220 | Stabilizer | 73,242 | 328,346 | 17,021 | 4.7 | 3 | 10 | US | High | null | NoWeapons;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.7 | 5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Medium | MaxDD;Sharpe | Phone>Chat>Email>App>In-Person | true | 20:45-08:30 | 50 | 129 | 40 | 37 | CreditBureau;OpenBanking;Payroll | 5 | Hybrid | Rebalance | 2025-06-27 | Success | v2.8.8 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0221 | Optimizer | 64,354 | 1,359,806 | 30,941 | 7.8 | 3 | 10 | US | Low | NoShortSelling;NoDerivatives | null | Crypto;PennyStocks | 1.6 | 26 | 13.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Deep | MaxDD;TaxCost;Sharpe | App>Email>In-Person>Phone>Chat | true | 19:00-06:30 | 76 | 84 | 68 | 62 | Brokerage;OpenBanking | 1 | Hybrid | Rebalance | 2025-12-06 | Success | v2.10.5 | PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A0222 | Explorer | 51,618 | 359,143 | 13,323 | 18 | 1 | 10 | AU | High | NoDerivatives;AccreditedOnly | NoFossilFuel;NoWeapons | LeveragedETFs;PrivateCredit | 1.9 | 27 | 13.6 | Business:5y;Travel:2y | 5 | Collaborative | Shallow | TaxCost;MaxDD;IRR | Email>Chat>App>In-Person | false | 23:15-07:15 | 40 | 90 | 33 | 24 | OpenBanking;Payroll | 2 | Hybrid | PlanUpdate | 2025-06-01 | Success | v2.8.7 | LimitOrderOnly | Allow small experimental sleeve ≤ 3% |
A0223 | Preserver | 89,493 | 923,200 | 54,062 | 8.6 | 1 | 10 | CA | Low | NoIlliquids;NoDerivatives | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.1 | 8.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | TaxCost;MaxDD | Chat>Phone>App | false | 21:30-08:45 | 79 | 125 | 64 | 58 | Brokerage;CreditBureau;OpenBanking | 14 | Human | PlanUpdate | 2025-08-09 | Success | v1.9.9 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0224 | Builder | 56,233 | 231,321 | 5,406 | 9.4 | 4 | 10 | AU | Low | NoDerivatives | NoFossilFuel;NoWeapons | null | 1.5 | 20.5 | 9.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Deep | IRR;MaxDD | Chat>App>Email>Phone | true | 23:45-08:15 | 60 | 86 | 54 | 54 | CreditBureau;OpenBanking | 6 | Human | Rebalance | 2025-06-11 | Partial | v1.8.9 | NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A0225 | Explorer | 101,770 | 565,300 | 29,800 | 18.1 | 3 | 12 | US | Low | null | null | Crypto;LeveragedETFs | 2 | 32.7 | 13.9 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Deep | IRR;TaxCost | In-Person>Email>Chat>Phone | true | 22:15-08:30 | 67 | 46 | 59 | 56 | OpenBanking | 3 | Hybrid | PlanUpdate | 2025-01-28 | Partial | v2.9.7 | LimitOrderOnly;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0226 | Preserver | 55,966 | 220,245 | 19,178 | 5.2 | 2 | 10 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.4 | 7.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Directive | Medium | Sharpe;TaxCost;MaxDD | App>In-Person>Chat>Phone>Email | true | 22:30-08:30 | 67 | 209 | 62 | 62 | Brokerage;CreditBureau;OpenBanking | 7 | null | PlanUpdate | 2025-09-25 | Success | v2.8.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0227 | Builder | 44,826 | 186,195 | 5,794 | 9.2 | 3 | 10 | CA | Low | null | null | PennyStocks;PrivateCredit | 1.4 | 21.3 | 7.4 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Medium | MaxDD;IRR;Sharpe | Email>Phone>App | true | 21:30-07:00 | 66 | 85 | 60 | 49 | OpenBanking;Payroll | 17 | Hybrid | PlanUpdate | 2025-12-12 | Failed | v1.8.5 | NoIlliquids | Prioritize liquidity and down payment savings |
A0228 | Builder | 35,645 | 96,018 | 4,189 | 10.3 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | null | PennyStocks;PrivateCredit | 1.5 | 14.3 | 11.3 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Deep | Sharpe;MaxDD;TaxCost | Phone>Email>App | true | 21:45-07:45 | 60 | 148 | 61 | 51 | OpenBanking | 11 | Hybrid | AlertAcknowledge | 2025-04-09 | Partial | v1.8.7 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A0229 | Stabilizer | 43,491 | 131,233 | 11,021 | 7.9 | 2 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 15.9 | 5.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | MaxDD;TaxCost | App>In-Person>Email>Phone>Chat | true | 23:30-08:15 | 65 | 156 | 74 | 66 | OpenBanking | 5 | null | AutoTransfer | 2025-12-12 | Success | v2.9.1 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0230 | Optimizer | 128,287 | 1,303,147 | 68,067 | 8.7 | 2 | 12 | US | Low | AccreditedOnly;NoIlliquids | null | PennyStocks;PrivateCredit | 1.8 | 16.8 | 11.3 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Shallow | IRR;TaxCost | App>In-Person>Chat | false | 22:00-06:15 | 67 | 88 | 65 | 55 | Brokerage;OpenBanking | 7 | Human | Rebalance | 2025-07-02 | Partial | v2.9.7 | NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0231 | Preserver | 52,042 | 233,995 | 16,741 | 7.6 | 2 | 10 | US | Low | AccreditedOnly | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.8 | 5.8 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | TaxCost;Sharpe;MaxDD | Email>Chat>In-Person>Phone>App | true | 22:30-07:00 | 69 | 196 | 73 | 66 | Brokerage;CreditBureau;OpenBanking;Payroll | 8 | Hybrid | PlanUpdate | 2025-08-15 | Success | v2.9.9 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0232 | Stabilizer | 100,370 | 611,128 | 39,681 | 7 | 4 | 12 | US | Medium | NoDerivatives;AccreditedOnly | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.6 | 5.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | TaxCost;Sharpe | Email>App>In-Person | true | 21:00-06:00 | 53 | 107 | 40 | 30 | OpenBanking | 17 | Hybrid | AutoTransfer | 2025-04-07 | Success | v2.8.7 | NoAutoTradesBelow$1k | Keep expenses buffer ≥ 4 months |
A0233 | Preserver | 89,435 | 1,036,457 | 69,206 | 5.6 | 3 | 10 | US | Low | NoIlliquids;AccreditedOnly | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 13.3 | 7.5 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | MaxDD;Sharpe | App>Email>In-Person | true | 20:30-08:00 | 80 | 157 | 76 | 74 | Brokerage;OpenBanking | 3 | Hybrid | AutoTransfer | 2025-11-29 | Success | v2.10.2 | NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0234 | Preserver | 101,469 | 689,452 | 25,012 | 6.3 | 3 | 12 | US | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.8 | 5.8 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | TaxCost;MaxDD | Phone>Chat>App>Email | true | 22:15-08:45 | 82 | 153 | 89 | 93 | Brokerage;CreditBureau;OpenBanking | 5 | Hybrid | Rebalance | 2025-10-27 | Success | v2.8.5 | LimitOrderOnly;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0235 | Preserver | 112,311 | 1,932,821 | 111,343 | 4.5 | 4 | 12 | US | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.6 | 6.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | TaxCost;Sharpe;MaxDD | Chat>Email>In-Person>App | true | 21:00-08:15 | 77 | 240 | 84 | 75 | Brokerage;CreditBureau;OpenBanking | 8 | Human | AutoTransfer | 2025-05-05 | Failed | v2.10.7 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0236 | Explorer | 54,427 | 100,961 | 8,055 | 14 | 2 | 10 | AU | Low | null | NoWeapons | PennyStocks | 1.6 | 27.4 | 16.5 | Business:5y;Travel:2y | 5 | Educational | Shallow | MaxDD;IRR;TaxCost | App>Chat>Email | true | 21:00-08:15 | 61 | 82 | 55 | 53 | CreditBureau;OpenBanking | 6 | null | PlanUpdate | 2025-03-17 | Success | v1.10.9 | NoIlliquids;NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A0237 | Stabilizer | 112,830 | 256,299 | 28,714 | 7.3 | 2 | 15 | SG | Medium | NoDerivatives | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.9 | 7.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | MaxDD;Sharpe | Chat>Phone>App>Email | false | 19:00-08:00 | 56 | 113 | 63 | 66 | OpenBanking;Payroll | 16 | Human | PlanUpdate | 2025-09-21 | Failed | v2.9.7 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A0238 | Optimizer | 109,406 | 1,662,122 | 68,532 | 8.7 | 2 | 15 | SG | Medium | null | null | PennyStocks | 1.8 | 16.9 | 12.9 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Shallow | MaxDD;IRR | App>Phone>In-Person>Chat>Email | false | 22:45-06:30 | 62 | 94 | 57 | 52 | Brokerage;OpenBanking;Payroll | 2 | null | AutoTransfer | 2025-06-30 | Partial | v1.8.8 | NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0239 | Preserver | 125,195 | 464,756 | 59,365 | 7.4 | 1 | 12 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 10.6 | 7.3 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;Sharpe | Email>App>In-Person | true | 20:30-06:30 | 73 | 224 | 81 | 72 | Brokerage;OpenBanking | 10 | null | AutoTransfer | 2025-01-07 | Failed | v2.10.2 | LimitOrderOnly;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0240 | Preserver | 91,158 | 618,353 | 54,870 | 6.2 | 3 | 10 | AU | Low | NoDerivatives;NoIlliquids | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 8.4 | 5.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Collaborative | Deep | MaxDD;Sharpe;TaxCost | App>Email>In-Person>Chat | false | 20:45-08:30 | 80 | 185 | 74 | 69 | Brokerage;OpenBanking | 12 | Human | AlertAcknowledge | 2025-03-07 | Failed | v2.8.3 | LimitOrderOnly;NoIlliquids;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0241 | Preserver | 110,896 | 1,290,781 | 53,400 | 4.2 | 4 | 15 | CA | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 10.7 | 8.7 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | Sharpe;MaxDD;TaxCost | Chat>In-Person>Email>Phone | true | 19:30-07:15 | 76 | 172 | 63 | 62 | Brokerage;OpenBanking | 10 | Human | Rebalance | 2025-07-16 | Success | v1.8.3 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0242 | Optimizer | 138,667 | 1,533,274 | 71,026 | 10.7 | 3 | 12 | US | Medium | NoIlliquids | ESGOnly;NoWeapons | PennyStocks | 1.7 | 16.8 | 11.5 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Deep | IRR;Sharpe | In-Person>App>Phone>Chat>Email | true | 21:30-08:15 | 67 | 85 | 67 | 67 | Brokerage;CreditBureau;OpenBanking | 2 | null | AutoTransfer | 2025-05-04 | Failed | v2.9.9 | NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0243 | Optimizer | 136,623 | 1,158,217 | 78,939 | 8.5 | 1 | 12 | US | Medium | null | null | LeveragedETFs;PennyStocks | 1.8 | 22.8 | 10.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Directive | Medium | MaxDD;IRR;Sharpe | In-Person>App>Chat | true | 20:45-06:15 | 68 | 91 | 57 | 51 | Brokerage;OpenBanking | 7 | Hybrid | AutoTransfer | 2025-04-29 | Success | v2.10.6 | NoPennyStocks;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0244 | Stabilizer | 48,571 | 256,136 | 25,354 | 4.3 | 4 | 10 | US | Low | NoDerivatives;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1 | 14.8 | 5.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Deep | Sharpe;TaxCost | Phone>In-Person>App>Chat>Email | true | 20:00-06:15 | 55 | 146 | 65 | 65 | CreditBureau;OpenBanking;Payroll | 11 | null | Rebalance | 2025-08-07 | Success | v2.8.4 | NoIlliquids;NoMargin | Keep expenses buffer ≥ 4 months |
A0245 | Stabilizer | 87,822 | 224,125 | 7,655 | 6.6 | 1 | 10 | DE | Medium | NoDerivatives;NoShortSelling | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9 | 8.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | In-Person>App>Phone | false | 22:45-07:45 | 52 | 156 | 56 | 58 | CreditBureau;OpenBanking | 17 | null | Rebalance | 2025-06-05 | Success | v2.10.8 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0246 | Stabilizer | 63,961 | 200,207 | 19,173 | 4.8 | 3 | 10 | AU | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 13.8 | 7.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | Sharpe;TaxCost;MaxDD | In-Person>App>Email>Phone | false | 19:30-06:00 | 61 | 122 | 65 | 66 | CreditBureau;OpenBanking | 20 | null | AutoTransfer | 2025-09-26 | Failed | v1.10.3 | NoMargin;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0247 | Builder | 87,879 | 170,393 | 20,646 | 7.9 | 4 | 10 | US | Low | NoIlliquids | null | null | 1.5 | 22.9 | 7.5 | Home:3y;Retirement:30y | 3 | Educational | Medium | Sharpe;TaxCost;IRR | Chat>App>Phone>Email>In-Person | true | 20:15-06:00 | 65 | 94 | 63 | 58 | CreditBureau;OpenBanking;Payroll | 9 | null | PlanUpdate | 2025-06-13 | Success | v1.8.2 | NoIlliquids;StopLossDisabled | Prioritize liquidity and down payment savings |
A0248 | Optimizer | 41,099 | 745,293 | 22,804 | 8.6 | 2 | 10 | AU | Low | null | NoWeapons | PennyStocks | 1.5 | 22.1 | 11.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Shallow | TaxCost;Sharpe;IRR | Chat>App>Phone | true | 21:00-08:00 | 74 | 62 | 63 | 58 | Brokerage;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-01-17 | Success | v1.10.1 | NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0249 | Builder | 34,224 | 195,006 | 4,692 | 11.5 | 2 | 10 | US | Low | NoShortSelling | null | null | 1.7 | 19 | 7.3 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | TaxCost;Sharpe;IRR | Email>In-Person>Phone | true | 23:45-07:15 | 64 | 89 | 70 | 66 | CreditBureau;OpenBanking | 8 | null | AutoTransfer | 2025-07-09 | Partial | v2.9.9 | NoIlliquids;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A0250 | Optimizer | 144,599 | 3,497,803 | 70,654 | 5.9 | 4 | 12 | US | Medium | NoDerivatives | null | PennyStocks;PrivateCredit | 1.5 | 26.9 | 12.6 | Wealth:10y;Estate:20y | 10 | Concise | Shallow | TaxCost;IRR | Phone>App>Email | true | 20:15-06:45 | 58 | 107 | 45 | 39 | Brokerage;OpenBanking | 7 | null | AutoTransfer | 2025-06-12 | Success | v2.8.6 | LimitOrderOnly | Enforce tax budget and position caps |
A0251 | Preserver | 207,974 | 858,932 | 74,743 | 4.1 | 4 | 12 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.7 | 5.5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | MaxDD;Sharpe | App>Email>Phone | false | 20:30-07:45 | 73 | 151 | 67 | 62 | Brokerage;CreditBureau;OpenBanking | 13 | Hybrid | Rebalance | 2025-05-29 | Success | v1.9.8 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0252 | Optimizer | 183,052 | 892,879 | 82,210 | 9.9 | 3 | 12 | US | Low | null | NoFossilFuel | PennyStocks | 1.8 | 27.4 | 10.4 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Medium | Sharpe;IRR | Email>Chat>Phone | true | 21:45-07:45 | 67 | 81 | 65 | 53 | Brokerage;CreditBureau;OpenBanking | 5 | Human | Rebalance | 2025-03-15 | Success | v1.10.6 | NoIlliquids;NoPennyStocks | Enforce tax budget and position caps |
A0253 | Optimizer | 85,714 | 1,310,286 | 47,010 | 12.5 | 1 | 10 | US | Low | null | null | PennyStocks | 1.8 | 26.2 | 13.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Directive | Medium | MaxDD;TaxCost | App>Email>Chat>Phone | true | 20:00-08:45 | 74 | 81 | 78 | 77 | Brokerage;OpenBanking;Payroll | 2 | Hybrid | Rebalance | 2025-09-06 | Success | v1.10.1 | NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A0254 | Builder | 30,902 | 115,305 | 5,569 | 9.2 | 4 | 10 | SG | Low | null | null | Crypto | 1.4 | 13.7 | 8.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Shallow | MaxDD;TaxCost | In-Person>Email>App>Phone | true | 20:45-06:00 | 59 | 120 | 57 | 51 | CreditBureau;OpenBanking | 20 | null | PlanUpdate | 2025-01-25 | Success | v2.10.8 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0255 | Builder | 92,430 | 237,248 | 10,636 | 10.6 | 3 | 10 | CA | Medium | null | null | LeveragedETFs;PrivateCredit | 1.7 | 15.4 | 9.5 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Shallow | Sharpe;MaxDD | Email>Chat>In-Person>Phone | false | 22:00-08:15 | 63 | 146 | 61 | 54 | OpenBanking;Payroll | 10 | null | AlertAcknowledge | 2025-07-22 | Success | v1.8.4 | NoIlliquids | Prioritize liquidity and down payment savings |
A0256 | Stabilizer | 70,696 | 159,118 | 14,895 | 4.7 | 3 | 10 | IN | Low | null | NoFossilFuel;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.2 | 5.9 | Retirement:15y;Emergency:1y | 15 | Educational | Medium | TaxCost;MaxDD;Sharpe | In-Person>App>Email>Phone>Chat | true | 23:00-06:45 | 56 | 125 | 42 | 40 | OpenBanking | 10 | null | AutoTransfer | 2025-06-28 | Success | v1.8.8 | NoPennyStocks;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0257 | Preserver | 125,026 | 1,331,300 | 79,766 | 7.2 | 2 | 12 | US | Low | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.2 | 8.7 | 8.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | TaxCost;Sharpe;MaxDD | Email>Chat>App>In-Person>Phone | false | 22:15-08:45 | 74 | 220 | 71 | 62 | Brokerage;OpenBanking | 13 | null | AutoTransfer | 2025-09-12 | Success | v1.9.8 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0258 | Builder | 69,695 | 214,654 | 10,519 | 9.2 | 4 | 10 | US | Low | AccreditedOnly;NoShortSelling | ESGOnly | null | 1.8 | 17.7 | 7.5 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | IRR;MaxDD;TaxCost | Chat>Phone>In-Person>Email>App | false | 23:45-07:30 | 73 | 130 | 74 | 69 | OpenBanking;Payroll | 8 | null | AutoTransfer | 2025-11-14 | Partial | v2.9.3 | LimitOrderOnly;NoIlliquids | Prioritize liquidity and down payment savings |
A0259 | Optimizer | 122,372 | 2,428,592 | 57,810 | 10.8 | 2 | 12 | US | Low | AccreditedOnly;NoShortSelling | null | PennyStocks | 1.8 | 23.8 | 10.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Educational | Shallow | Sharpe;MaxDD;IRR | In-Person>App>Chat>Email | true | 21:15-07:00 | 65 | 69 | 75 | 63 | Brokerage;OpenBanking | 4 | Hybrid | PlanUpdate | 2025-12-11 | Success | v1.9.6 | LimitOrderOnly | Enforce tax budget and position caps |
A0260 | Preserver | 322,368 | 1,485,182 | 96,640 | 4.6 | 4 | 12 | US | Low | NoDerivatives;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.3 | 7.6 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Deep | Sharpe;TaxCost;MaxDD | Chat>In-Person>Phone>Email | true | 20:45-06:15 | 75 | 163 | 83 | 75 | Brokerage;CreditBureau;OpenBanking | 4 | Human | AutoTransfer | 2025-07-22 | Success | v2.8.1 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0261 | Builder | 65,988 | 146,171 | 8,703 | 11.1 | 4 | 10 | DE | Low | null | NoWeapons | Crypto;LeveragedETFs | 1.8 | 20.7 | 10.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Directive | Deep | IRR;MaxDD | Chat>Email>App>Phone | false | 23:15-08:45 | 59 | 146 | 59 | 58 | OpenBanking | 9 | Hybrid | AutoTransfer | 2025-02-25 | Success | v1.8.1 | PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0262 | Builder | 61,595 | 302,725 | 8,127 | 13.6 | 1 | 10 | US | Medium | NoIlliquids | NoTobacco | null | 1.6 | 17.9 | 9.5 | Home:3y;Retirement:30y | 3 | Directive | Shallow | TaxCost;Sharpe | Phone>App>In-Person | true | 19:30-06:45 | 53 | 95 | 60 | 48 | CreditBureau;OpenBanking | 15 | Human | PlanUpdate | 2025-12-03 | Success | v2.8.9 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A0263 | Preserver | 94,034 | 538,248 | 40,316 | 5.5 | 3 | 10 | CA | Medium | AccreditedOnly | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 17.6 | 7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | MaxDD;Sharpe;TaxCost | In-Person>Phone>Chat>App | true | 23:15-06:30 | 63 | 138 | 63 | 57 | Brokerage;CreditBureau;OpenBanking;Payroll | 9 | Hybrid | PlanUpdate | 2025-06-30 | Success | v1.8.5 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0264 | Preserver | 78,165 | 287,776 | 10,758 | 6.2 | 2 | 10 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.6 | 6.2 | Retirement:15y;Emergency:1y | 15 | Concise | Deep | Sharpe;TaxCost | Phone>In-Person>Chat>App | true | 21:00-07:15 | 80 | 135 | 67 | 56 | Brokerage;OpenBanking | 7 | Hybrid | AlertAcknowledge | 2025-06-28 | Success | v1.9.3 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0265 | Builder | 103,317 | 450,480 | 33,358 | 7.5 | 4 | 12 | US | Medium | AccreditedOnly | null | null | 1.6 | 18.8 | 9 | Home:3y;Retirement:30y | 3 | Directive | Shallow | TaxCost;MaxDD;Sharpe | Phone>Email>App | true | 19:45-08:15 | 54 | 102 | 59 | 52 | OpenBanking | 10 | Hybrid | AlertAcknowledge | 2025-05-01 | Success | v1.10.4 | NoIlliquids | Prioritize liquidity and down payment savings |
A0266 | Preserver | 85,690 | 337,377 | 50,582 | 6.1 | 1 | 10 | US | Low | null | ESGOnly;NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.6 | 5.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Shallow | MaxDD;Sharpe;TaxCost | Chat>Phone>App>Email>In-Person | true | 21:45-07:30 | 76 | 203 | 69 | 69 | Brokerage;CreditBureau;OpenBanking;Payroll | 8 | null | AutoTransfer | 2025-07-19 | Success | v1.9.1 | LimitOrderOnly;NoMargin;NoPennyStocks;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0267 | Preserver | 127,309 | 1,313,829 | 101,742 | 5.7 | 3 | 15 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 11.1 | 6.8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;Sharpe | Email>App>Phone>In-Person>Chat | false | 22:30-06:15 | 81 | 162 | 71 | 68 | Brokerage;CreditBureau;OpenBanking | 13 | null | AlertAcknowledge | 2025-07-26 | Success | v2.10.3 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0268 | Preserver | 110,618 | 1,240,005 | 86,140 | 3.9 | 4 | 12 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 13.4 | 7.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Deep | TaxCost;MaxDD | In-Person>App>Chat | true | 23:45-06:30 | 83 | 198 | 73 | 74 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Hybrid | AutoTransfer | 2025-12-14 | Success | v2.9.2 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0269 | Optimizer | 221,791 | 4,942,564 | 123,807 | 11.7 | 2 | 12 | US | Low | null | NoFossilFuel;NoWeapons | PennyStocks | 1.5 | 19.3 | 12 | Wealth:10y;Estate:20y | 10 | Collaborative | Deep | TaxCost;MaxDD | App>In-Person>Email | true | 23:45-08:45 | 63 | 85 | 61 | 61 | Brokerage;OpenBanking;Payroll | 3 | Hybrid | PlanUpdate | 2025-02-23 | Success | v1.10.8 | LimitOrderOnly | Enforce tax budget and position caps |
A0270 | Preserver | 116,782 | 559,646 | 48,362 | 4.8 | 3 | 15 | IN | Low | NoDerivatives;NoIlliquids | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16 | 8.7 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | MaxDD;TaxCost;Sharpe | In-Person>Email>Phone>App | true | 19:00-07:30 | 68 | 131 | 76 | 80 | Brokerage;OpenBanking | 5 | Human | PlanUpdate | 2025-03-23 | Partial | v1.10.9 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A0271 | Builder | 38,329 | 128,941 | 3,978 | 10.4 | 4 | 10 | CA | Medium | null | null | null | 1.5 | 14.7 | 7.1 | Home:3y;Retirement:30y;Education:6y | 3 | Concise | Medium | MaxDD;Sharpe | App>In-Person>Chat>Phone | true | 22:15-07:15 | 50 | 113 | 36 | 31 | CreditBureau;OpenBanking;Payroll | 7 | Human | AlertAcknowledge | 2025-04-28 | Success | v2.9.1 | NoIlliquids;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A0272 | Optimizer | 62,115 | 760,511 | 24,483 | 9.7 | 1 | 10 | US | Low | null | null | PennyStocks | 1.8 | 25.3 | 9.4 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Medium | TaxCost;Sharpe | Phone>Email>In-Person>App>Chat | true | 20:45-06:15 | 68 | 61 | 73 | 62 | Brokerage;CreditBureau;OpenBanking | 2 | Hybrid | Rebalance | 2025-03-22 | Success | v1.9.4 | LimitOrderOnly;NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A0273 | Builder | 124,712 | 448,381 | 15,591 | 12.6 | 1 | 12 | US | Low | null | null | LeveragedETFs;PrivateCredit | 1.7 | 21.1 | 9.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | IRR;MaxDD;Sharpe | Phone>In-Person>App>Chat>Email | true | 22:30-07:30 | 73 | 113 | 69 | 65 | CreditBureau;OpenBanking | 16 | null | AutoTransfer | 2025-04-10 | Success | v1.8.8 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0274 | Stabilizer | 56,632 | 229,812 | 19,525 | 5.3 | 3 | 10 | US | High | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 9.6 | 5.7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;TaxCost | App>In-Person>Chat | true | 22:45-08:30 | 53 | 132 | 56 | 58 | CreditBureau;OpenBanking | 6 | Human | AutoTransfer | 2025-05-03 | Success | v1.8.5 | LimitOrderOnly;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0275 | Optimizer | 62,298 | 508,043 | 37,508 | 10.5 | 2 | 10 | IN | Low | null | NoFossilFuel;ESGOnly | PennyStocks;PrivateCredit | 1.8 | 15.8 | 13.1 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Deep | Sharpe;TaxCost | Email>Chat>App | false | 22:45-06:30 | 72 | 89 | 62 | 56 | Brokerage;OpenBanking | 3 | Hybrid | PlanUpdate | 2025-05-12 | Success | v1.8.4 | NoMargin;NoPennyStocks;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0276 | Preserver | 75,519 | 452,244 | 63,772 | 5.3 | 2 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 9.4 | 7.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | MaxDD;Sharpe | App>In-Person>Email | true | 23:00-06:00 | 67 | 168 | 74 | 63 | Brokerage;OpenBanking;Payroll | 12 | null | AutoTransfer | 2025-03-30 | Failed | v1.10.2 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0277 | Optimizer | 226,910 | 5,793,279 | 206,584 | 9.9 | 2 | 12 | US | Medium | NoDerivatives;AccreditedOnly | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.5 | 25.3 | 12.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Medium | MaxDD;IRR;TaxCost | Phone>Email>App>In-Person>Chat | true | 20:45-06:45 | 57 | 64 | 50 | 39 | Brokerage;CreditBureau;OpenBanking | 1 | Human | Rebalance | 2025-02-15 | Failed | v2.10.5 | StopLossDisabled | Enforce tax budget and position caps |
A0278 | Builder | 34,923 | 26,856 | 1,551 | 13.8 | 2 | 10 | CA | Low | null | null | PennyStocks;PrivateCredit | 1.4 | 20.3 | 8.2 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Shallow | TaxCost;Sharpe | App>Phone>Chat | false | 21:00-06:45 | 68 | 81 | 60 | 54 | OpenBanking;Payroll | 20 | null | PlanUpdate | 2025-02-11 | Partial | v2.10.1 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0279 | Optimizer | 78,178 | 855,226 | 45,556 | 8 | 4 | 10 | US | Medium | null | null | PennyStocks | 1.6 | 20 | 11.9 | Wealth:10y;Estate:20y | 10 | Concise | Medium | Sharpe;MaxDD;IRR | Chat>App>In-Person>Email>Phone | false | 21:45-08:00 | 60 | 66 | 59 | 56 | Brokerage;CreditBureau;OpenBanking | 7 | Hybrid | AutoTransfer | 2025-08-28 | Success | v1.9.2 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Enforce tax budget and position caps |
A0280 | Explorer | 49,017 | 284,114 | 15,489 | 17.5 | 4 | 10 | CA | Low | null | NoTobacco;NoFossilFuel | LeveragedETFs;PrivateCredit | 2 | 21.6 | 15.1 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Medium | TaxCost;IRR;MaxDD | Phone>Chat>Email | true | 23:00-08:15 | 70 | 53 | 73 | 63 | OpenBanking;Payroll | 5 | Hybrid | PlanUpdate | 2025-02-15 | Success | v2.10.9 | LimitOrderOnly;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0281 | Preserver | 59,845 | 401,380 | 24,084 | 3.7 | 4 | 10 | UK | Low | null | NoTobacco;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.1 | 7.7 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | TaxCost;MaxDD | Email>Phone>App>In-Person>Chat | false | 19:45-06:15 | 83 | 168 | 82 | 82 | Brokerage;CreditBureau;OpenBanking;Payroll | 3 | Hybrid | PlanUpdate | 2025-06-04 | Success | v2.8.7 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0282 | Builder | 38,834 | 70,550 | 5,778 | 13.1 | 2 | 10 | SG | Medium | NoShortSelling;AccreditedOnly | null | null | 1.7 | 21.7 | 7.1 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Medium | MaxDD;IRR;Sharpe | Chat>Email>App>Phone>In-Person | true | 22:45-07:15 | 53 | 150 | 40 | 40 | OpenBanking | 9 | Hybrid | AutoTransfer | 2025-09-14 | Success | v2.9.8 | NoIlliquids | Prioritize liquidity and down payment savings |
A0283 | Stabilizer | 38,653 | 76,751 | 7,799 | 4.9 | 4 | 10 | US | Low | AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.3 | 8 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;Sharpe | App>In-Person>Phone>Chat>Email | true | 22:00-08:45 | 65 | 126 | 74 | 68 | OpenBanking | 17 | Hybrid | PlanUpdate | 2025-06-12 | Success | v1.8.9 | LimitOrderOnly;NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0284 | Preserver | 82,086 | 1,257,928 | 76,985 | 6.6 | 4 | 10 | US | Low | AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 13.7 | 5.3 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | Chat>Phone>App | false | 23:00-07:15 | 76 | 147 | 66 | 59 | Brokerage;CreditBureau;OpenBanking | 4 | null | AlertAcknowledge | 2025-01-18 | Failed | v2.9.6 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0285 | Preserver | 85,651 | 913,347 | 61,275 | 6.5 | 2 | 10 | US | Medium | AccreditedOnly;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15 | 7.5 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | Email>Phone>In-Person | true | 23:15-08:30 | 72 | 175 | 67 | 60 | Brokerage;CreditBureau;OpenBanking | 10 | Hybrid | AlertAcknowledge | 2025-05-22 | Success | v2.9.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0286 | Preserver | 75,130 | 539,878 | 51,133 | 6.9 | 1 | 10 | US | Low | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks | 1 | 8.4 | 6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Shallow | MaxDD;TaxCost;Sharpe | App>In-Person>Phone>Chat | false | 20:30-07:45 | 82 | 226 | 83 | 78 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | Human | AlertAcknowledge | 2025-02-04 | Success | v2.9.4 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0287 | Preserver | 50,945 | 361,601 | 19,395 | 7.6 | 2 | 10 | AU | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.5 | 8.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | TaxCost;MaxDD | In-Person>Chat>Email | true | 20:00-07:00 | 69 | 127 | 57 | 56 | Brokerage;OpenBanking | 10 | Hybrid | Rebalance | 2025-02-20 | Success | v2.8.5 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0288 | Builder | 116,308 | 312,295 | 18,800 | 11 | 3 | 15 | IN | Low | NoIlliquids;NoShortSelling | NoWeapons;NoFossilFuel | null | 1.4 | 16 | 8 | Home:3y;Retirement:30y | 3 | Directive | Deep | TaxCost;IRR;MaxDD | App>Chat>In-Person>Phone>Email | true | 21:30-07:00 | 60 | 127 | 58 | 52 | CreditBureau;OpenBanking;Payroll | 5 | null | PlanUpdate | 2025-09-01 | Success | v1.9.1 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0289 | Builder | 36,385 | 193,189 | 3,195 | 9.1 | 2 | 10 | US | Low | null | NoTobacco;NoFossilFuel | PennyStocks | 1.7 | 24.2 | 9.6 | Home:3y;Retirement:30y | 3 | Directive | Medium | Sharpe;IRR | Email>App>Chat>In-Person | false | 22:00-07:00 | 71 | 110 | 67 | 56 | CreditBureau;OpenBanking | 11 | null | Rebalance | 2025-08-17 | Partial | v2.10.7 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0290 | Preserver | 110,328 | 646,916 | 95,053 | 5 | 3 | 12 | US | Low | AccreditedOnly | ESGOnly;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 14.9 | 5.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | MaxDD;Sharpe;TaxCost | Chat>Email>App>Phone | true | 23:30-06:00 | 71 | 181 | 74 | 70 | Brokerage;CreditBureau;OpenBanking | 10 | Human | Rebalance | 2025-01-03 | Success | v2.9.1 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A0291 | Preserver | 64,221 | 313,065 | 13,612 | 3.9 | 3 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 9.9 | 8 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Directive | Shallow | TaxCost;MaxDD | Phone>In-Person>Chat>Email | true | 21:30-07:00 | 67 | 238 | 68 | 62 | Brokerage;OpenBanking | 12 | null | PlanUpdate | 2025-05-14 | Partial | v2.9.1 | NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A0292 | Builder | 89,388 | 207,269 | 7,324 | 7.8 | 4 | 10 | DE | Low | AccreditedOnly | null | null | 1.7 | 24.3 | 9.6 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Medium | MaxDD;Sharpe;IRR | Email>Chat>App>Phone>In-Person | true | 21:45-07:00 | 68 | 144 | 53 | 48 | OpenBanking;Payroll | 14 | Hybrid | AlertAcknowledge | 2025-05-23 | Partial | v2.10.5 | NoAutoTradesBelow$1k;NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A0293 | Stabilizer | 109,256 | 664,351 | 44,050 | 7.5 | 1 | 15 | DE | Low | NoDerivatives;NoIlliquids | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 14.1 | 7.3 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | TaxCost;Sharpe;MaxDD | Phone>Chat>App>Email>In-Person | true | 19:15-06:30 | 56 | 152 | 51 | 51 | CreditBureau;OpenBanking | 6 | Hybrid | AlertAcknowledge | 2025-10-01 | Partial | v2.9.8 | NoMargin;NoPennyStocks;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A0294 | Preserver | 69,491 | 316,964 | 39,199 | 7.9 | 1 | 10 | US | Medium | AccreditedOnly;NoIlliquids | ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 0.9 | 10.9 | 6.5 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | Phone>In-Person>Email>Chat>App | false | 20:00-07:00 | 64 | 188 | 69 | 58 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | null | AutoTransfer | 2025-12-21 | Success | v1.8.2 | NoIlliquids;NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A0295 | Explorer | 27,842 | 166,773 | 8,713 | 17.9 | 4 | 10 | DE | High | NoShortSelling | ESGOnly;NoWeapons | Crypto;LeveragedETFs | 2 | 25.9 | 14.2 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Deep | IRR;TaxCost | In-Person>Chat>Phone | true | 19:00-07:30 | 59 | 72 | 65 | 65 | CreditBureau;OpenBanking;Payroll | 1 | null | PlanUpdate | 2025-08-19 | Success | v1.10.9 | LimitOrderOnly;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A0296 | Builder | 90,499 | 254,830 | 19,311 | 10 | 4 | 10 | UK | Low | NoShortSelling | null | null | 1.4 | 22.7 | 11.9 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | Sharpe;TaxCost;IRR | Email>Phone>App | false | 22:30-06:00 | 62 | 75 | 54 | 42 | OpenBanking;Payroll | 7 | Human | AutoTransfer | 2025-01-25 | Success | v2.9.9 | LimitOrderOnly | Prioritize liquidity and down payment savings |
A0297 | Optimizer | 308,013 | 5,734,438 | 139,870 | 6.5 | 4 | 12 | US | Low | NoDerivatives | NoTobacco;NoWeapons | PennyStocks | 1.5 | 19.1 | 12.8 | Wealth:10y;Estate:20y;Education:6y | 10 | Collaborative | Deep | IRR;TaxCost;MaxDD | App>Chat>In-Person | true | 22:00-06:00 | 75 | 75 | 86 | 85 | Brokerage;OpenBanking | 4 | Hybrid | PlanUpdate | 2025-08-30 | Success | v1.10.7 | StopLossDisabled | Enforce tax budget and position caps |
A0298 | Stabilizer | 87,080 | 260,254 | 25,954 | 9.5 | 1 | 10 | US | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 11.1 | 7 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Shallow | Sharpe;TaxCost;MaxDD | Chat>In-Person>Email>Phone>App | false | 23:30-08:00 | 52 | 126 | 44 | 48 | OpenBanking | 16 | Human | Rebalance | 2025-01-13 | Failed | v2.9.3 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A0299 | Builder | 71,128 | 83,135 | 10,287 | 11.1 | 4 | 10 | US | Low | NoIlliquids | NoTobacco | LeveragedETFs | 1.6 | 18.4 | 8 | Home:3y;Retirement:30y | 3 | Concise | Shallow | MaxDD;Sharpe | Chat>Phone>In-Person>Email>App | false | 19:30-06:00 | 61 | 79 | 70 | 58 | OpenBanking | 14 | Human | AlertAcknowledge | 2025-10-04 | Success | v2.8.9 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A0300 | Preserver | 137,023 | 899,832 | 85,709 | 7.5 | 2 | 12 | US | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 11 | 8.3 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | TaxCost;MaxDD;Sharpe | Chat>App>Email>Phone | true | 23:00-06:00 | 70 | 189 | 78 | 79 | Brokerage;CreditBureau;OpenBanking | 7 | Hybrid | PlanUpdate | 2025-11-12 | Success | v2.8.3 | PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.