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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A9901 | Stabilizer | 55,229 | 313,104 | 17,442 | 6.5 | 3 | 10 | UK | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1 | 11 | 5.3 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | Sharpe;TaxCost | Chat>App>Email | true | 19:00-07:00 | 67 | 93 | 70 | 69 | OpenBanking;Payroll | 20 | Hybrid | Rebalance | 2025-09-23 | Partial | v2.10.2 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9902 | Builder | 25,059 | 39,549 | 1,995 | 10.6 | 3 | 10 | US | Low | null | null | LeveragedETFs;PrivateCredit | 1.8 | 15.7 | 9 | Home:3y;Retirement:30y;Debt:2y | 3 | Concise | Deep | TaxCost;Sharpe;MaxDD | Chat>App>Email>In-Person>Phone | true | 19:30-06:30 | 65 | 60 | 50 | 39 | CreditBureau;OpenBanking | 16 | null | PlanUpdate | 2025-05-10 | Success | v1.8.6 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A9903 | Optimizer | 77,580 | 1,292,258 | 36,698 | 8.4 | 3 | 10 | US | Low | AccreditedOnly | NoTobacco | PennyStocks | 1.6 | 25.6 | 11.4 | Wealth:10y;Estate:20y | 10 | Educational | Medium | TaxCost;Sharpe | Email>App>Phone | false | 19:45-07:45 | 69 | 77 | 63 | 61 | Brokerage;OpenBanking | 6 | Hybrid | Rebalance | 2025-08-30 | Success | v1.10.2 | NoAutoTradesBelow$1k;NoIlliquids;NoMargin | Enforce tax budget and position caps |
A9904 | Stabilizer | 121,935 | 475,418 | 35,895 | 4.9 | 4 | 15 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 16.7 | 8.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | Sharpe;MaxDD;TaxCost | Chat>In-Person>Phone>Email | true | 20:30-08:00 | 66 | 175 | 73 | 65 | CreditBureau;OpenBanking | 15 | null | AlertAcknowledge | 2025-03-18 | Success | v1.8.2 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9905 | Optimizer | 96,355 | 744,171 | 38,783 | 7.4 | 3 | 10 | US | Low | null | null | PennyStocks | 1.5 | 23.3 | 13.2 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Concise | Deep | MaxDD;Sharpe | Chat>Email>In-Person | true | 22:45-06:00 | 62 | 80 | 63 | 55 | Brokerage;CreditBureau;OpenBanking | 3 | Hybrid | AlertAcknowledge | 2024-12-26 | Partial | v1.9.8 | NoAutoTradesBelow$1k | Enforce tax budget and position caps |
A9906 | Preserver | 197,539 | 3,053,975 | 191,731 | 8.3 | 1 | 15 | SG | Low | AccreditedOnly;NoDerivatives | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1 | 11.4 | 6.5 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | TaxCost;MaxDD | App>Chat>Email | true | 23:30-06:30 | 68 | 208 | 69 | 64 | Brokerage;OpenBanking | 10 | Human | AutoTransfer | 2025-01-16 | Partial | v2.10.9 | PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A9907 | Stabilizer | 76,265 | 192,788 | 8,689 | 7 | 3 | 10 | CA | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.3 | 6.4 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | TaxCost;MaxDD;Sharpe | Phone>Email>App>In-Person | true | 19:45-08:00 | 61 | 154 | 69 | 68 | OpenBanking | 14 | Human | PlanUpdate | 2025-09-26 | Success | v1.10.8 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9908 | Builder | 58,762 | 226,555 | 9,013 | 9.5 | 3 | 10 | US | Low | NoShortSelling | NoWeapons;NoTobacco | null | 1.8 | 20.4 | 10.1 | Home:3y;Retirement:30y | 3 | Concise | Medium | TaxCost;MaxDD | App>Phone>In-Person>Chat>Email | true | 19:00-07:00 | 67 | 82 | 66 | 61 | CreditBureau;OpenBanking | 20 | Hybrid | PlanUpdate | 2025-04-09 | Partial | v1.9.5 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A9909 | Stabilizer | 71,237 | 292,512 | 16,474 | 10.3 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11.5 | 6.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Deep | MaxDD;Sharpe | Phone>Email>Chat>In-Person>App | false | 21:45-08:30 | 54 | 98 | 43 | 37 | CreditBureau;OpenBanking;Payroll | 12 | null | Rebalance | 2025-05-27 | Success | v2.8.2 | LimitOrderOnly;NoMargin | Keep expenses buffer ≥ 4 months |
A9910 | Preserver | 66,808 | 745,513 | 80,693 | 6.2 | 2 | 10 | US | Low | NoDerivatives;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 12.7 | 7.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Deep | MaxDD;Sharpe | Phone>In-Person>App>Email | false | 20:45-06:00 | 79 | 165 | 67 | 58 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Hybrid | AutoTransfer | 2025-12-24 | Success | v2.9.7 | NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A9911 | Explorer | 80,269 | 330,880 | 27,431 | 19.6 | 3 | 10 | DE | Low | null | null | PennyStocks | 1.8 | 26.1 | 15.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Directive | Medium | Sharpe;TaxCost | In-Person>Chat>App>Phone | false | 22:00-08:30 | 58 | 60 | 65 | 64 | CreditBureau;OpenBanking | 6 | Human | AutoTransfer | 2025-04-27 | Success | v2.9.6 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9912 | Builder | 22,417 | 55,427 | 2,069 | 10.6 | 2 | 10 | CA | Low | AccreditedOnly | ESGOnly;NoWeapons | null | 1.6 | 21.2 | 9.5 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Shallow | Sharpe;MaxDD;TaxCost | Phone>In-Person>Email | true | 23:45-07:00 | 57 | 98 | 61 | 56 | OpenBanking | 19 | Hybrid | PlanUpdate | 2025-01-16 | Success | v2.9.6 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Prioritize liquidity and down payment savings |
A9913 | Explorer | 151,458 | 763,888 | 61,273 | 18.1 | 1 | 15 | CA | Low | NoDerivatives;NoIlliquids | null | PennyStocks;PrivateCredit | 1.8 | 20.9 | 14.4 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Shallow | MaxDD;IRR;Sharpe | Phone>App>Chat>In-Person>Email | true | 23:30-08:30 | 68 | 58 | 66 | 66 | CreditBureau;OpenBanking | 1 | null | AlertAcknowledge | 2025-05-31 | Partial | v2.9.7 | NoIlliquids;NoMargin;NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A9914 | Preserver | 96,533 | 1,151,454 | 80,843 | 4.5 | 4 | 10 | US | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11 | 7.7 | Retirement:15y;Emergency:1y | 15 | Directive | Deep | TaxCost;MaxDD;Sharpe | App>Chat>Phone>In-Person | true | 23:45-06:15 | 82 | 147 | 67 | 66 | Brokerage;CreditBureau;OpenBanking | 8 | null | AutoTransfer | 2025-09-22 | Success | v2.10.7 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A9915 | Preserver | 64,056 | 333,531 | 40,199 | 4.2 | 4 | 10 | US | Low | NoShortSelling;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 8.6 | 8.1 | Retirement:15y;Emergency:1y | 15 | Concise | Medium | MaxDD;Sharpe | In-Person>App>Chat | true | 23:15-06:45 | 76 | 177 | 69 | 62 | Brokerage;OpenBanking | 14 | Hybrid | Rebalance | 2025-08-16 | Partial | v2.9.2 | NoMargin;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A9916 | Preserver | 108,095 | 537,728 | 51,022 | 5.1 | 3 | 12 | US | Medium | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 17.8 | 7 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | Sharpe;TaxCost | In-Person>Chat>App>Email | true | 23:45-06:45 | 75 | 222 | 62 | 51 | Brokerage;CreditBureau;OpenBanking;Payroll | 4 | Hybrid | AutoTransfer | 2025-01-16 | Success | v1.8.1 | LimitOrderOnly;NoAutoTradesBelow$1k;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9917 | Explorer | 65,175 | 379,998 | 19,867 | 11.3 | 4 | 10 | US | Low | null | NoFossilFuel | PennyStocks;PrivateCredit | 1.9 | 22.7 | 18 | Business:5y;Travel:2y;Healthcare:8y | 5 | Educational | Shallow | IRR;MaxDD | Email>Phone>In-Person>Chat | false | 23:30-06:45 | 67 | 65 | 63 | 63 | CreditBureau;OpenBanking;Payroll | 5 | null | Rebalance | 2025-11-13 | Partial | v2.8.5 | LimitOrderOnly;NoIlliquids | Allow small experimental sleeve ≤ 3% |
A9918 | Preserver | 102,997 | 1,004,218 | 100,299 | 7.6 | 1 | 15 | AU | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.2 | 5.6 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;TaxCost;MaxDD | App>In-Person>Email | true | 21:15-06:00 | 69 | 206 | 63 | 55 | Brokerage;OpenBanking | 6 | Human | AlertAcknowledge | 2025-03-28 | Success | v1.8.8 | PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A9919 | Preserver | 83,654 | 862,100 | 66,128 | 4.6 | 3 | 10 | AU | Low | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 14.7 | 8.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Medium | MaxDD;Sharpe;TaxCost | Email>App>Chat>Phone | true | 20:00-08:00 | 73 | 185 | 83 | 74 | Brokerage;OpenBanking | 6 | Hybrid | AutoTransfer | 2025-02-27 | Partial | v2.9.5 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A9920 | Stabilizer | 87,165 | 597,962 | 22,293 | 7.1 | 1 | 10 | UK | Low | null | NoTobacco;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.1 | 7.7 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Deep | Sharpe;TaxCost;MaxDD | Email>Chat>In-Person>Phone | false | 22:15-07:45 | 59 | 91 | 57 | 45 | CreditBureau;OpenBanking;Payroll | 11 | Hybrid | Rebalance | 2025-07-23 | Failed | v1.10.9 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9921 | Builder | 71,643 | 160,853 | 7,375 | 10.1 | 2 | 10 | IN | Low | NoDerivatives | null | Crypto | 1.5 | 22 | 11.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | IRR;MaxDD | Email>Phone>In-Person>Chat>App | false | 19:15-06:30 | 64 | 148 | 57 | 55 | OpenBanking;Payroll | 15 | null | Rebalance | 2025-08-28 | Success | v2.8.1 | LimitOrderOnly;NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A9922 | Stabilizer | 64,261 | 543,004 | 23,020 | 6.9 | 4 | 10 | US | Low | null | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 0.9 | 8.3 | 5.1 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Educational | Medium | MaxDD;TaxCost;Sharpe | Phone>App>Email>Chat | true | 22:00-08:15 | 63 | 148 | 61 | 57 | CreditBureau;OpenBanking | 9 | Hybrid | AutoTransfer | 2025-12-06 | Success | v2.10.7 | NoMargin;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9923 | Builder | 122,903 | 636,092 | 17,496 | 10.9 | 3 | 15 | UK | Low | null | null | null | 1.7 | 22.5 | 11.2 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Deep | IRR;Sharpe | Phone>Chat>App | true | 20:15-07:45 | 69 | 73 | 56 | 56 | OpenBanking;Payroll | 10 | null | Rebalance | 2025-04-15 | Success | v1.9.1 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A9924 | Optimizer | 74,205 | 761,128 | 43,972 | 8.3 | 2 | 10 | DE | Low | null | null | PennyStocks | 1.8 | 24.5 | 12.1 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Medium | Sharpe;MaxDD | App>Chat>Email>In-Person>Phone | true | 22:00-08:45 | 61 | 98 | 55 | 55 | Brokerage;OpenBanking;Payroll | 3 | Human | PlanUpdate | 2025-11-23 | Success | v1.9.9 | LimitOrderOnly;NoMargin | Enforce tax budget and position caps |
A9925 | Builder | 54,671 | 275,463 | 5,031 | 10.1 | 3 | 10 | US | Low | null | NoTobacco | Crypto | 1.7 | 20.9 | 9.3 | Home:3y;Retirement:30y;Education:6y | 3 | Educational | Medium | IRR;Sharpe | App>Email>Phone | true | 22:45-08:45 | 71 | 125 | 72 | 62 | CreditBureau;OpenBanking | 11 | null | AutoTransfer | 2025-05-24 | Success | v2.9.4 | NoAutoTradesBelow$1k;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A9926 | Stabilizer | 327,452 | 1,178,866 | 92,230 | 4.4 | 4 | 12 | US | Low | null | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 14.8 | 8.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | App>Phone>In-Person>Chat>Email | true | 23:30-06:45 | 66 | 142 | 67 | 62 | OpenBanking;Payroll | 9 | Hybrid | PlanUpdate | 2025-07-09 | Failed | v2.10.2 | LimitOrderOnly;NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9927 | Stabilizer | 132,952 | 844,495 | 30,613 | 5.9 | 3 | 15 | CA | Medium | NoIlliquids;AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 13.7 | 6.2 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | MaxDD;Sharpe | App>Phone>Chat>Email>In-Person | true | 20:15-08:00 | 62 | 105 | 63 | 66 | CreditBureau;OpenBanking | 7 | Human | PlanUpdate | 2025-11-01 | Success | v2.8.6 | NoAutoTradesBelow$1k;PauseWhenVIX>30;StopLossDisabled | Keep expenses buffer ≥ 4 months |
A9928 | Builder | 52,025 | 94,517 | 6,866 | 13 | 2 | 10 | IN | Low | NoDerivatives;NoIlliquids | null | LeveragedETFs;PrivateCredit | 1.5 | 16.4 | 10.8 | Home:3y;Retirement:30y | 3 | Collaborative | Medium | MaxDD;TaxCost;IRR | Email>In-Person>Phone>App | true | 21:30-07:15 | 68 | 126 | 72 | 67 | CreditBureau;OpenBanking | 6 | null | AlertAcknowledge | 2025-05-19 | Success | v1.10.9 | PauseWhenVIX>30;StopLossDisabled | Prioritize liquidity and down payment savings |
A9929 | Stabilizer | 47,917 | 262,637 | 15,100 | 6.6 | 4 | 10 | DE | Low | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 15.7 | 9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;TaxCost;MaxDD | Email>In-Person>Chat>App>Phone | false | 20:45-06:15 | 55 | 137 | 43 | 42 | OpenBanking;Payroll | 11 | Hybrid | AlertAcknowledge | 2025-03-03 | Success | v2.9.1 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9930 | Stabilizer | 68,005 | 343,459 | 28,839 | 8.8 | 1 | 10 | UK | Medium | NoShortSelling | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 0.9 | 16.3 | 5.2 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Medium | Sharpe;TaxCost;MaxDD | App>Email>In-Person>Phone>Chat | true | 20:45-08:30 | 50 | 139 | 53 | 42 | CreditBureau;OpenBanking;Payroll | 16 | null | Rebalance | 2025-08-09 | Success | v1.8.3 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9931 | Optimizer | 118,960 | 1,025,582 | 65,603 | 10.3 | 3 | 15 | AU | Low | AccreditedOnly | NoTobacco;ESGOnly | PennyStocks | 1.6 | 15.2 | 11.8 | Wealth:10y;Estate:20y;Healthcare:8y | 10 | Collaborative | Shallow | Sharpe;IRR | In-Person>Phone>Chat>Email | false | 23:15-07:45 | 74 | 66 | 76 | 67 | Brokerage;OpenBanking | 7 | Human | AlertAcknowledge | 2025-03-04 | Partial | v2.10.4 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Enforce tax budget and position caps |
A9932 | Builder | 96,288 | 122,885 | 6,448 | 12 | 3 | 10 | US | Low | null | null | null | 1.7 | 21 | 8.9 | Home:3y;Retirement:30y | 3 | Educational | Deep | Sharpe;TaxCost | App>Email>Phone>Chat | true | 20:00-08:00 | 61 | 69 | 46 | 36 | CreditBureau;OpenBanking | 11 | null | AlertAcknowledge | 2025-04-17 | Success | v1.10.7 | LimitOrderOnly;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A9933 | Explorer | 47,618 | 266,454 | 11,511 | 20.3 | 2 | 10 | AU | Medium | NoDerivatives | NoFossilFuel;NoTobacco | null | 1.8 | 27.9 | 17.1 | Business:5y;Travel:2y | 5 | Concise | Deep | Sharpe;IRR | Phone>Email>App>In-Person | true | 20:00-06:15 | 65 | 66 | 53 | 49 | OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-01-15 | Success | v1.10.8 | NoAutoTradesBelow$1k | Allow small experimental sleeve ≤ 3% |
A9934 | Optimizer | 83,208 | 909,709 | 49,834 | 7 | 3 | 10 | US | Medium | null | null | PennyStocks | 1.7 | 24.5 | 12 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Deep | MaxDD;Sharpe;IRR | In-Person>Chat>App | true | 19:00-07:30 | 58 | 70 | 64 | 59 | Brokerage;OpenBanking;Payroll | 2 | Human | AutoTransfer | 2025-03-02 | Success | v1.10.9 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A9935 | Explorer | 42,061 | 313,949 | 10,646 | 21.4 | 3 | 10 | US | High | null | null | Crypto;PennyStocks | 2 | 21.2 | 16.8 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Deep | TaxCost;IRR | App>In-Person>Phone>Chat>Email | false | 21:00-08:30 | 42 | 74 | 47 | 44 | OpenBanking | 6 | null | PlanUpdate | 2025-10-27 | Success | v1.8.2 | NoIlliquids;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9936 | Builder | 38,490 | -36,460 | 2,862 | 8.7 | 2 | 10 | US | Medium | AccreditedOnly;NoDerivatives | NoFossilFuel;NoTobacco | null | 1.4 | 12.7 | 10 | Home:3y;Retirement:30y | 3 | Directive | Medium | Sharpe;IRR;TaxCost | Phone>Chat>In-Person | true | 21:45-06:00 | 63 | 82 | 71 | 63 | OpenBanking | 11 | Human | AlertAcknowledge | 2025-09-29 | Partial | v1.10.7 | LimitOrderOnly;NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A9937 | Preserver | 115,671 | 2,161,835 | 85,754 | 4.9 | 4 | 12 | US | Medium | NoIlliquids;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.6 | 5.4 | Retirement:15y;Emergency:1y | 15 | Collaborative | Shallow | Sharpe;TaxCost;MaxDD | Chat>Phone>In-Person>App | true | 20:45-07:30 | 59 | 156 | 64 | 56 | Brokerage;CreditBureau;OpenBanking;Payroll | 10 | Hybrid | AutoTransfer | 2025-07-16 | Success | v1.8.7 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9938 | Optimizer | 57,994 | 566,302 | 50,463 | 5.3 | 4 | 10 | UK | High | null | NoTobacco;NoFossilFuel | PennyStocks | 1.7 | 22.3 | 9.1 | Wealth:10y;Estate:20y;Education:6y | 10 | Directive | Shallow | TaxCost;Sharpe | In-Person>Email>Phone>Chat>App | false | 20:00-06:15 | 52 | 90 | 60 | 53 | Brokerage;OpenBanking;Payroll | 1 | Hybrid | Rebalance | 2025-10-03 | Partial | v2.8.9 | NoAutoTradesBelow$1k;NoIlliquids | Enforce tax budget and position caps |
A9939 | Preserver | 94,564 | 584,474 | 49,789 | 6.4 | 1 | 10 | DE | Low | AccreditedOnly | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 15.4 | 6.6 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | MaxDD;TaxCost;Sharpe | In-Person>App>Chat | false | 19:15-08:30 | 70 | 202 | 58 | 58 | Brokerage;OpenBanking;Payroll | 3 | Hybrid | AlertAcknowledge | 2025-12-04 | Success | v1.9.1 | LimitOrderOnly;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9940 | Stabilizer | 37,556 | 160,547 | 5,975 | 6 | 2 | 10 | US | Low | AccreditedOnly;NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 13.5 | 5.4 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;TaxCost;Sharpe | In-Person>Email>Chat>App | true | 22:00-07:45 | 53 | 99 | 60 | 57 | CreditBureau;OpenBanking | 16 | Hybrid | PlanUpdate | 2025-09-16 | Failed | v1.9.6 | NoPennyStocks | Keep expenses buffer ≥ 4 months |
A9941 | Preserver | 150,813 | 2,216,616 | 82,506 | 6.6 | 3 | 12 | US | Low | NoShortSelling;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 13.3 | 7.8 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | Sharpe;MaxDD;TaxCost | Phone>Chat>In-Person>Email | true | 20:00-06:00 | 83 | 140 | 74 | 64 | Brokerage;CreditBureau;OpenBanking | 7 | Hybrid | AlertAcknowledge | 2025-07-14 | Partial | v2.9.8 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A9942 | Builder | 23,422 | 112,515 | 4,525 | 12.9 | 1 | 10 | US | Low | null | NoTobacco;ESGOnly | Crypto;PennyStocks | 1.4 | 13.6 | 7.8 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Deep | TaxCost;MaxDD | Email>Chat>Phone | false | 22:45-07:45 | 71 | 66 | 78 | 72 | OpenBanking | 9 | null | AutoTransfer | 2025-08-31 | Success | v2.8.8 | NoAutoTradesBelow$1k;NoPennyStocks;StopLossDisabled | Prioritize liquidity and down payment savings |
A9943 | Optimizer | 111,892 | 1,916,708 | 61,497 | 9.6 | 1 | 12 | US | Low | NoDerivatives;NoShortSelling | NoWeapons;NoFossilFuel | PennyStocks | 1.7 | 24.8 | 10.8 | Wealth:10y;Estate:20y;Debt:2y | 10 | Collaborative | Shallow | TaxCost;IRR | Chat>App>Phone>In-Person>Email | true | 19:30-07:15 | 70 | 105 | 59 | 57 | Brokerage;CreditBureau;OpenBanking | 1 | Hybrid | PlanUpdate | 2025-04-10 | Failed | v2.8.4 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A9944 | Explorer | 54,857 | 126,830 | 9,351 | 14 | 3 | 10 | US | Low | null | NoTobacco | PennyStocks;PrivateCredit | 1.7 | 27.9 | 16.4 | Business:5y;Travel:2y;Education:6y | 5 | Collaborative | Medium | IRR;Sharpe;MaxDD | Email>Chat>In-Person>App | true | 23:30-07:30 | 61 | 65 | 61 | 60 | CreditBureau;OpenBanking | 6 | Human | AutoTransfer | 2025-12-18 | Success | v1.9.3 | PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9945 | Builder | 41,954 | -20,530 | 1,000 | 10.1 | 4 | 10 | US | Low | NoDerivatives;NoIlliquids | null | PennyStocks | 1.7 | 22.9 | 10.9 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | MaxDD;IRR | Phone>Email>App>Chat | true | 21:45-07:45 | 64 | 88 | 74 | 66 | OpenBanking;Payroll | 9 | null | PlanUpdate | 2025-12-04 | Failed | v2.10.8 | NoPennyStocks | Prioritize liquidity and down payment savings |
A9946 | Builder | 122,221 | 221,110 | 16,259 | 7.7 | 4 | 12 | US | Low | AccreditedOnly;NoShortSelling | ESGOnly;NoWeapons | null | 1.7 | 22.1 | 9.4 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Shallow | IRR;TaxCost | App>In-Person>Phone>Email>Chat | true | 20:30-07:15 | 71 | 91 | 70 | 66 | CreditBureau;OpenBanking | 16 | null | AutoTransfer | 2025-12-22 | Success | v1.8.4 | NoIlliquids;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A9947 | Optimizer | 63,331 | 335,885 | 10,257 | 6.3 | 3 | 10 | US | High | NoDerivatives | NoTobacco;ESGOnly | PennyStocks | 1.8 | 20.7 | 9.2 | Wealth:10y;Estate:20y | 10 | Educational | Deep | MaxDD;IRR;TaxCost | In-Person>Phone>Email>Chat>App | true | 19:45-08:45 | 54 | 118 | 59 | 59 | Brokerage;CreditBureau;OpenBanking;Payroll | 2 | Human | PlanUpdate | 2025-03-12 | Success | v1.10.2 | NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A9948 | Preserver | 101,877 | 619,365 | 27,815 | 3.6 | 4 | 15 | IN | Low | AccreditedOnly;NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 17.6 | 5.3 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | MaxDD;Sharpe | Email>In-Person>App>Chat | true | 23:00-07:00 | 80 | 144 | 73 | 75 | Brokerage;CreditBureau;OpenBanking | 11 | Hybrid | PlanUpdate | 2025-05-28 | Success | v1.9.2 | NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9949 | Stabilizer | 57,985 | 186,958 | 11,511 | 7.6 | 4 | 10 | US | Medium | null | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 10.1 | 5.2 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Medium | Sharpe;MaxDD;TaxCost | In-Person>Chat>Phone>Email | false | 23:30-07:15 | 54 | 125 | 51 | 41 | CreditBureau;OpenBanking | 19 | Hybrid | Rebalance | 2025-10-24 | Success | v1.8.3 | PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9950 | Builder | 133,925 | 307,309 | 14,425 | 13.2 | 2 | 15 | UK | Low | null | null | LeveragedETFs | 1.6 | 19.5 | 7.9 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Shallow | IRR;MaxDD;TaxCost | In-Person>Phone>Email | false | 23:00-08:45 | 65 | 128 | 54 | 51 | CreditBureau;OpenBanking | 5 | null | AlertAcknowledge | 2025-06-14 | Success | v2.8.8 | LimitOrderOnly;NoPennyStocks | Prioritize liquidity and down payment savings |
A9951 | Builder | 53,747 | 159,068 | 7,063 | 10 | 1 | 10 | US | Medium | NoIlliquids | null | null | 1.6 | 12.1 | 7.8 | Home:3y;Retirement:30y | 3 | Concise | Medium | Sharpe;IRR;MaxDD | Chat>Phone>In-Person | false | 22:30-07:15 | 59 | 66 | 69 | 60 | CreditBureau;OpenBanking;Payroll | 17 | Human | Rebalance | 2025-07-02 | Success | v1.9.5 | PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A9952 | Preserver | 113,890 | 496,212 | 31,925 | 5.2 | 3 | 12 | US | Low | null | NoWeapons;ESGOnly | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.1 | 13 | 7.3 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | MaxDD;Sharpe;TaxCost | Chat>Email>App>In-Person>Phone | true | 23:00-07:00 | 80 | 233 | 89 | 91 | Brokerage;CreditBureau;OpenBanking;Payroll | 5 | Human | Rebalance | 2025-02-18 | Success | v1.8.2 | NoIlliquids | Maintain ≥ 12m cash runway and low drawdown |
A9953 | Preserver | 120,370 | 402,575 | 50,244 | 8.2 | 2 | 12 | US | Medium | null | NoFossilFuel;NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 11 | 5.8 | Retirement:15y;Emergency:1y;Education:6y | 15 | Collaborative | Medium | TaxCost;Sharpe | In-Person>App>Phone>Email | false | 21:30-06:15 | 72 | 230 | 58 | 53 | Brokerage;OpenBanking;Payroll | 10 | Human | Rebalance | 2025-10-20 | Partial | v1.9.2 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A9954 | Explorer | 118,041 | 454,042 | 26,413 | 15.9 | 1 | 15 | AU | Medium | NoShortSelling;NoDerivatives | NoFossilFuel | PennyStocks | 2.1 | 32.7 | 14.1 | Business:5y;Travel:2y | 5 | Concise | Medium | TaxCost;Sharpe | Email>In-Person>Phone>Chat | true | 21:30-06:45 | 51 | 71 | 45 | 40 | CreditBureau;OpenBanking | 4 | Hybrid | AlertAcknowledge | 2025-01-25 | Partial | v1.10.7 | PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A9955 | Explorer | 48,387 | 211,289 | 9,482 | 14.7 | 3 | 10 | US | Low | AccreditedOnly | NoFossilFuel;NoWeapons | null | 1.9 | 23 | 12.4 | Business:5y;Travel:2y;Debt:2y | 5 | Collaborative | Medium | TaxCost;Sharpe | In-Person>Phone>Chat>Email | true | 21:15-07:30 | 66 | 61 | 78 | 77 | CreditBureau;OpenBanking;Payroll | 1 | null | AlertAcknowledge | 2025-12-26 | Success | v1.8.5 | StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A9956 | Builder | 64,241 | 154,546 | 15,244 | 7.5 | 4 | 10 | DE | Low | NoDerivatives;NoIlliquids | null | null | 1.5 | 21.7 | 9.7 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Shallow | Sharpe;MaxDD | App>Chat>In-Person | false | 23:00-08:15 | 60 | 88 | 53 | 41 | OpenBanking | 10 | null | PlanUpdate | 2025-01-27 | Success | v2.8.6 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A9957 | Explorer | 75,394 | 449,485 | 26,207 | 22.8 | 1 | 10 | US | Medium | null | null | PennyStocks | 1.9 | 33.9 | 14.1 | Business:5y;Travel:2y | 5 | Directive | Medium | TaxCost;Sharpe;IRR | Chat>Email>Phone | true | 19:00-06:30 | 50 | 50 | 61 | 60 | OpenBanking;Payroll | 1 | null | PlanUpdate | 2025-08-09 | Partial | v2.8.8 | NoPennyStocks;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A9958 | Preserver | 72,826 | 347,359 | 28,928 | 7.5 | 2 | 10 | US | Low | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.6 | 7.9 | Retirement:15y;Emergency:1y | 15 | Directive | Medium | MaxDD;Sharpe | App>Phone>Chat | false | 22:30-07:15 | 81 | 152 | 88 | 83 | Brokerage;CreditBureau;OpenBanking;Payroll | 7 | Hybrid | AlertAcknowledge | 2025-02-24 | Partial | v2.9.7 | NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
A9959 | Explorer | 126,355 | 455,130 | 25,352 | 13.2 | 4 | 15 | IN | Medium | null | NoTobacco | Crypto;PennyStocks;PrivateCredit | 1.9 | 24.2 | 17.4 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Medium | Sharpe;TaxCost | Chat>Phone>In-Person>Email | true | 21:15-06:15 | 62 | 57 | 69 | 58 | CreditBureau;OpenBanking | 1 | null | AutoTransfer | 2025-10-26 | Success | v1.8.8 | NoAutoTradesBelow$1k;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9960 | Preserver | 86,312 | 858,471 | 33,271 | 7.7 | 2 | 10 | US | Medium | NoShortSelling | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 8.3 | 6.5 | Retirement:15y;Emergency:1y | 15 | Collaborative | Medium | MaxDD;TaxCost;Sharpe | Chat>Phone>App>Email | false | 21:45-07:00 | 63 | 233 | 48 | 46 | Brokerage;CreditBureau;OpenBanking | 8 | Human | AutoTransfer | 2025-12-13 | Partial | v1.9.4 | NoAutoTradesBelow$1k | Maintain ≥ 12m cash runway and low drawdown |
A9961 | Stabilizer | 102,231 | 590,796 | 34,583 | 8.3 | 2 | 12 | US | Low | NoDerivatives;NoIlliquids | null | Crypto;LeveragedETFs;PennyStocks | 1.2 | 10.4 | 8.9 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | Sharpe;TaxCost;MaxDD | App>Phone>Chat | true | 22:30-07:00 | 61 | 180 | 69 | 69 | CreditBureau;OpenBanking | 11 | null | AutoTransfer | 2025-05-23 | Success | v1.10.8 | NoMargin;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9962 | Preserver | 85,652 | 459,555 | 14,146 | 3.6 | 4 | 10 | UK | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.2 | 8.8 | Retirement:15y;Emergency:1y | 15 | Concise | Shallow | MaxDD;TaxCost;Sharpe | Email>Phone>Chat>App>In-Person | true | 19:15-06:45 | 79 | 213 | 71 | 77 | Brokerage;CreditBureau;OpenBanking | 13 | Human | AutoTransfer | 2025-07-14 | Success | v1.9.9 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9963 | Builder | 36,975 | 44,655 | 3,684 | 14.6 | 1 | 10 | US | Low | NoIlliquids;NoShortSelling | NoWeapons | null | 1.6 | 20 | 10 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Medium | MaxDD;Sharpe;IRR | In-Person>App>Email>Chat | false | 21:15-06:15 | 65 | 75 | 65 | 63 | CreditBureau;OpenBanking | 9 | Hybrid | AutoTransfer | 2025-02-18 | Success | v1.10.1 | StopLossDisabled | Prioritize liquidity and down payment savings |
A9964 | Explorer | 63,207 | 182,556 | 9,407 | 15.9 | 3 | 10 | US | Low | AccreditedOnly;NoDerivatives | null | Crypto;PennyStocks | 2 | 27.1 | 16.7 | Business:5y;Travel:2y;Debt:2y | 5 | Directive | Shallow | TaxCost;Sharpe | In-Person>Phone>Email>Chat | true | 23:00-07:30 | 55 | 88 | 53 | 48 | CreditBureau;OpenBanking | 6 | null | AlertAcknowledge | 2025-08-12 | Partial | v1.9.5 | NoIlliquids;NoMargin;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9965 | Preserver | 77,783 | 1,103,124 | 38,920 | 6.6 | 2 | 10 | US | Medium | null | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 12.7 | 8.4 | Retirement:15y;Emergency:1y;Healthcare:8y | 15 | Concise | Medium | TaxCost;MaxDD | Phone>Email>In-Person>App>Chat | true | 20:30-08:45 | 70 | 167 | 71 | 62 | Brokerage;CreditBureau;OpenBanking | 8 | Hybrid | Rebalance | 2025-02-07 | Partial | v1.8.8 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9966 | Builder | 69,757 | 149,455 | 9,997 | 12.4 | 1 | 10 | US | Low | null | null | Crypto;LeveragedETFs | 1.7 | 20.4 | 8.1 | Home:3y;Retirement:30y | 3 | Educational | Medium | TaxCost;IRR | Email>Phone>Chat>In-Person | true | 20:00-06:45 | 73 | 61 | 73 | 71 | CreditBureau;OpenBanking;Payroll | 11 | Human | Rebalance | 2025-02-07 | Success | v1.9.3 | NoPennyStocks | Prioritize liquidity and down payment savings |
A9967 | Explorer | 62,842 | 238,843 | 28,728 | 16.3 | 4 | 10 | AU | High | null | ESGOnly;NoWeapons | Crypto;PennyStocks | 2 | 28.9 | 18 | Business:5y;Travel:2y;Debt:2y | 5 | Concise | Medium | MaxDD;Sharpe | In-Person>App>Email>Chat>Phone | true | 19:30-08:45 | 55 | 82 | 45 | 33 | OpenBanking | 1 | Human | Rebalance | 2025-10-31 | Success | v2.9.7 | NoMargin | Allow small experimental sleeve ≤ 3% |
A9968 | Optimizer | 175,007 | 5,347,607 | 93,829 | 11 | 1 | 15 | AU | Low | NoIlliquids;NoShortSelling | null | LeveragedETFs;PennyStocks | 1.6 | 17.4 | 9.4 | Wealth:10y;Estate:20y;Debt:2y | 10 | Directive | Medium | MaxDD;TaxCost | Chat>In-Person>Email | true | 20:15-06:30 | 74 | 86 | 90 | 83 | Brokerage;OpenBanking;Payroll | 2 | Hybrid | AutoTransfer | 2025-08-11 | Partial | v1.9.5 | LimitOrderOnly | Enforce tax budget and position caps |
A9969 | Preserver | 76,542 | 541,464 | 74,276 | 4.5 | 4 | 10 | US | Medium | NoShortSelling | ESGOnly;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1 | 10.1 | 8.4 | Retirement:15y;Emergency:1y | 15 | Collaborative | Deep | MaxDD;TaxCost;Sharpe | App>In-Person>Chat>Phone>Email | true | 22:30-07:00 | 61 | 240 | 65 | 56 | Brokerage;OpenBanking | 8 | null | Rebalance | 2025-01-10 | Partial | v2.8.7 | NoIlliquids;PauseWhenVIX>30 | Maintain ≥ 12m cash runway and low drawdown |
A9970 | Builder | 96,921 | 374,181 | 16,486 | 10.7 | 2 | 10 | UK | Medium | AccreditedOnly | null | PrivateCredit | 1.8 | 14.8 | 11.8 | Home:3y;Retirement:30y | 3 | Concise | Shallow | Sharpe;MaxDD;IRR | Phone>In-Person>Chat | true | 20:15-08:00 | 57 | 134 | 45 | 37 | CreditBureau;OpenBanking;Payroll | 16 | Human | Rebalance | 2025-08-24 | Partial | v2.10.3 | NoIlliquids;NoMargin;NoPennyStocks | Prioritize liquidity and down payment savings |
A9971 | Explorer | 50,843 | 175,153 | 9,294 | 18 | 3 | 10 | US | Medium | null | null | Crypto;PennyStocks;PrivateCredit | 1.7 | 26.9 | 17.4 | Business:5y;Travel:2y;Debt:2y | 5 | Directive | Medium | TaxCost;MaxDD | Phone>Email>Chat>App>In-Person | true | 20:00-06:00 | 53 | 78 | 53 | 52 | CreditBureau;OpenBanking;Payroll | 6 | null | Rebalance | 2025-07-21 | Success | v2.9.6 | LimitOrderOnly;PauseWhenVIX>30;StopLossDisabled | Allow small experimental sleeve ≤ 3% |
A9972 | Builder | 68,784 | 374,216 | 9,344 | 12.1 | 1 | 10 | UK | Medium | NoShortSelling;NoIlliquids | null | null | 1.4 | 21.9 | 8.3 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Medium | TaxCost;MaxDD | App>Phone>In-Person>Chat>Email | false | 23:15-08:45 | 50 | 110 | 53 | 47 | CreditBureau;OpenBanking | 7 | null | PlanUpdate | 2025-06-10 | Success | v1.8.1 | NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A9973 | Stabilizer | 70,088 | 482,221 | 40,646 | 5 | 3 | 10 | IN | Medium | NoShortSelling;AccreditedOnly | null | Crypto;LeveragedETFs;PennyStocks | 1 | 10.3 | 8.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Concise | Deep | TaxCost;Sharpe;MaxDD | App>In-Person>Chat | true | 20:30-06:30 | 60 | 165 | 49 | 41 | CreditBureau;OpenBanking;Payroll | 14 | Hybrid | AutoTransfer | 2025-09-22 | Success | v1.10.5 | LimitOrderOnly | Keep expenses buffer ≥ 4 months |
A9974 | Optimizer | 97,811 | 1,125,767 | 31,818 | 6.7 | 4 | 10 | US | Low | null | NoFossilFuel;NoWeapons | PennyStocks;PrivateCredit | 1.5 | 25 | 12 | Wealth:10y;Estate:20y;Debt:2y | 10 | Educational | Deep | MaxDD;TaxCost;IRR | App>In-Person>Phone>Email | true | 23:45-08:00 | 67 | 112 | 73 | 69 | Brokerage;OpenBanking;Payroll | 7 | Human | PlanUpdate | 2025-11-13 | Success | v2.10.1 | LimitOrderOnly;NoIlliquids;PauseWhenVIX>30 | Enforce tax budget and position caps |
A9975 | Explorer | 82,498 | 729,499 | 26,869 | 19.4 | 1 | 10 | US | Low | null | NoWeapons;NoFossilFuel | PennyStocks;PrivateCredit | 1.7 | 29.6 | 13.6 | Business:5y;Travel:2y;Healthcare:8y | 5 | Collaborative | Deep | Sharpe;TaxCost;IRR | Email>Chat>In-Person>Phone>App | true | 21:30-07:45 | 61 | 80 | 59 | 53 | CreditBureau;OpenBanking | 2 | null | AlertAcknowledge | 2025-09-04 | Success | v2.9.8 | LimitOrderOnly;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9976 | Builder | 90,811 | 254,910 | 15,590 | 15.3 | 1 | 10 | US | Medium | null | ESGOnly;NoWeapons | Crypto | 1.4 | 12.1 | 7.4 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Educational | Deep | Sharpe;MaxDD;TaxCost | Chat>App>Email | true | 21:45-06:45 | 67 | 74 | 63 | 58 | OpenBanking;Payroll | 19 | Human | Rebalance | 2025-12-19 | Success | v2.10.2 | NoIlliquids;NoPennyStocks;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A9977 | Builder | 124,096 | 485,260 | 22,889 | 7.3 | 4 | 15 | UK | Low | NoDerivatives | NoFossilFuel;ESGOnly | Crypto;PrivateCredit | 1.6 | 17.9 | 10.7 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Concise | Medium | IRR;MaxDD;Sharpe | Phone>In-Person>Email | true | 23:15-07:15 | 61 | 104 | 65 | 54 | CreditBureau;OpenBanking;Payroll | 5 | null | AlertAcknowledge | 2025-03-07 | Partial | v2.10.7 | LimitOrderOnly;NoAutoTradesBelow$1k | Prioritize liquidity and down payment savings |
A9978 | Builder | 34,935 | 94,487 | 3,056 | 11.8 | 2 | 10 | CA | Medium | null | NoTobacco | null | 1.7 | 21.3 | 10.1 | Home:3y;Retirement:30y;Healthcare:8y | 3 | Collaborative | Deep | MaxDD;TaxCost | Email>In-Person>Chat>Phone>App | true | 23:00-07:15 | 55 | 104 | 49 | 38 | CreditBureau;OpenBanking | 13 | Human | AutoTransfer | 2025-07-28 | Partial | v1.8.5 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Prioritize liquidity and down payment savings |
A9979 | Optimizer | 495,389 | 5,518,638 | 229,265 | 8.3 | 2 | 12 | US | Low | NoIlliquids;NoDerivatives | null | PennyStocks;PrivateCredit | 1.9 | 20.3 | 9.3 | Wealth:10y;Estate:20y | 10 | Directive | Shallow | Sharpe;TaxCost;MaxDD | Email>In-Person>Chat | true | 20:15-08:00 | 70 | 76 | 71 | 64 | Brokerage;CreditBureau;OpenBanking | 2 | Hybrid | Rebalance | 2025-04-16 | Success | v1.9.6 | LimitOrderOnly;StopLossDisabled | Enforce tax budget and position caps |
A9980 | Builder | 94,564 | 169,139 | 22,133 | 9.1 | 3 | 10 | US | Low | NoIlliquids;AccreditedOnly | NoTobacco | null | 1.7 | 21.7 | 9.2 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Medium | TaxCost;MaxDD | Email>Phone>In-Person | true | 21:45-06:15 | 69 | 62 | 75 | 64 | OpenBanking | 12 | Hybrid | PlanUpdate | 2025-05-24 | Failed | v2.10.1 | NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A9981 | Builder | 75,513 | 186,636 | 10,440 | 12.7 | 1 | 10 | UK | Low | null | null | Crypto;PrivateCredit | 1.5 | 22.9 | 10.1 | Home:3y;Retirement:30y | 3 | Educational | Medium | MaxDD;TaxCost | In-Person>Chat>App | true | 20:00-08:30 | 60 | 101 | 62 | 52 | CreditBureau;OpenBanking | 17 | Human | PlanUpdate | 2025-03-31 | Failed | v2.10.6 | NoPennyStocks | Prioritize liquidity and down payment savings |
A9982 | Optimizer | 167,067 | 1,356,925 | 80,395 | 9.8 | 2 | 12 | US | Medium | null | NoFossilFuel | PennyStocks | 1.9 | 19.1 | 13.7 | Wealth:10y;Estate:20y;Education:6y | 10 | Concise | Shallow | IRR;Sharpe;TaxCost | Chat>In-Person>App>Email | true | 19:45-08:45 | 55 | 112 | 59 | 55 | Brokerage;OpenBanking | 6 | Hybrid | AlertAcknowledge | 2025-07-06 | Success | v1.9.8 | LimitOrderOnly;NoAutoTradesBelow$1k;NoPennyStocks | Enforce tax budget and position caps |
A9983 | Preserver | 123,888 | 827,903 | 48,421 | 9 | 1 | 12 | US | Low | NoShortSelling | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.1 | 13.5 | 5.7 | Retirement:15y;Emergency:1y | 15 | Educational | Shallow | Sharpe;TaxCost;MaxDD | Chat>In-Person>App | true | 23:45-08:45 | 69 | 137 | 76 | 72 | Brokerage;OpenBanking;Payroll | 4 | Hybrid | Rebalance | 2025-03-24 | Success | v1.9.1 | NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9984 | Preserver | 178,360 | 1,439,861 | 125,199 | 4.6 | 3 | 12 | US | Low | AccreditedOnly | NoWeapons | Crypto;LeveragedETFs;PennyStocks | 1.1 | 10.6 | 6.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Shallow | MaxDD;Sharpe;TaxCost | App>Phone>In-Person | true | 21:45-07:15 | 81 | 131 | 72 | 64 | Brokerage;OpenBanking;Payroll | 5 | Human | Rebalance | 2025-06-15 | Success | v1.9.9 | NoAutoTradesBelow$1k;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A9985 | Builder | 55,269 | 106,943 | 6,284 | 7.8 | 3 | 10 | US | Low | AccreditedOnly;NoDerivatives | ESGOnly;NoTobacco | null | 1.7 | 23.9 | 9.3 | Home:3y;Retirement:30y;Education:6y | 3 | Collaborative | Deep | TaxCost;MaxDD | Phone>Email>App | true | 21:00-07:45 | 60 | 96 | 62 | 52 | CreditBureau;OpenBanking | 19 | null | AlertAcknowledge | 2025-09-16 | Partial | v2.8.7 | NoIlliquids | Prioritize liquidity and down payment savings |
A9986 | Builder | 31,244 | 125,984 | 5,096 | 12.7 | 3 | 10 | SG | Medium | null | NoWeapons | Crypto;PennyStocks | 1.8 | 17.1 | 9 | Home:3y;Retirement:30y;Education:6y | 3 | Directive | Shallow | MaxDD;IRR | Email>Chat>App>Phone | true | 19:15-08:30 | 55 | 117 | 46 | 40 | CreditBureau;OpenBanking | 12 | Hybrid | Rebalance | 2025-03-17 | Success | v1.8.6 | NoAutoTradesBelow$1k;NoIlliquids;NoPennyStocks | Prioritize liquidity and down payment savings |
A9987 | Explorer | 36,031 | 214,072 | 12,037 | 17 | 3 | 10 | US | Medium | null | NoFossilFuel;NoWeapons | PennyStocks | 1.9 | 28.9 | 16.8 | Business:5y;Travel:2y;Education:6y | 5 | Educational | Deep | Sharpe;MaxDD;TaxCost | In-Person>Chat>Email>Phone | true | 19:15-08:15 | 58 | 80 | 71 | 66 | OpenBanking | 5 | null | PlanUpdate | 2025-10-19 | Success | v1.10.9 | NoMargin | Allow small experimental sleeve ≤ 3% |
A9988 | Builder | 62,901 | 175,403 | 10,118 | 9 | 3 | 10 | US | Medium | NoIlliquids | null | null | 1.5 | 18.8 | 9.4 | Home:3y;Retirement:30y;Debt:2y | 3 | Collaborative | Medium | IRR;MaxDD;TaxCost | Email>Phone>App>In-Person | true | 23:30-08:30 | 64 | 117 | 72 | 62 | OpenBanking;Payroll | 14 | Hybrid | Rebalance | 2025-07-21 | Partial | v1.8.4 | StopLossDisabled | Prioritize liquidity and down payment savings |
A9989 | Optimizer | 157,872 | 794,685 | 108,754 | 11.1 | 3 | 15 | CA | Medium | NoIlliquids;AccreditedOnly | null | Crypto;PennyStocks;PrivateCredit | 1.7 | 20.1 | 10 | Wealth:10y;Estate:20y;Debt:2y | 10 | Concise | Medium | IRR;MaxDD | In-Person>App>Chat>Phone>Email | true | 19:15-06:45 | 67 | 106 | 73 | 73 | Brokerage;CreditBureau;OpenBanking | 4 | null | PlanUpdate | 2025-09-02 | Success | v1.10.5 | NoAutoTradesBelow$1k;NoMargin;StopLossDisabled | Enforce tax budget and position caps |
A9990 | Builder | 51,949 | 103,554 | 7,604 | 8.2 | 4 | 10 | US | Low | AccreditedOnly | null | LeveragedETFs | 1.8 | 16 | 9.9 | Home:3y;Retirement:30y | 3 | Educational | Shallow | MaxDD;IRR | App>In-Person>Email>Chat | false | 23:45-06:00 | 57 | 88 | 55 | 43 | CreditBureau;OpenBanking | 8 | null | PlanUpdate | 2025-11-30 | Success | v1.8.2 | StopLossDisabled | Prioritize liquidity and down payment savings |
A9991 | Builder | 41,054 | 53,610 | 3,751 | 14.7 | 1 | 10 | US | Medium | null | NoFossilFuel | PennyStocks | 1.7 | 16.9 | 9.2 | Home:3y;Retirement:30y;Debt:2y | 3 | Educational | Medium | TaxCost;IRR;MaxDD | Phone>Chat>Email | true | 22:15-06:00 | 64 | 86 | 70 | 68 | CreditBureau;OpenBanking | 14 | null | Rebalance | 2025-06-15 | Success | v2.8.8 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Prioritize liquidity and down payment savings |
A9992 | Preserver | 59,039 | 197,999 | 14,234 | 3.8 | 4 | 10 | US | Low | NoDerivatives | null | Crypto;LeveragedETFs;PennyStocks | 1.1 | 17.4 | 7.5 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | Sharpe;TaxCost;MaxDD | App>Email>Chat>Phone>In-Person | true | 19:30-08:15 | 70 | 225 | 58 | 50 | Brokerage;CreditBureau;OpenBanking | 9 | Hybrid | AlertAcknowledge | 2025-01-08 | Success | v2.9.7 | NoMargin;NoPennyStocks;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A9993 | Preserver | 151,524 | 678,213 | 36,416 | 4.3 | 4 | 12 | US | Low | null | NoWeapons;NoTobacco | Crypto;LeveragedETFs;PennyStocks | 1.2 | 16.7 | 5.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Medium | MaxDD;Sharpe;TaxCost | In-Person>Email>App | true | 20:15-08:30 | 71 | 200 | 59 | 64 | Brokerage;CreditBureau;OpenBanking | 12 | Hybrid | AlertAcknowledge | 2025-12-24 | Partial | v2.8.5 | LimitOrderOnly;NoIlliquids;NoMargin | Maintain ≥ 12m cash runway and low drawdown |
A9994 | Explorer | 156,360 | 1,828,451 | 38,889 | 20.1 | 3 | 12 | US | Low | NoDerivatives;NoIlliquids | NoWeapons;NoTobacco | null | 2.1 | 28.6 | 16.2 | Business:5y;Travel:2y | 5 | Directive | Shallow | IRR;Sharpe;TaxCost | Chat>Phone>App>In-Person>Email | true | 22:45-07:30 | 63 | 76 | 69 | 58 | OpenBanking;Payroll | 5 | null | Rebalance | 2025-12-21 | Partial | v1.9.5 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Allow small experimental sleeve ≤ 3% |
A9995 | Optimizer | 166,805 | 900,112 | 116,442 | 9.7 | 2 | 15 | UK | Low | NoIlliquids;NoDerivatives | ESGOnly;NoTobacco | Crypto;PennyStocks | 1.5 | 18.3 | 13.6 | Wealth:10y;Estate:20y | 10 | Directive | Shallow | Sharpe;IRR | Email>In-Person>App>Phone | true | 22:45-08:00 | 69 | 74 | 66 | 63 | Brokerage;CreditBureau;OpenBanking;Payroll | 6 | null | AutoTransfer | 2025-02-10 | Success | v2.10.9 | NoMargin;PauseWhenVIX>30 | Enforce tax budget and position caps |
A9996 | Preserver | 77,717 | 692,954 | 23,342 | 6.8 | 3 | 10 | US | Medium | null | ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1 | 9.7 | 8.3 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Collaborative | Deep | MaxDD;Sharpe | Chat>App>Email | true | 21:30-07:15 | 71 | 202 | 57 | 50 | Brokerage;CreditBureau;OpenBanking;Payroll | 4 | null | AlertAcknowledge | 2025-10-22 | Partial | v1.9.9 | NoMargin;PauseWhenVIX>30;StopLossDisabled | Maintain ≥ 12m cash runway and low drawdown |
A9997 | Stabilizer | 40,654 | 196,617 | 13,390 | 9.2 | 2 | 10 | US | Low | null | NoFossilFuel;ESGOnly | Crypto;LeveragedETFs;PennyStocks | 1.2 | 11.4 | 6.9 | Retirement:15y;Emergency:1y;Education:6y | 15 | Concise | Shallow | TaxCost;Sharpe | App>Email>In-Person>Phone>Chat | false | 22:15-07:45 | 61 | 149 | 57 | 50 | OpenBanking | 10 | null | Rebalance | 2025-04-16 | Failed | v2.10.7 | NoMargin | Keep expenses buffer ≥ 4 months |
A9998 | Stabilizer | 59,972 | 257,693 | 25,181 | 7.4 | 1 | 10 | US | Low | NoShortSelling | NoTobacco | Crypto;LeveragedETFs;PennyStocks | 0.9 | 17.3 | 8.1 | Retirement:15y;Emergency:1y;Education:6y | 15 | Directive | Deep | TaxCost;MaxDD;Sharpe | Phone>Email>In-Person | true | 20:45-06:30 | 64 | 93 | 60 | 63 | OpenBanking | 9 | Hybrid | PlanUpdate | 2025-10-07 | Success | v2.10.1 | LimitOrderOnly;NoAutoTradesBelow$1k;PauseWhenVIX>30 | Keep expenses buffer ≥ 4 months |
A9999 | Explorer | 85,981 | 497,922 | 40,581 | 14.4 | 3 | 10 | US | Medium | null | ESGOnly;NoTobacco | PennyStocks | 2.2 | 30 | 17.5 | Business:5y;Travel:2y;Debt:2y | 5 | Educational | Medium | Sharpe;IRR | In-Person>Phone>App | true | 19:45-06:15 | 62 | 45 | 76 | 71 | CreditBureau;OpenBanking | 2 | null | AutoTransfer | 2025-04-19 | Partial | v1.8.9 | NoPennyStocks | Allow small experimental sleeve ≤ 3% |
A10000 | Preserver | 145,545 | 470,776 | 29,982 | 4.1 | 4 | 15 | DE | High | null | NoFossilFuel | Crypto;LeveragedETFs;PennyStocks;PrivateCredit | 1.2 | 12.6 | 6.7 | Retirement:15y;Emergency:1y;Debt:2y | 15 | Educational | Medium | Sharpe;MaxDD;TaxCost | Email>App>Phone>In-Person>Chat | true | 23:15-06:15 | 63 | 235 | 49 | 45 | Brokerage;OpenBanking | 12 | null | PlanUpdate | 2025-06-19 | Success | v1.9.3 | NoMargin;NoPennyStocks | Maintain ≥ 12m cash runway and low drawdown |
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