Institutional Investor Portal
Independent research, strategy documentation and due diligence resources for the Sonic AI Automated Gold Strategy.
This portal is intended to support independent evaluation by prospective investors. It is not an offer or solicitation, and nothing here constitutes financial, investment, tax or legal advice. Historical results are not indicative of future performance, and all documentation should be reviewed in full before any investment decision is made.
The complete investor package
Investment Overview
The first document a prospective investor should read: the opportunity, the investment process and how to verify it independently.
Executive Summary
A concise institutional summary of the strategy, performance and regulatory status, prepared for executive-level due diligence.
One-Pager
A single-page reference summarizing the strategy, performance, risk and regulatory status.
Investment Memorandum
The complete institutional due diligence document, covering strategy, structure, governance and risk across sixteen sections.
Investor Deck
A presentation-format overview of the strategy for investor meetings, factually identical to the written documentation.
Downloadable PDF versions are not yet available. Each document above is viewable in full on this site.
How to verify this independently
Public Myfxbook Record
Trade-level performance data, including gains, drawdown and trade history, published continuously and accessible to any prospective or current investor.
The record link is provided directly during the due diligence process.
MT5 View-Only Access
A real-time, read-only view of trading activity within the connected brokerage account.
MT5 View-Only credentials are not published on this site. They may be provided to qualified prospective investors during the due diligence process.
Historical Performance
Cumulative gain of +27.64% and current drawdown of 0.86%, tracked since November 2024, sourced from the public Myfxbook record.
Past performance does not guarantee future results.
Performance Reporting Methodology
Reporting operates on a continuous, self-service basis through the channels above rather than periodic statements issued by The Wealth Upgrade Capital.
Reflects trading activity and account performance only — not a formal audit, financial statement, or independent assurance opinion. See Investment Memorandum, Section 13.
Every resource, with its current status
| Resource | Description | Status |
|---|---|---|
| Broker Documentation | Client agreements, operational documentation, and general broker materials from TAG Markets. | AVAILABLE |
| Regulatory Documentation | T.M. Financials Ltd's FSC Mauritius listing documentation. | AVAILABLE |
| Insurance Documentation | Client funds insurance certificate, insurer CBC UK Limited. | AVAILABLE |
| Client Agreement | The brokerage account agreement between the investor and TAG Markets. | AVAILABLE |
| Terms & Conditions | TAG Markets' platform terms and conditions. | AVAILABLE UPON REQUEST |
| Risk Disclosure | TAG Markets' general risk warning documentation. | VERIFIED |
| Privacy Policy | The Wealth Upgrade Capital's own privacy policy. | INTERNAL |
| AML / KYC Policy | TAG Markets' anti-money-laundering and identity verification policy. | AVAILABLE UPON REQUEST |
| Complaints Handling Policy | TAG Markets' process for handling client complaints. | AVAILABLE UPON REQUEST |
| Conflict of Interest Policy | Disclosure of applicable commercial arrangements. See Investment Memorandum, Section 12. | AVAILABLE UPON REQUEST |
Verified — independently verified and reviewed. Available — provided by TAG Markets or during due diligence, not independently verified. Available upon request — not yet reviewed or sourced by The Wealth Upgrade Capital; provided by TAG Markets directly upon request during due diligence. Internal — produced by The Wealth Upgrade Capital.
Regulatory status: TAG Markets, operated by T.M. Financials Ltd, is officially listed by the FSC Mauritius as an Investment Dealer; licence number confirmation is pending.
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Request any due diligence resource not yet available on this portal.
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