Portal Investment Overview Executive Summary One-Pager Investment Memorandum Investor Deck Due Diligence Resources
The Wealth Upgrade Capital

Sonic AI Automated Gold Strategy

Investor Deck · Version 1.0

Strategy Snapshot

What the strategy is

Trading signals are generated by the Sonic AI strategy according to predefined, systematic rules and transmitted to each investor's individual TAG Markets brokerage account through copy trading infrastructure.

Executed through TAG Markets accounts. Each investor holds an individual brokerage account in their own name; no capital is pooled.

Historical Performance

Track record since November 2024

Nov 2024
Track record since
+27.64%
Cumulative gain
0.86%
Current drawdown

Sourced from the public Myfxbook record. Past performance does not guarantee future results.

Regulation & Insurance

What has been verified

Brokerage

TAG Markets (T.M. Financials Ltd)

Regulatory Status

Officially listed by the FSC Mauritius as an Investment Dealer; licence number confirmation pending.

Client Funds Insurance

CBC UK Limited, up to USD 1,000,000. Documentation available for review during due diligence.

Due Diligence Process

How to verify independently

Public Myfxbook record and MT5 View-Only access provide independent, ongoing visibility into trading activity.

Broker, regulatory and insurance documentation is available during the due diligence process.

Risk Disclosure

Considerations before proceeding

Each investor's account is individually held and independently exposed to market risk. The strategy is intended to be evaluated over a long-term horizon rather than by reference to short-term performance fluctuations. This does not constitute a formal audit, financial statement, or independent assurance opinion.

Next Steps

Where to go from here

A confidential suitability discussion precedes the formal Investment Process, which includes independent due diligence, TAG Markets account opening, KYC verification, funding and connection to the Sonic AI strategy.