Executive Summary
Sonic AI Automated Gold Strategy
Version 1.0
Prepared for executive-level due diligence · Confidential · August 2026
Why this opportunity warrants further review
An independently verifiable automated XAU/USD investment strategy, executed through individually owned brokerage accounts, with transparent third-party performance reporting since November 2024.
At a glance
Sonic AI — systematic, rules-based, XAU/USD only.
Individually owned TAG Markets brokerage accounts. No pooled capital, no custody by The Wealth Upgrade Capital.
TAG Markets, operated by T.M. Financials Ltd, is officially listed by the FSC Mauritius as an Investment Dealer; licence number confirmation is pending. Company No. C185265.
Track record since November 2024
Sourced from the public Myfxbook record. Past performance does not guarantee future results.
Considerations before proceeding
The strategy operates exclusively within the XAU/USD market and is exposed to the price movements of that market.
Each investor's account is individually held and independently exposed to market risk; no capital is pooled across investors.
The strategy is intended to be evaluated over a long-term horizon rather than by reference to short-term performance fluctuations.
What has been verified
Trading is conducted through TAG Markets, operated by T.M. Financials Ltd. T.M. Financials Ltd is officially listed by the FSC Mauritius as an Investment Dealer; licence number confirmation is pending.
Policy No. TT2603133 · Coverage Limit USD 1,000,000. Insurance documentation is available for review during the due diligence process.
How to verify independently
Continuously published trade-level performance data.
Real-time, read-only view of trading activity, provided during due diligence.
Where to go from here
Read the Investment Overview for the complete investment process, or begin a suitability discussion directly.