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

Sonic AI Automated Gold Strategy

One-Pager · Independent Research. Institutional Execution.

01 Investment Opportunity

An independently verifiable automated XAU/USD investment strategy, executed through individually owned brokerage accounts, with transparent third-party performance reporting since November 2024.

02 Strategy

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.

03 Historical Performance

Track record since November 2024 — gain +27.64%, current drawdown 0.86%, sourced from the public Myfxbook record. Past performance does not guarantee future results.

04 Risk Management

Each investor's account is individually held and independently exposed to market risk, within a governance framework that includes drawdown monitoring and account-level isolation.

05 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.

06 Due Diligence Resources

Trading activity can be independently reviewed through the public Myfxbook record and MT5 View-Only access. Additional documentation is available during the due diligence process.

07 Next Steps

A preliminary suitability discussion precedes the formal investment onboarding process, which includes account opening directly with TAG Markets.

This One-Pager should be read together with the Investment Overview, Executive Summary and Investment Memorandum. Commercial terms, minimum investment requirements and applicable fees are provided upon request during the due diligence process.

Confidential · August 2026 Version 1.0