Combined KPIs
Posts This Month
47
All entities, all platforms
▲ +12 vs March
Combined Followers
21,536
Sum across all platforms
▲ +684 this month
Compliance Flags
3
Pending review / correction
▼ 1 unresolved (CDexplorer)
Scheduled This Week
14
Apr 14-20, 2026
Across 3 entities
Entity Summary
CleverAlpha Asset Management
Total Followers3,662
Last PostApr 12, 2026 (X)
Next ScheduledMon Apr 14 (LinkedIn)
Posts This Month14
Compliance Flags0
CleverAlpha Securities
Total Followers8,469
Last PostApr 13, 2026 (X)
Next ScheduledMon Apr 14 (LinkedIn)
Posts This Month18
Compliance Flags2
CDexplorer
Total Followers5,395
Last PostApr 13, 2026 (X)
Next ScheduledMon Apr 14 (LinkedIn)
Posts This Month15
Compliance Flags1
Cross-Entity Analytics
284K
Total Reach
4.2%
Avg Engagement
47
Posts This Month
LinkedIn
Top Platform
Reach by Platform (April 2026)
LinkedIn
124K
X / Twitter
87K
Instagram
48K
Facebook
25K
Performance KPIs
AUM
$48.2M
Assets under management
▲ +$3.1M this month
Active Accounts
312
Advisory accounts
▲ +18 vs last month
Avg Fee Rate
0.25%
Per annum, all-in
Flat vs prior period
YTD Return
+9.4%
vs S&P 500 +8.1% YTD
▲ +1.3% alpha
Analytics
89.4K
Total Reach
3.8%
Engagement Rate
14
Posts This Month
LinkedIn
Top Platform
Reach by Platform
LinkedIn
46.2K
X / Twitter
29.8K
Instagram
13.4K
Platform Status
Content Calendar
Post Composer
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📊
LinkedInApr 10, 2026 · 9:02 AMPass
"Q1 2026 Market Recap: Our low-fee ETF strategy returned +9.4% YTD. Past performance does not guarantee future results. CleverAlpha Asset Management is an SEC-registered investment adviser (CRD 301620)."
Reach: 8,240Likes: 142Shares: 34
💡
X / TwitterApr 12, 2026 · 8:15 AMPass
"At 0.25%/yr vs 1%, you keep $750 more per $100K annually. Compounded over 20 years: $54,000 extra. Past performance does not guarantee future results."
Impressions: 4,100Likes: 88Retweets: 22
⚠️
FacebookApr 11, 2026 · 3:44 PMBlocked
Draft contained "guaranteed returns" - flagged by compliance, not published.
Status: Not sent
Activity Feed
LinkedIn post published — "Q1 2026 Market Recap"
Apr 10, 2026 · 9:02 AM · Compliance: Passed · Reach: 8,240
X thread scheduled — "Why low fees matter for long-term returns"
Apr 12, 2026 · 8:15 AM · Scheduled for Apr 14 7:00 AM
Compliance flag — Facebook draft contained "guaranteed returns"
Apr 11, 2026 · 3:44 PM · Draft not sent
Instagram post published — ETF explainer infographic
Mar 29, 2026 · 11:00 AM · Compliance: Passed · Likes: 47
Post History
No posts scheduled yet.
Performance KPIs
Active Accounts
1,047
Brokerage accounts open
▲ +74 this quarter
Monthly Trade Volume
$6.8M
Equities + options + FI
▲ +12% vs March
Products Offered
5
Stocks, options, futures, MF, FI
Full-service BD
New Accounts MTD
28
April 2026 to date
▲ On track for goal
Analytics
142K
Total Reach
5.1%
Engagement Rate
18
Posts This Month
X/Twitter
Top Platform
Reach by Platform
X / Twitter
61K
LinkedIn
48K
YouTube
22K
Instagram
11K
Platform Status
Content Calendar
Post Composer
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📈
LinkedInApr 11, 2026 · 8:30 AMPass
"Understanding Options: Covered Calls — generate income on stocks you already own. Investing involves risk, including possible loss of principal. Principal review completed."
Reach: 12,810Likes: 214Comments: 31
📉
X / TwitterApr 13, 2026 · 7:45 AMPass
"SPY technicals + support levels for the week. Investing involves risk. This is market analysis, not financial advice."
Impressions: 9,200Likes: 188Retweets: 44
Activity Feed
LinkedIn post published — "Understanding Options: Covered Calls"
Apr 11, 2026 · Principal review: Passed · Reach: 12,810
X / Twitter — daily chart posted
Apr 13, 2026 · Compliance: Passed
Facebook — account rate limited, posting blocked
Apr 9, 2026 · Retry window opens Apr 16
YouTube video uploaded — "Intro to Futures Trading"
Apr 5, 2026 · 1,240 views · Compliance: Passed
Post History
No posts scheduled yet.
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Performance KPIs
CD Listings
2,340
Active FDIC-insured CDs
▲ +210 new this week
Top APY (today)
5.30%
12-month, national bank
▼ -0.05% vs last week
Investor Sessions
8,920
Monthly unique visitors
▲ +14% MoM
Partner Institutions
47
Banks and credit unions
▲ +5 this quarter
Analytics
52.6K
Total Reach
6.4%
Engagement Rate
15
Posts This Month
X/Twitter
Top Platform
Reach by Platform
X / Twitter
22K
LinkedIn
16.4K
Instagram
9.8K
Facebook
4.4K
Platform Status
Content Calendar
Post Composer
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X / TwitterApr 13, 2026 · 7:00 AMPass
"Top CD rates this week: up to 5.30% APY. FDIC-insured up to $250,000 per depositor. Rates subject to change."
Impressions: 14,100Likes: 312Clicks: 890
📊
LinkedInApr 12, 2026 · 9:15 AMPass
"How to Build a CD Ladder in 2026. CDs are FDIC-insured up to $250,000. Rates subject to change."
Reach: 6,920Reads: 920Shares: 48
⚠️
FacebookApr 10, 2026 · 2:00 PMWarning
Draft missing FDIC coverage disclaimer — added and resubmitted. Post approved.
Status: Resolved
Activity Feed
X post published — "Top CD rates: up to 5.30% APY"
Apr 13, 2026 · Compliance: Passed · Impressions: 14,100
LinkedIn article — "How to Build a CD Ladder in 2026"
Apr 12, 2026 · Compliance: Passed · Reads: 920
Compliance warning — Facebook draft missing FDIC disclaimer
Apr 10, 2026 · Resolved — disclaimer added
Instagram post — CD rate comparison graphic
Apr 7, 2026 · Compliance: Passed · Likes: 118
Post History
No posts scheduled yet.