Finance & Legal
Investment Risk Profile Quiz
A conversational risk-tolerance assessment that scores clients from conservative to aggressive.
- Questions
- 12
- Style
- Chat
- Price
- Free
Investment Risk Profile Quiz
A conversational risk-tolerance assessment that scores clients from conservative to aggressive.
Welcome
First — which age range are you in?*
When will you need most of this money?*
Your portfolio falls 20% in a month. What do you do?*
I can accept large short-term swings in exchange for higher long-term returns*
A temporary loss of 10% or more would keep me up at night*
I have invested through a market downturn before and stayed the course*
I have an emergency fund, so this money can stay invested through rough patches*
Drag these into your order of priority*
Roughly what share of your investments is in equities today?*
Shares, equity funds, ETFs — your best estimate. 0 if you are just starting.
Which year would you like to retire?*
A target, not a contract — it anchors your investment horizon.
Where should we send your scored risk profile?*
You get the profile and a matching model portfolio — no spam.
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