Investor Tool

Investor Risk Profiler

Discover your true risk tolerance and get a deterministic asset allocation framework aligned with your goals.

UPGRADE
Decision Inputs

What is your investment time horizon?

How would you react if your portfolio dropped 20% in a month?

What is your primary investment goal?

How would you describe your knowledge?

Analysis Result

Complete the assessment to reveal your profile.

Risks & Limitations

  • Risk profiles change over time as your financial situation and age evolve.
  • Short-term market volatility can exceed the 'expected' fluctuations of any profile.
  • Asset allocation does not guarantee against loss, especially in systemic market crashes.

Next Steps

Data Sources
  • Standard Psychometric Risk Assessment Models
Model Assumptions
  • Long-term investment focus
  • Periodic rebalancing
  • Diversified asset classes
Last UpdatedFebruary 2025