Find Your Investor Type
8 distinct profiles. Each gets a customized strategy.
How it works
Take our 20-question assessment to discover your investor type. Questions cover your experience level, risk tolerance, time horizon, and trading style. It takes about 3 minutes, and you can retake it anytime your situation changes.
The 8 Profiles
Passive Index Hugger
Low effort“I want steady compounding with minimal effort.”
Quarterly rebalancing, widest stops, hold winners for years.
Steady Accumulator
Balanced“I invest monthly and want moderate compounding.”
Monthly check-ins, balanced approach, dollar-cost averaging.
Swing Trader
Active“I actively trade on weekly patterns.”
Technical focus, medium-term holds, weekly rebalancing.
Momentum Rider
Momentum“I ride trends for weeks to months.”
Trend-following signals, wide trailing stops, ride momentum.
Value Hunter
Value“I look for great companies priced below their intrinsic value.”
Contrarian picks, fundamentals-heavy analysis, patient holding.
Risk-Managed Compounder
Guardrailed“Performance, but with strict loss limits.”
Hard 11% max drawdown cap, performance-oriented with guardrails.
Aggressive Scalper
High frequency“I trade frequently for small gains.”
Tight stops, high frequency signals, quick entries and exits.
Macro Rotator
Macro“I shift between sectors based on the economy.”
Regime-driven rotation, sector momentum, macro signals.
Each profile gets different...
Your profile does not just change labels. It changes how the entire system behaves for you.
Discover your investor type
3 minutes, 20 questions. Get a strategy built for the way you actually invest.
Take the Assessment