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Free financial tool

How much investment risk feels right for you?

Answer ten quick questions to get a useful starting point for conversations about your goals, comfort with volatility, and long-term financial plan.

10 questions Takes under 5 minutes No sign-up required

Your questionnaire

Choose the answer that feels most like you.

0/10

1 I am comfortable with investments that may lose value in the short term for potentially higher long-term returns.
Strongly disagree Strongly agree
2 I prefer guaranteed returns, even if they are lower.
Strongly disagree Strongly agree
3 Market volatility makes me anxious about my investments.
Strongly disagree Strongly agree
4 I would invest a significant portion of my portfolio in stocks.
Strongly disagree Strongly agree
5 I prioritize capital preservation over growth.
Strongly disagree Strongly agree
6 I am willing to take on more risk for the chance of higher rewards.
Strongly disagree Strongly agree
7 I would be comfortable if my portfolio dropped 20% in a single year.
Strongly disagree Strongly agree
8 I prefer stable, predictable investment returns.
Strongly disagree Strongly agree
9 I have a long time horizon and can wait for markets to recover.
Strongly disagree Strongly agree
10 I would rather miss a gain than risk a loss.
Strongly disagree Strongly agree

Answer all 10 questions to reveal your profile.

01

Answer honestly

There are no right or wrong answers. Choose the response that best reflects how you actually feel.

02

Understand your range

Your score gives you language for discussing risk, volatility, and the balance between growth and stability.

03

Plan with context

Use the result as a starting point for a proper review of your goals and financial position.