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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.

"I finally understand why I was so stressed during market dips. My allocation was way off."

Robert T.— New Investor

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

Model Portfolios for Each Risk LevelThe Psychology of Market CrashesCalculate Your Time Horizon ImpactDocumentation: Risk Profiling

Key Definitions

Risk Tolerance
The degree of variability in investment returns that an investor is willing to withstand in their financial planning.
Asset Allocation
An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance, and investment horizon.
Time Horizon
The total length of time that an investor expects to hold an investment before taking the money out.

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Check out our Compound Interest Calculator to help with your investment decisions.

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