Investor Profile Challenge

Select your gender

2-minute quiz

By clicking "Male" or "Female", you agree with Terms and Conditions, Privacy Policy ,
product by Your-Guardian
2024 ©All Rights Reserved.

Investor Profile Challenge

Select Your age

2-mintue quiz

By clicking "Male" or "Female", you agree with Terms and Conditions, Privacy Policy ,
product by Your-Guardian
2024 ©All Rights Reserved.

What is your main goal?

Grow wealth

Recover past loses

Secondary income

Security for my kids

Travel the world

Retire Wealthy

What is your current source of income?

Full-time job

Passive income

Other

Do you have a habit of
saving money?

I try to save money all the time

I want to save money, but I can’t

I don’t save money

How would you describe your financial situation?

I’m struggling to meet my financial goals

I would like to have
more stability

I’m comfortable

What is your target annual income?

$50,000 – $100,000

$100,000 – $150,000

More than $150,000

You don’t need to be an expert!

With tools like automated portfolios and educational resources, even beginners can make informed decisions and invest confidently.

CONTINUE

What is your largest debt?

Please specify the debt type

Mortgage

Auto loan

Student loan

Credit card debt

I don’t have any debts

Does your current income meet your financial needs?

My income is
not enough

I struggle with my financial needs

It’s adequate enough

I easily meet my needs

What do you feel anxious about the most?

Choose all that apply

Low income

Living paycheck to paycheck

Financial dependence

Constant stress

Other

NEXT STEP

When was the last time you
couldn’t afford something?

This month

1 month ago

This year

More than a year ago

Investing is less risky than you think!

Many people believe investing is like trading, but it's much more predictable with the right approach—like researching or using platforms that guide you.

CONTINUE

Do you know anything about investing?

I’m experienced, but I
want to improve

I’ve heard a thing or two

No, but I’d like to know

Which route would you most likely choose?

Investing
(long term / low risk)

Trading
(short term / high risk)

Both (a combination)

How do you think you would
allocate your funds?

75% Investing & 25% Trading

50% Investing & 50% Trading

75% Trading & 25% Investing

Time in the market will always beat timing the market!

Studies show that staying invested in the market for the long term tends to outperform those who try to time the perfect moment to buy or sell.

CONTINUE

Do you have a plan for
your retirement?

I don’t have a plan for my
retirement, but I want one

I constantly save money
for retirement

I use my pension fund
for retirement

How familiar are you with crypto assets?

Not at all

Somewhat

Very familiar

Diversification reduces risk!

You reduce risk by spreading your investments across different assets. Even beginners can create a diversified portfolio using a simple strategy.

CONTINUE

Is there something special that you wish to achieve?

You are more likely to reach your goal if you have something important to aim for

Buy a house

A perfect wedding

Vacation

Buy a car

Other

Your financial goals matter to us!

CONTINUE

100 %

Creating your investor profile...

More than 10,000

people have chosen our funds allocation flow

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"The patience and efficiency displayed by The Guardian's team were a reassuring constant in what can be a complex and uncertain market. I'm grateful for their exceptional support and

Olivia W.

"Shane not only equips you with knowledge but also ensures ongoing support, making the entire experience seamless and trustworthy"