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Uncover your investing personality
What's your investing personality?
Get your personalized report sent to your inbox after you complete the test.
Do you work with clients? Measure client personality + risk tolerance with DataPoints.
Your client’s risk tolerance shouldn’t change based on whim, market conditions, or global crises. Why?
Investor psychology consists of two components: traits (characteristics that do not change over time) and states (components like feelings and moods that can change frequently).
The Investor Profile from DataPoints measures risk tolerance by focusing on stable investor traits, such as volatility composure, confidence, and judgment.
Learn more about the Investor Profile RTQ from DataPoints and how you can measure risk tolerance and personalize the client experience.