InvestorGauge — Guided Risk Workflow

Question 1 of 9

What is your investment time horizon?

Less than 1 year

1—3 years

3—5 years

5—10 years

More than 10 years

Question 2 of 9

What is your primary investment goal?

Preserve capital

Generate income

Balanced growth & income

Long-term growth

Aggressive growth

Question 3 of 9

How would you react to a 20% market decline?

Sell everything immediately

Reduce my exposure

Do nothing and wait it out

Buy more at lower prices

Question 4 of 9

What is your risk vs. return preference?

Avoid losses, accept low returns

Some risk for modest returns

Balance risk and return

Higher risk for higher returns

Question 5 of 9

What is your investing experience level?

None - I'm new to investing

Limited - Basic understanding

Moderate - Several years experience

Experienced - Deep knowledge

Question 6 of 9

How likely will you need this money in the next 2 years?

Very likely - I'll need access soon

Somewhat likely - Might need some

Unlikely - Funds can stay invested

Question 7 of 9

How stable is your income?

Unstable or irregular income

Stable income

Very stable with reserves

Question 8 of 9

How comfortable are you with portfolio volatility?

Very uncomfortable with fluctuations

Somewhat uncomfortable

Neutral - Can handle some ups and downs

Comfortable with volatility

Question 9 of 9

What portion of your total wealth is this investment?

Less than 10%

10—25%

25—50%

More than 50%

InvestorGauge — Guided Risk Workflow

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