What Type of Investor Are You?
This investor personality assessment reveals your natural investment style based on risk tolerance, time horizon, emotional response to market volatility, and financial goals. The quiz identifies your primary investor archetype among four distinct profiles: Conservative Guardian (capital preservation focus), Balanced Strategist (moderate growth with stability), Growth Seeker (higher returns acceptance of volatility), or Aggressive Opportunist (maximum growth, high risk tolerance). Each profile includes suggested portfolio allocations and investment strategies aligned with your personality.
Try the Quiz
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
export function investorTypeQuiz(form: FormTs) {
form.setTitle(() => '💰 What Type of Investor Are You?');
// ========== STATE ==========
type InvestorType = 'conservative' | 'moderate' | 'growth' | 'aggressive' | 'speculative';
const scores = form.state<Record<InvestorType, number>>({
conservative: 0,
moderate: 0,
growth: 0,
aggressive: 0,
speculative: 0
});
// ========== SCORING FUNCTIONS ==========
const updateScore = (type: InvestorType, points: number) => {
scores.update(current => ({
...current,
[type]: (current[type] || 0) + points
}));
};
const getTopType = (): InvestorType => {
const s = scores();
const entries = Object.entries(s) as [InvestorType, number][];
const sorted = entries.sort((a, b) => b[1] - a[1]);
return sorted[0]?.[0] || 'moderate';
};
const getSecondaryType = (): InvestorType => {
const s = scores();
const top = getTopType();
const entries = Object.entries(s) as [InvestorType, number][];
const filtered = entries.filter(e => e[0] !== top);
const sorted = filtered.sort((a, b) => b[1] - a[1]);
return sorted[0]?.[0] || 'moderate';
};
type TypeInfo = {
emoji: string;
title: string;
tagline: string;
description: string;
allocation: string;
riskLevel: string;
timeHorizon: string;
};
const typeInfo: Record<InvestorType, TypeInfo> = {
conservative: {
emoji: '🛡️',
title: 'The Guardian',
tagline: 'Safety First, Always',
description: 'You prioritize capital preservation above all else. Sleep well at night knowing your investments are secure.',
allocation: '70-80% Bonds, 20-30% Stocks',
riskLevel: 'Low',
timeHorizon: 'Short to Medium (1-5 years)'
},
moderate: {
emoji: '⚖️',
title: 'The Balancer',
tagline: 'Steady and Sensible',
description: 'You seek a balanced approach, accepting some risk for better returns while maintaining stability.',
allocation: '40-60% Stocks, 40-60% Bonds',
riskLevel: 'Moderate',
timeHorizon: 'Medium (5-10 years)'
},
growth: {
emoji: '📈',
title: 'The Builder',
tagline: 'Growing Wealth Steadily',
description: 'You focus on long-term growth, comfortable with market volatility for higher potential returns.',
allocation: '70-80% Stocks, 20-30% Bonds',
riskLevel: 'Moderate-High',
timeHorizon: 'Long (10-20 years)'
},
aggressive: {
emoji: '🚀',
title: 'The Accelerator',
tagline: 'Maximum Growth Potential',
description: 'You pursue maximum returns and can handle significant volatility. Time is on your side.',
allocation: '90-100% Stocks, 0-10% Bonds',
riskLevel: 'High',
timeHorizon: 'Very Long (20+ years)'
},
speculative: {
emoji: '🎯',
title: 'The Opportunist',
tagline: 'High Risk, High Reward',
description: 'You actively seek asymmetric opportunities - crypto, startups, options. You understand most will fail but some will soar.',
allocation: 'Varies: Crypto, Startups, Options',
riskLevel: 'Very High',
timeHorizon: 'Varies by opportunity'
}
};
const getTypeInfo = (type: InvestorType): TypeInfo => typeInfo[type];
// ========== COMPLETION SCREEN ==========
form.configureCompletionScreen({
type: 'text',
title: () => `${getTypeInfo(getTopType()).emoji} You're ${getTypeInfo(getTopType()).title}!`,
message: () => `${getTypeInfo(getTopType()).description} Check your email for your complete investor profile and personalized portfolio recommendations.`
});
// ========== PAGES ==========
const pages = form.addPages('quiz-pages', { heightMode: 'current-page' });
// ========== PAGE 1: Risk Tolerance ==========
const page1 = pages.addPage('risk-tolerance', { mobileBreakpoint: 500 });
page1.addRow(row => {
row.addTextPanel('header1', {
label: 'Step 1 of 5: Risk Tolerance',
computedValue: () => 'How do you handle investment risk?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page1.addSpacer({ height: '24px' });
page1.addRow(row => {
row.addRadioButton('marketDrop', {
label: 'Your portfolio drops 20% in a month. What do you do?',
options: [
{ id: 'sell', name: '🛡️ Sell everything - I can\'t handle this' },
{ id: 'some', name: '⚖️ Sell some to reduce exposure' },
{ id: 'hold', name: '📈 Hold and wait for recovery' },
{ id: 'buy', name: '🚀 Buy more - great opportunity!' },
{ id: 'double', name: '🎯 Double down aggressively' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'sell') updateScore('conservative', 5);
else if (v === 'some') updateScore('moderate', 5);
else if (v === 'hold') updateScore('growth', 5);
else if (v === 'buy') updateScore('aggressive', 5);
else if (v === 'double') updateScore('speculative', 5);
}
});
});
page1.addRow(row => {
row.addRatingScale('volatility', {
label: 'How comfortable are you with investment volatility?',
preset: 'custom',
min: 1,
max: 5,
lowLabel: 'Very uncomfortable',
highLabel: 'Very comfortable',
onValueChange: (v) => {
if (v === 1) updateScore('conservative', 4);
else if (v === 2) updateScore('moderate', 4);
else if (v === 3) updateScore('growth', 4);
else if (v === 4) updateScore('aggressive', 4);
else if (v === 5) updateScore('speculative', 4);
}
});
});
// ========== PAGE 2: Time Horizon ==========
const page2 = pages.addPage('time-horizon', { mobileBreakpoint: 500 });
page2.addRow(row => {
row.addTextPanel('header2', {
label: 'Step 2 of 5: Time Horizon',
computedValue: () => 'When will you need this money?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page2.addSpacer({ height: '24px' });
page2.addRow(row => {
row.addRadioButton('timeline', {
label: 'When do you plan to use these investments?',
options: [
{ id: 'short', name: 'Within 1-3 years' },
{ id: 'medium', name: '3-7 years' },
{ id: 'long', name: '7-15 years' },
{ id: 'verylong', name: '15-25 years' },
{ id: 'retirement', name: '25+ years (retirement)' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'short') updateScore('conservative', 5);
else if (v === 'medium') updateScore('moderate', 5);
else if (v === 'long') updateScore('growth', 5);
else if (v === 'verylong') updateScore('aggressive', 5);
else if (v === 'retirement') updateScore('aggressive', 3);
}
});
});
page2.addRow(row => {
row.addRadioButton('age', {
label: 'What\'s your age range?',
options: [
{ id: 'young', name: '18-30 years old' },
{ id: 'earlycareer', name: '31-40 years old' },
{ id: 'midcareer', name: '41-50 years old' },
{ id: 'preretire', name: '51-60 years old' },
{ id: 'retire', name: '60+ years old' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'young') { updateScore('aggressive', 3); updateScore('speculative', 2); }
else if (v === 'earlycareer') updateScore('growth', 4);
else if (v === 'midcareer') updateScore('moderate', 4);
else if (v === 'preretire') { updateScore('moderate', 3); updateScore('conservative', 2); }
else if (v === 'retire') updateScore('conservative', 5);
}
});
});
// ========== PAGE 3: Goals ==========
const page3 = pages.addPage('goals', { mobileBreakpoint: 500 });
page3.addRow(row => {
row.addTextPanel('header3', {
label: 'Step 3 of 5: Investment Goals',
computedValue: () => 'What are you investing for?',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page3.addSpacer({ height: '24px' });
page3.addRow(row => {
row.addRadioButton('primaryGoal', {
label: 'What\'s your primary investment goal?',
options: [
{ id: 'preserve', name: '🛡️ Preserve capital and beat inflation' },
{ id: 'income', name: '⚖️ Generate steady income (dividends)' },
{ id: 'grow', name: '📈 Grow wealth for future goals' },
{ id: 'maximize', name: '🚀 Maximize long-term returns' },
{ id: 'moonshot', name: '🎯 Find the next 10x opportunity' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'preserve') updateScore('conservative', 5);
else if (v === 'income') updateScore('moderate', 5);
else if (v === 'grow') updateScore('growth', 5);
else if (v === 'maximize') updateScore('aggressive', 5);
else if (v === 'moonshot') updateScore('speculative', 5);
}
});
});
page3.addRow(row => {
row.addSuggestionChips('interests', {
label: 'What investment types interest you? (Select all)',
suggestions: [
{ id: 'bonds', name: '🏛️ Bonds' },
{ id: 'index', name: '📊 Index Funds' },
{ id: 'stocks', name: '📈 Individual Stocks' },
{ id: 'realestate', name: '🏠 Real Estate' },
{ id: 'crypto', name: '₿ Cryptocurrency' },
{ id: 'startups', name: '🚀 Startups/VC' }
],
onValueChange: (v) => {
const picks = v || [];
if (picks.includes('bonds')) updateScore('conservative', 2);
if (picks.includes('index')) updateScore('moderate', 2);
if (picks.includes('stocks')) updateScore('growth', 2);
if (picks.includes('realestate')) updateScore('growth', 1);
if (picks.includes('crypto')) updateScore('speculative', 3);
if (picks.includes('startups')) updateScore('speculative', 3);
}
});
});
// ========== PAGE 4: Experience ==========
const page4 = pages.addPage('experience', { mobileBreakpoint: 500 });
page4.addRow(row => {
row.addTextPanel('header4', {
label: 'Step 4 of 5: Investment Experience',
computedValue: () => 'Tell us about your investing background',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page4.addSpacer({ height: '24px' });
page4.addRow(row => {
row.addRadioButton('experience', {
label: 'How would you describe your investing experience?',
options: [
{ id: 'none', name: 'Beginner - just starting out' },
{ id: 'some', name: 'Some experience - invested for a few years' },
{ id: 'intermediate', name: 'Intermediate - comfortable with markets' },
{ id: 'advanced', name: 'Advanced - active investor' },
{ id: 'expert', name: 'Expert - professional/full-time' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'none') updateScore('conservative', 3);
else if (v === 'some') updateScore('moderate', 3);
else if (v === 'intermediate') updateScore('growth', 3);
else if (v === 'advanced') updateScore('aggressive', 3);
else if (v === 'expert') updateScore('speculative', 2);
}
});
});
page4.addRow(row => {
row.addRadioButton('lossExperience', {
label: 'Have you experienced significant investment losses?',
options: [
{ id: 'no', name: 'No, and I want to avoid them' },
{ id: 'small', name: 'Small losses - it was uncomfortable' },
{ id: 'medium', name: 'Yes, but I learned from them' },
{ id: 'large', name: 'Yes, large losses - I recovered and continue' }
],
orientation: 'vertical',
onValueChange: (v) => {
if (v === 'no') updateScore('conservative', 3);
else if (v === 'small') updateScore('moderate', 3);
else if (v === 'medium') updateScore('growth', 3);
else if (v === 'large') updateScore('aggressive', 3);
}
});
});
// ========== PAGE 5: Results ==========
const page5 = pages.addPage('results', { mobileBreakpoint: 500 });
page5.addRow(row => {
row.addTextPanel('header5', {
label: 'Step 5 of 5: Your Investor Profile',
computedValue: () => 'Discover your investing personality',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page5.addSpacer({ height: '24px' });
page5.addRow(row => {
row.addTextPanel('mainResult', {
label: '',
computedValue: () => {
const info = getTypeInfo(getTopType());
return `${info.emoji} You're ${info.title}!`;
},
customStyles: {
fontSize: '32px',
fontWeight: 'bold',
textAlign: 'center',
padding: '20px',
borderRadius: '12px',
color: '#059669',
background: '#ecfdf5'
}
});
});
page5.addRow(row => {
row.addTextPanel('tagline', {
label: '',
computedValue: () => getTypeInfo(getTopType()).tagline,
customStyles: { textAlign: 'center', fontStyle: 'italic', fontSize: '18px', padding: '10px' }
});
});
page5.addRow(row => {
row.addTextPanel('description', {
label: '',
computedValue: () => getTypeInfo(getTopType()).description,
customStyles: { textAlign: 'center', padding: '15px', background: '#f9fafb', borderRadius: '8px' }
});
});
const detailsSection = page5.addSubform('allocationDetails', {
title: '📊 Your Recommended Allocation (click to expand)',
isCollapsible: true,
customStyles: { background: '#f9fafb', borderRadius: '8px', marginTop: '20px' }
});
detailsSection.addRow(row => {
row.addTextPanel('allocation', {
label: '💼 Suggested Allocation',
computedValue: () => getTypeInfo(getTopType()).allocation
});
});
detailsSection.addRow(row => {
row.addTextPanel('risk', {
label: '⚠️ Risk Level',
computedValue: () => getTypeInfo(getTopType()).riskLevel
});
});
detailsSection.addRow(row => {
row.addTextPanel('horizon', {
label: '⏱️ Ideal Time Horizon',
computedValue: () => getTypeInfo(getTopType()).timeHorizon
});
});
page5.addRow(row => {
row.addTextPanel('secondary', {
label: '',
computedValue: () => {
const secondary = getSecondaryType();
const info = getTypeInfo(secondary);
return `Your secondary type is ${info.emoji} ${info.title}`;
},
customStyles: { textAlign: 'center', fontStyle: 'italic', padding: '15px', marginTop: '10px' }
});
});
// ========== PAGE 6: Lead Capture ==========
const page6 = pages.addPage('lead-capture', { mobileBreakpoint: 500 });
page6.addRow(row => {
row.addTextPanel('header6', {
label: 'Get Your Complete Investor Profile',
computedValue: () => 'Receive personalized portfolio recommendations',
customStyles: { fontSize: '0.9rem', color: '#6b7280', marginBottom: '1rem' }
});
});
page6.addSpacer({ height: '24px' });
page6.addRow(row => {
row.addTextbox('name', { label: 'Your Name', isRequired: true, placeholder: 'John Smith' }, '1fr');
row.addEmail('email', { label: 'Email', isRequired: true, placeholder: 'john@email.com' }, '1fr');
});
page6.addRow(row => {
row.addDropdown('investmentAmount', {
label: 'Approximate investment amount',
options: [
{ id: 'starter', name: 'Under $10,000' },
{ id: 'growing', name: '$10,000 - $50,000' },
{ id: 'substantial', name: '$50,000 - $250,000' },
{ id: 'significant', name: '$250,000 - $1M' },
{ id: 'hnw', name: 'Over $1M' }
]
}, '1fr');
row.addEmpty('1fr');
});
page6.addRow(row => {
row.addCheckboxList('consent', {
options: [
{ id: 'report', name: '📄 Send me my investor profile report', isRequired: true },
{ id: 'portfolio', name: '💼 Include sample portfolio allocations' },
{ id: 'advisor', name: '📞 Connect me with a financial advisor' }
],
defaultValue: ['report'],
orientation: 'vertical'
});
});
// ========== SUBMIT BUTTON ==========
form.configureSubmitButton({
label: () => `💰 Get My ${getTypeInfo(getTopType()).title} Profile`
});
// ========== PDF REPORT ==========
form.configurePdf('investor-profile', pdf => {
pdf.configure({
filename: 'investor-type-profile.pdf',
pageSize: 'A4',
allowUserDownload: true,
downloadButtonLabel: '💰 Download Investor Profile',
header: {
title: 'Your Investor Profile',
subtitle: 'Personalized Investment Analysis'
},
footer: {
text: 'For educational purposes only. Consult a financial advisor.',
showPageNumbers: true
}
});
const topType = getTopType();
const info = getTypeInfo(topType);
pdf.addSection('Your Investor Type', section => {
section.addRow(row => {
row.addField('Profile', `${info.emoji} ${info.title}`);
row.addField('Risk Level', info.riskLevel);
});
section.addText(info.description);
});
pdf.addSection('Recommended Allocation', section => {
section.addRow(row => {
row.addField('Suggested Mix', info.allocation);
});
section.addRow(row => {
row.addField('Time Horizon', info.timeHorizon);
});
});
pdf.addPageBreak();
pdf.addSection('Getting Started', section => {
section.addText('1. Start with low-cost index funds to build your core portfolio');
section.addText('2. Diversify across asset classes and geographies');
section.addText('3. Rebalance annually to maintain your target allocation');
section.addText('4. Consider tax-advantaged accounts (401k, IRA)');
section.addText('5. Review and adjust as your goals change');
});
pdf.addSection('Disclaimer', section => {
section.addText('This quiz is for educational and entertainment purposes only. It does not constitute financial advice. Please consult with a qualified financial advisor before making investment decisions.');
});
});
form.configureSubmitBehavior({ sendToServer: true });
}
Frequently Asked Questions
What are the four investor types?
The four types are: Conservative Guardian (low risk, capital preservation), Balanced Strategist (moderate risk, steady growth), Growth Seeker (higher risk, long-term appreciation), and Aggressive Opportunist (high risk, maximum growth potential).
How accurate is this investor type assessment?
This assessment is based on established financial psychology principles and risk profiling methods used by financial advisors. However, it's a starting point for self-reflection rather than a substitute for professional financial advice.
Can my investor type change over time?
Yes, investor types can evolve based on life circumstances, financial goals, age, and experience. It's recommended to reassess your investor profile periodically, especially after major life changes.
Should I invest exactly according to my type?
Your investor type provides guidance, but actual investment decisions should consider your complete financial picture. Consider consulting a financial advisor to create a personalized strategy that accounts for all your circumstances.