Question 1

What's the Balanced Investor Assessment?

Accepted Answer

A five-minute behavioural self-assessment. It reflects your patterns — how you tend to think and decide — across four areas: behaviour, consistency, performance, and volume. It's educational, and an honest starting point you build on with practice.

Question 2

Is this financial advice?

Accepted Answer

No. We're educators, not advisors. The Assessment reflects behavioural patterns — not your financial capacity, and not whether any investment is right for you. It isn't a suitability or appropriateness test, and we don't make buy or sell recommendations under any circumstance.

Question 3

Is there any cost?

Accepted Answer

None. The Assessment is open to everyone at no cost — part of our mission to help educate ten million investors by 2030.

Question 4

Do I need an account?

Accepted Answer

You can answer every question without one. You create an account — no card needed — only to save your reading, so you can track it over time.

Question 5

How long does it take?

Accepted Answer

About five minutes — twelve questions, a mix of your own words and multiple choice. If you close the tab, it picks up where you left off.

Question 6

What do I get at the end?

Accepted Answer

A starting Trust Score out of 100, a radar across the four areas, the one habit that would move your score the most — your "fastest mover" — and the kind of investor you're growing into. A starting point you grow over time.

Question 7

Can I take it again?

Accepted Answer

As often as you like. Each reading is saved under My Assessments, so you can see how you compare with your own earlier self over time. Your scores are yours — they aren't for comparing against other people.

Question 8

What do I do with the result?

Accepted Answer

Use it as a starting point — the reading sharpens as you log decisions and reflect on why. Many investors also practice with a paper-trading account first; most established brokers offer one, so you can build the habit before any real money is involved.

The Balanced Investor Assessment

Discover your strengths, your patterns, and the practices that sharpen them.

Why this is worth your time

Fast

No cost

Honest

FAQs