additional information
How to use this calculator
1.
Complete questions 1-10.
2.
Calculate results.
3.
Consider next steps to take.
Choosing the right investment portfolio depends on a number of personal factors: your tolerance for risk, your investment timeline, and how
much money you're willing to commit. Our calculator will help you uncover and identify your investment personality.
If you'd like some help with the process, use our "step-by-step" method.
If you're more familiar with financial terms or have done this before, take the "quick route" to the results page and enter your information there.
your progress
To help protect your privacy, we are not retaining any of the information you enter. Please record and/or print the results of your calculations so you can use the information on other worksheets.
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