Risk Tolerance Assessment
A conversational 10-question assessment across 6 weighted categories.
Question 1 of 10Loss Tolerance
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Let's find your risk tolerance. I'll ask 10 quick questions across 6 categories. Ready?
Gap Analysis
Upload current holdings to compare against your recommended model portfolio.
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Holdings spreadsheet with ticker, weight, value columns
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Brokerage statement — we'll extract your holdings automatically
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Stress Testing
See how different portfolios would perform in historical crisis scenarios.
Test Subject
2008 Financial Crisis
Sep 2008 — Mar 2009
-50.9% equity drop
Lehman Brothers collapse triggered a global financial meltdown. 4-year recovery.
COVID-19 Crash
Feb — Mar 2020
-33.9% equity drop
Global pandemic caused the fastest bear market in history. 5-month recovery.
Tariff Tantrum 2025
Mar — Apr 2025
-18.9% equity drop
US trade war escalation and reciprocal tariffs sparked a sharp global selloff. Ongoing.
Model Portfolios
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