Behavioral finance, measured
Understand the psychology
behind every financial decision.
Validated assessments for investors — and the advisors who guide them.
Concretely: you answer scenario questions for about ten minutes. We score them deterministically — Five Factor personality, eleven documented decision biases, z-scored against 22,000+ prior test-takers — and return a report naming your investor archetype, the biases that actually show up in your choices, and what to do about each one. Advisors send the same assessment to a client and read that report before the first meeting.
Answer one question. Watch it read you.
Every assessment is built from scenario questions like these. Pick a category and answer honestly — the feedback is immediate.
Quick — is the U.S. stock market’s long-run average annual return higher or lower than 18%?
Whichever you picked, the 18% was already working on you. In the classic anchoring studies, people first shown a high number estimate systematically higher than people shown a low one — the long-run average is closer to 10%. Anchoring is one of 11 biases we screen for.
Find your top biases →Your portfolio drops 20% in a single week. What’s your honest first instinct?
That instinct has a name — and it predicts how your whole portfolio behaves under stress. The Risk-Reward Profiler separates the risk you can afford from the risk you can stomach, in fourteen questions.
See what your answer predicts →A position you own jumps 40% in a month. Your first move?
Each answer maps to a different default operating system — how you weigh conviction, timing, and regret. Our flagship assessment places you among 8 investor archetypes and tells you which mistakes yours repeats.
Find your archetype →How it works.
01
Assess
A 10-minute scenario-based assessment — taken by you, or sent to a client the moment a meeting books.
02
Report
Deterministic scoring produces the full psychological profile instantly: archetype, real risk tolerance, ranked biases.
03
Advise
Advisors get an advisor-only panel: how to present recommendations to this person, and what will spook them.
22,000+
Assessments in the norming base
Every score is expressed relative to this population — and every client report runs 13 pages deep, from archetype to bias ranking to the advisor-only guidance panel. See the advisor platform.
Plans for every practice.
14-day full-access trial on every tier. No card required.
Starter
$27.50
/ month · billed annually
3 client reports / mo
Practice
$82.50
/ month · billed annually
10 client reports / mo
Firm
$207.50
/ month · billed annually
Unlimited client reports