The market
rewards
self‑knowledge.
Most investors have never measured the gap between their risk plan and their risk reality.
22,000+ assessments completed · Validated research · Dr. Richard Peterson, MD
Personality
Five validated Big Five personality dimensions mapped specifically to financial decision-making. Understand the stable traits that drive your approach to markets, risk, and wealth.
Cognitive Bias
Eleven cognitive biases with documented effects on real investor portfolios — from overconfidence and loss aversion to anchoring and trend-following. Scored against 22,000+ norms.
Risk Reality
The gap between how you think about risk and how you actually feel it. Most financial plans fail not from bad math but from this misalignment. We measure both sides.
Start with a free assessment
Risk-Reward Profiler
Find the gap between your cognitive and emotional risk tolerance — the most predictive factor in investment underperformance.
Take free →Wall Street Risk IQ
20 questions testing your real knowledge of historical market events and financial risk concepts.
Take free →Attention & Impulsivity Screen
Measure inattentiveness and impulsivity — two traits that significantly affect trading and investment performance.
Take free →Trading or Gambling Screen
An honest look at your relationship with trading, based on DSM-IV criteria. Free as a public service.
Take free →Financial Planning Fundamentals
Organise your complete financial picture for a productive conversation with your advisor.
Take free →For Financial Advisors
Assess your clients’ investor psychology.
Send clients a personalized assessment link. See their investor personality, cognitive biases, and risk reality. Credit-based access — no subscription required to start.
View Advisor Plans →Built on research by Dr. Richard Peterson, MD
Board-certified psychiatrist · Stanford postdoctoral researcher in neuroeconomics · 22,000+ validated assessments