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, about five minutes for a free test, about twenty for the full investor test. We score them deterministically — Five Factor personality, eleven documented decision biases in the investor test, 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 take the advisor version themselves first (about ten minutes, plus the optional bias add-on, which scores 10 biases), then send it to clients and read the 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 →Fifteen one-question reads.
Each takes about sixty seconds: answer, then see exactly where you landed against everyone else who answered. No account, no email, nothing to install.
How it works.
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01 About 10 minutes
Assess
A scenario-based assessment — taken by you, or sent to a client the moment a meeting books.
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02 Instant
Report
Deterministic scoring produces the full psychological profile: archetype, risk tolerance, and bias patterns.
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03 Before the meeting
Advise
Advisors get an advisor-only panel: how to present recommendations to this person, and what will spook them.
Sample client, fictional data
22,000+
Assessments in the norming base
Every score is expressed relative to this population — and every client report runs from archetype to bias scores to the advisor-only guidance panel. See the advisor platform.
Read the full sample report No download, no email
A conversation aid for the advisor, not a forecast.
Plans for every practice.
14-day full-access trial on every tier, no card required. If you don’t add a payment method by day 14, the trial simply ends and nothing is charged. Cancel any time; cancellations take effect at the end of the current billing period.
Starter
$27.50
/ month · billed annually
3 client reports / mo
about $9.17 per report
Practice
$82.50
/ month · billed annually
10 client reports / mo
$8.25 per report
Firm
$207.50
/ month · billed annually
Unlimited client reports
No monthly cap
Know the mind behind the money.
The free tests take a few minutes. Enter your email at the end and your results open on screen.