Your Risk Profile, Your Advice
In about 15 minutes youāll answer some questions and play a few short games. We use your answers to tailor every recommendation to youāso the strategies, trades, and parameters you see actually fit your situation and goals. No generic advice.
What Youāll Do
The assessment is built around three ideas: how much risk you can afford, how much you know and want to use options, and how you actually react when money is on the line. Hereās the quick version.
Capacity ā Can You Afford the Risk?
We look at your financial picture and goals so we can size risk appropriately. The idea is simple: the strategies and trades we suggest should match your current situation and long-term plans, not a one-size-fits-all template.
Appetite ā Experience & Understanding
We want to know how you plan to use options and how comfortable you are with the mechanics. Without that, itās easy to panic or have expectations that donāt match reality. A quick check on experience and a few knowledge questions keep everything aligned.
Tolerance ā How You React When Itās Real
This is the fun part: short games that simulate risk and reward. We ask you to play as if it were real money. How you handle gains and losses in the games tells us how to tailor strategies to your actual toleranceāso we donāt recommend something that will keep you up at night.
Why This Matters
The assessment is how we build a fiduciary relationship with you: we act in your best interest and assign you a risk level. Every trade idea and strategy suggestion you get later is filtered to fit that profile. This isnāt just complianceāitās how we make sure the advice you see is actually for you.
Ready? You can save and come back anytime.
Start the Assessment