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Risk Tolerance & Asset Allocation Assessment

See how much investment risk you can realistically handle, based on both your emotions and your financial situation, not just one or the other.

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Before You Begin

  • Results are education, not individualized investment advice. No questionnaire can fully determine what's suitable for you, and this tool doesn't recommend specific securities.
  • Your circumstances and risk tolerance can change over time. Revisit this assessment periodically, especially after major life changes.
  • Everything you enter stays in your own browser on this device. We don't send it to a server or store it on our end. Closing your browser's site data, or using "Clear my data" below, permanently deletes it.
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Primary goal

Do you need this portfolio to generate current income?

A note on guardrails These allocation ranges are broad, educational bands, not individualized investment advice, and this tool doesn't recommend specific securities. Your overall profile is set by the most restrictive of your three scores, so strong emotional comfort with risk doesn't override weak financial capacity. No questionnaire can fully determine suitability, and your own circumstances and risk tolerance can change over time.