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Question 1 of 25
What is your trading and investment experience?
Question 2 of 25
Are you retired?
Question 3 of 25
What is your current or previous career?
Question 4 of 25
Does your current or previous career involve the financial markets?
Question 5 of 25
What financial assets are you trading?
Question 6 of 25
What is your current level of understanding about; Stocks, Options, Forex, Crypto?
Beginner
Intermediate
Advanced
Expert
Question 7 of 25
What strategies have you tried before?
Question 8 of 25
Why do you want to trade?
Goals:
Purpose:
Who will be affected:
Question 9 of 25
How much time can you commit to trading per week?
Question 10 of 25
Do you have someone managing your funds?
Question 11 of 25
What are your primary reasons for choosing trading over other alternatives (Portfolio Manager, Financial advisor)?
Question 12 of 25
How much time do you have available to study?
Question 13 of 25
What is your level of Risk Tolerance?
High
Medium
Low
Question 14 of 25
What is your biggest challenge to overcome in trading?
Question 15 of 25
What do you feel when you lose a trade/ Loose Money
Question 16 of 25
Do you have a trading plan?
Question 17 of 25
Do you do any personal development?
Question 18 of 25
What is your thought process for getting into a trade?
Question 19 of 25
How much time are you willing to commit to achieving your goals?
Question 20 of 25
Do you have a 401K?
Question 21 of 25
Do you know what your 401K consists of ( Stocks, Mutual fund etc)?
Question 22 of 25
Do you know the ROI for your investments?
Are you satisfied
Could be better
Horrible
Question 23 of 25
What is your monthly goal?
Question 24 of 25
Current fixed monthly expenses?
Question 25 of 25
If you should eventually start trading, what size account would you start with?