This quiz is for educational and informational purposes only. Results are based solely on your responses and are not intended to assess your individual financial situation, determine your risk tolerance, or provide investment advice or recommendations.

This questionnaire is inspired by the Investor Personality framework discussed in Managing Investment Portfolios: A Dynamic Process from CFA Institute.

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services available to eligible residents of the 50 U.S. states and Puerto Rico. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC.