This assessment places you on the right track from day one — no wasted time on content you already know, no skipping what you actually need. Answer honestly. The result is only useful if it's accurate.
30Questions
10Minutes
5Dimensions scored
1Personalised map
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Section A
Experience & background
Question 1 of 30
How long have you been actively trading or investing in financial markets?
I haven't started yet
I'm researching before I open an account
Less than 1 year
I've made some trades but I'm still learning the basics
1–3 years
I understand markets and have a developing strategy
3+ years
I've traded through multiple market conditions
1 / 30
Question 2 of 30
What best describes your overall trading track record to date?
No live trading yet
I haven't placed a real-money trade
Losses overall — not sure why
My account has shrunk and I can't pinpoint the specific cause
Losses overall — I know why
I've identified specific strategy or emotional patterns driving my losses
Break-even or slightly profitable
Results are inconsistent — good periods followed by drawdowns
Consistently profitable
I have a documented edge and positive expectancy over time
2 / 30
Question 3 of 30
Which asset classes have you actively traded? (Select the most advanced)
None yet
I haven't traded any asset class
ETFs or index funds only
Buy-and-hold or passive investing approach
Individual equities
I select and trade individual stocks
Options or futures
I trade derivatives with defined risk or leverage
Crypto
I trade digital assets across spot or derivatives markets
3 / 30
Question 4 of 30
How would you describe your current strategy approach?
I don't have one yet
I'm looking for a system to follow
I follow tips, news, or social media signals
My entries are driven by external sources rather than a personal system
I have a basic technical analysis approach
I use charts, support/resistance, or indicators but not consistently
I have a documented, rule-based strategy
I have written entry/exit rules I follow — though not always consistently
I have a tested, backtested strategy with known expectancy
I know my win rate, average R, and maximum drawdown historically
4 / 30
Question 5 of 30
Which of the following concepts are you confident you understand? (Select the most advanced)
Market order vs limit order
Support and resistance levels
Risk-to-reward ratio and position sizing
Expectancy, backtesting, and drawdown analysis
Greeks, implied volatility, or inter-market analysis
5 / 30
⏱️
Section B
Time availability & lifestyle
Question 6 of 30
On a typical trading day, how much time can you realistically dedicate to market analysis and trade management?
Under 30 minutes
I check the markets once, usually before or after work
30–60 minutes
I have a reliable window most days for analysis and journalling
1–2 hours
I can do a thorough review and monitor open positions during the day
More than 2 hours / market hours available
I can watch markets during live sessions
6 / 30
Question 7 of 30
Which best describes your employment and schedule situation?
Full-time employed — regular hours
9–5 or shift work with predictable availability
Full-time employed — irregular or demanding hours
Professional, healthcare, legal, or similar — time is genuinely scarce
Self-employed or freelance
Flexible but often busy — I can structure my own time
Student
Variable schedule with some market-hours availability
Retired or not currently working
Trading is a primary focus — time is available
7 / 30
Question 8 of 30
How many days per week can you reliably commit time to the program — analysis, journalling, and weekly reviews?
1 day7 days
5 days per week
8 / 30
Question 9 of 30
What is your preferred time of day for market analysis?
Before market open (pre-market)
I do my planning and scanning before the trading day begins
During market hours
I monitor and trade during live sessions
After market close (end-of-day)
I review charts and plan the next day after markets close
Weekend batch review
I do a weekly review on Saturdays or Sundays and prepare for the week ahead
9 / 30
Question 10 of 30
What is your primary trading goal over the next 12 months?
Build financial literacy and understand markets
Education and confidence are my priority — profit is secondary for now
Supplement my income with consistent returns
I want to generate additional income alongside my salary
Grow my long-term wealth through active management
I want to outperform passive investing with a systematic approach
Become a professional trader or pass a funded account challenge
I want to trade full-time or access institutional capital
10 / 30
🧠
Section C
Psychology & emotional patterns
Question 11 of 30
You watch a stock you had on your watchlist surge 15% without you. What is your most honest reaction?
Scenario
You identified the stock last week, planned an entry, but didn't pull the trigger. It's now up 15% in a single session. You're watching it live.
I feel nothing — this is part of trading
Missed trades are expected. I focus on my process, not outcomes I didn't take.
Mild frustration, but I move on quickly
I note it and use it as a learning point for my next setup review
I feel the urge to chase it — buy in even though it's moved
I struggle to let it go and sometimes act on the feeling
It ruins my day — I often end up in a worse trade trying to make up for it
Missed moves affect my mindset and lead to impulsive decisions
11 / 30
Question 12 of 30
You take a loss that hits your daily stop. What happens next?
Scenario
A trade goes against you and you exit at your planned stop. You've hit the loss limit you set for the day. The session isn't over.
I close the platform and follow the rule — done for the day
Rules are rules. I accept the loss and preserve capital for tomorrow.
I usually stop, but sometimes take one more trade to "recover"
I know I shouldn't, but the urge to make it back is hard to ignore
I frequently continue trading with larger positions to recover
Revenge trading is a consistent pattern — my biggest losing days follow this
I don't have a daily stop loss rule
Risk management at the daily level isn't something I've formalised
12 / 30
Question 13 of 30
You've had five winning trades in a row. How does this affect your next trade?
No effect — I follow my exact same rules
Win streaks don't change my position sizing or setup criteria
I feel more confident but stay disciplined
The confidence is there, but I don't let it change my rules
I tend to increase position size — I feel like I'm "in the zone"
Win streaks make me believe the next trade is more likely to win too