AI-Powered Behavioral Investment Coaching Tool (USD) Investment Profile & Assessment Coaching Plan Investment Experience Level: Beginner (<1 year) Intermediate (1-5 years) Advanced (>5 years) Current Portfolio Value ($): 1. Do you avoid selling investments at a loss (e.g., down $500) due to emotional discomfort? Always Often Sometimes Rarely Never 2. Do you feel overly confident in your ability to predict market movements (e.g., expecting a $1,000 gain)? Always Often Sometimes Rarely Never 3. Do you follow popular investment trends (e.g., buying stocks like TSLA due to hype)? Always Often Sometimes Rarely Never 4. Do you make impulsive trades after market news (e.g., investing $2,000 after a headline)? Always Often Sometimes Rarely Never 5. Do you hold onto losing investments (e.g., down $800) hoping for a recovery? Always Often Sometimes Rarely Never Generate Coaching Plan Personalized Behavioral Coaching Plan Aspect Details Download PDF Previous Next
