Template:Self-assessment questionnaires

Various advisory services offer self-assessment questionnaires to help determine your risk tolerance and define an initial asset allocation.

For example, Vanguard offers the following tool:
 * An Investor Questionnaire. By answering a few questions, you can quickly determine an asset allocation. This tool does not recommend any funds.

These tools are useful with caveats. Their real purpose may be to protect the firm by putting the client on record as accepting a certain level of risk.

The usefulness of the questionnaire has recently come into question, as it does not address three factors that have the greatest impact on a person’s attitude toward risk:
 * 1) Their hereditary preference for taking on financial risks
 * 2) The influence of friends and acquaintances on framing their opinions
 * 3) Their life experiences, especially in the formative years

However, this kind of tool is a worthwhile exercise because it at least asks a question that is different from saying "What percentage of stocks do you think you are comfortable with?" {{Documentation| content=

Usage
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