Investor Compass User Guide ▶️

This concise article will provide you with comprehensive guidance on utilizing Investor Compass 2.0 and effectively managing the generated outputs. If you are not sure which version of Investor Compass you are currently using, please visit this article. 

On this article, you will find the below contents:

• Introduction - Brief Overview of Investor Compass ▶️
• Financial Personality ▶️
  • Risk Tolerance
  • Consistency
  • Composure
  • Confidence
  • Familiarity Preferences
  • Impulsivity
• Knowledge & Experience ▶️
  
  • Knowledge & Experience Overall 
  • Investment History
  • Knowledge
  • Investment Principles
  • How it works
• Financial Circumstances ▶️
  • Simplified Risk Capacity
  • Risk Capacity with Pensions
  • Outputs
  • How it works    
• Suitable Risk Level ▶️
  • Calculating the Suitable Risk Level
  • Suitable Risk Levels
  • Combining Risk Tolerance and Risk Capacity
  • The Effect of composure
• Sustainability ▶️
  • Impact desire
  • Impact Apprehension
  • Impact Trade-off
  • Need for evidence
• Identifying suitable portfolios
  • What is investment Risk?
• Measuring the risk of a portfolio
• Risk Model
• Recommendations ▶️  

Introduction - Brief Overview of Investor Compass

This video shows an older version of the web app, and will be updated. We've left it up because the functionality hasn't changed, just the appearance.