Portfolio Builder Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail * What is your investment attitude? *Very ConservativeModerately ConservativeModerateSomewhat AggressiveAggressiveYour investment attitude will impact the types of assets we recommend for your portfolio.What is the maximum amount of money you are willing to invest as a beginner? *$1000$5,000$10,000$25,000$50,000$100,000+$250,000+$500,000+$1,000,000+Your investment amount impacts your potential return on investment.Protecting my portfolio is more important to me than higher returns. How closely do you agree with this staement? *Strongly AgreeAgreeNeutralDisagreeStrongly DisagreeTaking your risk preference into consideration, which of these statements do you agree with the most?Choice 4I am willing to bare the consequences of a loss to maximize my returns.I am concerned about losses along with returns.To completely avoid losses is something I am more interested in.What is your desired time frame for your investments? *Short-term (3 months - 1 year)Medium-term (1-3 years)Long-term (more than 3 years)What is your long-term financial plan and how does cryptocurrency fit into that plan? *Including cryptocurrency as a small part of a diversified investment portfolioUsing cryptocurrency as a primary means of saving and growing wealthUsing cryptocurrency to supplement my income through trading or other activitiesUsing cryptocurrency as a hedge against traditional market volatility or economic instabilityOther (please specify)Have you previously invested in cryptocurrency? If so, what was your experience? *I have never invested in cryptocurrency beforeI have invested in cryptocurrency in the past and it was a positive experienceI have invested in cryptocurrency in the past and it was a negative experienceI have invested in cryptocurrency in the past and it was both positive and negativeHave you considered using a DeFi asset management platform to invest in cryptocurrency?Yes, I have considered using a DeFi asset management platformNo, I have not considered using a DeFi asset management platformI am not familiar with DeFi asset management platformsWhich of the following statements best describes your investment objectives?I feel comfortable with stable investmentsI am willing to withstand some fluctuations in my investmentI am seeking substantial investment returnsI am seeking potentially high investment returns What do you expect to be your next major expenditure?Buying a houseCapitalizing a new business venturePaying college tuitionProviding for my retirementWhat's your annual income?Less than $50,000$50,000 - $100,000$100,001 - $200,000$200,001 - $300,000$300,001 - $500,000What motivated you to start considering investing in cryptocurrency?I want to diversify my investment portfolioI heard about the potential for high returns on cryptocurrency investmentsI have been advised by a financial professional to consider investing in cryptocurrencyI am interested in the technology behind cryptocurrencyOther (please specifySelect the investments you currently haveStocksCryptocurrencyReal estateBondsI do not currently have any investmentsOther (please specify)Is there anything else that you think we should know in order to recommend a customized cryptocurrency portfolio allocation for you?We want to ensure that we have all the necessary information to make informed recommendationsSubmit
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