Investment Risk Tolerance Profiler form template
Investors answer questions on horizon, goals and reaction to loss while a hidden risk-tolerance score adds up. A market-drop scenario weighs heavily, income-need follow-ups appear for shorter horizons, and each investor is mapped to a conservative, balanced, or growth portfolio profile.
What’s in the box
Tolerance scoring
Horizon, goals and loss-reaction combine into a risk profile.
Scenario weighting
How you'd react to a 20% drop matters most.
Three profiles
Conservative, balanced, or growth allocation guidance.
Perfect for
- Wealth advisors
- Robo-advisors
- Suitability compliance
- Onboarding
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