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Hey! I’m AssetKing – your AI asset management assistant! Let’s chat about your finances. Based on our chat, I will suggest a personalized investment portfolio that works with your financial situation and goals. You can then use the custom portfolio or diversify and optimize your existing investments!
What's your primary reason for investing?
*
General build-up of wealth
Protection from inflation
Saving for unexpected circumstances
Saving for a large purchase
Retirement
How long do you plan to invest for?
*
Up to 2 years
2-5 years
5-10 years
More than 10 years
Do you have any relevant experience with financial markets or investing? You can select multiple options
No prior experience
Relevant education background
Work experience in the sector
Prior investing/trading experience
What assets did you trade or invest in?
What is your intended investment amount in EUR for the next 12 months?
*
How would you define your risk tolerance?
*
Low risk
Medium risk
High risk
Let’s imagine that the market crashed, and your investments declined by 30% over the period of 4 months. How would you approach this imaginary situation?
*
Sell everything immediately
Sell some of it
Hold on to my investments
Buy more because it’s cheap now
Do you already possess some assets (except for cash)? Please select all that apply.
*
None
Stocks
ETFs
Bonds
Mutual Funds
Real Estate
Cryptocurrency
Art (physical & digital)
Luxury goods (like car, boat, watches, jewelry, fine wine, etc.)
Commodities (like gold, silver, oil, etc.)
Businesses or Equity stake
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