From quiz to portfolio,
in about ten minutes.

This is the long version. Six chapters, in the order you'd experience them — from the questionnaire that runs the engine, through the profile it produces, the portfolio it proposes, the account it opens for you, the cadence it keeps, and the way it talks to you afterward.

We ask twenty-two questions before we recommend anything. They are organized into five sections, and the questionnaire is designed to be completed in one sitting but can be saved and resumed at any point. Progress lives in your account, not in the browser, so you can pick it up on any device.

Two things are measured independently. Risk tolerance is behavioral — how you'd actually respond to a 30% drawdown, asked five different ways in five different framings, because what people say they'd do and what they actually do are different things. Risk capacity is financial — what your balance sheet can survive without affecting your life. They produce two scores, and we default the portfolio to the lower of the two.

Five profiles span the range from capital preservation to long-horizon compounding. They are not arbitrary — they are tuned to historical drawdowns at each allocation, and the asset mix is a starting point you can refine. Each profile has its own curated picks, its own concentration caps, and its own behavioral guardrails.

Your profile produces a specific allocation. The bulk is ETFs, for cheap diversification. Inside the equity sleeve sit curated stock theses — capped per profile, sized by conviction, never more than 6% in a single name at any profile.

One email a week — a Monday digest of what changed and what's coming. Push notifications only for thesis events: a new pick, a broken thesis, a scenario re-weight, a goal milestone. That's it. We will never push a price-move alert.