GLOSSARY

Investor persona

IN PLAIN ENGLISH

The profile you choose in the app — one of eight — that decides what it shows you first.

WHERE YOU MEET IT

Set by the quiz when you join, or in Settings. It shapes a holding's focus card, the screener's top picks and the Portfolio Health weights.

WATCH OUT FOR

It never locks or unlocks anything, and it isn't a measure of how much risk you can afford.

EXPLAINED IN

What your investor persona is actually for

Educational content only. It is not personal financial advice.