🎯 Personalized Portfolio Builder

Build Your Investment Portfolio

Answer 13 quick questions to receive a personalized, AI-powered investment strategy tailored to your goals and risk tolerance.

⚡
2 min
Quick Setup
🤖
AI-Powered
Smart Analysis
🎯
Tailored
Your Profile
📊
Actionable
Real Funds
Question 1 of 13 8%

What's your age?

This helps us determine your investment time horizon

Where are you located?

This helps us provide relevant investment platforms and considerations

Initial Investment

How much can you invest right now?

£

Enter 0 if starting from scratch

Monthly Contribution

How much can you invest each month?

£

Consistent investing builds wealth over time

Investment Preference

What type of investments interest you?

🎯
ETFs Only
Low-cost, diversified funds
📈
Individual Stocks
Direct company ownership
🔀
Mixed Portfolio
ETFs + stocks combined
✨
Surprise Me
AI decides optimal mix

ETF Management Style

What type of ETFs do you prefer?

📊
Index Trackers
Passive, follows market indices
🎯
Actively Managed
Professional fund managers
⚖️
Both Types
Mix of passive & active

ETF/Stock Ratio

How should we split your portfolio?

50% ETFs / 50% Stocks
100% ETFs 75% ETFs 50/50 75% Stocks 100% Stocks

Number of Positions

How many individual holdings would you like?

🎯
5 Positions
Focused & simple
📊
10 Positions
Balanced approach
📈
15 Positions
Good diversification
🔀
20 Positions
Well diversified
🌐
25 Positions
Maximum spread

Include Bonds?

Bonds can provide stability and income to your portfolio

💡 What are Bonds?

Bonds are loans you make to governments or companies. In return, they pay you regular interest and return your principal at maturity.

✅
Benefits
Lower volatility, regular income, portfolio stability
⚠️
Trade-offs
Lower returns than stocks, interest rate sensitivity
🛡️
Yes, Include Bonds
Add stability to portfolio
📈
No Bonds
Stocks/ETFs only for growth
🎯
AI Decides
Based on my profile

Risk Tolerance

How much volatility can you handle?

Moderate
Very Conservative Conservative Moderate Aggressive Very Aggressive
🛡️
Low Risk
Stable & safe
⚖️
Balanced
Growth + stability
🚀
High Risk
Max growth

Market Downturns

Your portfolio drops 20%. What do you do?

😰
Sell immediately
I can't tolerate losses
😟
Hold nervously
Worried but staying invested
😐
Stay calm
Long-term perspective
😎
Buy more
Perfect buying opportunity!

Investment Goal

Dividends or capital growth?

Balanced
Income Focus Income Tilt Balanced Growth Tilt Growth Focus
💰
Income
Regular dividends
⚖️
Balanced
Both approaches
🚀
Growth
Maximize gains

Special Preferences

Select any that apply (optional)

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