What Really Drives Your Money Decisions?

Behavioral Finance Assessment

Based on Statman · Behavioral Finance: The Second Generation

How do you really make
financial decisions?

Standard finance assumes investors are perfectly rational — maximising wealth, immune to emotion. The second generation of behavioural finance tells a truer story: we are normal. We use mental shortcuts, hold money in separate buckets, feel pride and regret, and seek far more from investing than raw returns.

This 15-question assessment maps your behaviour across the core dimensions identified by Professor Meir Statman. There are no wrong answers — only revealing ones.

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Assessment Complete · 15 Questions

Your Behavioural Profile

Your Responses & Behavioural Insights

Want to go deeper?

A financial professional can help you translate these behavioural insights into a portfolio strategy that genuinely fits how you think, feel, and decide.

Assessment based on the whitepaper: BEHAVIORAL FINANCE
The Second Generation By Meir Statman