We are running a paid study on how everyday individuals manage their personal finances and investment portfolios. Understanding the tools and strategies used for retail investing helps us identify gaps in current financial services. Your feedback will directly influence the development of better, more intuitive weal...
During this remote, AI-moderated interview, you will answer structured questions about your approach to personal finance. You will walk us through the primary investment accounts you hold and explain how you evaluate different financial service providers. The conversation will flow through a series of voice prompts ...
This study is designed for individuals who actively manage their own personal finances or investment accounts. We welcome retail investors, self-directed portfolio managers, and anyone who regularly interacts with active brokerage accounts. Candidates should be comfortable discussing their financial goals and the sp...