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What type of investor are you?

Take 3 minutes to answer a few simple questions about how you make financial decisions.

  • Discover which of the five investor types matches your habits
  • See what drives your financial choices behind the scenes
  • Get your free personalised results report right away

Free quiz. Free PDF report.

  • 16 questions
  • Takes a few minutes
  • No figures needed

Start your free quiz

We put your first name on your report.

Have a pension?Own funds or shares?Just getting started?This quiz is for you.

In short

What is the Fieldnote investor quiz?

It is a free online assessment that looks at how you think about money, not how much you have. Your answers match you to one of five investor types. Your report explains what that type is good at, where it can trip you up, and three simple steps you can take next.

When does research turn into putting things off?

See whether more information helps you decide, or just makes waiting feel safer.

When does being patient turn into drifting?

See where sticking to your plan helps, and what might need a fresh look.

What makes an idea feel convincing to you?

Understand how much you are swayed by facts, familiar names, people you trust or a good story.

The five investor types

Which one are you?

01

The Purposeful Navigator

02

The Pattern Finder

03

The Steady Guardian

04

The Opportunity Scout

05

The Team Player

Most people see a bit of themselves in more than one. The quiz shows which type fits you best.

How it works

Three steps. One useful report.

  1. 01

    Take 3 minutes to answer a few simple questions

    They are about everyday choices, risk and what matters to you. You do not need any figures or statements.

  2. 02

    Discover your investor type

    Find out which of the five types you are closest to, and what that says about your strengths and blind spots.

  3. 03

    Download your results in your free report

    Get your free PDF with your result, a real-life example and three practical next steps.

Common questions.

What is the Fieldnote investor quiz?

It is a free online quiz with 16 questions about how you make money decisions. Your answers match you to one of five investor types, and you get a free PDF report about your strengths, blind spots and next steps.

How long does it take?

Most people finish in a few minutes. Each question has a simple set of answers to choose from.

Do I need to be an experienced investor?

No. It works whether you invest a lot, have a pension you rarely think about, or are just starting out.

Do I need to share my account details or how much I have?

No. There are no account connections, uploads or questions about exact amounts.

Is it free?

Yes. The quiz, your result and your PDF report are all free.

Is this financial advice?

No. It is an educational tool about your decision habits. It does not tell you what to buy or sell. For advice about your own situation, speak to a regulated financial adviser.

Free, and only takes a few minutes

Find out what type of investor you are.

There are no right or wrong answers.