Understand risk and asset classes through hypothetical scenarios.
Describe a hypothetical scenario and explore general concepts without personal recommendations, suitability claims, or named products.
No account needed. Drafts stay in this tab.
- Hypothetical inputs
- Broad asset-class lessons
- Educational PDF for premium tiers
One step at a time
A guided questionnaire
Review your answers
Edit before generating
Understand the limits
Clear AI and risk disclosures
How it works
From scenario to clearer questions
Free stays concise. Pro, Max, and Ultra add more illustrative scenarios, glossary detail, and educational PDF access.
- 1
Describe the scenario
Choose broad, hypothetical bands and preferences without identifying data.
- 2
AI explains the concepts
Follow risk, liquidity, and asset-class trade-offs through illustrative learning scenarios.
- 3
Verify and explore
Use the research checklist to check assumptions and prepare questions for an authorised professional.
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Designed for financial learning
- Explains risks and trade-offs across broad asset classes
- Shows multiple illustrative scenarios using general ranges
- Provides a research checklist and questions to investigate
Clear boundaries by design
- Does not name securities or crypto-assets to buy or sell
- Does not create a personal allocation or assess suitability
- Does not forecast returns or guarantee real-time market data
AI transparency
Every report is labelled as AI-generated and explains its limitations.
Session-conscious
Unfinished questionnaire drafts remain in this browser session.
Research, not recommendations
Use the output to learn, verify assumptions, and frame better questions.
Before you begin
A few useful answers
Know what to expect from the questionnaire and your report.
Read the privacy noticeCan I change my answers?
Yes. Go back as you answer, or edit a response on the final review screen. After generation, choose Edit answers on your report to reopen the scenario. Your previous report stays in this tab until you confirm and create a replacement.
What happens if I leave the questionnaire?
Your unfinished draft is kept in this browser tab for the current session. Return in the same tab and choose Resume. Closing the tab ends that session. If browser storage is blocked, refresh recovery may be unavailable.
What is sent to the AI provider?
The scenario answers and the system instructions are sent when you generate a report. Confirmation initials and optional contact preferences are excluded from the AI prompt. See the privacy notice for server retention and provider disclosures.
Do I need a premium tier?
Free offers a concise learning report. Premium tiers add depth, illustrative scenarios, glossary detail, and PDF access. Premium access needs a pass key; choosing a tier shows its access requirements.
