Trading Questionnaire

Please fill out the questionnaire below. It will allow us to gain insight into your past experience with online trading and provide better advice and services tailored to your needs.

ETC: 5 minutes

Would you be open for a 1-on-1 training session with the Equityram trading academy founder Janis?

Your contact details

How should we contact you if coach Janis wants to schedule a 1-on-1 zoom call with you?
Enter your name
Preferred method of communication

General questions

This will help us learn more about your level of interest, goals, preferred trading styles & other
Which of the following best describes your interest level in online trading?
What is your main trading goal?
Choose your preferred trading style
Are you interested in long-term investing or short-term trading?
Do you know any people who are actively trading or interested in trading?
NOTE: Being able to discuss trading-related questions with other people is very helpful when you are learning to trade
Please try to respond with at least a few sentences
How many hours per day/week/month

Trading Experience

This section will help us understand your strengths and weaknesses. Please keep your answers as detailed as you can because the coach will use them to give you advice tailored to your needs. He will pinpoint the errors in your trading and help you improve your skills.
How would you describe your current level of trading experience?
Are you planning to start investing or increase the size of your investments in the next 3 months?
Where do you mainly get your investment advice from?
How closely do you typically follow financial news?
Which asset class are you interested in the most?
Are you currently part of any trading community?
Which option most accurately describes your attitude towards risk when investing?
How would you react if you lost 20% of your invested capital in a matter of hours?
Do you have a trading account with an online trading broker?
Do you have a trading account with a brokerage that offers margin trading?
Example: Lifetime access to training videos, personal mentor, a community chatroom, etc.
Which of the following currently applies to you the most:
NOTE: In trading, your returns are correlated to the size of your investment