Next cohort (Fall'25) start date: September 27, 2025

Know Your Edge. Master Your Mindset.

The Investor Personality Index (IPI) is a professional-grade, human-reviewed assessment for traders and investors. Understand your psychological strengths, manage risk, choose strategies that fit you, and get career-aligned recommendations.

Your Mindset Is Your Competitive Edge

Success in investing isn’t just data and models—it’s self-awareness. Even the best strategy can fail without the right psychological fit.

The Investor Personality Index (IPI) delivers professional insight into your personality, identifying the strengths and blind spots that shape your decisions. Each report is carefully reviewed by experts specializing in trading and investment psychology—helping you refine your approach and even plan the roles or career paths that fit you best.

Your Personalized Report Includes

This isn’t a generic auto-generated quiz. Every IPI report combines validated psychometrics with expert human analysis focused on the unique demands of trading and investing. You’ll receive actionable insights including strategy alignment and career fit recommendations.

Complete the Assessment

Take our 30 minute professional psychometric test.

Expert Review and Analysis

Our team—experienced in investment psychology—analyzes your results personally.

Receive Your Custom Report

Get a detailed, professionally written PDF with personality profile, trading/investing suitability, career-fit recommendations, and actionable insights.

Optional Premium Upgrade

Receive an even more comprehensive report with deeper analysis, strategy fit recommendations, and career guidance tailored to your profile.

IPI Report

Investor Personality Index Report
$ 99
  • 30 min professional assessment
  • Full factor + facet breakdown
  • Professionally reviewed investing/trading suitability analysis
  • Career-fit recommendations
  • Includes personal commentary from the psychologist
Popular

Premium IPI Report

Extended Investor Personality Index Report
$ 149
  • Everything in the standard report
  • Extended, human-written analysis and recommendations
  • Deeper facet-level interpretation
  • Detailed trading strategy fit and career suggestions
  • Includes suggested trading strategies section
Enhanced

Who Is This For?

Frequently Asked Questions (FAQ)

It depends on how fast you are answering questions about your personality and preferences, but most people will complete it in around 30 minutes. It has 240 questions and you can take as much time as you need.

We aim to deliver your report within 72 hours of completing the assessment. Each report is prepared by a professional, so it cannot be delivered instantly.

No, each report is carefully reviewed and written by professionals specializing in trading and investing psychology.

A validated Big Five / NEO personality framework, with custom interpretation specifically for investing and trading contexts.

We provide expert guidance on the roles and trading styles that best match your personality profile, to help you plan your investing strategy or career path.

Active traders, investors, investment professionals, students entering finance, or anyone serious about mastering their investing mindset.

No, the assessment is open to anyone, TrendUp participant or not. There is no need to apply or have been admitted to the program to order an IPI report.

Ready to know your edge?

Take the Investor Personality Index assessment and invest with the self-awareness of a pro—including strategy and career-fit recommendations tailored to you.

Registration Form (copy)