CARIBEquity

Investor Self-Assessment Tool

Recognize and mitigate your psychological biases before making investment decisions

This self-assessment helps you recognize psychological biases that can cloud investment judgment. Complete all 6 questions honestly to receive a personalized readiness score and recommendations.

Steps:

  1. Answer Section 1 questions about deal-specific biases (FOMO, confirmation bias, emotional attachment)
  2. Complete Section 2 questions about your personal state and boundaries
  3. Review your Readiness Score and color-coded interpretation
  4. Read personalized recommendations based on your responses
  5. Address any concerns before proceeding with your investment decision

Understanding Your Score:

  • ● GREEN (70-100): Ready to proceed with confidence
  • ● AMBER (40-69): Have concerns to address first
  • ● RED (0-39): Not ready, need more time and reflection

Best Practice: Use this tool before every significant investment decision. Regular self-assessment builds awareness and helps you make more objective, intentional choices.

Section 1: Deal-Specific Biases

1. FOMO (Fear Of Missing Out)
2. Confirmation Bias
3. Emotional Attachment

Section 2: Personal State & Boundaries

4. Decision Fatigue
5. Boundary Setting

Final Reflection

Readiness Score
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Complete assessment

Recommendations

Complete the assessment to receive personalized recommendations.

About this tool: This self-assessment helps investors recognize psychological biases before making investment decisions. Regular use builds self-awareness and intentionality—hallmarks of successful investors.