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Uliaa Retail Investor Survey

We’re researching how everyday investors make investment decisions, what tools they currently use, and where they feel existing investing platforms could do more.

This survey takes approximately 2–3 minutes. Responses will be used for market research.

1. Do you currently invest your own money?

A
B
C
D
E

2. What do you currently invest in?

Select all that apply

3. How do you usually decide what to invest in?

Select all that apply

4. How confident are you in building your own investment strategy?

A
B
C
D
E

5. What is the hardest part of investing for you?

Choose up to 2

6. Have you ever seen an investment idea, strategy or portfolio online that you wanted to follow but weren’t sure how to actually implement?

A
B
C
D

7. ⁠Imagine you could discover an investment strategy created by someone you trust, understand how it works, and then choose to apply it to your own portfolio while your money remains in your own account. How useful would that be to you?

A
B
C
D
E

8. Would you be interested in creating your own investment strategy using tools that automatically help maintain the portfolio according to rules you choose?

A
B
C
D
E

9. What would make you trust a platform like this enough to use it?

Select up to 3.

10. ⁠If this type of platform became available, would you be interested in trying it?

A
B
C
D
E

11.⁠ ⁠Which would interest you most?

A
B
C
D
E

12.⁠ ⁠If a platform gave you access to these tools and investment strategies, would you be willing to pay for it?

A
B
C
D

13. What would you consider a reasonable monthly subscription fee?

A
B
C
D
E
F

14. What would you consider a reasonable once-off price for a good investment strategy?

A
B
C
D
E
F
G
H

15. Would you like to be notified when an early version becomes available?

A
B