Takes about 2 minutes · Educational mockup
Investor Fit Quiz
What kind of V7 user are you?
A lightweight quiz can make the portal feel personal while keeping Goose internal. It should suggest workflows, not investment suitability.
Question loads here
Your V7 workflow
The Systematic Scout
You want ranking, context, and repeatable decision rules.
Quiz guardrails
Use the quiz for engagement and routing, not personalized financial advice.
Safe language
Workflow fit, not suitability
Results should say “you may prefer this V7 workflow,” not “you should buy this investment.”
Disclosure
Educational only
Tell users the quiz does not account for full financial situation, objectives, risk tolerance, or taxes.
Conversion
Route to product
Each result can suggest Free, Edge, Pro, or Elite without promising better outcomes.
This quiz is not financial advice and does not make investment recommendations. It is a mock product-routing feature.