Investment Survey

The investment survey captures your preferences so Shiru can provide personalized AI-powered recommendations.

When Do I Take the Survey?

The survey is part of onboarding, after email verification and KYC/KYB:

Sign Up → Verify Email → KYC/KYB → ★ Investment Survey → Dashboard

You must complete the survey before accessing your dashboard.

How It Works

1. The survey presents multiple-choice questions about your investment goals
2. Answer each question by selecting your preferred option
3. Navigate forward/back using the buttons
4. Your progress is saved automatically — you can close and resume later
5. Once all questions are answered, submit your responses

Survey Topics

Questions cover areas like:

• Risk tolerance — How much risk are you comfortable with?
• Investment horizon — Short-term trading or long-term holding?
• Asset preferences — Which crypto sectors interest you?
• Portfolio size — How much are you looking to invest?
• Experience level — How familiar are you with crypto?

Your answers shape the AI recommendations you’ll receive on your dashboard.

Resuming a Survey

If you leave mid-survey:

• Your progress is saved for 24 hours
• When you return, you’ll pick up exactly where you left off
• A “Resume Survey” prompt appears on your dashboard

Note: After 24 hours without completion, your progress resets and you’ll start fresh.

Changing Your Answers

• During the survey: Use the back button to revisit and change any answer
• After submission: Contact support to retake the survey if your preferences change significantly

After Completing the Survey

Once submitted:

• You’re redirected to your personalized dashboard
• AI recommendations start generating based on your answers
• You can connect your wallet and explore portfolio features

Next Steps

• Explore your dashboard
• Set up your portfolio