Personalization foundation

Advice that fits the investor—not just the ticker.

Tell MoneyBot about your goals, timeline, and guardrails. Your market forecast stays objective while your recommended action becomes more suitable for you.

Account identity

How MoneyBot recognizes you across your dashboard and portfolio.

Investor profile

These preferences create suitability guardrails. They do not change the underlying market data or promise an outcome.

Goal and timeline

Set the purpose and expected holding horizon for your decisions.

Primary goal * Time horizon *

Risk and resilience

Separate your willingness to take risk from your ability to absorb a loss.

Risk tolerance * Maximum tolerable drawdown *Percent of invested value you could withstand losing. Liquidity need * Experience *

Portfolio guardrails

Limit concentration and restrict ideas that do not fit your plan.

Account type * Recommendation style Maximum single positionMaximum percent of the portfolio in one ticker. Maximum single sector Excluded sectorsComma-separated; MoneyBot will normalize duplicate entries.

Allow penny-stock ideasPermit recommendations involving low-priced, highly volatile stocks. After-hours alertsAllow notifications outside regular U.S. market hours.

🛡️Safe until complete. Missing answers use conservative effective defaults. MoneyBot will never silently treat an incomplete profile as aggressive.

🕘Future decisions only. Updating this profile changes future recommendations. Historical decision records keep the profile and policy versions originally used.

Profile revision history

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