Investment Profile Calculator

Map risk tolerance, time horizon, and return assumptions into a simple investment profile scenario.

Investment profile calculator

Turn four risk-profile scores into the same investment tendency result used by the Korean questionnaire engine.

Profile

Balanced

MBTI code

RGNC

Risk level

5 / 10

Allocation

20% cash / 30% bonds / 50% stocks

Expected return range

5% - 12%

Total score

2.5 / 4

The Korean page is a long questionnaire. This English batch exposes a compact score input but still calls generateMBTIResult and calculateMBTIScore through the same module state. This English finance calculator uses the Korean feature lib for the displayed numeric result. KRW is used for money inputs and outputs in this batch, fixing the old P2 USD scenario stub for these pages.

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Investment profile calculator

This English guide translates the Korean investment-tendency calculator and keeps the same scoring engine. The long Korean questionnaire scores risk, goal, experience, and market-response dimensions; the English page exposes those scores directly and still calls the same MBTI profile calculation module.

Four score dimensions

The Korean model does not classify investors from age or one return assumption alone. It scores risk tolerance, investment goal, investment experience, and market response, then uses calculateMBTIScore and generateMBTIResult to produce an allocation profile.

Risk measures the ability to accept drawdown. Goal measures whether the investor prefers preservation, income, balanced growth, or aggressive growth. Experience measures knowledge and product familiarity. Market response measures how the investor behaves when prices fall or information changes.

Profile output

The result contains a profile type, MBTI-style code, risk level from 1 to 10, expected return range, and recommended cash, bond, and stock allocation. These outputs come from the Korean profile table rather than from a generic percentage formula.

A high-growth result is not a recommendation to concentrate risk. The Korean guide warns that a person can have aggressive return goals without enough experience to manage volatility, so the English copy keeps the warning-oriented interpretation.

How to use the result

Use the profile as a conversation starter before using CAGR, DCF, Sharpe ratio, portfolio rebalancing, or stock-average-price calculators. It is a planning profile, not a suitability review or regulated investment recommendation.

Because this page belongs to the finance P2 rollout, the old USD scenario stub has been replaced for this path. The calculator no longer estimates a dollar ending value; it displays the actual Korean profile engine output.