Hey, my name is Alvi.

I can compile select investing education materials for you based on your investing personality.

First, I just need to learn a little about you.


So there are just 3 things you need to know about me.


I’m powered by IBM Watson, a cognitive intelligence system.


I am big on privacy, which means I’ll never share anything you tell me with unaffiliated companies.


Talking to me is the fastest and easiest way I can learn about you.

Don’t want to talk? That’s ok, I can still get to know you!

Yup! I’m 100% legit.

Because I’m powered by IBM Watson, which is a cognitive intelligence system, I can understand what you’re saying, learn from it and even reason through it.

Don’t want to talk? That’s ok, I can still get to know you!

Great! Talk a lot. Open up.
Really bare your soul.

The longer you talk, the better I can get to know you.

How many cars are there in the US? Walk me through your thinking.

How many meals do you think are eaten in one day in the U.S.? Walk me through your thinking.

Why does it snow? Can you explain that to me like I’m a little kid?

Can you tell me why ice floats?

Describe the infrastructure you think is required to build a city from scratch.

How much does an average American spend a day? Please walk me through your thinking.

Tell me why manhole covers are round. Go on, take a guess. I like listening to you.

How would you fight a bear? Give me a play-by-play.

If you had an extra hour in the day, what would you do with it?

On average, how many passes are thrown in the NFL each season? Talk me through your answer.

In Olympic history, how many bronze medals have been awarded? Talk me through how you work it out.

If you could be a professional athlete, which sport would you play and why?

Tell me about any sports you played when you were younger. What were some great memories?

What do you remember from the first professional sporting event you went to?

Can you tell me about any specific Olympic events you remember watching live?

Are you currently playing any sports? If so, what are you doing to try and get better?

What opponent did you have the most fun playing against, and why?

Do you know any semi-pro or professional athletes? If so, how did you meet them?

How about your favorite coach? What are some of the lessons he or she taught you?

What’s one sport that isn’t played in the US that you’d like to play?

Are any younger members of your family playing any sports? Do you enjoy watching their games?

Name a book you find yourself recommending a lot to friends. What specifically strikes you about it?

When people ask you about favorite movies, what do you say? Do you have a go-to? Tell me why you love it.

What makes good pizza… “good” for you?

What’s your dream vacation? Tell me all about it.

Do you think kids in school learn better if their chairs are in rows or in circles? Walk me through your thinking.

Do you consider street art “real” art? Walk me through your thinking.

What’s your take on politics right now? I’m dying to know.

What is the one thing you’d most like to change about the world?

Which charity do you support and why?

Would you like to be a celebrity? Who would be your celeb friends?

If you won the lottery - what would you do with all the money? Map out your plan.

If you were a millionaire, how would you spend your time?

Imagine you’re to inherit $10 million dollars in ten years. What would you change today?

What does the term investment banking mean to you?

The topic is “trading options.” Tell me what a “put” and a “call” are If you can’t, take a guess.

Please explain the difference between an equity and a commodity on the stock exchange.

When paying off credit card debt, is it better to pay off the monthly balance or the minimum?

If you could go back in time to high school, what would you do differently?

If you could write a letter to your 17 year-old self, what would it say?

What’s one of your happiest childhood memories? What makes that memory so special?

What’s something you regret not doing so far in life?

Tell me about a moment in your life when you felt most passionate and alive.

What’s one of the nicest things that’s happened in your life so far? Tell me why that memory is so impactful.

Tell me about last weekend. What did you get up to? Care to give me more details?

What would you do if you knew you had one week left to live?

What would you do if you knew you could not fail?

Do you have a tattoo? If you do, tell me about it and why you got it. If you don’t, tell me about that.

If you could ask a celebrity anything, what would you ask them? What are you hoping to learn?

Name one person living or dead you’d love to have dinner with. Why did you choose them?

Vampires, zombies or werewolves can seem appealing in movies. Which would you want to be? Why?

Have you ever seen a celebrity? Where were you and what were you doing? If not, who would you like to see?

I’m loving getting to know you.
Do go on.

That’s better.

Longer answers really help me out.

Is it weird interacting with me? Keep trying.

The more you open up, the better your results.

Pssst..here’s a secret for you.

If you talk more, you’ll get even better results. Pinkie swear.

We’re half way there! Keep it up.

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Almost there! Keep baring your heart and soul.

of 2000 words spoken

(Please speak loudly and clearly.) Go ahead, I’m listening. Your progress

Looks like I need permission to access your microphone.

Please “allow” this action in your browser.


Bad time to talk? Microphone not working?

Ok cool.

Let me see what resources work for you.

You’ve given me a pretty good idea of who you are and I really think you’ll enjoy the following types of investment guidance.

Based on the length of your answers so far, this is how well I know you:



The longer your answers the better I can customize a collection of helpful investing education materials for you.

Thanks for chatting with me.
I know a bit about you now, but could give much better results if I knew a little more.

Add my Facebook or Twitter data for better results.

Just show me some results.

There are two ways we can go:

I can analyze your Facebook or Twitter account


We’ve put together four different investor types—just pick the one that sounds most like you. (Of course we’ll let you fine tune the results we give you.)

Cautious Optimist

You seek out advice, and invest in what you think will work over the longterm, hoping for the best without too much effort.

Trend Spotter

You feel you have a sixth sense about where the market is going for long- or short-term profit.

Advice Seeker

While you like to know what’s going on, you prefer to work with a financial expert who knows the ropes.


You methodically track and review the options before making your decisions.

Investor Types No thanks. Just show me some results.

Oops! Your browser doesn’t work with me.

While there are plenty of ways I can get to know you, some people prefer talking to me on a computer using Chrome, Firefox or Edge.