Retail Categories
Beginner Retail - I am new to investing, with limited experience. I typically focus on buying individual stocks or mutual funds without using complex tools or strategies.
Intermediate Retail - I have some investing experience and can make basic investment decisions. I use fundamental analysis, basic technical analysis (like moving averages or trend lines), chart reading, or research reports to inform my decisions.
Advanced Retail - I am comfortable with advanced strategies and tools, such as in-depth technical analysis (including indicators like RSI, MACD, Fibonacci retracements) and swing trading.
Professional Retail - I apply professional-level strategies or tools, such as algorithmic trading or market-making, and trade for personal purposes.
Professional Categories
Beginner Industry - I am new to investing but work professionally in the finance or investment industry. While still learning, I may assist with research, trade execution, or basic analysis tasks but do not yet make independent investment decisions.
Intermediate Industry - I have some experience in investing and work professionally in the finance or investment industry. I can make basic investment decisions, use fundamental analysis, and may execute trades under supervision, but I rely on more experienced colleagues for complex decisions.
Advanced Industry - I am an experienced investor working professionally in the finance or investment industry, using advanced strategies and tools. I can independently execute complex trades, including derivatives, options, or hedging strategies, and make high-level investment decisions.
Professional Industry – I have extensive experience and expertise, managing large portfolios and applying advanced strategies as part of my profession. My role involves managing institutional portfolios, making strategic decisions, and working with a team to drive long-term value.
