Experienced Asset Trading Survey 


Hello! 

We are seeking the input of experienced traders about their professional background and opinions on current trading platforms.

Please fill out this 5-minute survey and have an impact on future innovation! All responses will be anonymous.
 

Do you trade professionally? (Professionally: Done as part of your job function for an employer OR a principal means of financially providing for yourself)

1. Yes
2. No

Please answer question 1 before continuing.

What part of the financial services industry do you work in?

1. Banking and Capital Markets
2. Insurance
3. Investment Management
4. Real Estate
5. Trade Finance
6. Financial Planning
7. Securities Trading
8. Mortgage Lending
9. Financial Technology
10. OtherPlease specify

Please answer question 2 before continuing.

How long have you been working as a professional trader?

1. 0-2 years
2. 3-5 years
3. 6-11 years
4. 12+ years

Please answer question 3 before continuing.

What type of trading / investing does your role entail? Please offer a brief description:

Please answer question 4 before continuing.

With what frequency do you plan and execute trades?

1. Daily
2. Weekly
3. Monthly

Please answer question 5 before continuing.

How did you learn to trade? Select all that apply.

1. Formal Education
2. Online / Self Taught
3. Personal Network (Friends and Family)
4. Job Function

Please answer question 6 before continuing.

Please select at least 1 choices for question 6.

Where do you typically work from?

1. Office
2. Home
3. Both

Please answer question 7 before continuing.

Is your WFH setup as functional as your workspace in the office?

1. Yes
2. No

Please answer question 7a before continuing.

What makes your WFH setup inferior to your office workspace? Select all that apply.

1. Limited space and/or not as many monitors
2. Slower computer
3. Less access to tools (Bloomberg, other market tools, etc.)
4. Other:

What type of assets do you specialize in trading?

1. Stocks
2. Bonds
3. Options
4. Futures
5. Commodities
6. Cryptocurrencies / Tokens
7. ETFs
8. Other:Please specify

Please answer question 8 before continuing.

How do you stay informed about the latest market developments and/or news related to your field of expertise?

Please answer question 9 before continuing.

What resources do you use or consider valuable for analyzing market data and making trading decisions? Select all that apply.

1. Bloomberg Terminal
2. Thomson Reuters Eikon
3. Morningstar Direct
4. TradingView
5. MetaTrader
6. NinjaTrader
7. TrendSpider
8. TradeStation
9. FactSet
10. YCharts
11. CapIQ
12. Zacks Investment Research
13. AlphaSense
14. TagniFi
15. Pyxis Navigator
16. OtherPlease specify

Please answer question 10 before continuing.

Please fill in the text box next to the selected choice in question 10.

Please select at least 1 choices for question 10.

What tools does your team or organization use to onboard/ upskill new team members? Select all that apply.

1. Learning platforms (online courses, self- paced learning)
2. Professional certifications and exams
3. In-person training / mentorship
4. Simulated Trading Tools (paper trading)

Please answer question 11 before continuing.

Please select at least 1 choices for question 11.

What type of digital trading tools do you use in your day-to-day job function?

Please answer question 12 before continuing.

Do you and/or your company use any digital trading tools to view and execute trades?

1. Yes
2. No

Please answer question 13 before continuing.

What is your level of trust in digital trading tools when it comes to visualizing real time market information and executing orders?

1. Very trustworthy
2. Trustworthy
3. Somewhat trustworthy
4. Untrustworthy
5. Very untrustworthy

Please answer question 14 before continuing.

What's your level of trust in Virtual Trading simulations which would allow traders to practice trading strategies and test out new investment ideas in a risk-free environment?  - (A Virtual Trading simulation would mimic "paper-trading" and provide enhanced interaction with trading tools and market data.)

1. Very trustworthy
2. Trustworthy
3. Somewhat trustworthy
4. Untrustworthy
5. Very untrustworthy

Please answer question 15 before continuing.

Would you trust and/or find a Virtual Trading environment useful? - (A virtual trading environment would mimic the look and feel of real trading floors, allowing traders to interact with each other and with market data in a more immersive way.)

1. Yes, I would trust it and find it useful.
2. Yes, I would trust it but not find it useful.
3. No, I would not trust it but may find it useful.
4. No, I would not trust it nor find it useful.

Please answer question 16 before continuing.

Would you be open to participate in a 15–30-minute interview to discuss your perspective in more detail?

1. Yes
2. No

Please answer question 17 before continuing.

Please provide your email address for follow-up interview.

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