Retail Trading Survey

Retail Trading Survey

Hello!

We are seeking the input of individuals who have traded stocks/options/bonds/crypto/etc about their experiences while trading.

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

Introduction Questions:

What is your age range?

What industry do you work in?

What type of area do you live in?

Urban
Suburban
Rural

Do you have a brokerage account(s)? (Non-employer sponsored account such as 401K)

If you do not currently trade, what are the roadblocks/concerns preventing you from doing so? Select all that apply.

Not sure where/how to start
Don't like my current brokerage platform
Don't have the necessary equipment to be successful
The tools my brokerage offers are inadequate
The market is too volatile
Not enough time/space to learn
Not enough disposable income
Other:
N/A

What assets classes do you trade? Select all that apply.

What roadblocks or concerns are hindering you from trading effectively, if any? Select all that apply.

Don't like my current brokerage platform
Don't have the necessary equipment to be successful
The tools my brokerage offers are inadequate
The market is too volatile
Not enough time/space to learn
No concerns or setbacks

Select one of the following to describe your level of trading experience.

Beginner
Intermediate
Advanced

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

Formal Education
Online / Self Taught
Personal Network (Friends and Family)
Job Function

How much time per week do you devote to researching/trading stocks?

0-4 hours
4-8 hours
8-12 hours
12+ hours

Trading Platform Questions:

What is your investment style?

Active (daily or weekly trades)
Passive (buy + hold)

With what frequency do you plan and execute trades?

Daily
Weekly
Monthly
Other

What trading platform or brokerage(s) do you use?

What varieties of information and resources does your platform offer?

Technical Analysis Software
Fundamental Analysis Software
News and data feeds
Social Media / Public Sentiment Analysis

What resources provided by your brokerage are most useful to you? 1 = Least useful, 5= Most useful

Topics	Least Useful	.	.	.	Most Useful
Technical Analysis Software	Technical Analysis Software, Least Useful	Technical Analysis Software, .	Technical Analysis Software, .	Technical Analysis Software, .	Technical Analysis Software, Most Useful
Fundamental Analysis Software	Fundamental Analysis Software, Least Useful	Fundamental Analysis Software, .	Fundamental Analysis Software, .	Fundamental Analysis Software, .	Fundamental Analysis Software, Most Useful
News and data feeds	News and data feeds, Least Useful	News and data feeds, .	News and data feeds, .	News and data feeds, .	News and data feeds, Most Useful
Social Media / Public Sentiment Analysis	Social Media / Public Sentiment Analysis, Least Useful	Social Media / Public Sentiment Analysis, .	Social Media / Public Sentiment Analysis, .	Social Media / Public Sentiment Analysis, .	Social Media / Public Sentiment Analysis, Most Useful
Other	Other, Least Useful	Other, .	Other, .	Other, .	Other, Most Useful

Technical Analysis Software [{"Label":"N/A","Value":0,"RealValue":0},{"Label":"Least Useful","Value":1,"RealValue":1},{"Label":".","Value":2,"RealValue":2},{"Label":".","Value":3,"RealValue":3},{"Label":".","Value":4,"RealValue":4},{"Label":"Most Useful","Value":5,"RealValue":5}] Least Useful...Most Useful
Fundamental Analysis Software [{"Label":"N/A","Value":0,"RealValue":0},{"Label":"Least Useful","Value":1,"RealValue":1},{"Label":".","Value":2,"RealValue":2},{"Label":".","Value":3,"RealValue":3},{"Label":".","Value":4,"RealValue":4},{"Label":"Most Useful","Value":5,"RealValue":5}] Least Useful...Most Useful
News and data feeds [{"Label":"N/A","Value":0,"RealValue":0},{"Label":"Least Useful","Value":1,"RealValue":1},{"Label":".","Value":2,"RealValue":2},{"Label":".","Value":3,"RealValue":3},{"Label":".","Value":4,"RealValue":4},{"Label":"Most Useful","Value":5,"RealValue":5}] Least Useful...Most Useful
Social Media / Public Sentiment Analysis [{"Label":"N/A","Value":0,"RealValue":0},{"Label":"Least Useful","Value":1,"RealValue":1},{"Label":".","Value":2,"RealValue":2},{"Label":".","Value":3,"RealValue":3},{"Label":".","Value":4,"RealValue":4},{"Label":"Most Useful","Value":5,"RealValue":5}] Least Useful...Most Useful
Other [{"Label":"N/A","Value":0,"RealValue":0},{"Label":"Least Useful","Value":1,"RealValue":1},{"Label":".","Value":2,"RealValue":2},{"Label":".","Value":3,"RealValue":3},{"Label":".","Value":4,"RealValue":4},{"Label":"Most Useful","Value":5,"RealValue":5}] Least Useful...Most Useful

What resources do you feel like your brokerage platform is missing, if any?

How would you rate your overall level of satisfaction with your online trading experience?

Do you need help accessing, understanding, and analyzing the provided information to make smarter financial decisions?

What equipment do you primarily use to trade?

I trade only using my mobile device
I trade mostly using a mobile device and occasionally my personal computer (single screen)
I trade primarily using my personal computer
I trade primarily using my personal computer (multiple screens)
Other

How does your trading setup at home impact your ability to trade?

Enhances: My trading set up is perfectly suited to my needs and enhances my capacity to trade. It allows me to easily visualize markets, charts, and other relevant information in real time
Adequately fits: My trading set up delivers what I need. When necessary, I can view relevant information to support my decision making.
Limits: My trading setup limits my ability to make informed trades. I feel unable to easily and/or simultaneously access all information I desire when monitoring markets or executing trades.

Would a more interactive / immersive visualization of financial information be useful for you?

Do you currently work with a financial advisor?

If you work with a financial advisor, how are they impacting your trading experience?

Positively
Neutrally
Negatively
Unsure yet / too soon to tell

Following this survey, would you be open to participate in a 15-20-minute interview to discuss your opinions in more detail?

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