Algosark — Strategy Risk Survey

Personal Profile

About You

Basic information so we can personalise your strategy and ensure eligibility.

1. Full Name *

Please enter your full name.

2. Email Address *

Please enter a valid email.

3. Age Range *

Please select your age range.

4. Country of Residence *

Please select your country.

5. Employment Status

Trading Experience

Your Trading Background

Understanding your experience helps calibrate strategy complexity and risk parameters.

6. How long have you been trading? *

Please select your trading experience.

7. Which asset classes do you currently trade or have experience with? (select all that apply)

8. How familiar are you with algorithmic / automated trading?

9. Do you have coding or quantitative finance knowledge?

10. How often do you currently trade?

Financial Profile

Your Capital & Finances

All data is encrypted. This shapes position-sizing and capital allocation within your strategy.

11. What is your approximate annual net income? *

Please select an income band.

12. What is your approximate total investable net worth (excluding primary home)? *

Please select a net worth band.

13. How much capital are you intending to deploy with your algorithmic strategy initially? *

Please select your initial capital.

14. Do you have outstanding debts or financial obligations that could affect your ability to trade?

15. Do you have an emergency fund covering at least 3 months of expenses separate from this capital?

Risk Tolerance

How Much Risk Can You Take?

This section is the most critical for strategy calibration. Answer honestly — conservative is never wrong.

16. What is the maximum percentage of your trading capital you could accept losing in a single month before you would stop the strategy? *

Drag the slider to set your monthly loss limit

15%

ConservativeModerateAggressive

17. How would you react if your strategy lost 20% of its value over one month? *

Please select a response.

18. What return profile best describes your goal? *

Please select a return profile.

19. What is your investment time horizon for this strategy?

20. Have you previously experienced significant investment losses (>20% of portfolio)? If so, how did you respond?

Strategy Preferences

What Kind of Strategy Do You Want?

These preferences feed directly into the strategy design — be as specific as you like.

21. Which markets should your strategy target? (select all that apply)

22. Preferred trading style / timeframe

23. Are there any sectors, companies, or asset types you wish to exclude from your strategy for ethical or personal reasons?

24. Should the strategy use leverage (borrowing to increase position size)?

25. Do you have a preference for long-only, short-only, or long/short strategies?

Technical Preferences

Platform & Execution Setup

Technical details that ensure your strategy can execute correctly with your brokerage.

26. Which brokerage account(s) do you currently hold or plan to use? (select all that apply)

27. What type of account are you planning to trade in?

28. How comfortable are you connecting a brokerage API to an automated system?

29. Do you require the strategy to operate during specific trading sessions only?

30. Should the strategy avoid holding positions overnight or over weekends?

Goals & Constraints

Your Goals & Final Details

The final stretch — your answers here let our quant team add the finishing touches.

31. What is your primary motivation for using algorithmic trading? *

Please select your primary motivation.

32. What is your target annual return expectation? *

Please select a target return.

33. How many open positions are you comfortable running simultaneously?

34. Are there any additional constraints or special instructions for your strategy? (optional)

35. Declarations & Consent *

I confirm that I am trading with risk capital only — money I can afford to lose without affecting my lifestyle. I understand that past performance is not indicative of future results and that all trading involves risk. I consent to Algosark using my survey responses to build and operate my personalised strategy, in line with their Privacy Policy. I confirm that I am over 18 years old and a UK resident (or eligible to access this service).

You must agree to all declarations to proceed.

Survey Submitted

You're all set — thank you!

Our quant team will build and backtest your bespoke algorithmic strategy using your responses. You'll receive access to your paper trading dashboard within 24 – 48 hours.

What happens next

1
Quant team analyses your risk profile & preferences
2
ML pipeline generates & backtests your strategy
3
You receive dashboard access via email within 48 hrs
4
Paper trade — then go live when you're confident

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Tell us about you —we'll build the strategy.