Addepar, Inc.

Julia Pitters

Edward Casteel Milner

Thomas Johannes Oberlechner

Systems and methods are presented for providing a psychological analysis of financial products in an investor's financial portfolio. In some example embodiments, a method is presented. The method may include accessing, in a device comprising one or more processors, a psychometric data of a financial product, the psychometric data quantifying a decision-making tendency used in managing the financial product. The method may also include generating a psychological behavioral characteristic score of the financial product based on the accessed psychometric data, the psychological behavioral characteristic score indicating a degree to which the financial product exhibits a psychological characteristic relative to other financial products, generating an image of a graph that depicts the psychological behavioral characteristics score of the financial product relative to an axis that represents a range of degrees to which the psychological characteristic is exhibited by the other financial products, and causing display of the image of the graph.

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Vienna, Austria

Julia Pitters