Investment Survey

The investment survey captures your preferences so Xiru’s AI can generate personalized investment recommendations.

When Do I Take It?

The survey is the final onboarding step, after KYC/KYB verification:

Sign Up → Verify Email → Choose Type → KYC/KYB → ★ Survey → Dashboard

How It Works

1. Questions appear one at a time — select your answer
2. Radio questions — single choice with visual cards
3. Checkbox questions — pick multiple options
4. Text questions — free-form text responses
5. Use Previous/Next buttons to navigate between questions
6. A progress bar at the top shows how far you’ve come
7. Submit when all questions are answered

Survey questions are loaded dynamically from the platform — they may be updated by the admin team over time.

On mobile, you can swipe between questions for faster navigation.

What’s Covered

The specific questions vary, but typically include topics like:

• Risk tolerance — how much risk are you comfortable with?
• Investment horizon — short-term trading or long-term holding?
• Asset preferences — which crypto sectors interest you?
• Portfolio size — how much are you looking to invest?
• Experience level — your crypto investment background

Your answers directly shape the AI recommendations on your dashboard.

After Submission

Once submitted:

• The AI recommendation engine starts processing your answers
• You’re redirected to your dashboard
• A “Processing” screen appears while the AI generates your strategy
• Once ready, your personalized investment strategy appears on the dashboard

Tip: The AI processing typically takes a few moments. The dashboard automatically updates when your recommendations are ready — no need to refresh.