Unit 3: Capital Identity Framework
Every investor has a behavioral identity — a natural way of thinking, deciding and reacting to financial situations. This identity shapes how you interpret risk, opportunity and market signals.
In this unit, you will explore your Capital Identity: the mental structure behind your decisions. Understanding this identity gives you clarity, reduces emotional noise and strengthens long-term confidence.
The Four Core Identity Archetypes
1. The Analytical Investor
Decisions are made through logic, patterns and data. Emotional influence is low. Strengths: clarity, patience and consistency.
2. The Protective Investor
Focuses on preservation, risk limits and long-term stability. Strengths: cautious, disciplined and steady under pressure.
3. The Reactive Investor
Sensitive to volatility and external stimuli; decisions may shift quickly. Strengths: adaptability and fast perception of changes.
4. The Strategic Investor
Thinks in frameworks, principles and multi-phase planning. Strengths: long-term vision, structured thinking and clear priorities.
Identity Pattern Assessment
This short evaluation classifies your dominant Capital Identity. There are no grades — only patterns.
1. When planning investments, I prefer:
2. When markets surprise me:
3. My investment habits can be described as:
4. When managing risk:
5. When building a position:
Your Capital Identity
Continue to the Next Unit
When you are ready, continue to Unit 4 — Capital Protection Principles .
← Back to Unit 2 — Market Behavior Signals
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