Plain-English Definition
A self-directed investor makes their own decisions without relying on personalized advice from the platform.
Path
Self-Directed Investor
Learn how independent investors think through products, orders, risk, and account decisions.
Why It Matters
Self-directed users still need education, boundaries, risk awareness, and clear process checks.
How It Works
This path focuses on research habits, product understanding, order review, account rights, risk controls, and decision discipline.
Who This Fits
Independent investors, retail users, learners managing their own decisions, and users comparing products or order choices.
Qualifications
No professional license is required. A real brokerage or retirement account may require separate third-party approval outside this simulator.
Tools and Resources
Brokerage research tools, product documents, risk disclosures, watchlists, order tickets, tax records, account settings, and educational resources.
What This Position Can Do
Research, compare products, choose orders, monitor risk, and make their own decisions.
What This Position Cannot Do
Use the simulator as advice, delegate fiduciary responsibility to the platform, or assume all products fit their situation.
Path Workstation
Recommended Sections
Product Lab
Open this section for the Self-Directed Investor path.
Order Lab
Open this section for the Self-Directed Investor path.
Risk Lab
Open this section for the Self-Directed Investor path.
Account Rights Lab
Open this section for the Self-Directed Investor path.
Communications Lab
Open this section for the Self-Directed Investor path.
Check Your Surroundings
Questions to ask in this chair
- Do I understand the product?
- Do I understand the downside?
- Is this order correct?
- Is this within my account authority?
- Am I mistaking education for advice?
Correct Trade Simulator is an educational training environment. It does not provide investment advice, trade execution, custody, fiduciary services, or personalized recommendations.