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Trader Info Questionaire



Welcome to MTrader!   

It can be a bit overwhelming when you are new, and you might at times feel a little lost, wondering where  you “belong” and how to get started.  We are here to help.  In order to help you make the best use of your time with us though, it would help us if we knew something about your experience, situation and goals. If you complete this short Trader Info Questionnaire and email it to me at , I would be more than happy to help you get started.   

Warm welcome, Shawn Klug (aka Gimmie)

Trader Info

Nick ……   

Email Address ……   

Trading Experience   

How long have you been trading?   

How long have you been investing?   

Have you had previous trading education?

If so, what type?

Trading Tools


Which broker are you currently using?   

Does your portfolio meet the $25,000 minimum equity requirement for a pattern day trader ?   

Which quote service are you currently using?   

Do you have broad-band internet access?

Trading Goals


Do you plan to trade as a full-time career, or part-time to supplement your income?   

Are you trading to build retirement or other savings?

Are you interested more in day trading or position trading?







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