id,investor_profile,experience_level,portfolio_readiness_score,market_knowledge_score,risk_assessment_score,wealth_building_score,investment_education_score,market_navigation_score,overall_navigator_score,priority_action,stocks_score,bonds_score,etf_score,reits_score,investment_style,notes 1,Young Professional,beginner,65,58,70,62,75,60,65,Market Knowledge,65,62,71,59,Growth,Early career investor 2,Mid-Career Manager,intermediate,78,75,82,76,85,73,78,Market Navigation,78,75,80,71,Balanced,Building retirement portfolio 3,Senior Executive,advanced,88,85,90,86,92,84,88,Market Navigation,88,85,87,80,Conservative Growth,Near retirement planning 4,Recent Graduate,beginner,55,48,60,52,65,50,55,Market Knowledge,55,53,61,50,Aggressive Growth,Student loan payoff first 5,Small Business Owner,intermediate,72,68,76,74,78,70,73,Market Knowledge,73,70,73,66,Mixed,Business and personal portfolio 6,Doctor Professional,intermediate,80,76,84,82,88,78,81,Market Navigation,81,78,83,74,Conservative,High income low time 7,Tech Employee,advanced,85,82,88,84,90,82,85,Market Navigation,85,82,85,77,Growth,Stock options heavy portfolio 8,Retired Teacher,expert,90,88,92,90,94,88,90,Market Navigation,90,86,88,82,Income,Dividend focused strategy 9,Single Parent,beginner,60,55,65,58,68,55,60,Market Knowledge,60,58,64,55,Conservative,Emergency fund priority 10,University Student,beginner,45,40,52,44,58,42,47,Market Knowledge,47,45,55,43,Aggressive,Long time horizon 11,Middle Manager,intermediate,75,70,78,74,82,72,75,Market Knowledge,75,72,77,68,Balanced,401k maximisation focus 12,Freelancer Designer,intermediate,68,64,72,66,76,65,69,Market Knowledge,69,66,71,63,Growth,Irregular income planning 13,Real Estate Agent,advanced,82,78,86,84,88,80,83,Market Navigation,83,80,83,76,Real Estate Heavy,Property investment focus 14,Finance Analyst,expert,92,90,94,90,96,90,92,Market Navigation,92,88,90,84,Sophisticated,Active portfolio management 15,Nurse Practitioner,intermediate,72,68,76,72,80,70,73,Market Knowledge,73,70,69,66,Moderate,Healthcare sector interest 16,Entrepreneur,advanced,85,80,88,86,90,83,85,Market Navigation,85,82,80,77,High Risk,Startup equity heavy 17,Government Worker,intermediate,75,72,78,76,82,74,76,Market Knowledge,76,73,77,69,Conservative,Pension supplement focus 18,Sales Manager,intermediate,78,74,80,78,84,76,78,Market Navigation,78,75,79,71,Balanced,Commission based income 19,Software Developer,advanced,88,85,90,86,92,86,88,Market Navigation,88,85,83,80,Growth,Index fund preference 20,Retired Engineer,expert,92,90,94,92,96,91,92,Market Navigation,92,88,90,84,Income,Capital preservation focus