Investing Turned Into A Science

Positivly is a scientifically-backed financial personality assessment for investing.

Developed by Harvard, M.I.T., and Wharton academics who spent decades testing different ways to bridge positive psychology, modern wealth management, and technology, Positivly aims to change how people connect to finance and investing.

Together, our team has pioneered a new approach to
Discover Your Financial Happiness.

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Our Four Pillar Financial Personality Framework

Every element of the assessment is based on scientific discovery to draw the strongest positive connection between an investor and their investments.

Purpose Investor


Purpose Investors want to have a positive impact on the world through ethical and Socially Responsible Investing (SRI) as well as Environmental, Social, and Governance (ESG) companies that promote diversity and inclusion.

Security Investor


Security Investors want to protect their portfolio by investing in commodities, real estate, and precious metals that show steady growth without much risk.

Touch Investors


Touch Investors want to take a hands-on approach to their portfolio and build a close relationship with their advisor through frequent communications.

Viewpoint Icon


Viewpoint Investors want to test their knowledge of emerging trends that are shaping the future like AI, VR, robotics, cannabis, or even China and India-based companies.

The What and Why of Positive Psychology

“Positive psychology is the scientific study of what makes life most worth living” – Christopher Peterson

Positive psychology takes a scientific approach to studying human thoughts, feelings, and behavior, with a focus on strengths instead of weaknesses and building the good instead of repairing the bad. Studies prove that when humans take an approach-based mindset versus an avoidance mindset, it helps people better achieve their goals. It asks the question, “What are you driving toward” versus “What are you avoiding?”

The SPIRE model of positive psychology boils down the different dimensions that contribute to happiness and wellbeing.

Spiritual wellbeing: Meaning and what you most value

Physical wellbeing: Health and vitality of your body

Intellectual wellbeing: Creativity and learning new things

Relational wellbeing: The harmony and support of your relationships

Emotional wellbeing: Feelings and attitudes

Much of investing has historically been driven by what people do not want to invest in. We believe that in order to help people be happier, the focus should shift to where they want to invest. Positivly’s four financial personality traits (Purpose, Security, Touch, Viewpoint) encompass these different dimensions to help people understand what approach to their finances will help them feel more fulfilled.