All Star Legend & Hall of Fame Intake Form
Please fill out this form completely. We’ll use your answers to understand your background, goals, and challenges so we can give you the right guidance and support throughout your mentorship. The more detail you share, the better we can help you succeed.
Section 1: Yourself
Name
First Name
Last Name
Age
Gender
Please Select
Male
Female
Non-Binary
Prefer not to say
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Where are you currently living?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Where did you grow up?
Social Media Handles (YouTube, TikTok, Instagram, Facebook)
Relationship Status
Please Select
Single
Married
Divorced
In a relationship
Other
Do you have children?
If yes, how many and what age?
Occupation / Current source(s) of income
Annual Income
Please Select
Less than $50,000
$50,000–$100,000
$100,000–$250,000
$250,000+
Hours per week you realistically have for trading/studying
What group are you in?
Legend
Hall of Fame
All Star
Section 2: Life Context & Motivation
Did you experience anything in your childhood or earlier life that drives your desire to make money now?
What was the catalyst moment that made you take trading seriously?
(Getting fired, not enough money for something, etc. For me, it was the argument with my wife)
Do you have any current family or financial responsibilities that motivate you to succeed?
(Do you solely take care of someone, etc).
What would financial freedom mean for you personally?
(Doesn’t have to be multi-millions. But what would make you feel like you can breathe and be fully happy right now?)
If money wasn’t an issue, how would your ideal day-to-day life look?
(For me it would be giving back, reading, playing basketball, etc).
Section 3: Trading Background
How many years have you been trading?
(be honest, even if off & on or completely new)
What markets have you traded?
Forex
Stocks
Crypto
Options
Futures
None
What’s been your biggest win so far?
(If no history say “no history.”)
What’s been your biggest loss?
(If no history say “no history.”)
Have you ever passed or failed a prop firm challenge?
Yes
No
Explain
(if yes, explain)
Do you currently use demo accounts, live accounts, or both?
Demo
Live
Both
Neither
Trading styles you’ve tried
Scalping
Day trading
Swing trading
Position trading
None
Which style resonated with you the most and why
On a scale of 1–10, how disciplined are you with money in general?
How comfortable are you with risk management? (Are you naturally more conservative or naturally more risky?)
What are your biggest fears about money or trading?
(Too difficult, not enough time, there’s never enough money, I may not be good at it, etc).
Section 4: Goals & Outcomes
What is your short-term trading goal (next 6–12 months)?
What is your long-term trading goal (5+ years)?
Do you want trading to replace your job or be free money to pay for everything else?
Replace job
Be free money to pay for everything else?
Do you want to become a full-time professional trader or trade while pursuing other ventures?
(Ex: Having the ability to make money trading while being a full time travel vlogger/chef/etc).
What is your primary goal?
Pay off your debt
Quit your job
Retire your parents
Other (Explain) if applicable
If you’re in debt, how much debt are you currently in?
What would success look like for you at the end of this mentorship?
If you successfully completed this mentorship quickly, what would be next for you? Staying here to make more money with Swaggy for a while until you feel you got it on your own or immediately being independent?
Section 5: Accountability & Coaching
How do you prefer to receive feedback?
Direct/Tough love
Encouraging/Supportive
What’s the best way to keep you accountable when you slip up?
What motivates you more?
Online rewards
Public praise
Physical gifts
Who in your life will benefit most if you succeed?
Who in your life will be most disappointed if you quit?
What would stop you from following through with this program?
If you could ask Swaggy one question right now, what would it be?
Section 6: Logistics
What’s your current time zone?
What’s the best time of day for calls?
Please Select
Morning
Afternoon
Evening
How often do you want check-ins outside of your guaranteed calls?
Please Select
Weekly
Bi-weekly
Monthly
Do you have reliable Wi-Fi and a quiet space for calls?
Yes
No
Anything else you want us to know about your current life or financial situation?
Agreement
You understand that trading isn’t linear. Sometimes, the first few months can be dry, and then month 5 can be the greatest month ever. For some, they may graduate in months 1-3. Everyone’s timeline is different, but you should only focus on your timeline. That’s the only way we can move forward. We are focusing on Position Trading so we are not trading everyday. We’re learning everyday but not trading every day. We’re looking for great trades, not good trades. Do you understand this?
Yes
No
If No, Explain
Submit
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