# Persona-weighted activation: retail investors vs. active traders

Source: https://amplitude.com/en-us/prompt-library/financial-services-persona-weighted-activation-retail-investors-vs-active-traders

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Activation

# Persona-weighted activation: retail investors vs. active traders

Financial Services

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Compare activation rates between two key personas: (1) retail investors (self-identified beginners, typically make 1–3 trades per month) and (2) active self-directed traders (make 10+ trades per month, often use advanced order types). Define activation differently for each: retail = first deposit + first trade; active trader = first trade using a limit or options order. Show time-to-activation distributions for each persona and identify the onboarding steps most predictive of reaching the activation milestone within 7 days.

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[Try in Amplitude →](https://app.amplitude.com/analytics?aiQuery=Compare+activation+rates+between+two+key+personas%3A+%281%29+retail+investors+%28self-identified+beginners%2C+typically+make+1%E2%80%933+trades+per+month%29+and+%282%29+active+self-directed+traders+%28make+10%2B+trades+per+month%2C+often+use+advanced+order+types%29.+Define+activation+differently+for+each%3A+retail+%3D+first+deposit+%2B+first+trade%3B+active+trader+%3D+first+trade+using+a+limit+or+options+order.+Show+time-to-activation+distributions+for+each+persona+and+identify+the+onboarding+steps+most+predictive+of+reaching+the+activation+milestone+within+7+days.\&siteLocation=prompt-library-detail-try)
