Recommendations section is located right below open positions pool. Every time you logon to your account you see a set of PERSONALIZED RECOMMENDATIONS. This set of stocks is generated automatically, basing on current portfolio structure, pre-defined strategy, risk management settings and buy power, giving you particular, optimized only for your portfolio recommendations.
There is a link on the portfolio navigation panel together with quantity indicator that shows how many unexecuted recommendations you have. Click the link to jump to recommendations or simply scroll down the page.
Review and adjust if needed the following recommendations parameters.
1. Risk settings preferences
Aggressive: higher profitability expectations, but higher risk level
Conservative: lower profitability expectations, but lower risk level
Balanced: compromise between Aggressive and Conservative filters
2. Current or actual
Current recommendations are ones generated right after last trading day.
Actual recommendations are ones that were generated earlier, but still satisfy strategy’s logic and risk settings.
3. Strategies
Chose the strategy or strategies you want to receive recommendations from.