Documentation / Recommendation evaluations
Recommendation Evaluations
A dedicated view of all buy and sell recommendations across every status, with live performance metrics for executed trades. Filter by ticker, direction, status, or strategy to compare decisions at a glance.
Before you start
- Recommendations must first be reviewed in Inbox — this page shows the full history regardless of status.
- Performance metrics (return %, capital gain, dividends) only appear for proposals in "Executed" status, once a broker sync has detected the trade.
How to use it
- Navigate to Recommendations from the link at the top of Inbox (visible on every tab).
- Use the Ticker filter to focus on a specific stock (e.g. "TSLA").
- Filter by Direction to view only BUY or only SELL recommendations.
- Filter by Status to compare pending decisions vs. executed ones vs. rejected ones.
- Click any row to expand it and see the full rationale, amount invested, current value, and when the evaluation was last refreshed.
- The evaluation numbers update automatically on every broker sync — no manual refresh needed.
What comes next
- Use total return % to evaluate which past recommendations performed best — feed that insight back to the Advisor.
- Rejected recommendations stay in the history so you can revisit your reasoning and refine future decisions.
- Dividends shows all income received — cross-reference with executed BUY recommendations to see which positions are paying.
Tips
- Sort order is newest-first by default — scroll down or use status filter to find older executed trades.
- "Days held" counts from the moment broker execution was detected, not from when you accepted the proposal.
- Evaluation is per-position, not per-lot — if you held shares before the recommendation, those dividends are included in the figure.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.