Documentation / Recommendations
Recommendations
On the 1st of each month, the Recommendation agent produces a coherent set of buy and sell actions to close your monthly income gap. Each run appears in the Inbox with an income summary; individual proposals show the rationale and cash required. When you accept a proposal and execute the trade, the platform detects it automatically and begins tracking performance.
Before you start
- The Recommendation agent needs to have run at least once on Agents.
- Your portfolio must be synced and the Knowledge Base populated for quality recommendations.
- More curated Feed signal (from X accounts and research) leads to better-informed proposals.
How to use it
- Go to Inbox and find the latest recommendation run.
- Review the income-before and income-after summary at the top of each run.
- Open each buy or sell proposal to read the full rationale, the safety score, and the staggering logic.
- Accept the proposals you agree with. Reject ones that don't fit your constraints.
- Execute the accepted trades manually at your broker (Trading 212 or IBKR).
- The proposal moves to "Awaiting Execution" and then automatically transitions to "Executed" once your broker sync detects the new position.
What comes next
- Once execution is detected, the proposal shows a performance panel with: amount invested, current value, capital gain, dividends received, and total return vs the predicted income delta.
- The evaluation updates on every portfolio sync so the numbers stay current as the position grows.
- Find all your executed recommendations under the "Executed" tab in Inbox.
Tips
- The agent fills monthly income gaps first — if March is weak, it prioritises quarterly payers that pay in March.
- You can trigger the Recommendation agent on-demand any time from Agents — you don't have to wait for the 1st.
- Execution is detected by comparing portfolio snapshots before and after each sync — a brand-new position triggers the match.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.