How do I get personalized recommendation in fintwit.ai?

Created by leepun, Modified on Mon, 15 Jan at 11:00 PM by Evan Smith

PRO subscribers get personalized recommendations in fintwit.ai, please follow these steps to set up your portfolio for recommendation:

Update your current portfolio: Follow the instructions here to keep your portfolio holdings up-to-date.
Set your preferences: Follow the instructions here to set your preferences. This includes your investment goals, risk tolerance, time horizon, etc. The more information you provide, the better fintwit.ai will be able to make recommendations for you.

We offer three types of personalized recommendations in fintwit.ai:

New stock recommendation: This is a recommendation for a stock that you do not currently own. fintwit.ai will consider your investment goals, risk tolerance, time horizon, and portfolio when making this recommendation.

Portfolio Insight: This is an assessment of your current portfolio. fintwit.ai will look at the stocks that you own, their performance, and their fit with your investment goals. This information can help you decide whether to keep your current portfolio or make changes.

Portfolio recommendation on existing holdings: This is a recommendation for stocks that you already own. fintwit.ai will consider the performance of the stocks in your portfolio and make recommendations for stocks that you should add or remove.

Let's expand on all three features:

1. New stock recommendation

Click on 'AI Recommendation' button on top of each portfolio to see the 10 recommended stocks by AI

Like or dislike the recommendation: You can like or dislike each ticker recommendation on the portfolio page. This will help fintwit.ai learn more about your investment preferences and make better recommendations in the future.

Click the Refresh button to get new recommendations. This will update your recommendations based on your latest preferences and holdings.

2. Portfolio Insight:

You can see AI Insight on top of your portfolio holdings. AI Insight helps you assess your current portfolio and make informed investment decisions. It provides you with a portfolio rating on a scale of 1 to 10, a risk level of low, medium, or high, and an alignment score of low, medium, or high to your investment preferences.

The rating is based on several factors, including the performance, fundamental and technical strengths of your stocks, their riskiness, and their alignment with your investment goals. The risk level is based on the volatility of your stocks. The alignment score is based on how well your stocks match your investment preferences.

3. Portfolio recommendation on existing holdings

Our AI model assesses your current portfolio and provides you with recommendations on each stock that you should Hold, Buy, Sell or Partial Sell.

The Portfolio recommendation on existing holdings tool can help you identify areas where your portfolio could be improved. For example, if you have a stock that has underperformed in the past, the tool may recommend that you sell it. Or, if you have a stock that is too risky for your investment goals, the tool may recommend that you reduce your position.

Hover over the suggested action (Buy, Sell, Partial Sell or Hold) for each stock to see a short reasoning behind the recommendation.

It is important to note that fintwit.ai's personalized recommendations are not financial advice. You should always do your research before making any investment decisions.