We’re excited to introduce our new app release featuring Recommendations 📋.

Keeping up with your portfolio may feel like drinking from a firehose-leading to decision paralysis for swapping stocks. We built Recommendations 📋 to help guide portfolio decisions.

So how does it work?

Recommendations 📋 periodically reviews your portfolio versus our greater recommended list taking into account your portfolio strategy and our current research thoughts. If it finds a better match, it’ll notify you at the top of your Newsfeed.

If you want to move forward with the recommendation, just click to enter the stock swap flow. If you’d rather pass, just click the red “x” icon to dismiss it.

Don’t worry if you don’t see any recommendations. That means your portfolio currently looks good! 👍 The recommendations engine runs periodically and will notify you if things change.

Download our newest app to check out Recommendations 📋!

As of writing, RTX and BA were portfolio holdings of Ursa. These securities may cease to be portfolio holdings at some point in the future. Usage of stock tickers and stock match ratings in images are purely illustrative to demonstrate product and should NOT be considered investment advice or recommendations.

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