PortfolioPilot keeps recommending I sell a holding I want to keep (like my emergency fund). How do I stop this?
You can easily ignore recommendations for any security you don't want to change (for example, a stock like Bitcoin or Nvidia). Here's how:
- Find the recommendation related to the security in question
- Click "Ignore" to stop receiving that suggestion
The security will remain in your portfolio for analysis purposes, but the system will no longer suggest selling or replacing it. You can review or undo ignored recommendations at any time in your recommendation preferences.