Why are there no recommendations available this month?
If you open Top recommendations and see "No investment recommendations available at this time," the most common cause is that your Recommendation preferences are too restrictive. Open Preferences → Recommendations preferences and loosen one or two filters. Common over-restrictions:
- A restriction to a single fund family or to index funds only.
- Filters on minimum dividend yield, expense ratio, or asset class exclusions.
- A long ignored-recommendations list. Each ignored item is excluded from future runs, so clear it to bring those candidates back.
A less common reason is that a data sync is still in progress for an account you just added in Net Worth. Give it a bit and re-run.