The idea
For You ranks bonds by how closely their shape resembles the shape of your portfolio. The shape captures issuer, sector, country, currency, maturity, rating, and structure — many dimensions at once — so the recommendations aren't just nominal matches on a single field.
Two modes
- Personalized — you're signed in and have at least one position or watchlist entry. Recommendations are ranked to your portfolio.
- Cold-start — signed out or empty portfolio. Recommendations diversify across issuer / sector / rating to give a representative sample of the universe.
A badge on the page tells you which mode is active.
How to influence it
- Positions — larger positions tilt recommendations more.
- Watchlist — useful for shaping recommendations before committing capital. Lower weight than a real position but still moves the needle.
Want to push For You toward a new sector or rating tier? Add 2–3 representative bonds to your watchlist. They'll show up on the next refresh.
Refresh cadence
For You refreshes regularly. Same-day position changes affect Your Fit immediately, but For You only on the next refresh. Editing your positions can prompt an earlier update.
Filters on For You
The For You page accepts the same currency / country / sector / rating filters as the screener. Filters narrow the candidate set BEFORE ranking — so "For You, USD only" returns the most similar USD bonds (not the global top-N filtered down).
Tier caps
| Tier | Cards per session |
|---|---|
| Anonymous | 10 |
| Free (signed in) | 30 |
| Pro | Unlimited |