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Analyst Recommendations

Analyst Recommendations points you to analysts who matter to your AR program but aren't on your radar yet. These include analysts your peers and competitors are engaging with, and analysts who closely match your coverage areas.

Note: This feature is in Beta. Your feedback helps us improve it.

Where to find it

The Analyst Recommendations widget appears on your ARchitect dashboard automatically when recommendations are available for you.

What each recommendation shows

  • Analyst name and firm

  • Why recommended: the reason this analyst made your list

  • Last engaged: your most recent interaction with this analyst, linked to it, or "None"

  • Profile link: opens the analyst's ARchitect profile

You'll see up to 10 analysts. The list excludes anyone you already follow or have interacted with in the past 12 months.

Rate your recommendations

Mark each recommendation Helpful or Not helpful. You can change your answer at any time. Recommendations marked Not helpful move to the bottom of your list.

How often recommendations refresh

Recommendations refresh quarterly. Your list stays the same for the whole quarter, so you can work through it over time.

Don't see the widget?

If you don't have recommendations yet, the widget won't appear on your dashboard. You can still add it from the widget library. Recommendations are based on your interaction history, so logging interactions this quarter helps generate recommendations next quarter.

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