Start receiving portfolio insights in 3 steps
No app to download. No complex setup. Just connect your accounts and start texting.Sign up with your phone number
Visit tendrill.ai and enter your phone number. You’ll receive a verification code via text to confirm your number.
Connect your brokerage accounts
After verification, you’ll be prompted to link your investment accounts through Plaid. This secure connection gives Tendrill read-only access to your holdings.To connect an account:
- Click “Connect Account”
- Search for your brokerage (Fidelity, Schwab, Robinhood, etc.)
- Log in with your brokerage credentials
- Select which accounts to link
- Confirm the connection
Your credentials are safe. You log in directly with your brokerage through Plaid’s secure interface. Tendrill never sees or stores your password.
Send your first message
Once connected, save Tendrill’s number in your contacts and send your first message. Try one of these:
- “How’s my portfolio doing?”
- “What stocks do I own?”
- “Any news about my holdings?”
- “When are my next earnings?”
You: How’s my portfolio doing? Tendrill: Good morning! Your portfolio is worth 1,230 (+0.97%) from yesterday. Your top holdings:I’ll keep you posted on any important news about these positions.
- AAPL: $34,200 (26.8%)
- NVDA: $28,100 (22.1%)
- MSFT: $19,800 (15.5%)
- VOO: $15,400 (12.1%)
What happens next
Once you’re set up, Tendrill automatically:Monitors your holdings
24/7 watching for news, earnings, and price movements
Sends proactive alerts
You’ll receive a text when something important happens
Answers your questions
Text anytime to ask about your portfolio
Learns your preferences
Over time, Tendrill adapts to what matters most to you
Try these starter conversations
Get comfortable with Tendrill by trying these questions:Portfolio overview
Portfolio overview
- “What’s my portfolio worth?”
- “How did I do this week?”
- “What’s my biggest position?”
- “Show me my allocation”
Stock research
Stock research
- “Tell me about Apple”
- “What’s happening with NVIDIA?”
- “Should I be worried about Tesla?”
- “Compare Amazon vs Microsoft”
Upcoming events
Upcoming events
- “When are my next earnings?”
- “Any dividend dates coming up?”
- “What’s on my calendar this week?”
News and analysis
News and analysis
- “Any news about my stocks?”
- “What moved the market today?”
- “Why is TSLA down?”
Customize your experience
Set up alerts
Tell Tendrill what you want to be notified about:- “Alert me if AAPL drops 5%”
- “Let me know when NVDA reports earnings”
- “Notify me of any news about Tesla”
Schedule recurring updates
Get regular summaries delivered automatically:- “Send me a daily portfolio summary at 8am”
- “Give me a weekly recap every Sunday”
- “Monthly performance report on the 1st”
Learn more about alerts
Set up custom notifications for price movements, news, and events
Troubleshooting
I didn't receive the verification code
I didn't receive the verification code
- Check that you entered your phone number correctly
- Make sure you’re not blocking unknown numbers
- Try requesting a new code (wait 60 seconds between attempts)
- Contact support if issues persist
My brokerage isn't connecting
My brokerage isn't connecting
- Ensure you’re using the correct login credentials
- Check if your brokerage requires two-factor authentication
- Some institutions have temporary connection issues - try again in a few hours
- See our troubleshooting guide for more help
My portfolio data looks wrong
My portfolio data looks wrong
- Data may take up to 24 hours to fully sync after initial connection
- Try texting “refresh my portfolio” to force an update
- Some account types (like retirement accounts with restrictions) may display differently