Investing without the anxiety
You’ve built a solid portfolio. Maybe it’s a mix of index funds and a few individual stocks. You’re in it for the long haul - you don’t want to check your accounts every day, but you also don’t want to miss something important. Tendrill is perfect for you. Set it up once, and let it watch your portfolio so you can live your life.The passive investor’s motto: “Time in the market beats timing the market.” Tendrill helps you stay informed without the temptation to over-trade.
How Tendrill helps passive investors
Peace of mind
Know that someone’s watching your portfolio, even when you’re not
Important alerts only
Hear about big moves, not every 1% fluctuation
Long-term perspective
Monthly and yearly performance views, not just daily
No FOMO
Sleep soundly knowing you won’t miss critical news
Recommended setup for passive investors
Step 1: Connect all your accounts
Link every investment account - brokerage, IRA, 401(k). Tendrill works best with the complete picture.Step 2: Set up weekly recaps
Step 3: Enable monthly reviews
Step 4: Set high-threshold alerts
What passive investors should ask
Quarterly check-in questions
Quarterly check-in questions
- “How did I do this quarter?”
- “Has my allocation drifted?”
- “Any positions I should be concerned about?”
- “How do I compare to the S&P 500?”
Annual review questions
Annual review questions
- “What’s my year-to-date return?”
- “What were my best and worst performers?”
- “How much did I receive in dividends?”
- “Should I rebalance?”
Life event questions
Life event questions
- “How is my portfolio positioned for retirement?”
- “What’s my exposure to risk?”
- “Am I too concentrated in any sector?”
Sample weekly recap for a passive investor
Tendrill - Sun 6:00 PM Your Week in Review Portfolio: 1,800 / +0.7%) vs S&P 500: +0.9% (slightly behind) All quiet this week:Your allocation remains: 60% stocks / 40% bonds - On target! Coming up:
- No major news for your holdings
- No earnings reports
- Market was calm overall
Nothing to worry about. Enjoy your week!
- Your AAPL dividend posts Tuesday
- No earnings for your stocks next week
The passive investor advantage
Research consistently shows that:- Lower fees = better long-term returns
- Less trading = lower taxes and costs
- Time in market = compound growth
- Not encouraging unnecessary trades - We inform, we don’t suggest
- Reducing anxiety - You know you’ll hear about important events
- Providing context - When you do check in, you get the full picture
- Keeping you invested - Fewer panic sells during market dips
What Tendrill filters out for you
When you’re set up for passive investing, Tendrill automatically reduces noise:| What You WON’T Hear About | Why |
|---|---|
| Daily 1-2% moves | Normal market volatility |
| Every analyst opinion | Doesn’t change long-term thesis |
| Short-term news | Usually noise, not signal |
| What others are buying/selling | Irrelevant to your strategy |
| What You WILL Hear About | Why |
|---|---|
| Major earnings misses/beats | Could affect position thesis |
| Significant dividend changes | Impacts income strategy |
| Large position moves (10%+) | Worth knowing about |
| Monthly/quarterly performance | Track your progress |
Passive investor tips
Check monthly, not daily
Set a recurring monthly review and resist the urge to peek more often
Focus on allocation
Ask about allocation drift rather than individual stock moves
Think in years
Ask “how did I do this year?” not “how did I do today?”
Ignore the noise
If Tendrill isn’t texting you, your portfolio is probably fine
FAQ for passive investors
Will I be tempted to trade more if I use Tendrill?
Will I be tempted to trade more if I use Tendrill?
Tendrill is designed to inform, not encourage trading. We don’t send “hot tips” or suggest trades. Most passive investors find they’re less anxious because they know they’ll be alerted if something important happens.
What if I don't want to hear anything except emergencies?
What if I don't want to hear anything except emergencies?
Set all your alert thresholds high (15-20% moves), enable monthly reviews only, and tell Tendrill “minimal alerts please.” You’ll only hear about major events.
Should I connect my 401(k)?
Should I connect my 401(k)?
Yes! Even if you can’t actively manage it, knowing your full portfolio picture helps with overall allocation decisions.