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General Questions

Tendrill is an AI-powered personal wealth manager that monitors your investment portfolio and delivers proactive insights via text message. Connect your brokerage accounts, and Tendrill will watch for earnings, price movements, and news that affect your holdings - then text you when something important happens.
No. Tendrill provides information and analysis, but we do not provide personalized investment advice or recommendations. We don’t tell you to buy or sell anything. We’re an information service that helps you stay informed about your investments.For personalized investment advice, please consult a licensed financial advisor or registered investment professional.
Most brokerage alerts are basic (“AAPL is up 5%”) and require manual setup for each stock. Tendrill is different:
  • Portfolio-aware: Calculates impact on YOUR holdings, not just raw percentages
  • Proactive: Automatically monitors everything you own
  • Contextual: Explains WHY something is happening
  • Conversational: Ask follow-up questions in natural language
  • Multi-brokerage: Aggregates across all your accounts
It’s the difference between a basic notification and a knowledgeable assistant.
Generic AI chatbots don’t know your portfolio. Tendrill:
  • Connects to your accounts: Knows exactly what you own
  • Monitors continuously: Doesn’t require you to ask
  • Proactive alerts: Reaches out when things happen
  • Financial data integration: Real-time prices, news, earnings
ChatGPT can answer general questions. Tendrill answers questions about YOUR investments and proactively keeps you informed.
No! Tendrill works entirely through SMS and iMessage. Just save Tendrill’s number and text like you would text anyone else. No app to download, no dashboard to check (though we have one if you want it).

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Getting Started

Visit tendrill.ai, enter your phone number, verify it, and connect at least one brokerage account. The whole process takes about 5 minutes.
Probably! Tendrill supports over 10,000 financial institutions through Plaid, including:
  • Fidelity, Schwab, Vanguard, E*TRADE
  • Robinhood, Webull, M1 Finance
  • TD Ameritrade, Merrill Lynch
  • Most banks with investment services
See the full list or search during sign-up.
Yes! Connect as many brokerage accounts as you have. Tendrill aggregates them into a single portfolio view while keeping individual account details available.
  1. Your holdings sync (takes a few minutes to a few hours)
  2. You’ll get a welcome message confirming what Tendrill found
  3. Monitoring begins automatically
  4. Text Tendrill anytime with questions
  5. Receive proactive alerts when important events happen

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Security & Privacy

Yes. Tendrill uses Plaid - the same secure infrastructure used by Venmo, Coinbase, and thousands of financial apps. Your brokerage credentials are never stored by Tendrill (you authenticate directly with your brokerage through Plaid). All data is encrypted in transit and at rest using bank-level encryption.Learn more about our security practices
No. You log in directly with your brokerage through Plaid’s secure interface. Your username and password are never shared with or stored by Tendrill. We only receive your holdings and positions - never your credentials.
No. Tendrill has read-only access to your accounts. We can see your holdings but cannot execute trades, transfer funds, or modify your account in any way. This is a technical limitation of our Plaid connection, not just a policy.
Never. We don’t sell your data to advertisers, share it with partners, or monetize it in any way. Our business model is subscriptions, not data sales.See our full commitments
You can disconnect individual accounts or delete your entire Tendrill account at any time:
  • Text “disconnect [account name]” to remove one account
  • Text “delete my account” for complete deletion
  • Or manage from your dashboard
Data is deleted within 24 hours. Full instructions

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Using Tendrill

Almost anything about your investments! Examples:
  • “How’s my portfolio doing?”
  • “What’s happening with Apple?”
  • “Any news about my stocks?”
  • “Compare NVDA vs AMD”
  • “When are my next earnings?”
  • “What’s my allocation look like?”
  • “Should I be worried about Tesla?”
See more examples
Just tell Tendrill what you want to know:
  • “Alert me if Apple drops below $170”
  • “Notify me when NVDA reports earnings”
  • “Let me know if any stock drops 5% in a day”
Learn about smart alerts
Yes! Schedule recurring updates:
  • “Send me a daily portfolio brief at 8am”
  • “Weekly recap every Sunday”
  • “Monthly performance report on the 1st”
Set up recurring tasks
No. We’re designed to respect your attention:
  • Proactive alerts only for significant events
  • No marketing messages
  • No promotional content
  • You control alert frequency
Most users receive 2-5 proactive alerts per week. You can adjust to get more or fewer.

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Data & Accuracy

  • Stock prices: Real-time during market hours
  • Holdings: Daily (overnight sync from brokerages)
  • News: Continuous monitoring
Full details on data timing
Small differences are normal due to:
  • Quote timing (different sources, different seconds)
  • Pending transactions not yet synced
  • After-hours vs. closing prices
If you see large discrepancies, try texting “refresh my portfolio” or check that your accounts are still connected.
Yes! Tendrill can research any publicly traded stock. Ask questions like:
  • “Tell me about Palantir”
  • “What’s the bull case for Google?”
  • “Watch CRWD for me” (adds to watchlist)

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Pricing & Account

Tendrill offers free and premium tiers:
  • Free: Basic portfolio monitoring, limited conversations
  • Premium: Unlimited conversations, advanced alerts, priority support
Visit tendrill.ai/pricing for current pricing.
Yes! Our free tier lets you experience Tendrill’s core features. Connect your accounts and start receiving portfolio monitoring at no cost.
Text “cancel subscription” or manage from your dashboard. Your account stays active (downgraded to free tier), and you can re-subscribe anytime. No cancellation fees or hassles.

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Troubleshooting

Check that:
  1. Your phone number is correct in your account
  2. You haven’t blocked Tendrill’s number
  3. Your phone can receive SMS from short codes
Try texting “hello” to Tendrill to test the connection.
Common fixes:
  1. Verify your brokerage credentials are correct
  2. Check if 2FA is required and complete it
  3. Ensure your brokerage isn’t experiencing outages
  4. Try again in a few hours
Full troubleshooting guide
  • Text “refresh my portfolio” to force a sync
  • Check that your brokerage connection is active
  • Recent trades may take 24 hours to appear
  • Verify you’re looking at the right account
Understanding data timing
Contact our support team:We typically respond within 24 hours.

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Still have questions?

Contact Support

david@tendrill.ai

Getting Started Guide

Step-by-step onboarding