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Automatic updates on your schedule

Set up recurring tasks to receive regular portfolio summaries without having to ask. Whether you want a daily market brief, weekly performance recap, or monthly portfolio review, Tendrill delivers it automatically.
Consistency builds confidence. Regular check-ins help you stay informed without obsessing over daily market movements.

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Types of recurring tasks

Daily briefs

Start your day with a portfolio summary and market outlook

Weekly recaps

See how your portfolio performed over the week

Monthly reviews

Comprehensive monthly performance analysis

Custom schedules

Set any frequency that works for you

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Setting up recurring tasks

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Daily portfolio brief

You: Send me a portfolio update every morning at 8am

Tendrill: ✅ Daily brief scheduled!

Every morning at 8:00 AM ET, you'll receive:
• Pre-market overview
• Overnight news affecting your holdings
• Today's events (earnings, dividends, Fed)
• Your portfolio snapshot

First update arrives tomorrow at 8:00 AM ET.
Reply "preview" to see what it looks like.
What a daily brief looks like:
Tendrill - Wed 8:00 AM Good morning! Here’s your daily brief: Portfolio: 131,200∣Yesterday:+131,200 | Yesterday: +1,450 (+1.1%) Overnight:
  • Asian markets mixed, Europe up 0.5%
  • Your NVDA: mentioned in positive AI news
  • No material overnight news for holdings
Today:
  • No earnings for your stocks
  • Fed minutes released at 2:00 PM
  • AAPL ex-dividend date
Futures: S&P +0.3%, Nasdaq +0.4% Have a great day! Text me anytime.

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Weekly performance recap

You: Give me a weekly recap every Sunday evening

Tendrill: ✅ Weekly recap scheduled!

Every Sunday at 6:00 PM ET, you'll receive:
• Week's performance summary
• Best and worst performers
• Notable news from the week
• Preview of next week's events

First recap arrives this Sunday.
What a weekly recap looks like:
Tendrill - Sun 6:00 PM Your Week in Review (Jan 1-7) Portfolio performance: Start: 128,500−>End:128,500 -> End: 131,200 Change: +$2,700 (+2.1%) vs S&P 500: +1.8% (you outperformed!) Top performers:
  1. NVDA: +$1,800 (+4.1%)
  2. AAPL: +$580 (+4.0%)
  3. MSFT: +$450 (+2.3%)
Laggards: TSLA: -$180 (-2.8%) Week’s highlights:
  • NVDA new AI chip announcement
  • Apple services revenue record
  • Fed signaled potential rate cut
Next week:
  • MSFT earnings (Tue after close)
  • Jobs report (Fri 8:30 AM)
Great week! Your tech focus paid off.

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Monthly portfolio review

You: Monthly performance report on the 1st

Tendrill: ✅ Monthly review scheduled!

On the 1st of each month, you'll receive:
• Full month performance analysis
• Allocation changes
• Dividend income summary
• Year-to-date progress
• Comparison to benchmarks

First report arrives February 1st.
What a monthly review includes:
Tendrill - Feb 1 9:00 AM January 2026 Portfolio Review PERFORMANCE Start: 118,500−>End:118,500 -> End: 131,200 January return: +$12,700 (+10.7%) vs S&P 500: +4.5% (outperformed by 6.2%) YEAR-TO-DATE 2026 return: +10.7% On track for: +128% annualized (!) ALLOCATION SHIFT Tech: 62% -> 65% (NVDA growth) Healthcare: 15% -> 14% Financials: 12% -> 11% DIVIDEND INCOME January dividends: 94.50YTDdividendincome:94.50 YTD dividend income: 94.50 NOTABLE EVENTS
  • NVDA +28% (AI momentum)
  • AAPL +12% (iPhone beat)
  • TSLA -5% (margin concerns)
Your strong January was driven by your NVDA position. Consider if 34% in one stock aligns with your risk tolerance. Questions about your portfolio? Just ask!

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Natural language scheduling

Set schedules using natural language - Tendrill understands:
What You SayWhat Happens
”Update me every morning”Daily at 9:00 AM (default)
“Weekly recap on Fridays”Every Friday at 6:00 PM
”Send a summary every Sunday at 7pm”Sundays at 7:00 PM
”Monthly report on the 15th”15th of each month
”Update me twice a week”Mondays and Thursdays
”Brief me every weekday before market open”Mon-Fri at 9:00 AM

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Custom frequencies

You: Update me every Tuesday and Friday at noon

Tendrill: ✅ Bi-weekly updates scheduled!

You'll receive portfolio updates:
• Every Tuesday at 12:00 PM ET
• Every Friday at 12:00 PM ET

These mid-week check-ins will include:
• Current portfolio value and change
• Significant moves since last update
• Upcoming events in the next few days

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Managing recurring tasks

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View your schedule

You: What recurring tasks do I have?

Tendrill: Here are your scheduled updates:

📅 Active recurring tasks:

1. Daily brief
   • Every day at 8:00 AM ET
   • Next: Tomorrow 8:00 AM

2. Weekly recap  
   • Every Sunday at 6:00 PM ET
   • Next: This Sunday 6:00 PM

3. Monthly review
   • 1st of each month at 9:00 AM ET
   • Next: February 1st 9:00 AM

Want to modify, pause, or cancel any of these?

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Pause a task

You: Pause my daily updates for a week

Tendrill: ✅ Daily brief paused!

Your daily updates are paused until Jan 15.
They'll automatically resume on Jan 15 at 8:00 AM ET.

Your weekly and monthly tasks are still active.
Text "resume daily updates" anytime to restart earlier.

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Modify timing

You: Change my morning update to 7:30am

Tendrill: ✅ Updated!

Your daily brief will now arrive at 7:30 AM ET 
instead of 8:00 AM.

Next update: Tomorrow at 7:30 AM ET

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Cancel a task

You: Cancel my weekly recap

Tendrill: ✅ Weekly recap cancelled.

You'll no longer receive Sunday evening recaps.
Your daily and monthly tasks are still active.

You can always ask "how did I do this week?" 
for an on-demand recap.

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Best practices

Match your schedule

Set updates for when you actually have time to read them - commute, lunch, evening

Start simple

Begin with weekly recaps before adding daily. See what fits your style.

Time zone aware

Tendrill uses your registered time zone. Update in settings if needed.

Don't overdo it

More updates ≠ better investing. Find your right frequency.

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Investor profile recommendations

Recommended: Weekly recap on Sundays + Monthly reviewYou don’t need daily updates. Weekly keeps you informed without noise.
Recommended: Daily brief at your preferred timeOne quick update helps you stay informed during hectic weeks.
Recommended: Daily brief before market + End of day recapBookend your trading day with portfolio context.
Recommended: Weekly recap + Monthly reviewFocus on the big picture while you’re learning.

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FAQ

Updates are sent based on the time zone you registered with. Market-related times (like “before market open”) are always in Eastern Time.
Yes! Weekend updates summarize the week and preview the upcoming week. Markets are closed, so there’s no live data.
Updates aren’t stored for later delivery. If you miss one, just ask “give me my daily brief” or “weekly recap” for an on-demand version.
On the free tier, recurring task messages count toward your monthly limit. Premium users have unlimited messages.

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Next steps

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