We’re introducing Sidekick, our most powerful trading AI yet. Fully integrated into TrendSpider, Sidekick delivers expert-level analysis using real-time market data. It gives you fast, reliable insights across fundamentals, earnings reports, insider and government trades, unusual options activity, news headlines, and much more. Sidekick can even see the charts and backtests you have open, helping you go from idea to execution faster.
What is TrendSpider’s Sidekick AI?
Sidekick is a financial LLM that integrates seamlessly into the TrendSpider platform. It draws on the full range of in-platform market data from seasonality patterns and indicator data to social media sentiment and analyst estimates.
By relying solely on trusted TrendSpider data, Sidekick ensures its outputs are accurate and free from misleading or invented information. That means you can make faster, more confident decisions without second-guessing your research. Whether you need a quick earnings snapshot right after a report drops or a comprehensive multi-year technical and fundamental analysis, Sidekick delivers the insights in seconds so you can focus on execution.
Popular Sidekick Use Cases
Sidekick is built to make analysis faster, data-driven, and clearer to act on. Whether you’re doing fundamental research, reviewing charts, or scanning for earnings surprises, these examples show how to get the most out of Sidekick with simple, one-line prompts.
| Fundamental Research | Market & Earnings Insights | Charting & Technical Analysis |
|---|---|---|
| Compare Asset Performance Compare 1-year returns for {TICKER1}, {TICKER2}, and {TICKER3} in a table. | What is Happening in the Markets Today Summarize today’s biggest market movers and news. | Analyze Your Chart & Indicators Identify key technical levels and indicator signals on my open chart. |
| Bull Case vs. Bear Case Give me the bull and bear case for {TICKER}, including key supporting data. | Instant Earnings Breakdowns Analyze the {TICKER} earnings and summarize EPS, revenue, and guidance. | Plot News or Data on Chart Overlay the last 30 days of the top three news headlines on my current chart. |
| Review Risks of a Business List the top 5 business risks for {TICKER} from the most recent SEC filings. | Review Your Portfolio Analyze my watchlist named Portfolio A for sector weights, top holdings, and beta. | Turn Data Into Visuals Create a chart showing {TICKER} revenue growth vs. EPS over the last 5 years. |
Search the Market With Sidekick AI
Sidekick AI is not just an analysis assistant. It can now scan the entire market for you using natural language, powered by TrendSpider’s Market Scanner behind the scenes.
Instead of manually building scan conditions, you can simply describe what you are looking for and let Sidekick handle the logic, parameters, and execution.
With Sidekick AI scanning, you can:
- Search the entire market using plain English
- Scan specific universes, sectors, or your own watchlists
- Automatically refine results until meaningful opportunities are found
Sidekick does more than return results. You can continue the conversation by asking it to analyze, rank, or summarize what it finds using options flow, news, seasonality, or fundamentals.
Learn more:
👉 Read the full guide on AI Market Scanning with Sidekick
Set Trading Alerts With Sidekick AI
Sidekick AI now extends beyond idea discovery and scanning to help you set alerts as well. Acting as an alert-setting agent, Sidekick allows you to describe what you want to monitor in plain English and automatically creates the alerts for you.
Instead of configuring alerts one by one, a single prompt can now deploy consistent alert logic across symbols, watchlists, or portfolios.
With Sidekick AI alerts, you can:
- Create and modify alerts across multiple symbols with one prompt
- Apply alert logic directly to watchlists or portfolios
- Go from trade idea to live alerts without manual setup
Alerts are created individually for each symbol, making them transparent, reliable, and easy to edit after creation.
Learn more:
👉 Read the full breakdown on Setting Alerts With Sidekick AI
Sidekick in Action
Sidekick can handle a wide range of trading and investing prompts with precise outputs. From digging into fundamentals to analyzing your charts and backtests, here are some of the key areas where it excels:
Spot Unusual Options Activity Before Others
Want to know when the smart money might be moving? Sidekick can scan for unusual options activity, insider transactions, or government trades and highlight the ones worth paying attention to. You’ll get the details, context, and possible implications so you can decide whether it’s noise or a real signal.
Example prompt: Show me the most notable unusual options activity in
{TICKER}this week. Is it bullish, bearish, or neutral?
Tip: Use the Wall Street Dominator personality for a YOLO options trading perspective.
Compare Fundamentals in Seconds
Want to see how a company stacks up against its top competitors? Sidekick can pull fundamental data from multiple companies and convert it into easy-to-read visuals like charts and comparison tables. This allows you to quickly spot differences in valuation, profitability, or debt levels, with clear takeaways that make the data instantly actionable.
Example prompt: Compare
{TICKER}to its competing industry leaders by creating a table with each companies market cap, P/E ratio, P/B ratio, net margin, and debt ratios.
Tip: Use the Warren personality for a long-term perspective.
Sharpen Your Strategies with Backtest Reviews
Want to know if your trading strategy holds up under scrutiny? Sidekick can review your backtest results to uncover strengths, weaknesses, and missed opportunities. It evaluates the performance metrics in your Strategy Tester and offers targeted adjustments, helping you refine your edge before risking real capital.
Example prompt: Analyze my backtest results and tell me the strengths, the weaknesses, and provide suggestions on how I can improve its performance.
Tip: Use the Karen personality for extra harsh backtesting critique.
Sidekick’s Personalities
Switch between Sidekick’s six unique personality types to change its tone and perspective. Each offers a unique style for tackling the same question.
- Neutral analysis: A balanced and factual default personality with no bias.
- Warren, the long-term investor: Focuses on fundamentals, compounding, and ignoring short-term noise.
- Graham, the stoic: Cuts through emotion to deliver rational, value-driven insights.
- Sheldon, the data dude: Relies on tables, charts, and raw data for every answer.
- Karen, the skeptic: Challenges everything you say and spots flaws you might miss.
- Wall Street Dominator, the redditor: Brings high-energy retail trader vibes with a love for the occasional YOLO.
How to Start Using Sidekick
Sidekick is designed to adapt to the way you work. Whether you want concise summaries, detailed tables, chart annotations, or backtest reviews, you can shape its responses to match your workflow. Two of the easiest ways to make Sidekick your own are by customizing its system prompt to guide its behavior and by creating quick prompts for tasks you use regularly.
Customize Your System Prompt
The system prompt is Sidekick’s “operating instructions,” which tells the AI how you want it to think, prioritize, and format responses every time you interact. You can tailor it for your style of analysis. For example:
If you prefer more visuals and fewer words: “Always include tables, charts, or annotated screenshots when explaining data, and keep explanations under four sentences.”
If you want a deep-dive, long-form response: “Provide detailed, step-by-step reasoning and always include relevant historical comparisons.”
If you’re focused on short-term trading: “Analyze with an emphasis on near-term catalysts, momentum signals, and lower timeframes.”
Adjust your system prompt as your needs change so Sidekick consistently delivers answers in the style and depth you prefer, then set up quick prompts you can use on a daily basis.
Add Your Own Quick Prompts
Quick prompts are saved commands you can run with a single click, perfect for the tasks you perform daily or weekly. They can be broad or hyper-specific, and appear right as you open Sidekick. Over time, you can build a personal library of them tailored to your workflow. Examples:
Portfolio check: “Analyze my watchlist named Portfolio A for sector concentration, beta exposure, and top 5 holdings by market cap.”
Chart review: “Mark key support and resistance levels on my SPY chart and highlight recent volume spikes and indicators on my chart.”
Earnings summary: “Summarize the last earnings report for the symbol on my current chart, including beat/miss, YoY changes, and guidance.”
Sidekick’s Limitations
Sidekick works entirely without internet access, so it can’t access external sources, but that’s kind of the point. Every answer is based on trusted data inside of TrendSpider, rather than scraped or unvetted sources, ensuring accuracy, consistency, and minimal risk of hallucinations.
Sidekick Summary
Sidekick brings AI directly into your market workflow, powered by the data you already trust. It can read your charts and backtests, generate clean tables and visuals, and explain both fundamentals and technicals in plain language. With all data sourced from inside TrendSpider and no reliance on web scraping, you get reliable answers you can count on.
Whether you want an earnings debrief, a review of your automated trading strategy, or an in-depth company comparison, Sidekick delivers in seconds. See it in action this Friday in our live Sidekick webinar, and get started right away with your free messages. Check the pricing page for details on plans and limits.
