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09/21/2023 |

TrendSpider Just Got Easier: Introducing The All-New ‘Assistant’

Hello, traders, and welcome to another software update from your friends here at TrendSpider. In this update, we’re pleased to bring a new feature that’s designed to streamline your entire workflow within TrendSpider; The all-new Assistant. Details after the jump!

Do you ever find yourself getting lost on the platform? Perhaps you’d like to utilize the scanner to look for a particular setup but don’t know how to script the conditions that define it. Maybe you’re on the hunt for some random data points, like a list of a ticker’s historical earnings results, but you’re not sure where to find them. The all-new TrendSpider Assistant was designed to help you. Gone are the days of navigating through extensive menus and options; If you can quickly define what you’re looking for with a few short words, like ‘Find Golden Cross in S&P 500‘ or ‘See WMT earnings‘, or anything in between, the Assistant can automatically direct you to what you seek. Let’s dive into how it works!

How To Access Assistant

Assistant can be found in the upper right-hand corner of your platform view.

To open it, click on the ‘Assistant’ button, or use the key commands ‘CTRL+K’ or ‘~’ to access the search bar visualized below.

What Can Assistant Do?

Assistant offers users the ability to search through and implement an expansive list of meaningful actions on TrendSpider. These actions can vary, from basic things like ‘See a chart of XYZ ticker‘ or ‘Add VWAP to chart‘ to complex combinations like ‘Find Full Timeframe Continuity in the Russell 1000‘.

Once Assistant has returned a list of results, users can either scroll up and down through them using the arrow keys on their keyboard and click ‘enter’ on the desired result or simply click on one of the options with their mouse.

Once an item is selected, the Assistant will automatically perform the task. In the below clip, the sought-after conditions are immediately opened within the Market Scanner and a scan begins to run.

The Assistant utilizes plain language in its queries, so if you’d like to scan for conditions, try starting with ‘Find XYZ conditions‘ or ‘Search for XYZ conditions‘. If you’d like to add a particular indicator or chart pattern to your chart, try starting with ‘Add XYZ indicator‘ or ‘Show XYZ candle pattern‘.

Assistant can be utilized through every step of your analysis process, effortlessly performing actions across the platform with little more than a simple prompt. In the below clip, we go from scanning for specific chart pattern conditions to instantly enabling those same patterns on the chart.

Assistant Works With Your Custom Scripts, Watchlists, Indicators, and More

Assistant functionality is not limited to built-in functions; It can also work with any scans, visual scripts, indicators, watchlists, strategies, or anything else that you’ve created within the platform. For example, if you create a visual script called ‘AVWAP Pinch’, then your assistant will start recognizing requests like ‘Find Pinch in Dow 30‘ or ‘Alert Pinch on NFLX‘.

Assistant makes it possible to take your custom items and turn them into meaningful and complex search queries. Here are a few examples:

  • Create a custom watchlist titled ‘My Portfolio’ and input the tickers of all of your current positions. Once this watchlist is created, when you search ‘My Portfolio’ in the Assistant, it will suggest actions that can be done with your custom watchlist, from adding it to your sidebar to scanning it for specific conditions.
  • Create a strategy titled ‘MACD Cross’ and the Assistant will suggest things like ‘Create bot MACD Cross MSFT‘ or ‘Test MACD Cross NFLX
  • Create a visual script titled ‘Double Top Confirmed’ and the Assistant will suggest things like ‘Find double top in My Portfolio

 Supported Command Types

The set of commands that the Assistant suggests to you will depend on the custom items you’ve created and the current state of your application. This means that if you have a specific indicator on your chart, you will not receive a command to add that indicator to your chart again, but you might receive a command for editing or removing that indicator. The Assistant supports over 90 commands which can generate thousands of possible actions.

Here’s a list of tools on TrendSpider that have commands available within the Assistant. This list is not exhaustive, but it should give you a sense of what to expect when you begin using the Assistant. Examples within this list are examples of search queries, so you can try them on your own!

  • Indicators: add, remove, edit properties, see source code, etc.
  • Other Data: enable on charts, hide from charts. I.e., earnigns on chart or  MSFT short volume.
  • Market Breadth: browse [a given Breadth type on a given list]. I.e, a/d ratio of energy.
  • Federal Reserve Economic Data: browse [a given series]. I.e., bond yield, or unemployment rate in naperville.
  • Sidebar Widgets: add, remove. I.e., see nasdaq 100 or unusual options.
  • Data Flow: browse. I.e., recent earnings.
  • Market Scanner: scan, edit, create. I.e., find triangle break in nasdaq 100 or find pull back.
  • Strategy Tester: test, create a bot. I.e., create ema cross bot on MSFT or test ema cross AAPL.
  • Chart Patterns, Candlestick Patterns: add, remove. I.e., doji or double top.
  • Documentation: browse. I.e., VWAP docs or assistant.

A lot of commands, specifically those related to per-ticker data, have two forms: a single command (like see earnings) or a ticker-dependent version (like see WMT earnings).


As always, we hope you find this new indicator helpful and, if you have any questions, feel free to reach out to us via the ‘Contact Us’ button in the bottom right-hand corner of your chart view.