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TrendSpider Sidekick™ - Your AI-powered Market Analyst & Trading Assistant

Sidekick is the world's first & only AI designed for active investors. It can see your charts, access market data, analyze and compare fundamentals, double check your levels, and much, much more. Ask it anything!

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TrendSpider Sidekick™

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Not Just a Chatbot, an Agentic Assistant

Sidekick can do a lot more than help you do research. Use Sidekick to build scanners, create custom indicators, review your chart analysis, create alerts across watch lists, and perform deep multi-symbol research.

Market Analysis Agent

Agentic analysis of your charts, backtests, fundamental data, including multi-symbol deep research from one prompt.

Scanning Agent

Sidekick will design, build, execute, review and refine scanners for you in. You can even ask it to find charts that look a certain way.

Indicator Coding Agent

Work together with Sidekick to build, edit and refine your perfect indicator in a collaborative way.

Grunt Work Agent

Have Sidekick do the grunt work for you, like creating alerts across entire watch lists, comparing financial statements, and more.

Introducing a New Way to Navigate the Market

Chat with the market

  • Talk to your charts

    Ask Sidekick to look at your charts, analyze technicals, identify levels, and interpret indicators. Think of it as your second set of eyes.

  • Dig deep into fundamentals

    Sidekick can analyze fundamentals, compare balance sheets, look at SEC filings, analyze insider transactions and dive deep into financial statements.

  • Double-check your assumptions

    Sidekick can help you check yourself. It can review your technical analysis, look for gaps and mistakes, and help you make sure you’re not missing anything.

  • Perform deep multi-symbol research

    Have Sidekick go deep into a symbol or list of symbols, compiling and analyzing all information available for you in seconds.

Your new personal assistant

  • Aligned with your trading style

    Choose the Sidekick personality that fits your style the most. Personalities range from long-term investor to a number crunching quant.

  • The only AI designed specifically for investors

    Unlike general LLMs, Sidekick is designed specifically and only for active investors. It is designed to be reliable and accurate.

  • Built to work with massive data sets

    Sidekick is designed to work with massive amounts of data very quickly. It can help you put the full picture together - combining fundamentals, technicals & alternative data for you.

  • Agentic capabilities that do work for you

    Have Sidekick run TrendSpider for you as an agent. Build alerts, run scans, analyze charts, interpret backtests, and more.

Compare Microsoft and Google's balance sheet for me
Identify key support levels on my chart
What should I focus in on my portfolio today?
Which government insiders have recently purchased Verizon stock?
What's going in in the market today?
Do a deep dive into Apple?
Why is Bitcoin going down today?
How many US Senators and Representatives own Google stock?
What's up with PLTR this month?
Can you find some important levels on my chart for me to focus on?
Why is my backtest not performing as well as it should?
What does the DSS Blau indicator measure?

Sidekick personalities and modes

Sidekick offers multiple operational models and personalities. Each with their own approach, alignment and style. Choose the one that fits your style of investing the best.

Warren

Warren

The Long Term Investor

Warren is focused on the long-run. He doesn’t care about short term market movements. He is obsessed with fundamental analysis, enjoys comparing benchmarks, and looks to build significant value over time. Warren is modeled after the public style and personal of famous investor, Warren Buffet.

Neutral Analyst

Neutral Analyst

The Unbiased Quant

Always neutral, never opinionated. Always friendly, but never overly agreeable. Neutral Analyst seeks to be your honest, faithful assistant in all tasks you assign to it. It will tell you the truth, even if you don’t want to hear it. Neutral Analyst is modeled after a typical Financial Advisor. Always looking out for you, and trying not to get in your way.

Graham

Graham

The Stoic Investor

Graham is a stoic. He likes to get to the bottom of things. He is prone to go deep and try to find meaning in large amounts of data. His personality is stable, consistent, calm, and decisive. He is systemic in how he views the market. Graham is modeled after the style and persona of famous investor, Benjamin Graham.

Karen

Karen

The Skeptic

Karen is so skeptical, that she wants to speak with the manager. She is bold, brave, unafraid. Her internal alignment is much lower than other personas. She is not afraid to call you out. She might be rude. She tells it like it is, and she does it with gusto. Originally, Karen was intended as a joke persona and modeled after a popular viral internet meme. But in testing, we discovered that she can be very useful and helpful.

Simon

Simon

The Data Dude

Simon is a numbers guy. He is obsessed with the math. He doesn’t talk as much as other personas, but he makes up for it in depth. Expect short replies full of tables, charts and numbers. Simon will never get lost in the story because he doesn’t do stories… unless they’re stories told with numbers. Simon is modeled after a quant and will behave like one.

Wall Street Dominator

Wall Street Dominator

The Redditor

The Dominator is a special persona modeled after the tone and values of the famous Reddit “Wall Street Bets” community. It’s cautious, likes to do its diligence, frequently uses profane or crude language, and is not afraid of an occasional YOLO. Just like all the other personas, the Dominator values truth, accuracy above all selse.

Sidekick can access all of TrendSpider’s data - and more!

Sidekick can access anything you can access in TrendSpider. It can see your charts, download data, get real-time quotes, access news articles, fundamental data, and more.

Price movements

Price movements

What were the daily price ranges on MasterCard stock over the last 3 sessions?

Fundamental data

Fundamental data

Compare the EBITDA to debt ratio of Wal-Mart to Home Depot

Earnings data

Earnings data

Summarize IBM's last 5 earnings reports for me

Analyst ratings

Analyst ratings

Which stock from the MAG 7 has the most bullish analysts?

Dividends and splits

Dividends and splits

How much has Coke-a-Cola's dividend changed over the last 5 years?

News

News

Are there any market moving news events reported today that impact Verizon's stock?

Insider and government trades

Insider and government trades

Which stocks did Nancy Pelosi buy last month?

Options activity

Options activity

Are there any unusually large options trades on Google stock today?

Social media sentiment

Social media sentiment

What stocks are most popular with retail investors today?

Seasonality patterns

Seasonality patterns

Does Apple or Microsoft tend to perform better in August?

Relative performance

Relative performance

Which stocks are out performing the SPX index today?

Financial news coverage

Financial news coverage

Is the marketing reacting to news today? Which story?

Symbol deep dives

Symbol deep dives

Deep dive into Apple's stock. Is the valuation justified?

Macroeconomic events

Macroeconomic events

How is the war in Ukraine impacting defense stocks this week?

Chart analysis

Chart analysis

What are the key levels on my chart right now?

Earnings report text

Earnings report text

What business risk factors did Tesla list in their last ER?

Indicator data

Indicator data

How should I use the MACD indicator for short term swings?

TrendSpider documentation

TrendSpider documentation

Where do I find the Market Scanner inside of the TrendSpider app?

SEC Filings

SEC Filings

What was in the latest 10Q for AAPL?

Earnings Call Transcripts

Earnings Call Transcripts

Did the CEO say anything suspicious on the last earnings call?

Backtesting Results

Backtesting Results

Why is my backtest underperforming?

Your Charts and Drawings

Your Charts and Drawings

Did I miss any levels on my chart?

Watchlists

Watchlists

Are all the symbols from my scan in my watch list?

Options info

Options info

What is the put/call spread on Microsoft?

Sidekick Subscription Plans

Your first 25 messages each month are on us. Please subscribe to chat more.

Free

  • Up to 25 messages per month
  • All personalities
  • Sonnet 4.6, Gemini 3.1 & GPT 5.4
  • $0/month

Basic

  • Up to 100 messages per month
  • All personalities
  • Sonnet 4.6, Gemini 3.1 & GPT 5.4
  • $49/month

Plus

  • Up to 300 messages per month
  • All personalities
  • Sonnet 4.6, Gemini 3.1, GPT 5.4, GPT 5.5 & Opus 5.0
  • $129/month

Max

  • Up to 1,000 messages per month
  • All personalities
  • Sonnet 4.6, Gemini 3.1, GPT 5.4, GPT 5.5 & Opus 5.0
  • $349/month

All TrendSpider plans come with 25 free Sidekick messages, per month. You may, optionally, subscribe to a paid Sidekick plan to increase your message limit and open up access to other AI models.

Sidekick is a multi-model AI chatbot

Sidekick is built with flexibility in mind. You choose which LLM model will process your requests.
Currently supporting major models from Google, Anthropic and Open AI. More models coming soon

Claude
OpenAI
Gemini

Frequently Asked Questions

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