The User Profile Menu displays a trader’s name and a dropdown list from which the users can access a wide array of functions and resources to make the best use of the TrendSpider platform.
In this documentation, we will explore the role of each of the functions under the User Profile Menu, including Account & Settings, getting help with the platform, Workspaces, and Sidekick AI.
Let’s get started. 🚀
Account & Settings
Selecting the Account & Settings option allows you to configure, manage, and update the following under each tab:
- Notifications for Email, SMS, Webhook, and Don't Disturb me while I'm sleeping (for alerts).
- Profile details for Display Name, Affiliate ID, and Personal Logo.
- Billing details for Attached Credit Cards, Manage Subscription, Subscription add-ons (like Sidekick or TrendSpider Store indicators), and Payment History.
- Plan details for Standard, Premium, and Enhanced.
Color Theme
Selecting the Color Theme option allows you to choose from a Light (Default theme), Dark, Good ‘Ol Days, or High Contrast color theme.
Terms and Disclaimer
Selecting Terms & Disclaimer from the dropdown menu discloses Terms of Service and Customer Contract.
Request a Feature
Selecting the Request a Feature option allows you to send an idea or suggestion that you feel will make TrendSpider a better product. A form will be displayed where you will be required to enter your email address, the type of feature being requested, and a description of the feature being requested, among many other details.
Reset Password
Selecting the Reset Password option will send a password reset link to your email address for changing the password.
Log Out
Selecting the Log out option signs you out of the current device.
Get Help With The Platform
By pressing the ? icon, it provides quick access to help, training, and learning resources to ensure you get the most out of the TrendSpider platform. Use this menu to find answers, resolve issues, learn new features, and connect with support or the community.
- Check System Status: View real-time platform status and any active incidents or maintenance.
- Contact Support Now: Reach the support team for technical issues or account help.
- Join Our Official Discord Server: Connect with the community, ask questions, and share ideas with other users.
- Open the Hotkey Guide: Learn keyboard shortcuts to navigate and analyze charts faster.
- Read the Docs & Knowledgebase: Browse detailed documentation, guides, and FAQs.
- Schedule 1-on-1 Training: Book a personalized training session with a product expert, for $49 per hour.
- Schedule Help Session: Get guided help for specific questions or workflows for a short session, for 15 minutes (free).
- See Software Updates: Review recent releases, improvements, and bug fixes.
- Take Feature Tour: Walk through key features and tools inside the platform.
- Visit Support Center: Access all support resources in one place.
- Watch TrendSpider TV: View live and recorded shows, market insights, and platform walkthroughs.
- Watch Videos in TrendSpider University: Learn strategies, tools, and workflows through structured video lessons.
Switch Workspace
Selecting the Switch Workspace option allows you to switch between workspaces to access different chart environments easily. These include:
- Default Workspace
- Mobile Device Workspace
- Multi Symbol View Workspace
- Dashboard
- AI Strategy Lab
Sidekick AI
The Sidekick AI icon allows you to open your Sidekick assistant to discuss, analyze, compare fundamental metrics, and more. You can learn more about this feature by clicking here.