TrendSpider Sidekick AI

What is Sidekick AI

Sidekick is a language model chat tool. Like ChatGPT or Perplexity, in example. However, it's different from them in a few key aspects, which results in a huge difference.

1. It can not access Internet. This means no unchecked data.
2. It has access to all the data we have on TrendSpider. All the data is specifically adapted to formats which work well with language models.
3. It has a vast set of internal prompts we have designed. We have applied a lot of niche expertise to these prompts.
4. If you ask it to do so, it can access to your custom TrendSpider content, like current chart, watch lists, backtest results and so on.

All of that together makes Sidekick an incredibly useful tool.

What Sidekick Can Do

Sidekick's capabilities fall into four groups: the data it can pull, the actions it can automate, the expertise it brings to analysis, and the ways you can customize how it responds. The real power comes from combining these. A question like "what's up with my portfolio today" pulls tickers from your watchlist, fetches data from every relevant source, and returns a synthesized summary that often surfaces things you wouldn't have thought to ask about.

Available Data

Sidekick has access to TrendSpider's entire data library, both market and alternative. Sidekick is smart enough to filter data when fetching, and for requests spanning many symbols, Deep Research delivers the best experience.

• Market data: Real-time candles on any timeframe, full options chains (with OPRA), market breadth indicators, and everything in What's Happening Now.
• Fundamentals & filings: Financial statements, ratios, 10-K and 20-F SEC filings, and earnings call transcripts.
• Sentiment & flow: Retail trader activity, dark pool data, short volume, and the Crypto Fear & Greed Index.
• Ownership & insider activity: Insider trades, congressional trades, and institutional holdings and transactions.
• Other: Seasonality patterns and historical context.

Note: Sidekick cannot receive streamed tick updates. Real-time candles are fetched on request, not pushed continuously.

Automation

Sidekick can take action on your account, not just answer questions.  Thing's you would normally click through the UI to set up, you can ask Sidekick to build for you.

• Scans & screening: Create, run, and analyze scans. If a question is best answered by a scan, Sidekick will just build and run one.
• Alerts: Build and manage multi-factor alerts on a single ticker or across an entire watchlist.
• Watchlist management: Read tickers from any of your watchlists (specify which one), and create, edit, or organize watchlists. Sidekick can spin up a new watchlist from scan results, add or remove tickers, or apply color tags to specific tickers.
• Chart annotations: Paint basic annotations on your charts: vertical arrows, horizontal lines, and horizontal areas.
• Message queue: Queue multiple requests in a single chat. Sidekick works through them in order as each response completes. You don't need to stay online for queued messages to process, unless your queue includes actions like creating alerts or scans, in which case keep the browser tab open with that chat active.
• Layout & docking: Sidekick can be docked as a permanent part of your TrendSpider layout on the left or right side of your screen, so it stays visible alongside your chart instead of opening as a separate panel.

Expertise & Skills

Beyond pulling data and pushing buttons, Sidekick brings analytical and product expertise to every conversation.

• Symbol search: Find any symbol across stocks, ETFs, options, futures, forex, and crypto. Look up tickers by company name, sector, or description.
• Chart awareness: Sidekick can literally see your chart, including your annotations, indicators, and drawings, and incorporate it into its analysis.
• Deep research: Spawn multiple sub-agents to tackle complex, multi-step research questions across many symbols and data sources at once.
• Backtest analysis: Analyze your backtest results, explain them, and highlight weak points using a curated set of rules and heuristics built from TrendSpider's expertise.
• Indicator explanation: Right-click any indicator for an option to have Sidekick explain it. Covers both how to use the indicator and what it's telling you on this particular chart.
• Custom indicator coding: Sidekick can write custom indicators in TrendSpider's scripting language for you.
• Knowledge base & Store: Sidekick has the entire TrendSpider knowledge base loaded, plus full awareness of what's available in the Add-on Marketplace. Ask how to do something on the platform, or ask what Store content fits your trading style.
• Tables & charts in responses: Sidekick can present its answers as data tables or visual charts (line, pie, column) when that's the clearest way to communicate.

The most powerful cases emerge from combining these things. You can ask a questions like "what's up with my portfolio today", and Sidekick will fetch tickers from the corresponding watch list, then fetch a ton of data from all the data sources we have, and then give you its summary. Oftentimes, it would highlight things you would not even think about.

Sidekick Personas

Think of personas as "who you talk to". Personas define the attitude and general tone of the language model. All the characters would strive for factual correctness, but they would have different ways of communication. Here's a list of personas we've got so far.

• Neutral analyst: this character is neutral. Reasonably friendly, but neutral.
• Warren, the Long Term Investor: this character values long term vision and discourages paying attention to short term noise. It would focus on long term stuff at every possible occasion. It will call you out for being too short-term, too.
• Graham, the Stoic: this character will try to get to the bottom of every question you ask. Likely making you see your own mistakes or gaps in your knowledge.
• Simon, the Data Dude: this character prefers to speak less, and instead to give you more tables, charts and raw data.
• Karen, the Skeptic: this character is often mean, yet always constructive. It will never miss a chance to slap you, and it can even be passive-aggressive. But in doing so, it will often highlight things you would not even think of. Some people on our team find it to be the most useful character, precisely for its capability to be critical all the time.
• Wallstreet Dominator, the Redditor: this character follows tone and values of /r/wallstreetbets. In a somewhat exaggerated manner. It would not be against a good YOLO, but again, just like all the other characters, it values factual correctness above everything else.

Custom root prompts in Sidekick

In the Sidekick settings dialog, you can define a custom root prompt. This is a thing which will be invisibly attached to every message you send. The language model will follow what's requested in there, but only to a certain degree — as long as it does not contradict general Sidekick rules and persona settings.

Different personas are going to follow the custom prompts to different degrees. In example, Karen is very likely to ignore virtually anything, except of straight reasonable demands concerning formatting data (like "always provide a chart if there's data" would work for her).

In example, assume your custom prompt is like Use a lot of emojis and icons in every message. I like them colors, and I like pew pew. My favorite color is green.. "Neutral analyst" persona would add icons reasonably. "Wallstreet Dominator" would go wild and add them almost everywhere. Karen would not only ignore than, she also won't miss a chance to slap you with something like I'm NOT going to use a "lot of emojis, that's ridiculous!.

Custom quick prompts

Once you open Sidekick, you normally have 4 large buttons with pre-defined questions. There are 8 built-in questions like that, and their purpose is to make it easier for traders to familiarize themselves with Sidekick. People can see what it can do, and they can see how different the specificity of requests can be.

However, once you become familiar with it, you don't need that any more. Instead of seeing our examples, you can customize the list of these pre-defined questions. The recommended way is to add pre-built questions which are a part of your normal routine. This way, you can just open Sidekick, click on a button with the pre-defined question, and get your analysis. Like, if you happen to like Palantir, then you can have a pre-defined item like Please give me reasons to keep on holding PLTR, tell me lies, just persuade me to hold it for one more day.

Selecting a language model to work with

Different language models (Anthropic Claude, OpenAI GPT, Gemini Pro) behave in a different way. The only way for defining the best fit for your style is experimenting. Claude is generally slower, but it often goes an extra mile to give you the answers. It's not overly verbose in its responses. Claude works well even with vague questions. Gemini is rather more literal, and it's not as good with vague questions as Claude is. OpenAI is more wordy, but it's way faster than both Gemini and Claude. However, all these characteristics can be adjusted to a good degree, using your custom prompt settings.

Note on Sidekick prices and billing

Every TrendSpider customer has 25 free messages per calendar month (that is, from 1st to 31st), disregarding of their plan type or billing cycle. The only way to have more messages per month is to obtain a Sidekick package.

As a customer, you barely have any control over how many tokens would an LLM take to answer your question. A short question like give me a complete overview of WMT would cause Sidekick to load a ton of data, thereby consuming a lot of tokens. Another simple question like explain my chart would not cost nearly as many tokens. In general, use cases are very different, and token consumption is very diverse thereby. We want to provide customers with a no-surprises pricing model, and that's why we base price on messages sent.

Any time you send a message, your balance of "message available" would be decreased by 1. It will be decreased only if and only when you receive a textual response from Sidekick. In example, in the following cases you will not spend a single "message":

1. You ask it "what's up with my portfolio", it then asks you "what's the watchlist which contains your portfolio" and you never respond.
2. You send a message and just never get a response because of a system error. That's rare, yet possible in theory.

In theory, there might be cases when you ask a vague question and get a follow-up question from the LLM in response. In this case you'll be charge 1 message, even though what you have received is not exactly answering your question.

Limitations and common pitfalls

There are a few things Sidekick can not do at the current stage:

1. It can not analyze more 15-20 tickers at a single time. When asking Sidekick to analyze a list "one by one", make sure to keep the list under this threshold for the most consistent experience. However, if your request is clearly addressable by running a scan, then Sidekick will just do it for you, in which case this limitation of 15-20 does not apply.
2. It can't give direct trading advise. At least it's not supposed to (we prohibit that in the configuration, but it's still an LLM).
3. It can't assess quality of your trend lines.
4. It can not execute trades on your behalf.