> ## Documentation Index
> Fetch the complete documentation index at: https://tendrill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Recurring Tasks

> Schedule daily, weekly, or monthly portfolio updates

## Automatic updates on your schedule

Set up recurring tasks to receive regular portfolio summaries without having to ask. Whether you want a daily market brief, weekly performance recap, or monthly portfolio review, Tendrill delivers it automatically.

<Info>
  **Consistency builds confidence.** Regular check-ins help you stay informed without obsessing over daily market movements.
</Info>

## Types of recurring tasks

<CardGroup cols={2}>
  <Card title="Daily briefs" icon="sun">
    Start your day with a portfolio summary and market outlook
  </Card>

  <Card title="Weekly recaps" icon="calendar-week">
    See how your portfolio performed over the week
  </Card>

  <Card title="Monthly reviews" icon="calendar">
    Comprehensive monthly performance analysis
  </Card>

  <Card title="Custom schedules" icon="clock">
    Set any frequency that works for you
  </Card>
</CardGroup>

## Setting up recurring tasks

### Daily portfolio brief

```
You: Send me a portfolio update every morning at 8am

Tendrill: ✅ Daily brief scheduled!

Every morning at 8:00 AM ET, you'll receive:
• Pre-market overview
• Overnight news affecting your holdings
• Today's events (earnings, dividends, Fed)
• Your portfolio snapshot

First update arrives tomorrow at 8:00 AM ET.
Reply "preview" to see what it looks like.
```

**What a daily brief looks like:**

> **Tendrill** - Wed 8:00 AM
>
> Good morning! Here's your daily brief:
>
> **Portfolio:** $131,200 | Yesterday: +$1,450 (+1.1%)
>
> **Overnight:**
>
> * Asian markets mixed, Europe up 0.5%
> * Your NVDA: mentioned in positive AI news
> * No material overnight news for holdings
>
> **Today:**
>
> * No earnings for your stocks
> * Fed minutes released at 2:00 PM
> * AAPL ex-dividend date
>
> **Futures:** S\&P +0.3%, Nasdaq +0.4%
>
> Have a great day! Text me anytime.

### Weekly performance recap

```
You: Give me a weekly recap every Sunday evening

Tendrill: ✅ Weekly recap scheduled!

Every Sunday at 6:00 PM ET, you'll receive:
• Week's performance summary
• Best and worst performers
• Notable news from the week
• Preview of next week's events

First recap arrives this Sunday.
```

**What a weekly recap looks like:**

> **Tendrill** - Sun 6:00 PM
>
> **Your Week in Review (Jan 1-7)**
>
> **Portfolio performance:**
> Start: $128,500 -> End: $131,200
> Change: +\$2,700 (+2.1%) vs S\&P 500: +1.8% (you outperformed!)
>
> **Top performers:**
>
> 1. NVDA: +\$1,800 (+4.1%)
> 2. AAPL: +\$580 (+4.0%)
> 3. MSFT: +\$450 (+2.3%)
>
> **Laggards:** TSLA: -\$180 (-2.8%)
>
> **Week's highlights:**
>
> * NVDA new AI chip announcement
> * Apple services revenue record
> * Fed signaled potential rate cut
>
> **Next week:**
>
> * MSFT earnings (Tue after close)
> * Jobs report (Fri 8:30 AM)
>
> Great week! Your tech focus paid off.

### Monthly portfolio review

```
You: Monthly performance report on the 1st

Tendrill: ✅ Monthly review scheduled!

On the 1st of each month, you'll receive:
• Full month performance analysis
• Allocation changes
• Dividend income summary
• Year-to-date progress
• Comparison to benchmarks

First report arrives February 1st.
```

**What a monthly review includes:**

> **Tendrill** - Feb 1 9:00 AM
>
> **January 2026 Portfolio Review**
>
> **PERFORMANCE**
> Start: $118,500 -> End: $131,200
> January return: +\$12,700 (+10.7%)
> vs S\&P 500: +4.5% (outperformed by 6.2%)
>
> **YEAR-TO-DATE**
> 2026 return: +10.7%
> On track for: +128% annualized (!)
>
> **ALLOCATION SHIFT**
> Tech: 62% -> 65% (NVDA growth)
> Healthcare: 15% -> 14%
> Financials: 12% -> 11%
>
> **DIVIDEND INCOME**
> January dividends: $94.50
> YTD dividend income: $94.50
>
> **NOTABLE EVENTS**
>
> * NVDA +28% (AI momentum)
> * AAPL +12% (iPhone beat)
> * TSLA -5% (margin concerns)
>
> Your strong January was driven by your NVDA position. Consider if 34% in one stock aligns with your risk tolerance.
>
> Questions about your portfolio? Just ask!

## Natural language scheduling

Set schedules using natural language - Tendrill understands:

| What You Say                                | What Happens               |
| ------------------------------------------- | -------------------------- |
| "Update me every morning"                   | Daily at 9:00 AM (default) |
| "Weekly recap on Fridays"                   | Every Friday at 6:00 PM    |
| "Send a summary every Sunday at 7pm"        | Sundays at 7:00 PM         |
| "Monthly report on the 15th"                | 15th of each month         |
| "Update me twice a week"                    | Mondays and Thursdays      |
| "Brief me every weekday before market open" | Mon-Fri at 9:00 AM         |

### Custom frequencies

```
You: Update me every Tuesday and Friday at noon

Tendrill: ✅ Bi-weekly updates scheduled!

You'll receive portfolio updates:
• Every Tuesday at 12:00 PM ET
• Every Friday at 12:00 PM ET

These mid-week check-ins will include:
• Current portfolio value and change
• Significant moves since last update
• Upcoming events in the next few days
```

## Managing recurring tasks

### View your schedule

```
You: What recurring tasks do I have?

Tendrill: Here are your scheduled updates:

📅 Active recurring tasks:

1. Daily brief
   • Every day at 8:00 AM ET
   • Next: Tomorrow 8:00 AM

2. Weekly recap  
   • Every Sunday at 6:00 PM ET
   • Next: This Sunday 6:00 PM

3. Monthly review
   • 1st of each month at 9:00 AM ET
   • Next: February 1st 9:00 AM

Want to modify, pause, or cancel any of these?
```

### Pause a task

```
You: Pause my daily updates for a week

Tendrill: ✅ Daily brief paused!

Your daily updates are paused until Jan 15.
They'll automatically resume on Jan 15 at 8:00 AM ET.

Your weekly and monthly tasks are still active.
Text "resume daily updates" anytime to restart earlier.
```

### Modify timing

```
You: Change my morning update to 7:30am

Tendrill: ✅ Updated!

Your daily brief will now arrive at 7:30 AM ET 
instead of 8:00 AM.

Next update: Tomorrow at 7:30 AM ET
```

### Cancel a task

```
You: Cancel my weekly recap

Tendrill: ✅ Weekly recap cancelled.

You'll no longer receive Sunday evening recaps.
Your daily and monthly tasks are still active.

You can always ask "how did I do this week?" 
for an on-demand recap.
```

## Best practices

<CardGroup cols={2}>
  <Card title="Match your schedule" icon="calendar-check">
    Set updates for when you actually have time to read them - commute, lunch, evening
  </Card>

  <Card title="Start simple" icon="seedling">
    Begin with weekly recaps before adding daily. See what fits your style.
  </Card>

  <Card title="Time zone aware" icon="clock">
    Tendrill uses your registered time zone. Update in settings if needed.
  </Card>

  <Card title="Don't overdo it" icon="hand">
    More updates ≠ better investing. Find your right frequency.
  </Card>
</CardGroup>

## Investor profile recommendations

<AccordionGroup>
  <Accordion title="Passive investors" icon="couch">
    **Recommended:** Weekly recap on Sundays + Monthly review

    You don't need daily updates. Weekly keeps you informed without noise.
  </Accordion>

  <Accordion title="Busy professionals" icon="briefcase">
    **Recommended:** Daily brief at your preferred time

    One quick update helps you stay informed during hectic weeks.
  </Accordion>

  <Accordion title="Active traders" icon="chart-line">
    **Recommended:** Daily brief before market + End of day recap

    Bookend your trading day with portfolio context.
  </Accordion>

  <Accordion title="Novice investors" icon="seedling">
    **Recommended:** Weekly recap + Monthly review

    Focus on the big picture while you're learning.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="What time zone are updates based on?">
    Updates are sent based on the time zone you registered with. Market-related times (like "before market open") are always in Eastern Time.
  </Accordion>

  <Accordion title="Can I get updates on weekends?">
    Yes! Weekend updates summarize the week and preview the upcoming week. Markets are closed, so there's no live data.
  </Accordion>

  <Accordion title="What if I miss an update?">
    Updates aren't stored for later delivery. If you miss one, just ask "give me my daily brief" or "weekly recap" for an on-demand version.
  </Accordion>

  <Accordion title="Do recurring tasks count against my message limit?">
    On the free tier, recurring task messages count toward your monthly limit. Premium users have unlimited messages.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Proactive Alerts" icon="bell" href="/features/proactive-alerts">
    Understand automatic portfolio monitoring
  </Card>

  <Card title="Find Your Profile" icon="user" href="/investor-profiles/passive-investors">
    Get recommendations for your investing style
  </Card>
</CardGroup>