# Tendrill ## Docs - [Data Sync & Refresh](https://tendrill.ai/docs/connecting-accounts/data-sync.md): How often your portfolio data updates and what data Tendrill uses - [Linking via Plaid](https://tendrill.ai/docs/connecting-accounts/linking-via-plaid.md): How Tendrill securely connects to your brokerage accounts - [Managing Connected Accounts](https://tendrill.ai/docs/connecting-accounts/managing-accounts.md): Add, refresh, or remove your linked brokerage accounts - [Troubleshooting Connection Issues](https://tendrill.ai/docs/connecting-accounts/troubleshooting.md): Solutions for common problems when linking your brokerage accounts - [FAQ](https://tendrill.ai/docs/faq.md): Answers to frequently asked questions about Tendrill - [Conversational AI](https://tendrill.ai/docs/features/conversational-ai.md): Ask questions about your portfolio in natural language - [Proactive Alerts](https://tendrill.ai/docs/features/proactive-alerts.md): Get notified about earnings, price movements, and news that affect your portfolio - [Recurring Tasks](https://tendrill.ai/docs/features/recurring-tasks.md): Schedule daily, weekly, or monthly portfolio updates - [Smart Alerts](https://tendrill.ai/docs/features/smart-alerts.md): Set up custom notifications for price movements, news, and events - [How Tendrill Works](https://tendrill.ai/docs/getting-started/how-it-works.md): The simple flow from connecting your accounts to receiving personalized insights - [Quick Start Guide](https://tendrill.ai/docs/getting-started/quickstart.md): Get up and running with Tendrill in under 5 minutes - [Supported Brokerages](https://tendrill.ai/docs/getting-started/supported-brokerages.md): Tendrill connects to 10,000+ financial institutions through Plaid - [What is Tendrill?](https://tendrill.ai/docs/getting-started/what-is-tendrill.md): An AI-powered personal wealth manager that delivers proactive, portfolio-aware insights via text message - [Welcome to Tendrill](https://tendrill.ai/docs/index.md): Your personal AI wealth manager - proactive, portfolio-aware insights delivered to your phone - [Allocation & Exposure Analysis](https://tendrill.ai/docs/insights/allocation-analysis.md): Understanding your sector weights and portfolio concentration - [Realtime vs. Historical Data](https://tendrill.ai/docs/insights/data-timing.md): Understanding what data Tendrill uses and when - [Understanding News Context](https://tendrill.ai/docs/insights/news-context.md): How Tendrill summarizes and contextualizes market events - [Reading Portfolio Impact](https://tendrill.ai/docs/insights/portfolio-impact.md): Understanding what the numbers in your alerts mean - [For Busy Investors](https://tendrill.ai/docs/investor-profiles/busy-investors.md): Quick summaries and key updates for time-strapped professionals - [For Novice Investors](https://tendrill.ai/docs/investor-profiles/novice-investors.md): Learn the basics and build confidence with Tendrill - [For Passive Investors](https://tendrill.ai/docs/investor-profiles/passive-investors.md): Set-and-forget monitoring for long-term investors - [For Stock Pickers](https://tendrill.ai/docs/investor-profiles/stock-pickers.md): Catalysts, risks, and opportunity analysis for active investors - [For Wealth Managers](https://tendrill.ai/docs/investor-profiles/wealth-managers.md): Monitor multiple client portfolios and stay informed at scale - [How Your Data is Protected](https://tendrill.ai/docs/privacy-security/data-protection.md): Bank-level security through Plaid integration and encryption - [Disconnecting & Deleting Data](https://tendrill.ai/docs/privacy-security/disconnecting.md): How to remove your accounts and delete your data - [What Tendrill Never Does](https://tendrill.ai/docs/privacy-security/never-does.md): Our explicit commitments about your data and privacy - [Zero Data Retention Policy](https://tendrill.ai/docs/privacy-security/zero-retention.md): What it means and how we minimize data storage - [Example Conversations](https://tendrill.ai/docs/reference/example-conversations.md): Sample dialogues to inspire how you use Tendrill - [Glossary](https://tendrill.ai/docs/reference/glossary.md): Financial terms explained in plain English - [Contact & Support](https://tendrill.ai/docs/reference/support.md): Get help when you need it ## OpenAPI Specs - [openapi](https://tendrill.ai/docs/api-reference/openapi.json) ## Optional - [Get Started](https://tendrill.ai) - [Contact Us](mailto:david@tendrill.ai)