tali.

AI-powered investment analyst

Weekly portfolio briefing with executive summary and AI chat
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Live Market Snapshot

The Dashboard gives you a live snapshot of the market and shows how current movements are impacting your portfolio

Dashboard showing portfolio performance and market movements in real-time
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Weekly Briefings

Weekly context, plus the ability to investigate further without leaving the platform.

Weekly briefing with market analysis and contextual insights
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Holdings Analysis

Analyse your holdings in detail and understand exactly what you own.

Detailed holdings analysis showing company fundamentals and metrics
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Deep Research Reports

Generate in-depth research reports across stocks, ETFs, commodities, currencies and key market topics.

AI-generated research report with comprehensive analysis
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AI Assistant

Speak to Tali at any time to get answers to your investment questions across the platform.

Chat interface with AI-powered investment assistant

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