Why TALI exists
We built TALI because we wanted clarity on our own investments.
What moved today?
Why did it happen?
What should I be paying attention to next?
The answers were always there, but scattered, fragmented, and buried in technical language that made them hard to trust and even harder to understand.
TALI changes that.
TALI turns complex market information into clear, personalised insights, helping you understand what's really happening in your portfolio so you can make confident, informed decisions over the long term.
What investors tell us
Early users on how TALI changes their understanding
TALI gives me the confidence to make decisions in my portfolio.Jack
How TALI helps you understand your investments
A system designed for long-term investors
Performance, explained clearly
TALI explains how your portfolio is performing and why. Information is delivered in a measured way that supports long-term thinking, without overwhelming detail.
Daily summaries for context.
Weekly reviews for deeper understanding.
Quarterly perspectives to step back and assess progress.
Understanding what you actually own
TALI helps you look through individual stocks, ETFs, and assets to understand their role within your portfolio and what drives their behaviour.
What the asset does.
What influences its performance.
Why it matters in the context of your portfolio.
Asking better questions
TALI allows you to explore your portfolio by asking questions in plain English, giving you explanations grounded in your own holdings rather than generic market commentary.
“What does the Budget mean for me?”
“How exposed am I to technology?”
Responses are designed to cut through noise and focus on what matters.
Effortless portfolio context
Your portfolio can be brought into TALI in seconds. Once connected, TALI uses real-time market data to maintain an up-to-date understanding of your positions, performance, and exposure, without manual tracking or ongoing effort.
This ensures insights remain relevant as markets move.
Connecting the dots
Markets don't move in isolation, and neither does your portfolio. TALI explains how market news, economic decisions, macro trends, and global events are impacting your holdings, translating complexity into clarity and context.
Understanding replaces reaction.
What's Coming Next
We're just getting started.
Our product roadmap is packed with new features designed to give you even deeper insight, more context, and greater confidence in understanding your investments over time.
Deeper portfolio insights
Smarter context and explanation
New ways to explore your strategy
Built carefully. Shipped deliberately.
Our mission
At its core, TALI is an analyst built to make your life easier.
Our mission is to provide clear, easy-to-understand information that supports better investment decision-making over the long term.
TALI is built on three core principles:
Simplicity through analysis
Decisions powered by data
Clarity in confusion
If you're ready to experience a new level of investment understanding, join our early access programme today.
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