AI-Powered Weekly Portfolio Briefings

The investment briefthat knows your portfolio.

Every week, Tali reads the news, earnings, and market data that affect your holdings — then delivers a clear, personalised briefing. No jargon. No noise.

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Tali portfolio dashboard with health scores, market data, and AI briefing
Built for UK retail investors
You choose what to track
No jargon, no noise
01 / 05

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
02 / 05

Weekly Briefings

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

Weekly briefing with market analysis and contextual insights
03 / 05

Holdings Analysis

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

Detailed holdings analysis showing company fundamentals and metrics
04 / 05

Research Reports

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

AI-generated research report with comprehensive analysis
05 / 05

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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