Tali: Portfolio Intelligence

Tali is built for people who run their own pension. Add your SIPP and ISA holdings, and each week you get a calm, plain-English read on what your money did and why, written for your portfolio rather than broadcast to everyone.

No noise, no tips, no nudges to do anything. Just a grown-up explanation you can actually finish.

Investments can fall as well as rise. Tali provides educational context only, not financial advice.

FOR SELF-DIRECTED INVESTORS

If you manage a SIPP or ISA yourself, you have complete freedom to choose and nobody explaining the consequences. That is the gap Tali fills.

- Personalised weekly briefings: what your portfolio did, and the reason behind it

- Ask anything about your holdings in plain English, as often as you like

- Every claim sourced, so you can check the reasoning rather than take it on trust

- A full deep dive into your portfolio when you join

- Asset allocation and performance, so you can see concentration and drift

- Holdings across funds, shares, ETFs and currencies, with live prices

- Add holdings from a broker screenshot in seconds

- Market news and the macro backdrop, filtered to what touches your money

- Your own research room, with a saved library of reports and notes

- Sign in instantly and securely with Face ID

WHY TALI

Most finance apps shout. Tali explains. Whether you are new to running your own pension or have been doing it for twenty years, every briefing and answer is written to be read once and understood.

SUBSCRIPTION DETAILS

Start a 14-day free trial, then choose:

- Pro Monthly: £9.99/month

- Pro Annual: £49.99/year (best value, less than half the monthly price over a year)

- Every new account starts with a 14-day free trial. Cancel before it ends to avoid any charge.

- Subscriptions auto-renew unless cancelled at least 24 hours before the end of the current period.

- Payment is charged to your Apple ID at confirmation of purchase.

- Manage or cancel anytime: iOS Settings > [Your Name] > Subscriptions.

Terms of Use: https://www.talianalyst.com/eula

Privacy Policy: https://www.talianalyst.com/privacy