A personalized intelligence platform for your investing.
Tally connects every brokerage you have, watches every move, and tells you what’s actually happening with your money — daily, over time, and against your own history.
You’re up +0.84% on the week — driven by NVDA. You haven’t contributed in 11 days. The streak with Sam needs $50 by Sunday.
Hook up your brokerage in under a minute. From there, Tally tracks four streams of data — your trades and contributions, your portfolio in real time, the live market against your specific positions, and the goals you’ve set. An algorithm reads them together and surfaces patterns you’d miss looking on your own.
How you actually invest, captured.
Every trade and contribution, timestamped at the source — across every account you connect. The timeline Tally reads to find patterns you'd never spot scrolling through statements.
Every account, in one view.
Holdings, sectors, currencies — reconciled in real time across every brokerage. No spreadsheets, no end-of-day waits, no math you have to do yourself.
Only the signals that touch you.
Live quotes and news, scored against your specific positions. You see the three headlines that move your portfolio, not the twelve that don't.
Pace, drift, and forecast — daily.
Set the target. Set the deadline. Tally tracks your pace every day and projects the date you'll hit, miss, or overshoot — adjusted as the market and your contributions move.
Tally only pings when your investing changes — never just because the market did.
Tally watches your behavior, your portfolio, and your goals for patterns specific to you. A stock you keep buying on dips. A streak you broke. A sector that quietly took over. When one emerges, a short notification lands. Each one cites the actual numbers, in plain language.
Pair with one person. You see every contribution, every trade, every record they beat — and they see yours.
Race on contributions. Battle on returns. Sprint to a goal. Or cooperate on a streak you both keep alive. The leaderboard is the carrot. The notifications are the reminders. The habit is the point.
First to a dollar target wins. Deposits and buys both count — sells net them out so wash trades can’t game it.
Best percentage gain over a fixed window. Deposits get subtracted so contributions can’t fake the return.
Set a portfolio target. First to cross it wins. No time limit — just pressure.
Both put a minimum into investing each cycle. Miss one and the streak breaks. You win together, or not at all.
Lifetime PBs side by side — biggest deposit, longest streak, best single day, biggest drawdown survived.
A unified activity feed — every trade, deposit, dividend, and milestone, yours and theirs.
See what positions you share, what's solo, and where you've diverged.
Sunday at 6 PM. A short summary of the week's standings, in Tally's voice.
You’re up. Sam is up less. The S&P is up more than both of you. Humbling all around.
Everything Tally tracks, in one calm surface. Each feature feeds the same algorithm, so the more you connect the sharper the insights get.
Tally tracks every contribution and trade as it happens, then reads the pattern of your behavior over weeks and quarters — not just today.
Connect every brokerage you have. Holdings, sectors, currencies, and accounts get stitched into a single live portfolio.
Tech is 62% of the book — and 80% of the day’s loss.
A chat surface with your full personal context loaded — transactions, holdings, market, goals. Ask and get a real answer.
Down payment, retirement, emergency fund. Tally tracks your pace and tells you when you drift.
Optional co-op layer. Compete on contributions or returns, sprint to a goal, or hold a streak together.
Tally turns the vague things you’d say about your investing into specific, dated, dollar-marked findings you can actually act on.
Tech is now 62% of your book — up from 28% in January.
11 consecutive weeks at the $50 contribution minimum. Zero misses.
You added on 8 of the last 10 NVDA drops over 2%. Average cost down 6%.
+$1,820/mo. You’ll cross $25K on Sept 12 — 18 days early.
The ones we hear most.