Frequently Asked Questions
Answers about Tallypost
Everything you need to know about how Tallypost works, what it covers, and how to get started. If you can't find what you're looking for, our team is happy to help.
What exactly does Tallypost do?
Tallypost brings together holdings from multiple exchanges and accounts into a single view, then applies predictive analysis to help households understand trends, risks, and opportunities across their portfolio over time.
Which exchanges and account types are supported?
Tallypost is designed to work across a broad range of major exchanges and standard brokerage or custody account types. Specific availability can vary, so we recommend confirming support for your particular accounts during onboarding.
How does the predictive intelligence work?
Our models analyse historical patterns, current positions, and market context to surface trends and potential outcomes. These insights are intended to support your own decision-making process, not to replace independent financial judgement.
Is Tallypost suitable for a whole household, or just one person?
Tallypost is built with households in mind, allowing multiple linked accounts and holdings to be consolidated into one coherent picture, so you can see combined exposure rather than fragmented, account-by-account snapshots.
How secure is my financial data?
Protecting account information is a core part of how Tallypost is built. Data handling practices, access controls, and security measures are described in detail in our Privacy Policy, which we encourage you to review.
Do I need to manually enter my holdings?
The platform is designed to reduce manual entry wherever possible by consolidating linked accounts automatically. Some manual input may still be needed for holdings that cannot be connected directly, depending on your setup.
Can I try Tallypost before committing?
Yes. You can request a demo through this site, and our team will walk you through how Tallypost fits your specific household and account structure before you make any decisions.
Is Tallypost a substitute for a financial advisor?
No. Tallypost is an intelligence and visibility tool intended to inform your understanding of your holdings. It does not provide personalised financial advice, and we recommend consulting a qualified advisor for decisions specific to your circumstances.
How often is portfolio data updated?
Update frequency depends on the connected accounts and exchanges, but Tallypost is built to refresh data regularly so your consolidated view stays as current and relevant as possible.
What happens if I want to stop using Tallypost?
You can discontinue use at any time. Details on account closure, data retention, and removal requests are outlined in our Terms of Service and Privacy Policy. For specific requests, please contact our team directly.
Who can I contact for further questions?
You can reach out through our Contact page, and a member of the Tallypost team will follow up to address any additional questions about features, pricing, or onboarding.