Features
Everything you need to see your holdings clearly
Tallypost brings every exchange, account, and asset class into one predictive view, so household decisions are based on the full picture instead of scattered statements.
Core capabilities
Built for households with holdings in more than one place
Each feature below is designed to reduce the manual work of tracking accounts across exchanges and to surface what matters before it becomes a problem.
Unified multi-exchange view
Connect accounts held across different exchanges and custodians into a single ledger. See combined positions, balances, and allocation without switching between logins or reconciling exports by hand.
Predictive trend modelling
Historical account data is used to project likely trajectories under different scenarios, helping households weigh decisions with a forward view rather than relying on a single point-in-time snapshot.
Threshold-based alerts
Set thresholds for balances, allocation drift, or account activity. When a threshold is crossed, the relevant household member is notified, reducing the chance that a change goes unnoticed.
Shared household access
Grant view or edit permissions to other household members or advisors. Everyone works from the same consolidated data, which cuts down on conflicting spreadsheets and duplicated tracking.
Exportable summaries
Generate readable summaries of holdings and trends for a specific period. Useful for household reviews, advisor meetings, or simply keeping a dated record of where things stood.
Controlled data access
Connection permissions and access levels are managed per account and per user, so sensitive holdings data is only visible to the people the household chooses to share it with.
Illustrative allocation view across connected accounts.
Why it matters
From scattered statements to one coherent picture
- Less manual reconciliation. Data pulled from connected exchanges reduces the need to copy figures between spreadsheets.
- Earlier visibility into drift. Allocation changes across accounts are visible together, not discovered account by account.
- Decisions grounded in trend, not snapshot. Predictive views show direction of travel, not just a single balance on a single day.
- Shared understanding. Household members and advisors see the same consolidated figures, reducing miscommunication.
How it fits together
Designed around how households actually track holdings
Most households managing multiple exchange accounts rely on a patchwork of exports, screenshots, and memory. Tallypost replaces that patchwork with a single connected system that updates as accounts change, so the household view stays current without repeated manual effort.
The platform is built to support ongoing review rather than a one-off setup: connections stay live, alerts stay active, and the predictive view adjusts as new data arrives.
Getting set up
From first connection to full visibility
Step 01
Connect accounts
Link accounts across each exchange the household holds assets on.
Step 02
Review the consolidated view
See combined balances and allocation in one dashboard.
Step 03
Set thresholds and alerts
Choose what matters most and get notified when it changes.
Step 04
Share with household members
Invite relevant people and keep everyone working from the same data.