Predictive financial intelligence
Tallypost brings your holdings from multiple exchanges into one unified interface and applies predictive AI models to flag risk before it compounds, so you can optimise long-term decisions with fewer blind spots.
The problem
Most households with diversified holdings check three or four separate platforms to understand their overall position. Each one updates on its own schedule, so the figure in front of you is rarely the complete picture. This latency between accounts is what we call market fragmentation, and it is the main reason small risks go unnoticed until they are expensive.
Tallypost consolidates balances, trades and risk signals from every connected exchange into a single refreshed view, removing the manual reconciliation that most families do in a spreadsheet on a Sunday evening.
The engine
Each feature draws on the same aggregated feed, so recommendations stay consistent whether you are reviewing one account or ten.
Our models analyse historical patterns and current positions across every connected exchange to anticipate likely shifts, giving you advance notice rather than a reaction to news that has already moved the market.
Multi-exchange support means balances, orders and performance from each platform you use are merged into a single dashboard, so you are never comparing figures from different moments in time.
When holdings drift toward an imbalance across accounts, the system highlights the concentration and explains, in plain terms, what is driving the change.
Scheduled reports consolidate performance and risk notes across all your exchanges, written for a household reviewing its own long-term plan rather than a trading desk.
Methodology
Transparency matters when the output affects a family's savings. Here is the sequence the platform follows, end to end.
Step 1
Account data from each connected exchange is pulled and normalised into a common format, so figures from different platforms can be compared directly.
Step 2
Heuristic analysis reviews the combined data for patterns, in practice this means the system compares current behaviour against known indicators of risk or opportunity.
Step 3
Predictive forecasting weighs likely outcomes against your existing allocation, producing a recommendation aimed at steadier, more stable long-term returns.
Step 4
You receive a clear, written recommendation with the reasoning behind it, decisions remain yours, Tallypost provides the clarity to make them with confidence.
Unified dashboard
The interface groups holdings by exchange and by asset class in the same view, with risk indicators displayed alongside each position rather than buried in a separate report.
About the approach
Tallypost was designed around the way middle-income families actually manage money, holdings spread across a handful of platforms, decisions made carefully, and a strong preference for stability over speculation. The platform's language and recommendations reflect that: technical terms are explained, and every alert states the practical consequence in plain English.
We do not promise returns. We provide the clearest possible view of where your money sits today and what the data suggests about tomorrow, so that the decisions you make are informed rather than reactive.
Security and data integrity
Data is encrypted in transit and at rest, using the same standard of encryption that UK banks apply to online transactions. Credentials for connected exchanges are never stored in plain text.
Every figure shown on your dashboard can be traced back to its originating exchange and timestamp, so aggregated totals remain auditable rather than approximate.
Your portfolio data is used only to generate your own recommendations. It is not sold, shared with advertisers, or used to train models on behalf of other clients.