# Tali: Portfolio Intelligence — Your AI Investment Analyst

> Personal investment assistant for portfolio tracking and analysis with AI chat. (iPhone/iPad app by HHVentures Ltd.)

- Source: https://appshunter.io/ios/app/tali-portfolio-intelligence/id6761261267 (this page in markdown: same URL + `.md`)
- Developer: [HHVentures Ltd](https://appshunter.io/developer/1888467760)
- Category: Finance, News
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 15.0 · 7 MB
- Languages: American English
- Released: 2026-04-26
- Data updated: 2026-08-25
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/tali-portfolio-intelligence/id6761261267/reviews.md

## What is Tali?

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

## Key features

- Track unlimited holdings (stocks, ETFs, currencies)
- Personalized weekly investment briefings
- Unlimited AI chat about holdings and market themes
- Screenshot import for holdings
- Follow market news and macro backdrop
- Research room and saved reports

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Tali Pro Monthly | $9.99 | per month |
| Tali Pro Annual | $49.99 | per year |



## Frequently asked questions about Tali

### What is Tali's pricing structure?

Tali offers a 14-day free trial. After the trial, subscriptions are £9.99/month for Pro Monthly or £49.99/year for Pro Annual. Payments are charged to your Apple ID upon purchase confirmation.

### How do I cancel my Tali subscription?

You can manage or cancel your subscription anytime by going to iOS Settings > [Your Name] > Subscriptions. Subscriptions auto-renew unless cancelled at least 24 hours before the end of the current period.

### What kind of holdings can I track with Tali?

Tali allows you to track unlimited holdings across stocks, ETFs, and currencies with live prices. It also provides insights into your asset allocation and performance.

### Does Tali provide financial advice?

No, Tali provides educational context only and does not offer financial advice. Its aim is to help users understand their money and investments better.

### How often is Tali updated?

The latest version of Tali is 1.2, and it was last updated on June 30, 2026. This indicates a recent update, suggesting ongoing development and support.

### What is the user sentiment for Tali?

Based on the provided data, Tali has a high rating of 5.0 stars from 2 ratings, suggesting very positive user sentiment among its current users.

### What devices is Tali available on?

Tali is available on iOS devices and has an age rating of 4+, making it suitable for a wide range of users.

### How does Tali import holdings?

Tali offers a convenient screenshot import feature, allowing you to add your holdings from a broker screenshot in seconds.

## Version history (last 4 releases)

### 1.3 — 2026-07-26

Deep linking from briefing email to the app. Bug fixes.

### 1.2 — 2026-06-30

Updated screenshots

### 1.1 — 2026-06-26

Face ID for logins

### 1.0 — 2026-04-27

No release notes.

## More apps by HHVentures Ltd

- [Wayfindr Walking Route Planner](https://appshunter.io/ios/app/wayfindr-walking-route-planner/id6769498697)

All apps by HHVentures Ltd: https://appshunter.io/developer/1888467760

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*