Answers to common questions about Tallyvorage

Tallyvorage continuously observes portfolio-level risk indicators — including volatility, concentration, and drawdown exposure — rather than individual trade recommendations. The system is designed to flag when a portfolio's risk profile drifts outside the parameters an investor or adviser has set.

No. Tallyvorage does not execute trades, hold custody of assets, or act as a broker-dealer. It is a monitoring and analysis layer that sits alongside existing brokerage and custodial relationships, surfacing risk information for the account holder or their adviser to act upon.

The platform is designed primarily for investors who prioritise capital preservation and stability over speculative upside, as well as for advisers who want a consistent, systematic way to monitor drawdown risk across client portfolios.

Tallyvorage provides analysis and alerts; it does not place trades or make decisions on your behalf. Any action taken in response to the information provided remains the responsibility of the account holder or their licensed adviser.

Most dashboards report performance after the fact. Tallyvorage is oriented toward forward-looking risk signals — surfacing conditions that have historically preceded drawdowns — so that attention can be directed to a portfolio before losses compound, rather than after.

The system requires visibility into portfolio holdings and historical position data, typically provided through a read-only connection or manual upload, depending on the arrangement established during onboarding. No trading authority is required.

Data handling practices are outlined in our Privacy Policy. As a general principle, Tallyvorage limits data access to what is necessary for analysis and does not use client portfolio information for purposes beyond delivering the service.

Yes. Tallyvorage is built to complement existing advisory relationships rather than replace them. Many advisers use the platform as an additional layer of risk oversight across the accounts they manage.

The typical path begins with a scheduled demonstration, followed by an onboarding conversation to determine the appropriate data connection and risk parameters for your situation. Timelines vary depending on the complexity of the portfolio involved.

No system can eliminate investment risk or guarantee outcomes. Tallyvorage is designed to improve visibility into risk conditions and support more informed, timely decisions — it does not guarantee avoidance of losses or any particular investment result.

Requirements of this kind are discussed individually, since they depend on the structure of the portfolio and the nature of the relationship, whether direct or through an adviser. This is best addressed during a demonstration.

Arrangements and terms are detailed in our Terms of Service. We encourage prospective clients to review these terms and raise any questions before committing to onboarding.