Run your trading
like a business.
Plan trades, define your risk, and review
decisions in Claude and ChatGPT.
TallyShould I exit my NVDA trade? It’s red today and I’m getting nervous.
TallyRead your plan · saved yesterdayBased on what you wrote yesterday, nothing in your plan has fired.
Your exit rules were a daily close below your invalidation level, or two days of weaker relative strength than the sector. Today’s low held above the level and relative strength is still rising. A red day on its own was not one of your exit conditions.
Your next review is at your target, or Friday’s close. If you want out anyway, say so and I’ll record it as a discretionary exit against your plan.
Okay. Holding.
TallyDecision recorded · held, no rule firedRecorded. I’ll bring it up at Friday’s review.
Works alongside your broker’s connector. Ask the broker what you hold. Ask Tally whether it still fits the plan you wrote, then record what you decide. Same chat.
A process for the trades you make.
Your AI helps you think it through. Tally keeps the plan, evidence, and decisions together, so when a trade loses, you can tell whether the idea was wrong or you just didn’t follow it.
Write the plan.
Work through your trade idea with your AI. Save why you’re entering, how much you’ll risk, and what would change your mind.
Review the evidence.
Return to your original plan as new information arrives. Separate what changed from what you still don’t know.
Keep yourself accountable.
Record what you decided and why. Review how well you followed your process, alongside the result of the trade.
Start with a free account, connect Claude or ChatGPT, and bring one trade idea. No broker connection is needed.
Start freeYour entry had a thesis.
Does your exit?
Being up or down doesn’t tell you whether the idea still holds. Write down when you’ll take profit, what would prove you wrong, and how much you’re prepared to lose before the decision gets emotional.
When it’s time to review, compare the evidence with your plan. Keep a record of what you changed and why.
From a trade idea to a written decision.
- Before the trade
- “My idea depends on demand improving at the next earnings report.”
- Write the exit rules
- “Reassess if guidance weakens. Review taking profit if the expected improvement is already reflected in the price. Record my risk limit before entering.”
- At the next review
- “The price moved. What new evidence supports or contradicts my original idea? What have we not checked?”
- Keep the decision
- Record the evidence, the decision, and the reason.
Automate a rules-based strategy.
Prefer automated execution? Tally also hosts a supported rules-based strategy on simulated Propr challenge accounts.
Review the account and strategy, authorize trading in Tally, and follow its activity and risk controls. This is optional and separate from your AI journal.
Propr strategy execution
- A supported strategy with written trading rules.
- Account status, order activity, and position protection reporting.
- Trading authorization and controls in Tally.
Propr accounts are simulated. Challenge fees and rules apply. Tally does not guarantee a pass, payout, or profitable result.
Affiliate link: Propr may pay Tally if you buy a challenge, at no extra cost to you.
Start free. Add more when you need it.
Claude and ChatGPT on every plan. Choose the support you need.
Before you start.
Can I use Tally in Claude and ChatGPT for free?
Yes. The AI connection is included on every Tally plan. Your AI app’s own plan and permissions determine which connector tools are available.
How do the free plan limits work?
Free includes 3 active theses, including drafts, and 10 total created. A thesis is your trade idea, reasoning, and written rules. Closing or abandoning one frees an active slot; the total-created allowance does not reset. Your saved history, reviews, and closes stay available.
Do I need to connect a brokerage?
No. You can plan and review trades without one. Connected adds read-only broker data; it does not place orders or automatically match trades to theses.
How fresh is Connected broker data?
Tally checks for provider-available updates hourly. Transactions update daily and may be delayed. Freshness depends on the broker and data source; Tally shows when data was checked.
What does monitoring cover?
Sentinel and Connected monitor supported data sources against supported journal criteria. Monitoring does not cover every possible criterion or guarantee an alert.
Will my AI place or close trades?
Journal actions in Claude and ChatGPT do not execute trades. Propr strategy execution is optional and separately authorized in Tally. It requires a paid Tally plan, starting at $9/month, an eligible simulated Propr account, and separate challenge fees. Tally does not guarantee a pass, payout, or profitable result.
Give your next trade a process.
Bring one idea. Write the plan, define your risk, and keep a record you can learn from.
Start free