Your risk officer, inside your AI

Connect your AI.

Bring the conversation you already use for trading research. Tally keeps the thesis, evidence and decisions together.

Create a free Tally account

Choose your AI app

1 · Copy this URL

https://tally.markets/api/mcp

2 · Open Claude and paste it

Add custom connector → name it Tally → paste the URL. Leave the OAuth fields empty — Tally registers itself.

Open Claude & paste

3 · Sign in when it asks, then say hello

Get started with Tally, then run my checkup.

Your AI reads the protocol and briefs you — that first call is what flips this to Connected.

Available tools depend on your AI app, plan and workspace permissions. If a journal action is unavailable in your AI, complete it in Tally. No connector tool executes trades.

Start with one trade idea

Ask your AI to challenge the case and write measurable exit criteria before saving.

Pre-register a thesis with Tally: [your idea in one sentence]. Draft the statement, mechanism, and exit criteria with me before saving.

Come back to the evidence

Use this prompt for your next review. Ask which facts were checked, when, and what is still unknown.

Run my Tally checkup. Start with any fired criteria or approaching deadlines. Review the evidence for and against each active thesis, distinguish missing data from unchanged conditions, and help me record what changed and why.

Free includes 3 active theses and 10 total created. Your history stays available. See the plans.