Fathomtallyai pulls portfolio data from each of your trading accounts into a single AI-analysed feed, so you can review performance and risk without switching between platforms or rebuilding spreadsheets.
Remote investors who hold positions across multiple exchanges typically lose time reconciling figures between platforms before any analysis can begin. Fathomtallyai connects to each exchange, standardises the reporting format, and processes the combined feed through the same AI model.
The result is a single view of exposure, balance and movement, rather than a set of disconnected tabs. Manual re-entry is removed from the process, which reduces both the time spent and the chance of transcription error.
Each connected account feeds into one reconciled dataset, refreshed continuously rather than re-exported by hand.
Each model is designed around a specific, practical output: a risk figure, a signal, or a report. The mechanism behind each is described plainly below, without claims of guaranteed accuracy.
Position sizes and correlations across your connected accounts are recalculated as prices move, highlighting concentration in a single asset or exchange before it becomes a material exposure.
Price and volume data from each exchange is compared against historical patterns to flag notable shifts, giving context for a decision rather than an instruction to act.
Portfolio summaries are compiled on a schedule you set, consolidating gains, fees and allocation changes into a single document suitable for personal records or an accountant.
The process is linear and auditable at each stage, which matters when the output informs a financial decision.
Account data is retrieved from each connected exchange via read-only API access and standardised into a common format, with duplicate or malformed entries removed.
The cleaned dataset is passed through the predictive models covering risk, volatility and allocation, producing a set of metrics specific to your current holdings.
Metrics are translated into plain-language observations and suggested adjustments, presented for your review rather than executed automatically.
The underlying platform is the same for every profile; what changes is which view and which alerts matter most.
A consultant working across time zones holds assets on three exchanges to manage counterparty risk. Rather than logging into each platform separately each morning, they check one allocation view in Fathomtallyai that shows exposure by asset class and by exchange, and adjusts holdings when any single exchange exceeds a proportion they have set for themselves.
During periods of sharp price movement, a freelance analyst relies on the real-time signal feed to see whether volatility is concentrated in one asset or spread across the portfolio. This distinction informs whether they reduce a specific position or leave the broader allocation unchanged.
A location-independent worker holds yield-generating positions on two exchanges with different payout schedules. The automated reporting function consolidates these payouts into one monthly statement, making it straightforward to compare actual yield against the rate originally advertised.
Fathomtallyai was built on the observation that most data-analysis tools assume a single platform or a single asset type. Remote workers and independent consultants rarely fit that assumption; their income and investments are often spread across several providers by necessity, not preference.
The platform does not aim to replace judgement. It aims to remove the groundwork of collecting and reconciling data, so the judgement that remains is better informed.
Request access to see how your current holdings would appear inside a single, AI-processed dashboard, with no commitment required at this stage.