Support
How to reach us
For questions and help with your account, write to contact@tamarly.ai.
For charges, invoices and refunds, write to billing@tamarly.ai.
We answer within 1 business day.
Common questions
How do I cancel?
Open Account, then Plan and billing, and choose Manage billing, invoices and cancellation. This opens the Stripe customer portal, where you cancel. Cancelling stops future charges, and your access runs to the end of the period you already paid for. During the Trial plan there is nothing to cancel: choose Free on the same page, or make no choice. See the Refund and Cancellation Policy.
How does the Trial plan work?
You get Level 3 for 7 days, without report downloads, and no card is needed. Before the week ends, choose Free, Level 2 or Level 3 in Account, Plan and billing. If you choose Level 2 or Level 3, you add a card and that plan starts on day 8. If you make no choice, your account moves to Free on day 8 and nothing is charged. One trial per person.
Can I get a refund?
Payments are non-refundable once access begins. We refund in full, to the original payment method, when you were charged twice, when you were charged after cancelling on time because of an error on our side, when a report you bought cannot be delivered or opens corrupted and we cannot send a working copy within 5 business days, or when the law of your country requires it. Write to billing@tamarly.ai within 30 days of the charge with the receipt number. Consumers in the EU and UK have extra rights, set out in the Refund and Cancellation Policy.
How do I change plan?
Open Account, then Plan and billing. If you already pay for a plan, use Manage billing, invoices and cancellation; Stripe adjusts the price for the rest of the month. If you have no paid plan, pick one from Compare plans on the same page.
Where are my invoices?
Open Account, then Plan and billing, and choose Manage billing, invoices and cancellation. Your invoices and receipts are in the Stripe customer portal. We also send a receipt for each charge.
I lost my two-factor device
You cannot reset two-factor yourself. Write to contact@tamarly.ai from the email address on your account. We first check that the account is yours, and we never reset two-factor on the strength of an email alone. Once it is reset, you sign in as usual and can set up a new authenticator app in Account, Security.
How do I delete my account or my data?
Open Account, then Your data. Download my data gives you a copy of everything Tamarly stores about you. Delete removes your portfolio, your own company pages, preferences, profile details and followed companies and funds; saved memos are deleted from each memo page. Close account ends the account: with a paid plan it closes at the end of the period you paid for, without one it closes at once. A closed account and its data are kept in archive for 6 years, then deleted, so use Delete before closing if you want your data removed sooner.
How do I use Tamarly in Claude or ChatGPT?
Add a custom connector in the app with the address https://app.tamarly.ai/api/mcp, then sign in to Tamarly and choose Allow. In Claude this is under Settings, then Connectors. The connector is read only and included in every plan: Free reads search and economic series, Level 2 adds companies, funds, deals and country risk, Level 3 adds the Form D venture radar. Tamarly receives the lookups the assistant makes, never your conversation. Step-by-step setup on the developer page.
How do I disconnect an AI app or revoke an API key?
Open Account, then Your data, then API keys, AI connectors and Excel. Each connected app is listed as Connector with its name; choose Revoke and it loses access at once. Personal API keys are revoked the same way.
Which plan includes what?
The Plans page lists Free, Level 1, Level 2 and Level 3 with their prices and what each includes. Signed in, you compare plans in Account, Plan and billing.
Help inside the app
When you are signed in, the ? button opens the guide for the page you are on: what it is for and what you can do there. Shift + ? opens it from the keyboard. Ask the Brain, in the bottom right corner, answers how-to questions about the page you are on. It works on every plan; below Level 3 you get 10 questions a month.
Legal pages
- Terms of Service
- Privacy Policy
- Refund and Cancellation Policy
- Cookie Policy
- Research Disclaimer
- All legal documents
Research only. Tamarly never tells you to buy, sell or hold.