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TOGGLE AI, backed by seasoned players in the industry, is a company that provides advanced trading tools for investors of all levels. The p...
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What is Toggle?
Toggle AI (now rebranded as Reflexivity) is an AI-powered investment analysis platform designed specifically for institutional investors, hedge funds, and wealth managers. The platform combines trusted institutional-grade data from S&P Global, LSEG Datastream, Cboe, Nasdaq, and more with explainable AI to surface meaningful insights rather than noise. It covers approximately 40,000 global assets across equities, crypto, and other asset classes, sifting through billions of data points daily to highlight critical information regarding portfolios.
The core product is Toggle Terminal (now Reflexivity), which features an intuitive natural language interface that allows users to interact with institutional-grade analytics without coding or spreadsheets. Key features include Deep Research for generating comprehensive investment analysis in minutes, Knowledge Graph for exploring interconnected market relationships, Portfolio Insights for real-time performance and risk analysis, Scenario Analysis for market simulations and stress testing, Document Intelligence for extracting insights from SEC filings and earnings transcripts, and Smart Screening for AI-powered investment opportunity发现了.
Toggle AI is built by former portfolio managers and technologists from leading financial institutions and is trusted by hedge funds, Wall Street banks, and asset managers. The platform offers both full platform access for investment teams and API integration for technology teams, with enterprise-grade security including SOC 2 Type 2 compliance, auditable analysis, and private infrastructure air-gapped from public AI models.
Toggle pricing
Pricing model: Free
Toggle AI offers three pricing tiers: Basic ($0/month or $0/year) - free plan with US Equities & Crypto coverage, 5-star insights only, 10 insights per month, delayed notifications, end-of-day stock prices, and Daily Brief newsletter; Copilot ($99.99/year) - includes global equities & crypto coverage, 5-star to 8-star insights, unlimited insights, AI news monitoring, unlimited watchlist, real-time notifications, real-time US stock prices, scenario tool, and dedicated customer support; Pro ($1200/year) - includes all global asset classes, 5-star to 8-star insights, unlimited insights, AI news watchlist, unlimited saved filters, real-time notifications, real-time stock prices, scenario tool, and API access. Pro plan requires contacting them for API access details.
Toggle pros
- Natural language interface eliminates need for coding or spreadsheets
- Institutional-grade data from S&P Global, LSEG Datastream, Cboe, Nasdaq
- Covers 40,000 global assets across equities, crypto, and more
- Deep Research generates comprehensive investment analysis in minutes
- Knowledge Graph reveals hidden connections between companies and themes
- Real-time portfolio insights with performance and risk metrics
- Scenario Analysis for stress testing portfolios with AI-powered simulations
- Document Intelligence analyzes SEC filings and earnings transcripts instantly
- Smart Screening discovers opportunities with AI-powered market pattern analysis
- No hallucination - explicitly states when data is unavailable
- Every insight traceable to source data with quality ratings
- SOC 2 Type 2 compliant with annual third-party audits
- End-to-end encryption with no persistent storage of client data
- Private infrastructure air-gapped from public AI models
- API access available for custom integrations
- Customized AI solutions for institutional investors
- Built by former portfolio managers from Lombard Odier and Fortress
Toggle cons
- Primarily designed for institutional investors, may be complex for retail
- Free tier limited to only 10 insights per month
- Basic plan only includes 5-star insights, no 6-8 star insights
- Free tier has delayed notifications instead of real-time
- Basic plan provides only end-of-day stock prices, not real-time
- No charting tool available on Basic plan
- No scenario tool on Basic or Copilot plans
- API access only available on Pro plan at $1200/year
- Free tier limited to US Equities and Crypto only
- Copilot plan limited to 10 saved filters
- Higher price point compared to some retail investment tools
- Requires institutional-level knowledge to fully utilize features
Frequently asked questions about Toggle
What is Toggle AI and what does it do?
Toggle AI (now Reflexivity) is an AI-powered investment analysis platform that helps investors make better tactical decisions across 40,000 global assets. It combines institutional-grade data from S&P Global, LSEG Datastream, Cboe, Nasdaq, and more with explainable AI to surface insights rather than noise, offering features like natural language analytics, knowledge graph for market relationships, portfolio insights, scenario analysis, and document intelligence.
Who is Toggle AI designed for?
Toggle AI is specifically designed for institutional investors, hedge funds, leading Wall Street banks and brokerages, asset managers, and wealth managers. The platform is used by investment teams who need curated insights on individual securities and broader portfolios with enterprise-grade security and compliance.
What data sources does Toggle AI use?
Toggle AI exclusively uses institutional-grade data from Refinitiv, Nasdaq, S&P Global, LSEG Datastream, Cboe, Dow Jones, MT Newswires, Benzinga, Quartr, EDGAR, FRED, World Bank, IMF, and Polymarket. This includes market metrics, analyst estimates, financial statements, earnings transcripts, real-time prices, news, and macroeconomic data.
Does Toggle AI have hallucinations like other AI tools?
No, Toggle AI is engineered to acknowledge limitations. When data is unavailable or uncertain, the system explicitly states so. It is designed to prevent hallucinations and ensure every insight is traceable to source data with quality ratings.
What is the Toggle Terminal feature?
Toggle Terminal (now part of Reflexivity) is the core platform featuring a natural language UX that allows users to ask questions in everyday language without coding or spreadsheets. It provides instant access to institutional-grade analytic tools for testing hypotheses, screening securities, analyzing portfolio performance, and exploring interconnections between organizations using the Knowledge Graph.
What is the Knowledge Graph feature?
The Knowledge Graph is a dynamic map that explores interconnected market relationships and insights. It uncovers hidden connections between companies, themes, and market events, revealing exposures and geographical data to enhance investment insights and understanding of how securities relate to each other.
Is Toggle AI secure for institutional use?
Yes, Toggle AI offers enterprise-grade security including SOC 2 Type 2 compliance with annual third-party audits, bank-grade security controls meeting institutional DDQ requirements, end-to-end encryption, no persistent storage of client data, complete isolation between clients, and dedicated compute resources air-gapped from public AI models and consumer services.
What pricing plans does Toggle AI offer?
Toggle AI offers three plans: Basic (free at $0/month) with US Equities & Crypto, 5-star insights only, 10 insights per month; Copilot ($99.99/year) with global equities & crypto, 5-8 star insights, unlimited insights, real-time data, and scenario tool; Pro ($1200/year) with all global asset classes, unlimited features, and API access.
Can I integrate Toggle AI into my existing systems?
Yes, Toggle AI offers API Integration for technology teams, providing RESTful API access, custom model deployment, white-label options, real-time data feeds, and technical support. They also offer customized AI solutions, API access, and bulk licensing agreements for institutional investors, asset management, and brokerage firms.
How do I contact Toggle AI for support or partnerships?
The best way to contact Toggle AI is through email at [email protected] (or [email protected]), via live chat on the website help robot, by calling +1 (646) 395-8220, or through social media @Reflexivity on Twitter, Facebook, and LinkedIn. For partnerships, contact [email protected].