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Overview

TOGGLE is an AI-powered analytics software that helps discretionary investors extract better and timelier information from their data. TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.

Key Features


TOGGLE Copilot is a smart portfolio dashboard, available for free. Copilot identifies potential portfolio weaknesses and suggests remedies. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.

Don’t miss insights favoured by institutional investors, from business cycle analysis to entry-point indicators.

TOGGLE Pro is our full professional suite:

  • Portfolio helps you assess performance of your holdings in a recession; construct optimal hedges; and uncover and fix key risks.

  • Feed is a collection of AI generated investment insights on asset price behavior. From changes in analyst expectations to technical levels being breached, never miss an opportunity.

  • Compass injects data science into the basic price chart. Test your hypotheses with one click, no coding required.

Key Benefits

TOGGLE helps investors manage daily information flow, scout for hidden opportunities, analyze asset drivers and past patterns, and make traditional and alternative data readily available for analysis for a fraction of the cost of a data science team.