Last Updated Oct 10, 2025
Overview
Toggle is a comprehensive cloud-based platform offering user-friendly time tracking, robust reporting, and resource planning across its product suite. Some users find the reporting features to lack advanced customization options required for complex financial analysis. However, the software provides automated time tracking across web, desktop, and mobile devices.
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Starting Price
Custom
Toggle Specifications
Natural Language Dialogue
Smart Data Discovery
Automation
Bot Design & Deployment
What Is Toggle?
Toggle was earlier known as an AI‑powered financial analytics tool. It has since evolved and rebranded as Reflexivity, offering a more expansive institutional platform. The platform combines natural language querying, reasoning models, portfolio analytics, document intelligence, and a knowledge graph to support investment decisions. Toggle aggregates data from trusted sources like S&P Global, Nasdaq, LSEG Datastream, and integrates AI to generate explainable insights. Toggle users are being migrated to Reflexivity, and legacy Toggle Pro / Copilot features are folded into Reflexivity's offering.
Toggle Pricing
Toggle pricing includes the following plans:
- Basic: Free (for IBKR customers)
- Light: $99/month (for IBKR customers)
- Reflexivity: Custom pricing
Disclaimer: The pricing is subject to change.
Toggle Integrations
Toggle Integrates with many data providers including
- S&P Global
- LSEG Datastream
- Nasdaq
- Cboe
Who Is Toggle For?
Typical users of TOGGLE International users are:
- Investment analysts and portfolio managers
- Fintech/wealth tech companies
- Advanced private investors
- Institutional users
Is Toggle Right For You?
Toggle is highly suitable for organizations that require a straightforward, reliable, and flexible time tracking solution. It is GDPR-compliant and ISO/IEC 27001 certified, ensuring data security and adherence to modern compliance standards. The platform stands out for its easy-to-use, minimalist interface and robust cross-platform synchronization, making daily time tracking non-intrusive and simple for high team adoption. It is a powerful tool for teams focused on billable hours and understanding time allocation.
Still not sure about Toggle? Contact our support team at (661) 384-7070 for further guidance.
Toggle Features
Toggle features AI to autonomously analyze vast institutional-grade financial data by writing and executing Python code. This enables complex financial research and insights generation within minutes, replacing hours or days of manual analysis. Users receive comprehensive, publication-quality reports with visualizations and detailed methodology.
Toggle's advanced multi-strategy search engine scans SEC filings, earnings transcripts, and proprietary documents. It extracts insights from text, charts, tables, and images by understanding context and relationships, delivering precise, contextual financial intelligence with full traceability and source attribution.
Toggle continuously monitors portfolio holdings against over 250 market indicators, delivering timely, actionable intelligence alerts when significant changes occur. These insights are grounded in historical data and knowledge graph connections to keep investors informed and responsive to evolving market conditions.
Toggle offers advanced AI-driven market simulations that stress test investment portfolios by modeling complex scenarios. This helps investors understand potential risks and outcomes, supporting confident, data-driven decision-making in uncertain market environments.
Toggle uses AI to scan market activity, government trades, and sentiment data in real time. It identifies investment opportunities by discovering hidden connections and trends across companies and events, empowering institutional investors to make informed screening decisions efficiently.
