Capital Markets & Investment › Investment Management › Portfolio Management System (PMS)

TOGGLE

AI-powered investment analytics dashboard for monitoring markets and portfolios.

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Overview

Reflexivity (formerly Toggle AI) is an AI-powered investing dashboard that enables retail and institutional investors to research global assets and monitor portfolios held across multiple brokerages in one place. The platform utilizes machine learning and natural language processing to analyze real-time market and fundamental data, surfacing investment insights and alerts, including pre-trade checks.

It offers institutional-grade analytics, a knowledge graph, and tools for portfolio insights and smart screening across over 40,000 global assets. The company was founded in 2019 and is headquartered in New York, NY, with additional offices in London and Tokyo.

Key Features

+ AI-driven market and fundamental data analysis
+ Cross-brokerage portfolio monitoring
+ Real-time investment alerts
+ Pre-trade behavioral checks

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