TOGGLE AI

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Reflexivity (formerly TOGGLE AI) is an investment analysis platform that combines trusted financial data with explainable AI to surface insights for institutional investors. It offers autonomous AI agents for deep research and real-time portfolio insights.

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At a glance

Pricing

Enterprise · Custom

Free tier

API

Yes

Skill level

Technical

About

What is TOGGLE AI?

Reflexivity, formerly known as TOGGLE AI, is an advanced investment analysis platform designed specifically for institutional investors. It integrates trusted data from leading providers like S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI to deliver actionable insights and eliminate noise. The platform features autonomous AI agents for deep research, a knowledge graph to discover hidden relationships, real-time portfolio insights, and scenario analysis for testing investment hypotheses. Additionally, it offers document intelligence for extracting insights from SEC filings and earnings transcripts, and smart screening for identifying investment opportunities. Reflexivity emphasizes enterprise-grade security, compliance, and auditable analysis, ensuring data integrity and reliability for its users.

Best used for

Ideal for institutional investors who need to generate comprehensive investment analysis, discover hidden market relationships, and gain real-time insights into their portfolios. Especially valuable for making data-driven decisions and ensuring compliance with auditable analysis.

Common actions

analyze investments

research financial markets

monitor portfolios

test investment hypotheses

extract financial insights

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Capabilities

Key features

Autonomous AI agents
Knowledge Graph
Portfolio insights
Scenario analysis
Document intelligence
Smart screening

Target Audience

Retail investorsinstitutional investors

Integrations

Not yet documented

Pricing & Plans

Enterprise · Custom

Basic

FAQs

What kind of data sources does Reflexivity use?

Reflexivity sources comprehensive, high-quality financial, market, and macroeconomic data from leading global providers. This includes LSEG Datastream for market metrics, analyst estimates, and sentiment, S&P Global for company financials and earnings transcripts, Cboe for real-time prices, and Dow Jones for news.

How does Reflexivity ensure data security and compliance?

Reflexivity employs bank-grade security and compliance measures, including SOC 2 Type 2 annual audits. It features end-to-end encryption, complete data isolation between clients, and private infrastructure air-gapped from public AI models, ensuring the highest level of security for institutional investors.

Can Reflexivity be integrated with existing systems?

Yes, Reflexivity offers API integration for technology teams. This allows firms to integrate its AI capabilities directly into their existing systems and workflows. It provides RESTful API access, custom model deployment, white-label options, and real-time data feeds.

What is the difference between Platform Access and API Integration?

Platform Access provides investment teams with full access to Reflexivity's web platform, including all AI capabilities and premium features like the complete AI suite and advanced scenario analysis. API Integration is for technology teams to embed Reflexivity's AI directly into their own applications and systems.

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Financial Modeling Financial Data & Research Risk & Fraud Detection Personal Finance Crypto & Blockchain Fintech

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Data & Analytics › Predictive Analytics Data & Analytics › Business Intelligence

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