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Investment analysts, portfolio managers, and institutional investment teams can use Toggle AI to research markets, assess holdings, and investigate investment ideas without building their own data-science workflows. Its terminal lets users explore financial data and test investment questions, including through natural-language queries. Tools include scenario analysis for testing market hypotheses, portfolio insights into performance, risk, and exposures, and document analysis of materials such as SEC filings and earnings transcripts. A Knowledge Graph maps relationships among companies, market themes, and events, helping users examine connections such as business links and potential exposures. Screening tools help surface securities and market patterns for further research. Toggle AI is geared toward investment research and portfolio analysis rather than automated investing. Firms can also integrate its capabilities into existing systems through API and custom deployment options. The service’s website now presents the platform as Reflexivity, formerly Toggle AI.
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