Toggle for Web

Product snapshot

Toggle is a browser-accessible analytics platform that applies artificial intelligence to improve investment research and decision-making. Its core offering, Toggle Terminal, delivers advanced analytical capabilities through an intuitive interface so users do not need coding skills to get sophisticated insights.

How users interact

• Natural-language queries let investors ask questions, probe datasets, and validate investment theses without writing code.
• Built-in tools help examine relationships between securities, uncover correlations, and stress-test ideas across different scenarios.
• The interface is designed for a wide audience, from beginners learning portfolio basics to experienced traders running complex studies.

Notable analytical capabilities

• A graph-based discovery engine exposes non-obvious links between instruments, including concentration risks and regional exposure.
• High-performance modeling supports scenario simulation, asset-level intelligence, and interactive charting for visual exploration.
• Programmable access (APIs) and bulk data capabilities allow integration with larger workflows and institutional systems.

Solutions for firms and advisors

• Institutions can license bespoke AI models, obtain enterprise APIs, and negotiate volume licensing for firm-wide deployment.
• Wealth managers and financial advisors can leverage the platform to surface AI-driven recommendations and present them to clients in a clear, actionable format.

Alternative platform to consider

If you prefer a different toolset, a subscription to a visual analytics suite such as Tableau provides a powerful alternative for building dashboards and performing ad-hoc exploration across financial datasets.