Toggle Review

Toggle is a financial analysis software based on both cloud and AI technology, designed to help companies monitor market data in real-time and gain insights into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, asset due diligence, and historical comparisons. By using the chart creation tool, users can crop images to discover levels or visual patterns of market changes and utilize historical data to predict future trends.
With the portfolio dashboard, financial teams can receive daily updates on key holdings or assets and alerts about portfolio vulnerabilities. Financial professionals can also sort information by asset class, geographic area, sector, or theme. Integrated with multiple investment platforms, it helps investors track stock valuation metrics, technical indicators, bond yields, fundamentals, macroeconomics, and more.

TOGGLE – FEATURES

• It offers a personal laboratory, where users can test their hypotheses using simple natural language. They can analyze 40,000 assets or even ask questions about groups of assets, without ever having to write code or open a spreadsheet. Simply ask a question and put the solution to work.
• Each of the 40,000 assets has a central hub that provides an overview. The Asset Overview delivers a quick summary of what is happening with any asset. Users will be able to see Knowledge Graph-driven insights, News Insights, geographical exposure, and more.
• Instead of users thinking about which steps they need to take to get a result, the software interface determines the best visualization for the analysis. Starting from a simple natural language question, the program immediately loads the most suitable analyses to respond. Users can view a line graph, bar chart, probability distribution, or a simple text result and dive deep into the analysis.
• It provides users with an institution-grade advantage, backed by data. Instantly test market hypotheses, examine all securities, and explore hidden relationships between organizations.
• This powerful map of information fuels the entire software experience. Discover exposures, suppliers, geographical areas, and connections that other investors and portfolio managers might overlook.
• Built around language models, offering investors a smooth and intuitive user experience where they can ask questions in plain language and receive immediate, data-supported answers.