TOGGLE is a cloud-based, AI-powered financial analytics software designed to help businesses monitor market data in real-time and gain insight into investments and opportunities. Features include data visualization, natural language processing, portfolio creation, email alerts, asset due diligence, and past analogs.

With TOGGLE Copilot, the portfolio dashboard, finance teams can receive daily updates on holdings or important assets and alerts for portfolio vulnerabilities. Finance professionals can also sort insights by asset class, geography, sector, or theme. Integrated with multiple investing platforms, Copilot helps investors monitor stock valuation metrics, technical indicators, bond yields, fundamentals, macroeconomics, and more. The software enables managers to determine price movements and track unusual price behavior.

TOGGLE offers a custom news feed, providing investors with information regarding the impact of data changes on asset prices. Using the charting tool, TOGGLE Compass, users can crop images to discover magnitude, level, or visual patterns of market changes and utilize historical data to forecast future trends.


Business size



TOGGLE Compass
TOGGLE Insights
TOGGLE portfolio dashboard
View 4 more
TOGGLE video
TOGGLE video
TOGGLE screenshot: TOGGLE Compass TOGGLE screenshot: TOGGLE Insights TOGGLE screenshot: TOGGLE portfolio dashboard


Total features of TOGGLE: 51

  • Activity Dashboard
  • Alerts/Notifications
  • Bonds / Stocks
  • Commodity Futures
  • Customer Engagement
  • Data Visualization
  • Derivative Valuation
  • Diagnostic Tools
  • Email Alerts
  • Financial Analysis
  • Financial Risk Reporting
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Sell-Side Firms
  • For Traders
  • Graphical Data Presentation
  • Historical Reporting
  • Interest Rate Risks
  • Investments Tracking
  • Issue Tracking
  • Machine Learning
  • Market Risk Management
  • Modeling & Simulation
  • Monitoring
  • Opportunity Management
  • Performance Analysis
  • Performance Metrics
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Monitoring
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Risk Scoring
  • Stress Tests
  • Technical Analysis
  • Trade Tracking
  • Visual Discovery



#1 Alternative to TOGGLE
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses...


#2 Alternative to TOGGLE
AlternativeSoft is an investment management software designed to help allocators, consultants, fund managers, and...


#3 Alternative to TOGGLE
Multi Broker Investment Platform. Portfolio Managers & Hedge Funds can *Aggregate client & fund accounts across 300+...


#4 Alternative to TOGGLE
HedgeGuard is an investment portfolio management software with order, risk & compliance management tools, and position...


Overall rating

5 /5
Value for Money
Ease of Use
Customer Support

Already have TOGGLE?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 1 review
Verified Reviewer
Overall rating
  • Industry: Legal Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Good timers for legal time keeping

Reviewed on 2020/12/05

I use toggle as an alternate method to track my time in legal practice. It is preferable to our...

I use toggle as an alternate method to track my time in legal practice. It is preferable to our time entry software. With constantly shifting between tasks and billing in small fraction increments, Toggle makes starting and stopping timers quite easy and also gives an easy to see overview of work progress through the day.


I like how easy it is to run a timer, input quick info, stop the timer real quick, and restart the timer later. I also like the smart drop down menus that will lump all similar entries together to give you a total time.


I do not have any issues but I am sure there may be some issues implementing many time-keeping matters across a massive organization.


Below are some frequently asked questions for TOGGLE.

TOGGLE offers the following pricing plans:

  • Starting from:
  • Pricing model: Free, Subscription
  • Free Trial: Available

Please contact Toggle for pricing details.

We do not have any information about TOGGLE features

TOGGLE has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages TOGGLE supports

TOGGLE supports the following devices:

We do not have any information about what integrations TOGGLE has

TOGGLE offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for TOGGLE.