TOGGLE Copilot vs Monarch Money Comparison

TOGGLE Copilot

New SaaS Software

4.7 3 user ratings

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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Monarch Money

Personal Finance Software

1 1 user ratings

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Overview

Description

TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. Read more

Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more

Pricing Options

Free Trial Not Available
Offers Custom plan.

Free Trial Available
Starts at $7.50.

SW Score & Breakdown

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

78%
Momentum

68%
Popularity

82%

Technical Details

Organization Types Supported	Individuals Large Enterprises Medium Business Small Business	Individuals Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online

Reviews & Ratings

User Rating	4.7/5 3 user ratings	1/5 1 user ratings
Rating Distribution	Excellent 66.7% Very Good 33.3% Average 0% Poor 0% Terrible 0%	Excellent 0% Very Good 0% Average 0% Poor 0% Terrible 100%
Pros & Cons	Provides daily updates on holdings and portfolio vulnerabilities Highlights interesting assets and gives timely insights Monitors valuations, technical analysis, fundamentals, and macroeconomics Generates a stream of investment insights tailored for relevance and time-sensitivity Backs insights with comprehensive and transparent analysis May require further investigation for some insights Can be overwhelming for users who are not familiar with financial data	Offers a comprehensive view of your assets, liabilities, and spending Collaborate with teams to identify trends and setup budgets Supports Mobile Android and iOS Suitable for individuals and small companies Easy to use and understand May not be suitable for complex financial needs Limited integration with other financial software
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AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $7.50.
Pricing Plans Monthly Plans Annual Plans	TOGGLE Copilot Custom	Monarch $7.50 $9.99 per month
	View Detailed Pricing	View Detailed Pricing

Alternatives

	Portfoliopilot Contora DataSpark Stonksfolio CoPilot	Simplifi Monarch Money Vs Simplifi Mint 3.2 Based on 37 Ratings Monarch Money Vs Mint Lunch Money Monarch Money Vs Lunch Money Quicken 3.6 Based on 29308 Ratings Monarch Money Vs Quicken EveryDollar 3.7 Based on 3 Ratings Monarch Money Vs EveryDollar
	View All TOGGLE Copilot Alternatives	View All Monarch Money Alternatives

Screenshots & Videos

Screenshots	+ 4 More	+ 8 More
Videos		Not Available

Vendor information

Company Details

Located in: NYC, New York

Located in: San Francisco, CA

Contact Details

Not available

https://www.toggle.global/copilot

Not available

https://www.monarchmoney.com/

Social Media Handles

Twitter 3K

Facebook 2K

Instagram 2K

Youtube 5K

Linkedin 1K

Twitter 2K

Facebook 1K

Instagram 8K

Google Play

FAQs

What are the key features of TOGGLE Copilot?

TOGGLE Copilot is a financial data analysis tool that provides daily updates on holdings, instant alerts to portfolio vulnerabilities, and insights on holdings.

What are the key features of Monarch Money?

Monarch Money is a personal finance management platform that offers tools to track accounts, analyze investments, and collaborate with teams to identify trends and setup budgets.

What are the alternatives to TOGGLE Copilot?

The top alternatives to TOGGLE Copilot are Portfoliopilot, Contora, DataSpark, Stonksfolio, and StockTreats.

What are the alternatives to Monarch Money?

The top alternatives to Monarch Money are Personal Capital, Simplifi, Mint, Quicken, and Lunch Money.

Which product is better for managing large portfolios?

TOGGLE Copilot is designed for managing large portfolios, with features like daily updates, instant alerts, and insights on holdings.