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.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Alert Notifications
Alerts the user when predefined criteria is metInvestment Monitoring
Monitors the performance of savings and investmentsMarket Analysis
Helps to assess the current state of your industry in the overall market using quantitative and qualitative data pointsDashboard
A digital insight of reports and other workings on a single screenPortfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyFree Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
TOGGLE Copilot Custom
Features
Disclaimer: The pricing details were last updated on 10/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about TOGGLE Copilot Pricing.
TOGGLE Copilot
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What is TOGGLE Copilot used for?
Learn more about TOGGLE Copilot features.
Does TOGGLE Copilot provide API?
No, TOGGLE Copilot does not provide API.
Vendor Details
NYC, New YorkContact Details
Not available
https://www.toggle.global/copilot
Social Media Handles
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