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About TOGGLE Copilot

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.

Screenshots & Videos

TOGGLE Copilot screenshot
TOGGLE Copilot screenshot
TOGGLE Copilot screenshot
Video Thumbnail


Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)
  • Individuals

API Support

  • NA

Modes of Support

  • Business Hours

TOGGLE Copilot Features


A digital insight of reports and other workings on a single screen

Alert Notifications

Alerts the user when predefined criteria is met

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Investment Monitoring

Monitors the performance of savings and investments

Market Analysis

Helps to assess the current state of your industry in the overall market using quantitative and qualitative data points

TOGGLE Copilot Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

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 Alternatives

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TOGGLE Copilot Reviews

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Videos on TOGGLE Copilot

TOGGLE Copilot Screenshots


What is TOGGLE Copilot used for?

TOGGLE Copilot offers the following functionalities:

  • Dashboard
  • Alert Notifications
  • Portfolio Management
  • Investment Monitoring
  • Market Analysis

Learn more about TOGGLE Copilot features.

Does TOGGLE Copilot provide API?

No, TOGGLE Copilot does not provide API.

TOGGLE Copilot Contact

Vendor Details

NYC, New York

Contact Details

Not available

Social Media Handles


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