Reflexivity (formerly Toggle AI) is an institutional-grade financial analysis platform that leverages autonomous AI agents to accelerate investment research and portfolio management. Built specifically for institutional investors, the platform integrates trusted data from top-tier providers like S&P Global, LSEG Datastream, Cboe, and Nasdaq—without requiring clients to maintain separate data contracts. Core capabilities include Deep Research, where AI agents write and execute code to answer complex financial questions; a dynamic Knowledge Graph that uncovers hidden market connections; and Document Intelligence, utilizing advanced OCR and NLP to instantly extract insights from thousands of SEC filings and earnings transcripts. Reflexivity also offers advanced Scenario Analysis for portfolio stress-testing against historical market data, and Smart Screening to spot investment opportunities based on market patterns and sentiment. The platform ensures enterprise-grade security and compliance with SOC 2 Type 2 certification, data isolation, and air-gapped private infrastructure. Engineered by former portfolio managers, Reflexivity prioritizes auditable, hallucination-free analysis where every insight is traceable to verified sources, empowering investment and technology teams to make data-driven decisions with confidence.
Reflexivity (formerly Toggle AI) is an institutional-grade financial analysis platform that leverages autonomous AI agents to accelerate investment research and portfolio management.
Explore all tools that specialize in autonomous code execution for financial question answering. This domain focus ensures Reflexivity (formerly Toggle AI) delivers optimized results for this specific requirement.
Explore all tools that specialize in knowledge graph generation and analysis. This domain focus ensures Reflexivity (formerly Toggle AI) delivers optimized results for this specific requirement.
Explore all tools that specialize in portfolio stress-testing against historical market data. This domain focus ensures Reflexivity (formerly Toggle AI) delivers optimized results for this specific requirement.
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An autonomous AI agent that interprets complex financial questions, writes and executes code dynamically, and surfaces insights from institutional data sources.
Engineered strict data-grounding that acknowledges limitations; the system explicitly states when data is unavailable or uncertain instead of inventing answers.
Advanced Optical Character Recognition and Natural Language Processing algorithms to parse structured and unstructured SEC filings, investor presentations, and transcripts.
Dedicated compute resources with end-to-end encryption. Air-gapped from public AI models and consumer services with zero persistent storage of client portfolio data.
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Select deployment method: Web Platform Access or RESTful API Integration
Configure private infrastructure and dedicated compute resources
Deploy custom models or white-label solutions (API route)
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