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Toggle AI

Toggle AI provides AI-powered insights for investment decisions with real-time analytics and a user-friendly interface.
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Toggle AI

What is Toggle AI?

Toggle AI is an AI-powered investment platform designed to provide users with smart insights for making better decisions in the financial markets. It offers a comprehensive suite of tools, including the Toggle Terminal which allows users to ask questions in natural language and receive analytics. Toggle AI's team includes experienced professionals from the investment industry, such as Giuseppe Sette, Jan Szilagyi, Armenak Mayalian, and RJ Assaly, with backgrounds in equity, asset management, algorithmic trading, and technology development.

Toggle AI's capabilities include the use of Generative AI for analytics, a Knowledge Graph for data mapping, and an LLM-Powered Interface for user interactions. The platform covers a wide range of assets and cryptocurrencies, providing real-time monitoring of market and fundamental data to support investment research and idea testing. It is trusted by both industry professionals and individual investors for its state-of-the-art analytics tools and intuitive interface.

Who created Toggle AI?

Toggle Ai was created by a team led by Giuseppe Sette, Jan Szilagyi, Armenak Mayalian, and RJ Assaly. Giuseppe Sette, the President, has a background in equity and global macro investments, formerly working at Lombard Odier and other financial institutions. Jan Szilagyi, the CEO, comes from asset management and algorithmic trading, with experience at Duquesne Capital and Lombard Odier. Armenak Mayalian serves as the Chief Technology Officer, with a history of scaling fintech products. RJ Assaly, the Chief Product Officer, holds a patent for a natural language search interface and has a background in managing portfolios. The company is backed by industry figures like Stanley Druckenmiller and Thomas Peterffy, emphasizing their expertise and credibility in competitive markets.

What is Toggle AI used for?

  • Give advisors and clients access to actionable AI-derived insights across thousands of assets and portfolios
  • Provide proprietary, multi-modal search capabilities for instant access to answers from research and fact sheets
  • Offer a suite of award-winning analytic tools in an accessible, natural language-based UX with robust data analytics
  • Enable users to test market hypotheses, screen securities, and explore hidden relationships between organizations
  • Allow users to put hypotheses to the test using natural, simple language without the need for coding or spreadsheet usage
  • Help users connect data to share their investment stories through Toggle Terminal
  • Provide customized AI solutions and integrations for select institutional investors
  • Offer API access, bulk licensing agreements, and custom integrations for the asset management space
  • Gives wealth management and brokerages access to AI-derived insights for assets and portfolios
  • Transform complex data into actionable intelligence for investment decisions

Who is Toggle AI for?

  • Wealth Management
  • Brokerages
  • Asset management
  • Capital Markets

How to use Toggle AI?

To use Toggle Ai's Toggle Terminal effectively, follow these steps:

  1. Access Toggle Terminal: Log in to Toggle Ai and navigate to the Toggle Terminal section.

  2. Ask Questions: Utilize natural language to ask questions or test hypotheses related to assets or groups of assets.

  3. Analyze Data: Toggle Terminal provides instant access to institutional-grade analytic tools to support strategic decision-making.

  4. Utilize Analytical Engines: Test market hypotheses, screen securities, and explore interconnections between organizations using Toggle Terminal's analytical engines.

  5. Leverage Knowledge Graph: Explore hidden relationships and connections using Toggle Terminal's powerful map of information, enhancing your investment insights.

  6. Interact with LLM-Powered Interface: Benefit from a seamless user experience by asking questions in plain language and receiving immediate, data-backed answers.

  7. Explore Custom Solutions: For institutional investors, Toggle Ai offers customized AI solutions and integrations. Contact the team at partnerships@toggle.ai for more information.

  8. Access Additional Solutions: Toggle Ai provides various solutions for asset management and brokerage firms, including API access, bulk licensing agreements, and more.

By following these steps, you can effectively use Toggle Ai's Toggle Terminal to analyze data, test hypotheses, and make informed investment decisions.

Pros
  • Award-Winning Platform: A comprehensive suite of trading tools recognized for excellence in the investment industry.
  • WhatIF: Earnings℠: Gain valuable insights into how earnings releases may influence your financial holdings.
  • Daily Market Brief: Receive timely AI-generated analysis of market trends every trading day.
  • AI-Powered Insights: Harness machine learning to analyze thousands of assets and cryptocurrencies for informed investment decisions.
  • Real-Time Monitoring: Keep track of all market and fundamental data in real time to support thorough due diligence.
Cons
  • Page not found error on the website may lead to accessibility issues
  • Limited information available about the cons of Toggle Ai

Get started with Toggle AI

Toggle AI reviews

Luca Marino
Luca Marino February 22, 2025

What do you like most about using Toggle AI?

I love the real-time analytics provided by Toggle AI. The Toggle Terminal allows me to ask complex questions in natural language, making it incredibly intuitive to use. The insights I receive are actionable and often lead to better investment decisions.

What do you dislike most about using Toggle AI?

The only minor issue I've encountered is that sometimes the response time can be a bit slow during peak market hours, but it's not a dealbreaker.

What problems does Toggle AI help you solve, and how does this benefit you?

Toggle AI addresses the problem of information overload in the investment space. With its Knowledge Graph and LLM-Powered Interface, I can quickly find relevant data and insights, saving me time and helping me focus on strategic decisions.

Helpful (0)
Amina Jabari
Amina Jabari January 17, 2025

What do you like most about using Toggle AI?

The user-friendly interface is fantastic! I appreciate how easily I can navigate through the various features without any steep learning curve. The insights provided are also quite robust.

What do you dislike most about using Toggle AI?

Sometimes I wish there were more customization options for the dashboards, but overall, the default settings are generally sufficient.

What problems does Toggle AI help you solve, and how does this benefit you?

It helps me make informed decisions by offering deep insights into market trends and asset performance. This has significantly improved my trading strategy and overall confidence in my investments.

Helpful (0)
Haruto Takahashi
Haruto Takahashi January 13, 2025

What do you like most about using Toggle AI?

The generative AI capabilities are impressive! I can generate complex analyses that would take hours manually, and do it in a matter of minutes.

What do you dislike most about using Toggle AI?

The initial setup took a bit of time to get everything integrated, but now it's running smoothly.

What problems does Toggle AI help you solve, and how does this benefit you?

Toggle AI simplifies the research process by consolidating various data sources. This ensures I have a comprehensive view of my investments, leading to better allocation of resources.

Helpful (0)

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