TOGGLE Copilot is a smart portfolio dashboard.
Copilot sifts through billions of data points so you don't have to.
Copilot is integrated with major investing platforms in the US, Canada, and the UK. Connect with a single click.
Copilot gives you daily updates on your holdings. Get instant alerts to portfolio vulnerabilities.
Copilot highlights interesting assets that might fit your portfolio.
Copilot monitors valuations, fundamentals, technical analysis, macroeconomics, and more.
Copilot allows you to follow investment ideas across a vast universe of assets.
Multiple Portfolio Connect
Portfolio Overview & Alerts
Asset Due Diligence
Daily Email Alerts