TOGGLE Copilot

Invest Rationally,

Not Rashly

TOGGLE Copilot is a smart portfolio dashboard.


Use data to your advantage. 

Copilot sifts through billions of data points so you don't have to. 

Easy to connect

Copilot is integrated with major investing platforms in the US, Canada, and the UK. Connect with a single click.

Your portfolio in one simple view

Copilot gives you daily updates on your holdings. Get instant alerts to portfolio vulnerabilities.

Daily Brief

Copilot sends you daily updates highlighting interesting assets. It gives you timely insights on your holdings. It lets you follow what Togglers are looking at.

360° view

Copilot monitors valuations, fundamentals, technical analysis, macroeconomics, and more.


Copilot allows you to follow investment ideas across a vast universe of assets.


Copilot Features

Multiple Portfolio Connect

Portfolio Overview & Alerts

Asset Due Diligence

Limited Watchlist

Daily Email Alerts

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Never fly solo...


your Copilot

Looking for even more features?


Useful Links


New York

360 E 65th Street

NY, NY, 10065 

Tel. +1 (646) 808-0346 

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187 Wardour Street

London W1F 8ZB

Tel. +44 (0)75 0088 7788

© 2020 by Toggle Inc.