Invest Rationally,

Not Rashly

TOGGLE Copilot is a smart portfolio dashboard.



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 highlights interesting assets that might fit your portfolio. 

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

split bg.png

Never fly solo...


your Copilot

Unleash the full power of TOGGLE


Useful Links


New York

360 E 65th Street

NY, NY, 10065 

Tel. +1 (646) 808-0346 

  • LinkedIn
  • Twitter
  • Facebook
  • Instagram


187 Wardour Street

London W1F 8ZB

Tel. +44 (0)75 0088 7788

© 2020 by Toggle Inc.