TOGGLE Portfolio,
an X-ray for your holdings
Portfolio management on Copilot. TOGGLE automatically X-rays your portfolio, alerting you to critical vulnerabilities...much like you rely on your car to tell you when you're low on gas or the engine might overheat.
Never get caught offside again.
TOGGLE PORTFOLIO
Portfolio X-Ray
TOGGLE AI analyzes all aspects of your portfolio, giving you unprecedented insight into your holdings and how you might be positioned for the future.
TOGGLE PORTFOLIO
Alerting - Your Eyes & Ears
Forget a one-and-done check-list. TOGGLE continues to monitor markets and probe how changes may affect you, alerting you when you might need to take critical action.
TOGGLE PORTFOLIO
Take Action
TOGGLE acts as your copilot, helping you steer though issues and arrive at good solutions, making sure you land gently.