Screenshot of Toggle AI

Toggle AI

Discover what Toggle AI is and how to use it effectively in 2025. We'll explore its features and see how it stacks up against other investing tools.

Screenshot

What is Toggle AI?

Toggle AI is an investment platform powered by artificial intelligence, built to give you smart insights so you can make better choices in the financial markets. It’s packed with tools, including the Toggle Terminal. This lets you ask questions using everyday language and get back useful analytics. The team behind Toggle AI includes seasoned pros from the investment world, like Giuseppe Sette, Jan Szilagyi, Armenak Mayalian, and RJ Assaly. They bring experience in equities, asset management, algorithmic trading, and tech development.

Toggle AI uses Generative AI for its analytics, a Knowledge Graph to map out data, and an LLM-Powered Interface for how you interact with it. The platform covers a wide variety of assets and cryptocurrencies. It keeps a close eye on market and fundamental data in real-time, which really helps with investment research and testing out your ideas. Both industry pros and individual investors trust it for its top-notch analytics and easy-to-use interface.

Who created Toggle AI?

Toggle AI was brought to life by a team led by Giuseppe Sette, Jan Szilagyi, Armenak Mayalian, and RJ Assaly. Giuseppe Sette, who serves as President, has a solid background in equity and global macro investments, having previously worked at Lombard Odier and other financial institutions. Jan Szilagyi, the CEO, comes from the world of asset management and algorithmic trading, with experience gained at Duquesne Capital and Lombard Odier. Armenak Mayalian is the Chief Technology Officer, with a proven track record of scaling fintech products. RJ Assaly, the Chief Product Officer, even holds a patent for a natural language search interface and has experience managing portfolios. The company also has the backing of prominent industry figures like Stanley Druckenmiller and Thomas Peterffy, which really speaks to their expertise and credibility in such a competitive field.

What is Toggle AI used for?

  • It gives advisors and their clients access to actionable insights derived from AI, covering thousands of assets and portfolios.
  • You get proprietary, multi-modal search capabilities, meaning you can instantly find answers from research reports and fact sheets.
  • It offers a suite of award-winning analytic tools, all presented through an accessible, natural language user experience with strong data analytics.
  • It lets you test your market hypotheses, screen securities, and uncover hidden connections between different organizations.
  • You can put your ideas to the test using simple, everyday language – no coding or spreadsheets needed!
  • It helps you connect data points to tell your investment stories effectively through the Toggle Terminal.
  • For select institutional investors, Toggle AI provides custom AI solutions and integrations.
  • They also offer API access, bulk licensing agreements, and custom integrations specifically for the asset management sector.
  • Wealth management firms and brokerages can gain access to AI-driven insights for their assets and portfolios.
  • It’s great for turning complex data into actionable intelligence that guides investment decisions.

Who is Toggle AI for?

  • Wealth Management professionals
  • Brokerages
  • Asset management firms
  • Capital Markets participants

How to use Toggle AI?

To get the most out of Toggle AI’s Toggle Terminal, here’s a straightforward guide:

  1. Access Toggle Terminal: First, log in to Toggle AI and head over to the Toggle Terminal section.
  2. Ask Questions: Just use natural language to ask whatever questions you have or to test hypotheses about assets or groups of assets.
  3. Analyze Data: The Toggle Terminal gives you immediate access to institutional-grade analytic tools, which are super helpful for making strategic decisions.
  4. Utilize Analytical Engines: You can test market hypotheses, screen securities, and explore how different organizations are interconnected using the analytical engines within the Toggle Terminal.
  5. Leverage the Knowledge Graph: Dive into hidden relationships and connections by using the Toggle Terminal’s powerful map of information. It really boosts your investment insights.
  6. Interact with the LLM-Powered Interface: Enjoy a smooth user experience. You can ask questions in plain language and get immediate, data-backed answers.
  7. Explore Custom Solutions: If you’re an institutional investor, Toggle AI can create customized AI solutions and integrations just for you. Feel free to reach out to the team at [email protected] for more details.
  8. Access Additional Solutions: Toggle AI also offers various solutions for asset management and brokerage firms, including API access, bulk licensing agreements, and more.

By following these steps, you’ll be well-equipped to use Toggle AI’s Toggle Terminal for analyzing data, testing hypotheses, and making smarter investment decisions.

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