Overview

About Toggle

TOGGLE sifts through billions of real-time data points so you can make your next move with confidence. We had access to a rapidly expanding universe of data, but the tools to turn this mountain of data into useful insights couldn't keep up. Tired of the same old spreadsheet tables & pie charts, it felt like we could never unlock the full value. We came together to build useful tools we actually wanted to use.

At a glance

Software information

Industries served, licensing and the support Toggle provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

Capabilities

Toggle features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Data Warehousing
Multi-Currency Support
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis
Watchlists

Investment Management Software

Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management

Plans

Toggle pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media