investment analysis

Reflexivity

Empower institutional investment teams with explainable AI and trusted market data to conduct deep research, model scenarios, and uncover market connections.

Paid only

Price not published

Reflexivity screenshot

About Reflexivity

Reflexivity is an advanced AI-driven platform designed for institutional investment analysis and market intelligence. Formerly known as Toggle AI, the platform streamlines research by combining high-quality data from sources like S&P Global, LSEG Datastream, and Nasdaq with explainable artificial intelligence. The primary goal is to surface actionable insights from global markets, allowing investment professionals to make decisions with greater speed. Unlike general-purpose models, Reflexivity is built to handle the rigorous accuracy and security requirements of the institutional financial sector. The platform operates through specialized modules, including Deep Research and Document Intelligence. The Deep Research tool utilizes an AI agent that can write and execute code to answer complex financial queries, generating reports in minutes. Document Intelligence applies advanced OCR and NLP to scan thousands of SEC filings and earnings transcripts to extract data. Additionally, the Knowledge Graph feature allows users to visualize interconnected market relationships, uncovering hidden links between companies, themes, and global events. Reflexivity is tailored for institutional players such as hedge funds, asset managers, and sovereign wealth funds. It serves roles including portfolio managers needing real-time exposure analysis, and analysts looking for smart screening tools to monitor market sentiment. For organizations building internal tools, the platform offers API integration. This allows technology teams to deploy custom models or integrate Reflexivity’s data feeds and AI capabilities directly into existing enterprise infrastructure. What sets Reflexivity apart is its commitment to hallucination-free AI and data transparency. The system is engineered to acknowledge limitations; if data is unavailable, it states so explicitly. Every insight generated is traceable to its original source, providing a full audit trail for compliance and due diligence. By bundling data from providers like Cboe and Dow Jones, the platform removes the need for multiple separate data contracts, offering a unified ecosystem for market intelligence.

Reflexivity pros & cons

Pros

  • Integrates data from major providers like S&P and LSEG without separate contracts.
  • Provides fully auditable insights traceable to original institutional sources.
  • Features a Deep Research agent that writes and executes code for complex queries.
  • Ensures high data security with SOC 2 Type 2 compliance and data isolation.
  • Reduces research time by scanning thousands of SEC filings and transcripts instantly.

Cons

  • Does not offer transparent public pricing or self-service sign-up options.
  • The platform is specifically built for institutional users rather than retail investors.
  • Core features require a demo request process before gaining system access.

Reflexivity use cases

  • Portfolio Managers can perform real-time exposure analysis and stress test portfolios against complex market scenarios.
  • Equity Analysts can use Document Intelligence to instantly extract data points from thousands of filings and earnings transcripts.
  • Investment Teams can leverage the Deep Research AI agent to execute complex code and answer difficult financial questions.
  • Technology Teams can integrate the platform's AI capabilities into proprietary systems via the RESTful API for custom deployments.

Reflexivity features

  • real-time portfolio analysis
  • auditable analysis trail
  • institutional data bundling
  • smart screening
  • document intelligence (ocr/nlp)
  • scenario analysis simulations
  • market knowledge graph
  • deep research ai agent

Reflexivity pricing

Is Reflexivity free? No, Reflexivity doesn't offer a free plan.

Platform Access

Price varies

  • Complete AI suite
  • Knowledge Graph insights
  • Unlimited document search
  • Advanced scenario analysis
  • Real-time portfolio alerts

API Integration

Price varies

  • RESTful API access
  • Custom model deployment
  • White-label options
  • Real-time data feeds
  • Technical support

Reflexivity FAQs

What data sources does Reflexivity use?

The platform integrates institutional-grade data from LSEG Datastream, S&P Global, Cboe, and Nasdaq. It also covers news from Dow Jones and Benzinga, plus global macro data from the World Bank and IMF.

How does the platform handle AI hallucinations?

The system is engineered to acknowledge data limitations; when information is uncertain or unavailable, the system explicitly states it. Every insight is traceable back to the original source data for verification.

Can I integrate Reflexivity data into my own apps?

Yes, the platform offers a dedicated API solution for technology teams. This includes RESTful API access, custom model deployment, and white-label options to integrate AI capabilities into existing workflows.

What security compliance standards does the tool meet?

Reflexivity is SOC 2 Type 2 compliant and undergoes annual third-party audits. It features end-to-end encryption, complete data isolation between clients, and private infrastructure air-gapped from public AI models.

What is Alfred and how does it assist users?

Alfred is the platform's AI assistant that responds to user prompts and helps generate insights. It can analyze watchlists, respond to financial queries, and summarize asset performance.

Open roles

All AI jobs

SVP, CIO (Chief Information Officer)

Benefits:

  • Flexible work model

  • Professional well-being focus

  • Commitment to Diversity, Equity, and Inclusion

  • Equitable environment

Experience Requirements:

  • Leading large-scale, global digital and technology transformation initiatives

  • Deep expertise across modern enterprise IT platforms and operating models

  • Executive-level communication and influence including board and C-suite engagement

Other Requirements:

  • Foundational AI skills

  • Ability to understand how AI can improve outcomes in area of expertise

Responsibilities:

  • Define and execute global technology vision and enterprise technology platforms

  • Shape and execute enterprise-wide technology strategy aligned to business objectives

  • Lead modernization across cloud, AI/ML, analytics, and ERP/CRM platforms

  • Drive operational excellence through service delivery and technology governance

  • Partner with executive leadership to identify technology-enabled growth opportunities

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