# SimFin vs Reflexivity (formerly Toggle AI)

SimFin records 15,391 monthly visits with -27.5% month-over-month growth and Freemium pricing. Reflexivity (formerly Toggle AI) records 0 monthly visits with 0% growth and Contact for Pricing pricing.

| Metric | [SimFin](https://openaitools.app/tool/simfin) | [Reflexivity (formerly Toggle AI)](https://openaitools.app/tool/toggle-ai) |
| :--- | :--- | :--- |
| Website URL | https://simfin.com | https://toggle.ai |
| Categories | AI For Finance, AI For Data Analytics, AI Investing, AI API | AI Investing, AI For Finance, AI For Data Analytics, AI Copilot |
| Pricing Model | Freemium | Contact for Pricing |
| Monthly Visits | 15,391 | 0 |
| MoM Growth Rate | -27.5% | 0% |
| Primary Market | United States | Global |
| Direct Visits | 6,249 | 0 |
| Review Score | 4.4 | 4.3 |
| Saved Count | 1 | 0 |
| Supported Platforms | Website | Website |

## SimFin

SimFin positions itself as a data-first alternative to traditional stock research portals. Instead of opinion-driven ratings, it gives you 80+ screening indicators, custom filter logic and 20+ years of chart and fundamental history across roughly 5,000 listed companies. Findings can be saved as studies and strategies, shared with other members, or exported for further work.

The backtesting layer lets you test single names or multi-condition portfolio rules against decades of history, with adjustable rebalancing intervals and benchmark comparisons. A high-speed credit system meters intensive screening and backtest runs, with monthly budgets that scale by plan.

For programmatic users, SimFin exposes the same dataset through a Python API, an Excel plugin, a JSON web API and bulk CSV downloads. Data is aggregated in-house from company filings and passed through a QA step before publication, so each figure can be traced back to the source statement.

**Pricing & Plans:** Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request.

- **Fundamental stock screener:** Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
- **Strategy backtesting:** Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
- **Data API and bulk export:** Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
- **High-speed credit system:** Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app.
- **Shareable studies and portfolios:** Save private portfolios, publish studies and strategies, and let other members copy, comment on and rate your setups.

**Strengths:** Transparent, traceable fundamental data built in-house rather than scraped from third parties; Free tier is genuinely usable for screening and light API work; Comparatively low subscription cost versus institutional data terminals; Strong developer ergonomics through Python, Excel and JSON endpoints

**Limitations:** European market coverage historically lags US coverage; Heavy backtesting and high-speed screening are metered by credits; Interface density is high and can overwhelm beginners; No broker execution or live-trading features

[Profile (Markdown)](https://openaitools.app/tool/simfin.md)

## Reflexivity (formerly Toggle AI)

Reflexivity (rebranded from Toggle AI) is a research and analytics platform aimed squarely at institutional investors — asset managers, hedge funds and analyst teams who need answers they can defend. The product layers generative AI over curated, licensed datasets from S&P Global, LSEG Datastream, Cboe, Nasdaq, Dow Jones, Benzinga and Quartr, so answers are grounded in verifiable market data rather than open web content.

The core of the platform is Deep Research, an autonomous agent that writes and executes code to work through multi-step financial questions. Around it sit complementary modules: a Knowledge Graph for surfacing hidden relationships between companies, themes and market events; Portfolio Insights for real-time alerts, attribution and risk exposure; Scenario Analysis for stress-testing hypotheses against historical data; Document Intelligence for extracting structured insight from SEC filings, earnings transcripts and investor presentations; and Smart Screening for finding opportunities across qualitative and quantitative signals.

Security and auditability are positioned as first-class features. The company advertises SOC 2 Type 2 audits, end-to-end encryption with no persistent client data storage, client isolation, dedicated private compute, and an explicit "no hallucination" design philosophy in which the system states when data is unavailable. Access is sold as either full platform access for investment teams or an API integration for technology teams, both via a sales conversation rather than self-serve checkout.

**Pricing & Plans:** No public pricing. Reflexivity sells enterprise-style plans — Platform Access for investment teams and API Integration for technology teams — and requires prospective customers to contact sales or request a demo. Legacy directory entries listed it as "Contact for Pricing."

- **Deep Research agent:** Autonomous AI agents write and execute code to produce institutional-grade financial analysis from complex, multi-step questions in minutes.
- **Knowledge Graph:** An interconnected map of companies, themes and market events that helps analysts uncover non-obvious relationships and dependencies.
- **Portfolio Insights and Scenario Analysis:** Real-time portfolio alerts, performance attribution, exposure analytics and AI-driven scenario modelling for stress-testing investment theses.
- **Document Intelligence:** Extracts structured insights from SEC filings, earnings call transcripts and investor presentations using OCR and NLP.
- **Verified data and audit trail:** Licensed data from S&P Global, LSEG Datastream, Cboe, Nasdaq and others, with every insight traceable back to source data for compliance review.

**Strengths:** Grounded in licensed institutional data rather than open web scraping; Explicitly designed to flag uncertainty instead of hallucinating answers; Compliance-friendly features: SOC 2 Type 2, audit trails, client data isolation; Led by a team with real buy-side portfolio management experience

**Limitations:** No public pricing and no self-serve signup; sales conversation required; Aimed at institutions, so retail investors are effectively priced out; Closed data ecosystem — you cannot easily bring arbitrary third-party datasets

[Profile (Markdown)](https://openaitools.app/tool/toggle-ai.md)

## Frequently Asked Questions

### How do SimFin and Reflexivity (formerly Toggle AI) compare in monthly traffic?

SimFin has 15,391 monthly visits, while Reflexivity (formerly Toggle AI) has 0. Traffic estimates describe audience size, not product quality.

### How do their growth rates compare?

SimFin has a month-over-month growth rate of -27.5%; Reflexivity (formerly Toggle AI) has 0%.

### How does pricing compare?

SimFin: Freemium. Freemium with four tiers. FREE costs $0 and includes the screener, 5 years of history and light API access. START is about $15/month, BASIC about $35/month and PRO about $71/month when billed annually, unlocking longer history, more high-speed credits and higher call-rate limits. A 50% student discount applies to BASIC, and Enterprise pricing is quoted on request. Reflexivity (formerly Toggle AI): Contact for Pricing. No public pricing. Reflexivity sells enterprise-style plans — Platform Access for investment teams and API Integration for technology teams — and requires prospective customers to contact sales or request a demo. Legacy directory entries listed it as "Contact for Pricing."

## Alternatives

| # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Profile (Markdown) |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 | [Syft Analytics](https://openaitools.app/tool/syft-assist-ai) | 1,105,531 | +16.2% | Freemium, Free Trial, Paid | AI-powered financial reporting, dashboards and forecasting for accountants and finance teams | [.md](https://openaitools.app/tool/syft-assist-ai.md) |
| 2 | [LuxAlgo](https://openaitools.app/tool/luxalgo) | 985,376 | +9.8% | Freemium, Free Trial, Paid | AI trading indicators, real-trade orderflow and charts in one platform | [.md](https://openaitools.app/tool/luxalgo.md) |
| 3 | [MacroMicro](https://openaitools.app/tool/macromicro) | 928,258 | +22.5% | Freemium, Paid | Global macro data and AI research platform for smarter economic decisions | [.md](https://openaitools.app/tool/macromicro.md) |
| 4 | [Aime](https://openaitools.app/tool/aime) | 260,428 | +11.4% | Freemium | AI investing copilot for stock research, screening and market signals | [.md](https://openaitools.app/tool/aime.md) |
| 5 | [Danelfin](https://openaitools.app/tool/danelfin-com) | 216,830 | -11.1% | Freemium | AI-driven stock scores that rank every pickable stock by probability of beating the market | [.md](https://openaitools.app/tool/danelfin-com.md) |
| 6 | [Intellectia.Ai](https://openaitools.app/tool/intellectia-ai) | 171,347 | +18% | Free Trial, Paid | AI-driven market analysis for faster, data-backed investing decisions | [.md](https://openaitools.app/tool/intellectia-ai.md) |
| 7 | [Surf](https://openaitools.app/tool/surf) | 116,252 | -18.9% | Free, Pro, Max, API credits | Institution-grade crypto and equities intelligence, delivered through a chat-style AI analyst. | [.md](https://openaitools.app/tool/surf.md) |
| 8 | [AltIndex](https://openaitools.app/tool/altindex) | 97,418 | -12.6% | Freemium, Free Trial | Your portfolio's AI analyst, powered by alternative data | [.md](https://openaitools.app/tool/altindex.md) |
| 9 | [PortfolioPilot Insights](https://openaitools.app/tool/portfoliopilot-insights) | 88,922 | -41% | Freemium, Free Trial | AI financial advisor that puts sophisticated portfolio tools in your own hands | [.md](https://openaitools.app/tool/portfoliopilot-insights.md) |
| 10 | [Clarity AI](https://openaitools.app/tool/clarity-ai) | 74,596 | -22.5% | Contact for Pricing | AI-native platform for extra-financial intelligence | [.md](https://openaitools.app/tool/clarity-ai.md) |

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Source: https://openaitools.app/compare/simfin-vs-toggle-ai

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