Investing 101

Toggle is a Fintech platform that analyzes billions of data points, distilling significant patterns into easy-to-understand insights.

There are 2 ways to inform the system about your holdings: through the watchlist or connecting your brokerage portfolio.

TOGGLE covers more than 35,000 global assets across Foreign Exchange, Equities (single names, ETFs, and indexes), Fixed Income, Credit and Commodities.

Research generated by our AI system after observing a robust relationship between a driver and the asset's subsequent price action

Watch this short video to walkthrough how to analyze an insight.

A natural question that comes to mind as you peruse TOGGLE insights is - does this really work? And if so, why would they give it to me?

Data is an essential ingredient in any investment process. But when does an observed relationship - correlation, pattern, mean reversion - become a tradable insight?

The TOGGLE Leading Indicator of 5,000 US stocks is the aggregated measure of all insights produced by TOGGLE on US stocks.

Here are the best ways to get in touch with the TOGGLE team.

Constructing portfolios is fun. Your portfolio expresses your investing views, your beliefs and even your ethical views.

One of the ways to reduce your exposure to the different risks in the market is by spreading your holdings across the market

Once you have setup your portfolio, you must regularly maintain it - how you might ask?

A security that tracks another asset (index, commodity, industry) and can be traded on the stock exchange like any public equity.

ETFs are known for being safer instruments but can also generate good returns without much expense for the investor.

Did you know the NAV of an ETF can tell you whether its trading at a premium or a discount?

Along with low fees, ETFs are a good addition to your portfolio because of their tax efficiency.

So what's the difference between ETFs and pooled investments?

ETFs are known for being inexpensive investments but there are a few costs which you should know about.

After the “ETF Rule” passed in September 2019 by the SEC, ETF issuers have been able to bring new strategies to the market much easier than before.

Like my Business Law professor would always say "it depends."

Interest is the extra amount of money a borrower has to pay on top of the loaned amount.

Here are some important concepts you should know before diving into fixed income investing.

Volatile markets? Need some assured returns? Check out these types of fixed income instruments.

Every 4 years, the United States presidential election brings the opportunity for new policy, laws and foreign relations. While some may be more radical than others, this change in leadership does affect the economy, stock market and specifically, your portfolio.

CESI is a long-standing series published by Citi’s FX research department to gauge whether the economy is “beating expectations” of economic forecasters.

The companies who produce PMIs, such as ISM in the US, send out questionnaires to large groups of companies, asking questions like “are inventories higher or lower than last month?”

PMIs are surveys that ask companies “How is business going compared to last month, better or worse?”

CISI is a long-standing series published by Citi’s FX research department to gauge whether inflation is “beating expectations” of economic forecasters.

The Organization of the Petroleum Exporting Countries (OPEC) is an intergovernmental organization of 13 oil-producing countries who meet to coordinate petroleum policies and ensure market stability. OPEC is in effect an oil price-setting cartel.

The Federal Reserve is the central banking system of the US and its goal is to "promote effectively the goals of maximum employment, stable prices, and moderate long-term interest rates."

Trading commodities predates stocks and bonds by many centuries as merchants would meet along trade routes to exchange agricultural and craft products.

There are many factors that move commodity prices everyday. Similar to equities, the price is primarily determined by the intersection of supply and demand.

Commodity speculators and hedgers are always watching the shape of the futures curve - specifically if the futures markets are in contango or backwardation.

So you're ready to invest in commodities - what should you know before investing?

If you're looking for alternative (and easier) ways to invest in commodities, here are some approaches.

Think about the SPX or the US 10y. These benchmarks are linked to the economy, so one can assume that when the economy moves, their underlying value changes too.

Valuing a currency is not easy. Here we will review some of the most common methods.