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TOGGLE AI offers advanced trading tools with natural language queries, enabling investors to access complex analytics without programming knowledge.

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Risk Score
High
6/10

Independent assessment across data handling, compliance, security and transparency.

Risk factors

3
  • Cloud-based service with potential third-party data exposure
  • User queries may be logged for improving AI features
  • Requires access to sensitive financial data

Recommendations

5
  • Verify SOC 2 and financial compliance attestations
  • Review data segregation for portfolio data
  • Limit inputs to non-MNPI content
  • Conduct vendor risk assessment
  • Validate regulatory compliance (FINRA/SEC)

Data handling

Storage
Not publicly documented
Retention
Not publicly documented
Training on inputs
Not publicly documented

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