--- title: "TOGGLE Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TOGGLE Software - reviews, pricing plans, popular comparisons to other Financial Services products and more." source_url: "https://www.capterra.com/p/200059/Toggle/" page_type: "product" language: "en" --- # TOGGLE Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) TOGGLE ## What is TOGGLE? TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again. ## What is TOGGLE used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $0.01 Flat Rate, Per Year Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TOGGLE?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.toggle.global&name=TOGGLE) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TOGGLE 4.5 (12) VS. [5.0 (12)](https://www.capterra.com/p/136411/Northstar-Risk-and-Performance-Analysis-Platform/reviews/) Starting Price $0.01 Flat Rate, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (12) Ease Of Use 4.9 (11) Value For Money 4.3 (9) Value For Money 4.7 (10) Customer Service 3.6 (7) Customer Service 5.0 (11) ## TOGGLE alternatives [PackHedge](https://www.capterra.com/p/164389/PackHedge/) [4.9 (11)](https://www.capterra.com/p/164389/PackHedge/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164389/PackHedge/) [The Imagine Trading System](https://www.capterra.com/p/123481/The-Imagine-Trading-System/) [4.0 (1)](https://www.capterra.com/p/123481/The-Imagine-Trading-System/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/123481/The-Imagine-Trading-System/) [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [AMDIS](https://www.capterra.com/p/229953/AM-DIS/) [0.0](https://www.capterra.com/p/229953/AM-DIS/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229953/AM-DIS/) [View all alternatives](https://www.capterra.com/p/200059/Toggle/alternatives/) ## FAQs about TOGGLE Overview ### Which roles and teams benefit most from TOGGLE? TOGGLE is most used by project managers, team leads, and supervisors who need visibility into time allocation, task progress, and team productivity. Marketing teams, assistants, and content-focused roles use it to track billable hours, manage workloads, and improve reporting, while owners and directors monitor operational efficiency and resource use. Answer based on 12 reviews Overview ### What company size and specific industries is TOGGLE built for? TOGGLE is designed for professional and individual investors in the financial services and investment sectors. It suits firms and users that need to monitor fundamental and market data and make timely portfolio adjustments, rather than businesses in unrelated industries. Features and Usability ### What are the key features of TOGGLE? TOGGLE offers API access and a dashboard, plus portfolio management, portfolio analysis, and investments tracking for market monitoring. It also includes risk management features such as risk analysis, risk reporting, risk scoring, and stress tests, along with real-time analytics, reporting/analytics, data visualization, and a mobile app. Getting Started and Support ### What training and onboarding options does TOGGLE offer? TOGGLE provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online sessions support guided setup and direct instruction, while documentation and videos offer written and visual reference materials for self-paced learning and later review. Getting Started and Support ### What customer support options does TOGGLE offer? TOGGLE provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be assessed from user reports in this catalog. ## Features AI summary Based on 1,491 Financial Services reviews Capterra reviewers highlight the following features as the most important when evaluating financial services software: - **Transaction Monitoring** (**49%** of reviewers rated this feature as critical) - **Electronic Payments** (**50%**) - **Transaction History** (**39%**) TOGGLE focuses on other capabilities within financial services workflows. Its feature set is designed to support day-to-day operational needs, giving teams a way to manage core processes, maintain visibility into activity, and keep work organized across the business. These capabilities help businesses handle routine financial tasks more efficiently and support consistent internal operations. Alerts/Notifications 3.7 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Monitoring 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user Reporting/Analytics 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Risk Analysis 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Analyze potential risks across the organization Data Visualization 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Graphical representation of data TOGGLE 31 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - For Hedge Funds: Designed for Hedge Funds - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Historical Reporting: Information, data and reports that are being tracked over time - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile App: Access the system via a mobile application - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Natural Language Processing: Process and analyze human language in text or audio form - Performance Analysis: Monitor and analyze the performance and status of a server or system/application - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Analysis: Measure and assess the performance of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Predictive Analytics: Predict future data based on historical data sets - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance --- Get Advice We can help you find the software with the features you need. Features 4.6 (12) 4.6 Based on 12 reviews ## Pricing Value for money 4.3 (9) Free Trial Free Version Basic $0.01 Flat Rate,Per Year Value for money 4.3 (9) 4.3 Based on 9 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.6 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.6 (7) 3.6 Based on 7 reviews ## User reviews Overall rating 4.5 Based on 12 reviews Filter by rating 5(7) 4(4) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent NF Nadine F. Virtual Assistant Arts and Crafts ### "Pros and cons" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 21, 2024 Pros It was easy to set up and use. Easy to navigate Cons It deleted my times for my project. I don't know how. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EA Enrique A. Project Manager Marketing and Advertising ### "Not bad to start with" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 May 24, 2023 The overall experience is not bad despite the limitations. It is easy to use and helps you get started to see where you want to go. Pros It is very easy to use right from the start, allowing you to know the basic information and the hours you spend working. Cons The limitations are immediately apparent, it falls short as your business grows. It's not bad to start with but the project needs to evolve very quickly. Alternatives considered [Clockify](https://www.capterra.com/p/169607/Clockify/) Reasons for choosing TOGGLE I found it to be the easiest to start with, although I ended up switching to another alternative. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Beth S. Owner Management Consulting ### "Excellent, free product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 25, 2023 I will be using Toggle Timetraxker for many years to come. It's an essential tool in my freelancing, consulting business. Pros The ability of setup multiple projects under one client is crucial for my business. Toggle exceeds the expectations in this area. Cons Lots of cool features that require a subscription. Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Clunky and hard to manually manage. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reasons for choosing TOGGLE The free version is superior than others paid subscription programs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Catherine C. Content Moderator Information Technology and Services ### "Toggle Review " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 December 15, 2022 The app is very useful to its target users which makes it a good app. It can be used by many because it can be navigated easily. Overall, the app deserves a good rating. Pros The app is available to mobile phones both in iOS and Android, also it can be accessed on the web, too! The app's UI is user friendly so it is easy to navigate. It uses universal and common buttons. Cons The visual design can still be improved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CJ Chloe J. Director Executive Office ### "A tool we would be lost without" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 4, 2022 Great Pros The ability to clock time under specific projects You can grow your team using this tool, keeping track of time spent on various workloads Reporting - so clients can access and view their timesheets etc Cons Costing for me was high compared to some of the other tools out there. Switched from [Clockify](https://www.capterra.com/p/169607/Clockify/) Costs were lower, interface was easier and a lot of features and integrations Alternatives considered [Harvest](https://www.capterra.com/p/75598/Harvest/) Reasons for choosing TOGGLE Highly recommended to me Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AA Armin A. Team Lead Marketing and Advertising ### "Easy even for beginners" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 9, 2022 Pros The dashboards are so clean and easy to digest Cons I could easily get lost in all the data provided and I think some basic training should be included. Alternatives considered [AlphaSense](https://www.capterra.com/p/156911/AlphaSense/) Reasons for choosing TOGGLE pricing and overall appeal Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HC Hector C. Engenieer Telecommunications ### "Toggle review." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 February 18, 2022 is very good, make the job done. Pros This software is very easy to use and customizable, the mobile app run very well. Cons the UI is not pretty and the customer services not the best. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GG Gergely G. Marketing specialist Marketing and Advertising ### "Professional investing & analytics tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 December 3, 2021 It's a modern investing tool with a lot of features. On the website there is a learning center. You can learn the basics (e.g. the common investment concepts, trading, investing, type of assets etc.). You can try Toggle Copilot in a free trial period. Pros Toggle helps all investors in idea generation, trade planning. The software generates hundreds of actionable market insights every day and highlights interesting assets that might fit your portfolio. Alerts you to portfolio risks and actionable trades in your watchlist. Cons I've just started to use the software, I haven't found any problem yet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Svetla M. Marketing manager Information Technology and Services ### "Great tool for timesheet tracking and reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 16, 2021 Toggle saves everyone's time - the team working on customer projects, the team manager, the billing person and also the customer. Time spent per task is very easy to account for by integrating toggle in Asana. Then you can get reports that go as granular as you need them. Awesome tool, easy to use, simple yet very powerful! Pros Ease and simplicity of usage, ease of adding to Asana, convenient enabling via Chrome browser extension, saves tons of time with timesheet export and tracking. Life saver when work is billed based on timesheets Cons So far I am only having positive experiences with the tool Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Mahesh D. Reviewer Writing and Editing ### "Great clocks for legitimate time keeping" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 21, 2021 I use switch as a substitute strategy to follow my time in lawful practice. It is desirable over our time passage programming. With continually moving among undertakings and charging in little portion increases, Toggle makes beginning and halting clocks very simple and furthermore gives a simple to see outline of work improvement as the day progressed. Pros I like that it is so natural to run a clock, input fast information, stop the clock genuine speedy, and restart the clock later. I likewise like the keen drop down menus that will lump all comparative passages together to give you an absolute time. Cons I don't have any issues however I am certain there might be a few issues carrying out many time-keeping matters across an enormous association. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/200059/Toggle/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.