TOGGLE Discount - Up to 35% off

TOGGLE AI alerts you to what might affect your portfolio holdings.

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What is TOGGLE?


TOGGLE is an investment analysis platform that democratizes access to hedge-fund-grade tools for all investors. Its Copilot feature offers a smart portfolio dashboard with daily alerts on key metrics like valuations, momentum, and growth. TOGGLE Pro provides a comprehensive suite, including no-code data science and AI-generated investing insights, enabling users to identify opportunities efficiently. Key features encompass real-time data monitoring, predictive analytics, data visualization, and risk analysis, all designed to enhance investment decision-making.

  1. Hedge‑fund grade analytics for everyday investors
  2. TOGGLE Copilot: free smart portfolio dashboard
  3. Daily alerts on valuations, momentum, growth
  4. AI‑generated market insights and trade ideas
  5. No‑code data science for portfolio analysis
  6. Risk monitoring and watchlist‑based trade alerts

Eligibility


Number of Seats/Users: TOGGLE offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows TOGGLE that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from TOGGLE. TOGGLE reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: TOGGLE offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from TOGGLE. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: TOGGLE often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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TOGGLE - Up to 35% off

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Reviews


Here at Spendbase our internal data shows that TOGGLE is generally very well received, but expectations differ a lot between smaller teams and more advanced users.

Overall satisfaction
Our clients’ ratings cluster around 4–5 stars, with only a small portion in the mid-range. The main pattern: if you’re looking for something easy and straightforward, satisfaction is very high; if you need heavy customization or enterprise-grade scale, concerns increase.

What Spendbase clients like most
Our data highlights a few clear strengths:

  • Ease of use & onboarding
  • Simple setup, intuitive dashboards
  • Easy to start tracking or monitoring from day one
  • Structure & organization
  • Ability to set up multiple projects under one client
  • Clear breakdown of time or activity by project/task
  • Productivity & workflow
  • Fast start/stop mechanics for tracking
  • Smart dropdowns that aggregate similar entries
  • Solid reporting so stakeholders can see timesheets and outputs
  • Accessibility
  • Works on web, iOS, Android
  • Helpful browser extension and integrations (e.g., with project tools)
  • Investing / analytics value
  • Strong for idea generation and trade planning
  • Alerts on portfolio risks and actionable opportunities
  • Learning center for basic investing concepts

Where Spendbase clients see drawbacks
Our internal feedback is consistent on a few pain points:

  • Cost and paywalled features
  • Some clients feel pricing is high compared with alternatives
  • A number of “cool” or advanced features require a paid subscription
  • Scaling & limitations
  • Works great at the start, but can feel limited as a business or team grows
  • Potential challenges rolling it out across very large organizations
  • UX and reliability issues
  • UI called “not pretty” or visually outdated by some
  • Occasional data hiccups (e.g., lost time entries)
  • Time defaults (like 15-minute blocks) can be annoying to adjust
  • Support & learning curve
  • Customer service feedback is mixed
  • With so much data in the investing suite, some users would like built-in basic training or guided tours

How this impacts discount discussions
When negotiating TOGGLE spend, we typically focus on:

  • Aligning plan tiers with actual usage so you don’t overpay for locked features
  • Ensuring the package includes the integrations and reporting your team truly relies on
  • Securing favorable terms if you expect to scale from a small team to a larger organization over time
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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. How can I view the total discounts issued to customers?

Access the 'Discounts' section in your Toggle dashboard, select the desired date range, and download the CSV report.

2. What types of gift cards does Toggle offer?

Toggle provides monetary digital vouchers and physical gift cards, each valued at a specific amount, not percentage-based discounts.

3. How do I set up a special offer promotion without a promo code?

Create a 'Special Offer' promotion in the 'Promotions' section to automatically apply discounts at checkout without requiring a promo code.

4. Can I issue free-of-charge (FOC) vouchers through Toggle?

Yes, you can issue FOC vouchers directly from the dashboard for purposes like giveaways, customer service, or promotional campaigns.

5. How do I track the performance of my promotional campaigns?

Use the 'Discounts' report in your Toggle dashboard to monitor promo code usage and assess the impact of your campaigns.

6. Are Toggle gift cards applicable to all products?

Toggle gift cards are monetary and can be used across various products, but they are not applicable as percentage-based discounts.

7. How do I handle refunds for orders placed through Toggle?

Process refunds via your payment provider using the Merchant Transaction Reference, then cancel the order in Toggle to complete the process.

8. Do customers need to register their gift cards to use them?

Registration isn't required, but it's recommended for benefits like receiving a digital copy and easier replacement if lost.

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