Reflexivity Review 2026 - Knowledge Graph AI
Verified Oct 6, 2026 by Tooliverse Editorial
Reflexivity pairs autonomous AI agents with a proprietary Knowledge Graph of 10M+ verified market relationships. Ask a portfolio question and get an auditable answer grounded in S&P Global, LSEG, and Nasdaq data, with no separate data contracts.
Intro to Reflexivity
Analyze stocks with real-time data, financial statements, and AI-powered insights.
Gain faster insights and deeper analysis for greater confidence in investment decisions.
Reflexivity Review: Tooliverse Consensus
Based on 335 verified reviews across 5 platforms,
combined with Tooliverse's expert analysis
Reflexivity reads financial documents for meaning, letting analysts compress hours of skimming through filings and earnings transcripts into targeted answers backed by precise citations. Reviewers praise its semantic search accuracy, fast call synthesis, reliable OCR on old scans and a capable mobile app. The tradeoffs are a steep price for individual investors, lag on large batches of high-resolution PDFs, a demanding query syntax and thinner micro-cap coverage in emerging markets. Complex accounting adjustments in niche industries still deserve a human check.
Bottom line: One of the strongest institutional research tools for turning filings and earnings calls into cited, usable analysis, though its high price will deter most individual retail investors.
Reflexivity | Key Specs
- Platforms
- Web, API, Microsoft 365 Copilot
- Pricing Model
- Contact sales; Basic/Full via Interactive Brokers (2-week trial) See plans
- Privacy/Data Use
- No persistent storage of client data, air-gapped from public AI models
- Security
- SOC 2 Type 2, end-to-end encryption, private infrastructure See details
Wins
- •Delivers highly accurate semantic search results that uncover critical nuances in financial filingsmentioned in 84 reviews
- •Accelerates the research process by synthesizing complex earnings call transcripts in secondsmentioned in 72 reviews
- •Provides a robust mobile experience that allows analysts to review data on the gomentioned in 58 reviews
Watch-Outs
- •Maintains a high price point that may be prohibitive for individual retail investorsmentioned in 51 reviews
- •Experiences occasional performance lag when processing large batches of high-resolution PDFsmentioned in 34 reviews
- •Presents a steep learning curve for users trying to master advanced query syntaxmentioned in 28 reviews
Reflexivity Features 2026
Deep Research
Autonomous AI agent writes and executes code to generate comprehensive investment analysis in minutes.
Knowledge Graph
Proprietary graph mapping companies across themes, brands, products, geography, competitors and suppliers; self-updates from SEC filings, earnings calls and news.
Smart Screening
Screen 40,000+ global securities by theme, fundamentals, technicals, ESG, and unique data such as government trades, insider transactions and management changes.
Microsoft 365 Copilot Integration
Ask portfolio questions inside Microsoft 365 Copilot and get relationship-aware, source-traceable answers.
Reflexivity User Reviews
Selected Reviews
"Knabble has really leveled up with the Reflexivity rebrand. The data accuracy is now at a level where I trust it for my initial models."
"The semantic search is a game changer for 10-K analysis. It finds nuances in management commentary that keyword search misses."
"Great for large caps, but I've noticed some gaps in coverage for micro-cap stocks in emerging markets. Still, the best tool I've used this year."
More from the Community
"Reflexivity has cut my research time in half. The way it links data points across different filings is incredibly intuitive."
"The mobile app is a bit buggy on the latest iOS update. It crashes when I try to export large tables to Excel. Useful, but needs stability."
"Finally an AI tool that actually understands financial context instead of just hallucinating numbers. The citations are solid."
"Powerful tool for institutional work. The price point is definitely geared towards firms rather than individuals, which is a bummer for me."
"The UI is a bit cluttered. There are so many features that it's hard to find the specific data extraction tool sometimes. Needs a cleaner layout."
"Reflexivity has cut my research time in half. The way it links data points across different filings is incredibly intuitive."
"The mobile app is a bit buggy on the latest iOS update. It crashes when I try to export large tables to Excel. Useful, but needs stability."
"Finally an AI tool that actually understands financial context instead of just hallucinating numbers. The citations are solid."
"Powerful tool for institutional work. The price point is definitely geared towards firms rather than individuals, which is a bummer for me."
"The UI is a bit cluttered. There are so many features that it's hard to find the specific data extraction tool sometimes. Needs a cleaner layout."
"Excellent synthesis of earnings calls. It highlights the "non-answers" from CEOs which is exactly what I look for."
"The speed is impressive. I can upload five different transcripts and get a comparative analysis in under a minute."
"I wish there was a better way to organize saved searches. Once you have dozens of projects, the sidebar gets messy."
"The OCR on old scanned documents is surprisingly good. It handled a 1990s filing that other tools choked on."
"Excellent synthesis of earnings calls. It highlights the "non-answers" from CEOs which is exactly what I look for."
"The speed is impressive. I can upload five different transcripts and get a comparative analysis in under a minute."
"I wish there was a better way to organize saved searches. Once you have dozens of projects, the sidebar gets messy."
"The OCR on old scanned documents is surprisingly good. It handled a 1990s filing that other tools choked on."
Reflexivity Pricing 2026
Interactive Brokers subscribers get a two-week trial of the full product, the cheapest way to learn whether the semantic search earns its keep. Afterward, Basic at $0 covers US equities with Benzinga news only and drops earnings insights and Alfred. Institutions should skip straight to Platform Access, which adds the complete AI suite, unlimited document search and advanced scenario analysis. API Integration matters only if you're feeding the data into your own models.
Reflexivity In-Depth Review 2026
Reflexivity is an AI investment research platform from Knabble, Inc., built around a proprietary Knowledge Graph of more than 10 million verified relationships across 40,000+ securities and 47 global markets. It reads SEC filings, earnings transcripts and investor presentations, screens by theme or fundamentals, stress tests portfolios, and runs a Deep Research agent that writes and executes code. Data from S&P Global, LSEG Datastream and Cboe comes bundled, so no separate contracts are needed, and the platform also works inside Microsoft 365 Copilot.
What It's Like Day-to-Day
Reviewers describe a workflow that starts with a question and ends at a cited passage. Semantic queries surface the hedged language and shifting emphasis that matter in annual reports, and as one iOS App Store reviewer put it, the search "finds nuances in management commentary that keyword search misses." Earnings calls get similar treatment: users report transcript synthesis in seconds, with evasive executive answers flagged, and uploading several transcripts for a comparative read takes about a minute.
Reflexivity Security & Compliance
Verified Compliance
- SOC 2 Type 2
Security Features
- End-to-end encryption with no persistent storage of client data
- Private infrastructure with dedicated compute, air-gapped from public AI models
- Full audit trail with source traceability
Privacy Commitments
- Complete data isolation between clients
- Air-gapped from public AI models and consumer services
Reflexivity: Frequently Asked Questions (FAQs)
Do I need a Reflexivity subscription to use it in Microsoft 365 Copilot?
Yes, access requires both an active Reflexivity subscription and an authorized Microsoft 365 Copilot environment.
How do I enable Reflexivity in Microsoft 365 Copilot?
Contact the Reflexivity team for trials, pricing and onboarding. Existing customers can enable the integration from their account settings.
Is my data secure with Reflexivity?
Yes, Reflexivity is SOC 2 compliant and operates within existing Microsoft 365 Copilot security and permission boundaries.
Does Reflexivity offer a free trial?
Yes, users who subscribe via Interactive Brokers are automatically enrolled in a 2-week trial of the full Reflexivity platform.
Reflexivity Integrations
| Microsoft 365 Copilot | Interactive Brokers | LSEG Datastream |
| S&P Global | Cboe | Nasdaq |
| Dow Jones | MT Newswires | Benzinga |
| Quartr | EDGAR | Polymarket |
| FRED | World Bank | IMF |
Reflexivity: Verified Data Sheet
| # | Label | Data Point |
|---|---|---|
| [1] | Reflexivity Consensus: 9.08/10 | Reflexivity is one of the highest-rated AI finance tools in the Tooliverse index, with a consensus score of 9.08/10 across 335 verified reviews. |
| [2] | What is Reflexivity | Reflexivity, formerly Toggle AI and operated by Knabble, Inc., is a SOC 2 Type 2 AI investment research platform for institutional investors. It uses a proprietary Knowledge Graph of 10M+ relationships; pricing is contact-sales. |
| [3] | Tooliverse Consensus on Reflexivity | Reflexivity reads financial documents for meaning, letting analysts compress hours of skimming through filings and earnings transcripts into targeted answers backed by precise citations. Reviewers praise its semantic search accuracy, fast call synthesis, reliable OCR on old scans and a capable mobile app. The tradeoffs are a steep price for individual investors, lag on large batches of high-resolution PDFs, a demanding query syntax and thinner micro-cap coverage in emerging markets. Complex accounting adjustments in niche industries still deserve a human check. |
| [4] | Reflexivity Verdict | Reflexivity bottom line: One of the strongest institutional research tools for turning filings and earnings calls into cited, usable analysis, though its high price will deter most individual retail investors. |
| [5] | Basic (via Interactive Brokers): Free | Reflexivity offers a Basic (via Interactive Brokers) tier at no cost, covering Asset Overview: US Equities and Scenario Insights: US Equities. |
| [6] | Accurate semantic search for filings | Reflexivity delivers highly accurate semantic search across financial filings, surfacing nuances in management commentary that keyword search misses, a strength cited in 84 user reviews. |
| [7] | Earnings call synthesis in seconds | Reflexivity synthesizes complex earnings call transcripts in seconds, a research-speed benefit mentioned in 72 user reviews. |
| [8] | Robust mobile experience | Reflexivity provides a robust mobile experience that lets analysts review data away from the desk, according to 58 user reviews across the iOS App Store and Google Play Store. |
| [9] | Reliable OCR on scanned filings | Reflexivity extracts data accurately from older scanned documents using its Document Intelligence OCR and NLP, a capability praised in 45 user reviews. |
| [10] | High price for retail investors | Reflexivity carries a high price point that User reports indicate may be prohibitive for individual retail investors, with 51 reviews raising cost; platform access is contact-sales, and the Basic (via Interactive Brokers) tier costs $0 but is limited. |
| [11] | Lag on large high-res PDF batches | Reflexivity may experience occasional performance lag when processing large batches of high-resolution PDFs, according to 34 user reports. |
| [12] | Privacy: Complete data isolation between clients | Reflexivity protects client privacy with Complete data isolation between clients and Air-gapped from public AI models and consumer services. |
| [13] | Enterprise: End-to-end encryption with no persistent storage of client data | Reflexivity delivers enterprise security through End-to-end encryption with no persistent storage of client data, Private infrastructure with dedicated compute, air-gapped from public AI models, and Full audit trail with source traceability. |
| [14] | Semantic search finds 10-K nuances | Reflexivity "finds nuances in management commentary that keyword search misses," according to a verified iOS App Store reviewer who called its semantic search a game changer for 10-K analysis. |
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