★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Reflexivity Review, Pricing, and Features
Reflexivity is a sales-led AI research platform for professional investors that combines market, filing, transcript, portfolio, and scenario data into explainable outputs. It is enterprise infrastructure, not a self-serve retail app.
Best for
- Institutional investors that want explainable AI research over trusted financial datasets, filings, transcripts, portfolio insights, scenario analysis, and auditable outputs.
- Hedge funds and asset managers comparing Reflexivity with AlphaSense, Tegus, Visible Alpha, Koyfin, and in-house AI research stacks.
- Institutional buyers prioritizing compliance, SOC 2 Type II, source traceability, data isolation, and licensed market data.
Watch out
- Institutional access requires a sales conversation. Public pricing is available only for the IBKR Basic and Plus subscriptions.
- The platform is overbuilt for casual retail users who only need quotes, simple charts, or basic stock pages.
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Pricing
Free • From $99.99/mo · Enterprise · 3 plans
Basic via IBKR
Plus via IBKR
Institutional
Key features
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
- Tools for running scenario analysis and stress testing against historical market data, including custom scenarios and real-time result views.
- Screening for global securities with thematic, fundamental, technical, ESG, insider-trade, government-trade, and management-change criteria.
- Alfred modules such as Quick Analysis, Document Search, and Deep Research where enabled for the account.
- Direct institutional access requires a demo. IBKR clients can use Basic for free or subscribe to Plus for $99.99 per month.
- Reflexivity is explainable institutional AI research infrastructure, not a broker, public data API, retail charting app, or personalized advice service.
FAQ
Is Reflexivity free?
Not entirely. Reflexivity includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Reflexivity best for?
It suits intermediate and advanced users.
What platforms and connections does Reflexivity support?
You can use Reflexivity on Web. Reflexivity offers an API.
Which markets does Reflexivity cover?
Reflexivity covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Bonds, Commodities, and Currencies. Identifiers include Ticker.
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Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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