Pricing
No prices are published. The site describes two tracks, Platform Access for investment teams and API Integration for technology teams, with both priced through Contact Sales. A public tier for individuals is not mentioned.
Learn moreReflexivity
Explainable AI research and portfolio analytics for institutional investors
Advanced API
What is Reflexivity?
Reflexivity is an AI search tool. An AI research and analytics platform for institutional investors, combining licensed data from LSEG, S&P Global, Cboe and others with an explainable agent for deep research, document analysis, portfolio insights and scenario modelling.
Reflexivity is an investment analysis platform that pairs licensed market data with an AI agent built for institutional research workflows. Rather than bolting a chatbot onto a data feed, it gives the agent tools: it writes and runs code to answer financial questions, pulls from connected document stores, and traces every output back to a named source. The pitch is aimed squarely at professional investors who need defensible answers, not plausible-sounding guesses. The feature set splits into six workflows. Deep Research handles autonomous analysis of complex financial questions. Document Intelligence applies OCR and NLP to SEC filings, earnings transcripts and investor presentations at volume. Portfolio Insights covers performance, risk metrics and exposure, while Scenario Analysis stress tests holdings against modelled market outcomes. Smart Screening scans for opportunities using market patterns, government trades and sentiment, and the Knowledge Graph maps relationships between companies, themes and events. Data comes from established vendors rather than scraped sources: LSEG Datastream for market metrics, analyst estimates, macro and positioning data; S&P Global for financial statements, key developments and transcripts; Cboe for real-time prices; EDGAR and Quartr for filings and presentations; Dow Jones, MT Newswires and Benzinga for news; FRED, World Bank and IMF for global macro; Polymarket for prediction markets. The company states no separate data contracts are needed, since access is bundled into the platform. Compliance features are unusually specific for this category: SOC 2 Type 2 audits, per-client data isolation with encryption and no persistent client storage, dedicated compute kept apart from public AI models, and a full audit trail with quality ratings attached to each insight. The system is also designed to flag when data is missing or uncertain instead of filling gaps. That positioning narrows the audience. Reflexivity targets funds, family offices and institutional research desks rather than retail traders or casual analysts. It competes with terminal-based research add-ons and general LLM assistants, and its differentiators are data provenance and auditability rather than breadth of creative or general-purpose AI tasks.
How do you use Reflexivity?
1Request a demo and scope your use case
Start on the homepage and use the demo request form with a work email, company name and a short note on your research workflow. Expect a sales-led conversation rather than instant account creation.
2Define the research question for Deep Research
Once onboarded, the deep research workspace takes a financial question in plain language. The agent then writes and executes code to work through it, so frame questions with specific companies, periods and metrics.
3Pull evidence from filings and transcripts
Run Document Intelligence across SEC filings, earnings transcripts and investor presentations to extract the passages behind an investment thesis, using OCR and NLP to search at volume.
4Map connected companies and themes
Use the knowledge graph to see how companies, themes and market events link together, which helps surface second-order exposures that a single-name screen would miss.
5Load a portfolio and stress test it
Bring holdings into Portfolio Insights for performance, risk and exposure metrics, then move into Scenario Analysis to model stress cases and compare potential outcomes.
6Set up continuous screening
Configure Smart Screening to scan market patterns, government trades and sentiment in real time, so new candidates reach the team without manual sweeps.
Pros and cons
Pros
- Agent writes and executes code to answer financial questions, going beyond text retrievalAI
- Every insight is traceable to source data with quality ratings and a full audit trailAI
- Licensed data from LSEG Datastream, S&P Global, Cboe, Nasdaq and EDGAR is bundled in, with no separate contracts citedAI
- Explicit uncertainty handling: the system states when data is unavailable rather than guessingAI
- Document Intelligence applies OCR and NLP across SEC filings, transcripts and presentations at scaleAI
Cons
- No public pricing and no self-serve signup: access runs through a sales demo, so costs are opaqueAI
- Enterprise compliance, air-gapped compute and API deployment point to budgets out of reach for individual investorsAI
- The homepage lists capabilities without benchmarks, accuracy figures or sample outputs to verify quality claimsAI
- Requires existing familiarity with institutional data conventions such as IBES estimates and macro seriesAI
- Value depends on workflow integration, and the site gives little detail on setup effort or onboarding timeAI
How much does Reflexivity cost?
Integrations
A RESTful API track covers custom model deployment, white-label options and real-time data feeds for technology teams. Data inputs include LSEG Datastream, S&P Global, Cboe, Nasdaq, EDGAR, Quartr, Benzinga and Polymarket.
Learn moreFeatures
Six modules: Deep Research (an agent that writes and runs code for financial analysis), Knowledge Graph for connected company and theme relationships, Portfolio Insights for performance and risk metrics, Scenario Analysis for stress testing, Document Intelligence for SEC filings and transcripts via OCR and NLP, and Smart Screening for pattern, government trade and sentiment scanning.
Learn moreFrequently asked questions about Reflexivity
How much does Reflexivity cost?
No prices are published. The site describes two tracks, Platform Access for investment teams and API Integration for technology teams, with both priced through Contact Sales. A public tier for individuals is not mentioned.Does Reflexivity have an API?
Yes, Reflexivity offers an API.How do you use Reflexivity?
The walkthrough on this page covers 6 steps: 1. Request a demo and scope your use case 2. Define the research question for Deep Research 3. Pull evidence from filings and transcripts 4. Map connected companies and themes 5. Load a portfolio and stress test it 6. Set up continuous screening.What platforms does Reflexivity support?
Reflexivity is available on Web App.What does Reflexivity integrate with?
A RESTful API track covers custom model deployment, white-label options and real-time data feeds for technology teams. Data inputs include LSEG Datastream, S&P Global, Cboe, Nasdaq, EDGAR, Quartr, Benzinga and Polymarket.What are the limitations of Reflexivity?
No public pricing and no self-serve signup: access runs through a sales demo, so costs are opaque. Enterprise compliance, air-gapped compute and API deployment point to budgets out of reach for individual investors. The homepage lists capabilities without benchmarks, accuracy figures or sample outputs to verify quality claims.
Status
StatusActive
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Added10/21/2026
Platforms
Web App
Pricing
Paid
