Reflexivity

Reflexivity is the AI-powered investment analysis platform built to answer any question, pressure-test any hypothesis, and surface decision-ready intelligence across the full research workflow. Designed for portfolio managers, analysts, and research teams.

This app brings Reflexivity directly into Microsoft Teams. No context switching, no separate browser windows. Reflexivity for Teams lets you ask Alfred, Reflexivity's AI analyst, any investment question and get a full, cited report in minutes. Receive proactive portfolio insights and search SEC filings directly inside Microsoft Teams.

WHAT YOU CAN DO

• Deep Research: Go from one prompt to a complete research workflow. Generate cited analysis, charts, and executable outputs in minutes, with every answer backed by institutional-grade data and source attribution.
• Alerts for Regime Shifts and Anomalies: Track the developments driving your portfolio and coverage universe in real time, including earnings, macro shifts, sector catalysts, and geopolitical and cross-market impacts, powered by a proprietary Knowledge Graph of 10M+ evidence-backed relationships.
• Scenario and Stress Testing: Test hypotheses against decades of market data, and model portfolio impact with Monte Carlo simulations and real-time correlation analysis.
• Always-On Earnings Intelligence: Get automated previews three days before earnings and recaps within 30 minutes, with KPI tracking, management commentary, peer implications, and updated outlooks.
• Screen for High-Potential Assets: Identify opportunities using qualitative factors, sentiment, and specialized data filtered through the Knowledge Graph.
• Workflow Syncing: Upload existing Excel models for analysis, or download generated outputs back into your workflow. No lock-in, no disruption.

TRUSTED INSTITUTIONAL DATA, FULLY AUDITABLE

Reflexivity combines data from LSEG, S&P Global, Cboe, Dow Jones, FRED, Nasdaq, and others, with no separate data contracts required. Every insight is traceable to its source with a full audit trail, and Reflexivity flags when data is unavailable or confidence is low. Built on enterprise-ready, SOC 2 compliant infrastructure.

WHO IT'S FOR

Investment management firms, hedge funds, asset managers, wealth managers, and family offices who want institutional-grade research and portfolio analytics inside Microsoft Teams.

REQUIREMENTS

This app requires an active Reflexivity subscription. Reflexivity is a paid platform sold separately by Knabble, Inc. New customers can request a demo at reflexivity.com. Existing Reflexivity users can sign in with their Reflexivity credentials directly inside Microsoft Teams.

GET STARTED

Install the app, sign in with your Reflexivity account, and access Alfred and Insights directly inside Microsoft Teams. For help, visit https://support.reflexivity.com.

RESPONSIBLE AI

Reflexivity uses AI to generate research and analysis. Always review AI-generated output before acting on it. If you come across any objectionable AI-generated content, or have questions, contact us at support@reflexivity.com.