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Reflexivity for Microsoft 365 Copilot

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Which of my holdings have meaningful supply-chain exposure to Taiwan?

Of your 24 US Tech holdings, 7 carry meaningful supply-chain exposure to Taiwan, primarily through TSMC.

  • NVDA98%
  • AMD91%
  • AAPL84%
FilingsEarnings callsVerified graph
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Market relationship-aware portfolio intelligence, inside the Copilot you already use.

Move from a company, theme, or event to the broader network of exposures, dependencies, beneficiaries, competitors, and second-order implications surrounding it.

01

Investigate from any starting point

Start with a ticker, theme, geography, supplier, or macro event and instantly map the exposures, dependencies, and beneficiaries around it.

02

Surface what the market misses

Identify adjacent beneficiaries, hidden concentrations, competitive implications, and cross-sector ripple effects without days of manual research.

03

Institutional-grade answers

Responses are grounded in filings, earnings transcripts, news, and Reflexivity's verified market relationship graph.

The Knowledge Graph: powering your analysis.

Reflexivity Knowledge GraphLive market context
40,000+Securities mappedPublic equities, fixed income, ETFs, and ADRs continuously refreshed.
47Global markets coveredAcross North America, Europe, APAC, LATAM, and frontier markets.
900+Investment themes trackedFrom AI capex and GLP-1 adoption to rate regimes and reshoring.
10M+Verified entity relationshipsCustomers, suppliers, competitors, and exposures, all source-traceable.
$325B+Combined client AUM representedHedge funds, asset managers, family offices, and corporate treasuries.

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Which of my holdings have meaningful supply-chain exposure to Taiwan?

PortfolioGeopoliticalSupply chain
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If NVIDIA misses on data center revenue, which companies are likely second-order beneficiaries?

ScenarioSingle nameSecond-order
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Map the thematic contagion if European gas prices rise 30%.

MacroThemeCross-sector
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Which industrial companies have the highest downstream exposure to GLP-1 adoption?

ThemeIndustrialsDownstream

How it works. Three steps. Same interface.

01

Connect Reflexivity to Microsoft 365 Copilot

Authorize the integration directly from your Copilot account. Available to active Reflexivity customers with an authorized Microsoft 365 Copilot environment.

02

Ask questions naturally inside Copilot

Use Microsoft 365 Copilot exactly as you normally would in Teams, Word, Outlook, or the Copilot app.

03

Get market intelligence in seconds

Receive relationship-aware answers informed by Reflexivity's Knowledge Graph, with every claim source-traceable.

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Compliance

SOC 2 compliant. Operates inside existing Microsoft 365 Copilot security and permission boundaries.

Built by

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Integrated with leading institutional data providers

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Frequently asked.

Do I need a Reflexivity subscription?

Yes. Access requires both an active Reflexivity subscription and an authorized Microsoft 365 Copilot environment.

How do I enable access?

Contact our team for trials, pricing, and onboarding. Existing Reflexivity customers can enable the integration directly from their account settings.

Is my data secure?

Yes. Reflexivity is SOC 2 compliant and operates within existing Microsoft 365 Copilot security and permission boundaries.

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Bring institutional-grade market intelligence into Microsoft 365 Copilot.

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