Meet Otto, Your Personal AI Wealth Assistant
The most advanced financial AI assistant with real-time market accuracy, expert-trained analysis, and proactive insights that outperform ChatGPT and Perplexity in financial intelligence.
Proactive Insights & Alerts
You don't need to ask, Otto always monitors your finances 24/7. Get proactive alerts that guide your next move before you even think of it
What Otto Can Do For Your Finances
From real-time market analysis to proactive risk detection, Otto provides comprehensive financial intelligence that adapts to your unique needs and goals
Investment Analysis
Deep-dive analysis of stocks, bonds, ETFs, and crypto with real-time valuation and risk assessment.
Risk Management
Proactive identification and monitoring of portfolio risks, market volatility, and potential losses.
Transaction Monitoring
Automated detection of unusual fees, hidden charges, and tax implications across all accounts.
Tax Optimization
Strategic guidance on tax-loss harvesting, retirement planning, and investment tax efficiency.
Portfolio Optimization
AI-driven recommendations to optimize asset allocation, diversification, and performance.
Financial Planning
Comprehensive financial planning with goal setting, milestone tracking, and strategic recommendations.
Why Otto Outperforms other AI Assistants
Built specifically for financial intelligence, Otto combines real-time market data with expert-trained AI to deliver insights that general-purpose AIs simply can't match
Live market data with millisecond precision, ensuring your financial decisions are based on the most current information available.
Trained exclusively by financial experts, researchers, and analysts to provide institutional-grade financial insights.
Advanced anomaly detection identifies potential risks in your investments, transactions, and portfolio before they impact you.
Automatically monitors and flags unusual patterns in fees, charges, taxes, and transactions to protect your wealth.
How Does Otto Stack Up Against Other AI Tools?
Discover the best AI for your needs — analyse features, performance, and more in one place.
InvestMates(Otto)
Chat GPT
Perplexity
GeminiDesigned for Every Financial Need
Whether you're managing personal wealth, running a business, or making professional investments, Otto adapts to your specific requirements.
Professional Investors
Advanced portfolio management and institutional-grade analysis tools
Personal Finance
Smart budgeting, expense tracking, and financial goal achievement
Business Finance
Corporate treasury management and business financial planning
Everything You need to boost Your wealth
Delivering powerful trading personalised insights, realtime tracking and seamless experience for traders on the go.
More than 10,000+ users love their financial journey
The digital innovation in this app has truly transformed my financial experience. It’s a must-have!
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Finally, I have all my family investments in one place! The platform is so user friendly and intuitive, I love how I can see my net worth real time.
This keeps me updated on my portfolio performance and actions I need to take. It’s like having a personal financial advisor on my pocket!.
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
Frequently asked questions
What is Otto?
Otto is an AI designed to help you invest — in fact, the world’s first. With Otto you can do faster, better research, get help making decisions, plan for a goal, manage your portfolio, and learn while you invest. Otto will help you find and buy investments from a marketplace of over 15,000 stocks and funds. And Otto can even analyze your existing investments that you hold at other brokerages. Think of Otto like a co-pilot for your investing — like Siri or Alexa went to investment school.
Is Otto powered by ChatGPT?
Otto does leverage ChatGPT models, but it is much more than what ChatGPT offers. Otto has access to real time market data, tailored to analyze investment data and . GPT-4 is a generative large language model trained by OpenAI to understand and generate natural language based on the inputs you provide it.
How does Otto AI help improve my investment decisions?
Otto can access real-time and historical information about thousands of stocks, bonds, ETFs, crypto, and more. The natural language interface instantly delivers the insights you need to make informed investment decisions
Is it safe to use?
Otto is integrated with industry-leading technology partners like Plaid, and Yodlee to ensure your valuable financial data remains your own. We don’t store your credentials or share your personal information with the language models.
Does Otto give financial advice?
While Otto is a powerful investment research assistant, it is important to note that it does not provide financial advice. Instead, Otto offers in-depth market data, insights, and analysis to help you reach your own conclusions about your investments.
How much does Otto cost?
Otto is free to use for all Public members. We may change this in the future.
What investing aspects can Otto cover?
Otto, AI for investors, is designed to simplify your investment journey with SEC filings, earnings calls and transcripts, quotes and historicals, analyst ratings and reports, news and reports.