Unlock valuable wealth insights with Otto,
your AI-powered financial advisor
Discover the Future of Finance: InvestMates is a digital-first platform that simplifies wealth management for Indians across the world.
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Dive deeper as we unveil enhanced features, designed to empower your wealth creation across borders further, beyond, and above.
Our view of AI
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.