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.

Real-Time Market Data
Real-Time Market Data
Expert-Trained AI
Expert-Trained AI
Proactive Insights
Proactive Insights
Advanced Financial AI

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

Real Time Market Accuracy
Real Time Market Accuracy

Live market data with millisecond precision, ensuring your financial decisions are based on the most current information available.

Expert Trained Intelligence
Expert Trained Intelligence

Trained exclusively by financial experts, researchers, and analysts to provide institutional-grade financial insights.

Proactive Risk Detection
Proactive Risk Detection

Advanced anomaly detection identifies potential risks in your investments, transactions, and portfolio before they impact you.

Anomaly Detection
Anomaly Detection

Automatically monitors and flags unusual patterns in fees, charges, taxes, and transactions to protect your wealth.

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Explore our range of services designed to protect your digital assets

Get Answer for all your Finance Related Questions

Have questions about your finances? Just ask Otto! Our intelligent assistant is here to provide you with insightful answers tailored to your financial needs.

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Comprehensive Financial Intelligence

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

Investment Analysis

Deep-dive analysis of stocks, bonds, ETFs, and crypto with real-time valuation and risk assessment.

• Real-time price tracking
• Technical analysis
• Risk scoring
• Fundamental research
Risk Management

Risk Management

Proactive identification and monitoring of portfolio risks, market volatility, and potential losses.

• Portfolio stress testing
• Volatility analysis
• Risk scoring
• Alert systems
Transaction Monitoring

Transaction Monitoring

Automated detection of unusual fees, hidden charges, and tax implications across all accounts.

• Fee detection
• Charge analysis
• Tax optimization
• Transaction patterns
Tax Optimization

Tax Optimization

Strategic guidance on tax-loss harvesting, retirement planning, and investment tax efficiency.

• Tax-loss harvesting
• Retirement planning
• Tax-efficient investing
• Deduction tracking
Portfolio Optimization

Portfolio Optimization

AI-driven recommendations to optimize asset allocation, diversification, and performance.

• Asset allocation
• Rebalancing alerts
• Performance tracking
• Diversification analysis
Financial Planning

Financial Planning

Comprehensive financial planning with goal setting, milestone tracking, and strategic recommendations.

• Goal setting
• Milestone tracking
• Cash flow analysis
• Scenario planning

How Does Otto Stack Up Against Other AI Tools?

Discover the best AI for your needs — analyse features, performance, and more in one place.

Native
Manual Prompting
Not available
What it can do
OttoInvestMates(Otto)
GeminiGemini
ChatGPTChat GPT
PerplexityPerplexity
NRI tax & compliance
Understands your portfolio
Investment Planning
Real Time Monitoring
Account Integration

Designed 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

Professional Investors

Advanced portfolio management and institutional-grade analysis tools

• Real-time market data
• Advanced analytics
• Risk management
• Performance tracking
Personal Finance

Personal Finance

Smart budgeting, expense tracking, and financial goal achievement

• Expense categorization
• Budget optimization
• Savings goals
• Debt management
Business Finance

Business Finance

Corporate treasury management and business financial planning

• Cash flow management
• Financial forecasting
• Risk assessment
• Investment planning

Everything You need to boost Your wealth

Delivering powerful trading personalised insights, realtime tracking and seamless experience for traders on the go.

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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!
Sarah Kasin
Financial Adviser
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
Prasad Kumar
Entrepreneur
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Jitendra Pawar
IT Senior Manager
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.
Gaurav Garg
Investor
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!.
John Matthew
Marketing Specialist
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
David Gadang
Real Estate Agent
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Frequently asked questions