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.
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.
Explore our range of services designed to protect your digital assets
Have questions about your finances? Just ask Otto! Our intelligent assistant is here to provide you with insightful answers tailored to your financial needs.
From real-time market analysis to proactive risk detection, Otto provides comprehensive financial intelligence that adapts to your unique needs and goals
Deep-dive analysis of stocks, bonds, ETFs, and crypto with real-time valuation and risk assessment.
Proactive identification and monitoring of portfolio risks, market volatility, and potential losses.
Automated detection of unusual fees, hidden charges, and tax implications across all accounts.
Strategic guidance on tax-loss harvesting, retirement planning, and investment tax efficiency.
AI-driven recommendations to optimize asset allocation, diversification, and performance.
Comprehensive financial planning with goal setting, milestone tracking, and strategic recommendations.
Discover the best AI for your needs — analyse features, performance, and more in one place.
Whether you're managing personal wealth, running a business, or making professional investments, Otto adapts to your specific requirements.
Advanced portfolio management and institutional-grade analysis tools
Smart budgeting, expense tracking, and financial goal achievement
Corporate treasury management and business financial planning
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.
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.
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.
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
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.
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.
Otto is free to use for all Public members. We may change this in the future.
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.