What Sets Opto Apart

Abundance Mindset

We believe that mindset is everything. While financial situations can vary significantly from person to person, everyone can improve their relationship with money, God, and others through an abundance mentality.

Opto provides specific ways to track and encourage acts of generosity, both financial and otherwise.

Positive Psychology

Opto believes in the power of positivity: setting goals and charting out a path to create the life you want, and adjusting when life doesn’t go exactly as planned.

Opto focuses on the macro trends, creating enjoyable experiences in the app rather than focusing on stressful and/or tedious experiences.

AI Powered

Opto integrates with ChatGPT to help you set smart goals, so you can anticipate how much certain goals will cost and avoid getting caught off guard.

Over time, our AI chatbot will get smarter in understanding your financial situation and will help answer questions about your spending and upcoming goals.

How To Get Started:

  1. Sign up for the web app at optobeta.com.

  2. Watch the tutorial videos to get familiar with the app: Onboarding & Product Overview.

  3. Set up your Opto account so you have a clear picture of where you are today, including linking accounts that you want to track in one place.

  4. Start setting goals & tracking your spending in a fun & fast way.

  5. Use the AI functionality to get input on how to set smart goals.

  6. Track progress on your goals & generosity as you build strong financial habits!

Note: Opto is currently a beta app, which means that it may have a few bugs as we continue to develop it. We are offering this app for free as we gather feedback, but we may evolve and charge a monthly subscription fee in the future. However, if we do switch to a subscription model, we will inform all users and obtain consent before making any charges. We would love for you to join us on our testing journey!