OTOX

OTOX / Portfolio

Your portfolio,
in one clear view.

Track holdings, understand performance, and plan your next steps with OTOX Portfolio.

Explore features Contact us

Currently private · iOS / TestFlight and web
Public downloads and registration are not available.

Product illustration with synthetic demo data. Not an app screenshot, investment recommendation or performance forecast.
Shares & ETFsCryptoPhysical gold & silverEnglish & Arabic interfacesUSD / KWD views where supported

Clarity, at every step

From records
to perspective.

Bring supported investment records into a view you can review, understand and use to explore your next steps.

01 / UNDERSTAND

Know what you hold.

Review holdings, transaction history, portfolio value and profit or loss together.

02 / PLAN

Give your goals context.

Explore allocation scenarios, contribution plans and portfolio or holding goals.

03 / REVIEW

Your records. Your review.

Import supported records, resolve incomplete entries and review changes before saving.

IBKR reporting

Bring the records.
Keep the review.

Use a user-configured Activity Flex report in the native app, or review exported XML in the browser.

See setup & limitations
Current / Activity Flex import

Configure → Preview → Save

Supported USD stock and ETF records from USD-base accounts. Report retrieval does not place orders or initiate transfers.

Planned / Subject to IBKR approval

Guided authorization is in development and is not available to users.

Considered decisions start with context

A planning tool.
You remain in control.

OTOX does not execute trades or hold customer funds. Projections are estimates, and market data availability and freshness vary.

Explore support