Otis — A friend to your stocks

Stock & dividend tracker

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Track stocks, ETFs, crypto and dividends in one calm portfolio ledger, with watchlists, market refreshes and news topics built around what you hold. Otis helps you keep a calm, private view of your stocks, ETFs, crypto and dividends. Track holdings across portfolios, record buys, sells, dividends, fees and splits, and see what changed at a glance. Otis combines your own ledger with market quotes, FX, dividend dates and relevant news topics so you can stay close to your investments without turning your portfolio into a trading terminal. Features: - Portfolio and holding tracking - Transaction ledger for buys, sells, dividends, splits and fees - Dividend reminders and upcoming payment views - Market quotes, FX and crypto refreshes - Watchlist and finance news topics based on your holdings - Otis Plus for heavier hosted market data use Otis is built for personal tracking and context. It is not investment, tax, legal or financial advice. Terms of Use: https://otis.money/terms

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What's new • Weekly Recap — a calm, story-style readout of your week. Tap the "Your week, quietly summarised" card on Home. • Apple Intelligence (iOS 26+) — on-device writing of your Weekly Recap takeaway and tools to tighten/tag your notes. Nothing leaves your device. • Notes — attach a private note to any holding or watched ticker. AI Tighten (with undo) and Tag when Apple Intelligence is available. • Income runway — Portfolio Health now shows expected dividend income for the next 90 days plus your top payers. • Benchmarks — compare against S&P 500, NASDAQ 100, JSE Top 40, FTSE, Euro 600, Bitcoin, or any ticker you can find. Day, week, month, and YTD periods. • FX impact — see how much of today's move came from your assets vs currency. • Recurring buy templates — save common buys (e.g. monthly VOO) and prefill the form in two taps. • Hide values — one-tap redaction so the screen is safe to screenshot. Quick toggle in the header. • Back up + restore — export your portfolio data to a file you control. Restore is additive; nothing gets overwritten. • Export upcoming dividends to Apple Calendar — one-shot. Re-runs update existing events instead of duplicating. • News delivery preferences — pick your quiet hours and importance level (important / normal / quiet). • Watchlist signals — inline chips flag tickers worth a glance: a 5%+ day move or a recent news cluster. • Watchlist headlines — the row now answers "should I care today?" by surfacing the latest related headline. • Portfolio health — a quiet read on concentration: largest holding, top 3 share, currency mix. • Update notice — when a new App Store version is out, a calm banner on Home invites you to update. • Live VFEX and ZSE prices — Econet InfraCo, Capitec, Naspers, and the rest of the Zim and SA market. • JSE quotes now read correctly in rand (R 4,332.97, not R 433,297). • Watchlist rows have a detail view — tap a ticker for the chart, news, and a one-tap promote to a portfolio. • iPad watchlist gets the same detail in the side drawer. • Notifications respect your timezone (06:00–22:00 local) — no more 2 AM wakeups. • Settings show how many market refreshes you have left this hour. • Faster, cleaner refresh feedback when you pull-to-refresh on Home.

The developer, Ngonidzashe Mangudya, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Ngonidzashe Mangudya
    Size
    • 9 MB
    Category
    • Finance
    Compatibility
    Requires iOS 18.6 or later.
    • iPhone
      Requires iOS 18.6 or later.
    • iPad
      Requires iPadOS 18.6 or later.
    • Mac
      Requires macOS 15.6 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 2.6 or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    • Otis Plus · Yearly $29.99
    • Otis Plus · Monthly $3.99
    Copyright
    • © 2026 CodeCraft Solutions