Otis — A friend to your stocks
Ngonidzashe Mangudya Finance iPhoneiPadiPod touch
Otis — A friend to your stocks is a free Finance app for iPhone and iPad by Ngonidzashe Mangudya. Requires iOS 18.6. Updated May 15, 2026.
- Price
- Free
- on the App Store
- Size
- 9 MB
- Age 4+
- Updated
- May 15
- 2026 · v1.1.0
Screenshots
About Otis — A friend to your stocks
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
What’s new
Version 1.1.0 · Updated May 15, 2026
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.
App privacy
The developer, Ngonidzashe Mangudya, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Otis — A friend to your stocks
Looking for apps like Otis — A friend to your stocks? Here are 6 similar apps on the App Store. The highest rated is Ryban: Wealth Portfolio (5.0/5), and all 6 are free to download.
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Wealth Tracker – Net Worth
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Otis — A friend to your stocks | – | Free | May 15, 2026 | |
| My Wallet - Net Worth Tracker | – | Free | Sep 21, 2026 | Compare |
| VectX - XIRR Portfolio Tracker | – | Free | Oct 24, 2026 | Compare |
| Ryban: Wealth Portfolio | 5.0 / 5 (2) | Free | Sep 6, 2026 | Compare |
| Assetly | 5.0 / 5 (3) | Free | Oct 25, 2026 | Compare |
| ZMX Mobile | – | Free | Aug 6, 2026 | Compare |
| Wealth Tracker – Net Worth | – | Free | Jun 19, 2026 | Compare |