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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.

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