# Othis — Modern portfolio management

> Modern portfolio management (iPhone/iPad app by Othis Technology GmbH.)

- Source: https://appshunter.io/ios/app/othis/id1658785766 (this page in markdown: same URL + `.md`)
- Developer: [Othis Technology GmbH](https://appshunter.io/developer/1658785768)
- Category: Finance, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 18.0 · 33 MB
- Languages: American English
- Released: 2024-08-13
- Data updated: 2026-08-04
- User reviews in markdown: https://appshunter.io/ios/app/othis/id1658785766/reviews.md

## What is Othis?

Use Othis on your own or with your family and other partners to consolidate and unify all your financial data and simplify the management of your investment portfolio.  


AUTOMATED REPORTING 

Othis offers a consolidated, high-level summary of all your assets. Effortlessly observe your net worth, historical change in value and asset allocation all on a single page. 


INCREASED TRANSPARENCY 

Explore in-depth insights in your portfolio performance and other relevant details within the detailed asset overview. This view provides a consolidated summary of each asset to ensure you have full visibility. 


SCENARIO PLANNING 

Create dynamic cash flow forecasts for future planning. This analysis helps you prepare for various scenarios across investments, taxes, liquidity events and more. 


EFFICIENT & SECURE COLLABORATION 

Ensuring your collaboration with family members and advisors is now organized, secure and seamless. Simplify communication by granting access to selected assets or legal entities with read-only or admin permissions. 


PERSONALISED SUPPORT 

A real human Personal Account Manager ensures you have the necessary support at every step of the way, acting as a competent and independent partner. 
 

TOP-NOTCH SECURITY 

Your data belongs to you. Othis offers an enhanced security system and strategy to ensure a gold-standard protection against cyber-attacks and data breaches.


## Version history (last 5 releases)

### 2.0 — 2026-07-28

• UI redesign
• Improved Portfolio
• Enhanced Account Details
• Asset Sharing & Client Member Access
• Bug Fixes & Localization

### 1.6 — 2025-11-02

• Requests: Complete required tasks to maintain compliance and continue your investment activities
• Identity: View your holding structure and related ID documents
• Bug fixes and performance improvements

### 1.5.1 — 2025-10-24

Bug fixes and performance improvements.

### 1.5 — 2025-05-26

Bug Fixes and Performance Improvements.

### 1.4 — 2025-04-17

• Document Vault and Account Details Enhancements
• Polished UI
• Bug Fixes and Minor Improvements

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-04.*