# Otis — A friend to your stocks — Stock & dividend tracker

> Stock & dividend tracker (iPhone/iPad app by Ngonidzashe Mangudya.)

- Source: https://appshunter.io/ios/app/otis-a-friend-to-your-stocks/id6766045265 (this page in markdown: same URL + `.md`)
- Developer: [Ngonidzashe Mangudya](https://appshunter.io/developer/1788947380)
- Category: Finance
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 18.6 · 9 MB
- Languages: American English
- Released: 2026-05-07
- Data updated: 2026-06-06
- User reviews in markdown: https://appshunter.io/ios/app/otis-a-friend-to-your-stocks/id6766045265/reviews.md

## What is Otis?

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

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Otis Plus · Monthly | $3.99 | per month |
| Otis Plus · Yearly | $29.99 | per year |



## Version history (last 2 releases)

### 1.1.0 — 2026-05-15

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.

### 1.0 — 2026-05-08

No release notes.

## More apps by Ngonidzashe Mangudya

- [Sipmate](https://appshunter.io/ios/app/sipmate/id6756241072)

All apps by Ngonidzashe Mangudya: https://appshunter.io/developer/1788947380

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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 2026-06-06.*