Otis — A friend to your stocks

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