--- Not ready to buy? Try Total Return Preview instead. Transferring your data between Total Return Preview and Total Return is easy. --- Have you ever wanted to know how much you’ve actually gained from your stock or mutual fund investments including all purchases, sales, dividends, and commissions? Did you want to calculate annualized rate of return of your investments? Or perhaps you wanted to find out if you'd be better off keeping your money in the bank rather than investing it? Or maybe you are a glass-half-full type of person and you feel that despite declines in your stocks you are actually in the green thanks to dividends, but you are not sure? Or what if you've made a lot of small transactions and wonder if commissions are dragging your gains into the red? Total Return is designed to answer these questions. Not only it answers the question that most other portfolio managers do - what the current value of your holdings is, but it also calculates your total return - your investment bottom line by adding both realized and unrealized gains and losses, adding dividends, and subtracting commissions. On top of that you will find out your annualized rate of return (Compound Annual Growth Rate - CAGR) for each position, portfolio, and overall. You will know exactly how big your investment return is, how much it changed today, and, of course, the current value of your holdings every time you launch the app. No longer you will wonder if investing was worth it. You will know it. Decide for yourself whether to continue guessing or start knowing. Next time someone asks you how well your investments are doing you will be able to answer that question down to the dollar! Or compare your annualized rate of return to find out who made better investment choices. Take a bit of time to enter your investment transactions and find out how you’ve done over the years. And with the help of automated quote updates, you'll continue tracking your investment bottom line as often as you'd like. Just fire up the app, see it update the quotes, and know your Total Return. Take the guessing out of your investment bottom line! *** Benefits *** - Native iPad interface - Calculates overall total return of your investments taking into account purchases, sales, dividends, commissions, and splits - Calculates annualized rate of return in the form of Compound Annual Growth Rate (CAGR) using Internal Rate of Return (IRR) method - Shows breakdown of total return, CAGR, and value by portfolio, position, and overall - Calculates current value of your investments and how much it changed today - Calculates many useful stats such as: Stocks - Most Changed Today, Positions - Most Changed Today, Best Total Return, Best CAGR, Highest Value - Allows tracking of cash in portfolios - Supports automatic quote download for most stocks, ETFs, and mutual funds* - Convenient way of entering your trades - enter data that you know and the rest is calculated for you - Supports dividend reinvestment - Protect your database with a PIN - Email a backup of the database to yourself or someone else. - Automatic on-device backups - Copy backups from and to the app via iTunes - Provides hints to help with getting started with the app * quotes are not available for some symbols - consider downloading the preview version of the app before buying to check if quotes are available for your stocks and mutual funds. Stock quotes provided by IEX. --- Already a fan? Like the app on Facebook: search for page Total Return
By far THE BEST app for the common investor. Easy to use and gives you the info you really need. Unlike other portfolio tools this one calculates TOTAL Return ( includes dividends). Most others don’t include dividends in their return calculations so all you see is the stock price appreciation, which is not your real return. With this tool you compare Apples to Apples! you can compare appropriately between stocks and mutual funds. I've been using for many years and totally satisfied.
I've used quite a few of these stock trackers through the years but this stands up as the best, no nonsense, only the info you need app for tracking performance. It's really surprising how many apps don't report CAGR. Very grateful for the update to 64bit to let it roll into next generation of IOS. I would have seriously considered not updating the iPad to the IOS OS just so I could keep this app going otherwise. Thank you for your work.
Still love this app, issues have been corrected, it's user-friendly, and it gives you the info you need - it's a great app! This is a good app, but has a few 'irritants' in it, like not always retracting a column when you swipe it (as instructed), and the like - small though, compared to the overall capability which is really good. Would definitely recommend it.
Have used this app for years to stay on top my diverse investments and been very pleased. For about the last two months they have been very slow to fix problems and when they finally "fixed" the failure to update all stocks and funds, only two brokerage houses would update. When they fix that and will continue to provide a continually functioning app I'll gladly give it a 5. Until then it's hardly useful. I may have to start over with another app that fixes their major problems promptly.
Still using it after 2 years. Updated to 64bit so it will continue to work. Just what I needed. Powerful and easy to keep a copy on both the iPhone and iPad. Unlike many portfolios it doesn't show you yesterdays gains/losses on mutual funds during trading hours the next day. Great if you own both stocks and mutual funds.
Developed by Bearinc LLC.
Total Return is ranking in Finance & Utilities
Last update was at Jun 11, 2021and the current version is 3.10.
To see all other keys and revenue click here 376104825
Total Return have a 30a user reviews.
In the meanwhile, check latest insights
on mobile business