Total Return

Name: Total Return
Rating: 3.9 (37 reviews)
Author: Bearinc LLC

Calculate your Total Return

Free · In‑App Purchases · Designed for iPad

37 Ratings
Ages

4+
Years
Category

Finance
Developer

Bearinc LLC
Language

EN
English
Size

13.5
MB

Have you ever wanted to know how much you’ve actually gained from your stock or ETF investments including all purchases, sales, dividends, and commissions? Or calculate the 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? 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 *** - Calculates the overall total return of your investments taking into account purchases, sales, dividends, commissions, and splits - Calculates the 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 and ETFs - 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 email - Get hints on every screen to help you get started with the app - Native iPad interface Terms of Service: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Ratings & Reviews

3.9

out of 5

37 Ratings

Needs improvement
03/29/2021

TripleG4
First, the reviewers claiming the app not work with mutual funds are not 100% correct. The app does update the price for mutual funds each day. However, what it does not do is update the change in price from the previous day. This means you cannot use the app to check how much your portfolio has increased or decreased since the previous day as the changes (absolute price and percent) will always be zero if all you own are mutual funds.Second, pay attention to the reviews that highlight the app requires the user to manually enter dividends. It is a lot of work to do this. Think of the days when people used to balance their checkbook once a month. Now, think of doing this ever time you use the app. The cloud based data suppler they are using (IEX Cloud) provides dividend information. Thus, the app should be able automatically do this whenever it updates the total value of the portfolio.Third, the app should be able to link with individual brokerage accounts. This would eliminate the need to manually enter any information and ensure its calculate total value matches what your brokerage firm is reporting. Doing this would also allow it to report fees.Fourth, adding some simple graphs would also improve the app. This could be as simple as plotting “total return” (plot what the app actually calculates).Still, the app is more valuable than apps that do not consider dividends. This alone gets it 2 stars.
Needs improvement
03/29/2021

TripleG4

First, the reviewers claiming the app not work with mutual funds are not 100% correct. The app does update the price for mutual funds each day. However, what it does not do is update the change in price from the previous day. This means you cannot use the app to check how much your portfolio has increased or decreased since the previous day as the changes (absolute price and percent) will always be zero if all you own are mutual funds.Second, pay attention to the reviews that highlight the app requires the user to manually enter dividends. It is a lot of work to do this. Think of the days when people used to balance their checkbook once a month. Now, think of doing this ever time you use the app. The cloud based data suppler they are using (IEX Cloud) provides dividend information. Thus, the app should be able automatically do this whenever it updates the total value of the portfolio.Third, the app should be able to link with individual brokerage accounts. This would eliminate the need to manually enter any information and ensure its calculate total value matches what your brokerage firm is reporting. Doing this would also allow it to report fees.Fourth, adding some simple graphs would also improve the app. This could be as simple as plotting “total return” (plot what the app actually calculates).Still, the app is more valuable than apps that do not consider dividends. This alone gets it 2 stars.
Best program available
11/11/2024

Lake McDonald Man
This app is the best I have found to quickly monitor my portfolio results. It is easy to use and provides a better overview of my portfolio than the reports provided elsewhere. It is well worth the $3/month subscription fee to be able to see results quickly on my iPhone or iPad and know how my portfolio is performing with a quick glance. I have used this app for many years and I highly recommend it for anyone who is managing their own investments.
Best program available
11/11/2024

Lake McDonald Man

This app is the best I have found to quickly monitor my portfolio results. It is easy to use and provides a better overview of my portfolio than the reports provided elsewhere. It is well worth the $3/month subscription fee to be able to see results quickly on my iPhone or iPad and know how my portfolio is performing with a quick glance. I have used this app for many years and I highly recommend it for anyone who is managing their own investments.
Get the Real return with the Best portfolio app EVER
12/08/2017

Nahagwshzh
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.
Get the Real return with the Best portfolio app EVER
12/08/2017

Nahagwshzh

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.
No nonsense, the info you need
06/15/2017

Pacific Mariner
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.
No nonsense, the info you need
06/15/2017

Pacific Mariner

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.

- more reliable stock price change values - faster quote updates - show company name on stock quote

Version 4.1

10/09/2024

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Total Return

Calculate your Total Return

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Version 4.1

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