Total Return Preview

Name: Total Return Preview
Rating: 4.3 (46 reviews)
Author: Bearinc LLC

Calculate your Total Return

Free · Designed for iPad. Not verified for macOS.

46 Ratings
Ages

4+
Years
Category

Finance
Developer

Bearinc LLC
Language

EN
English
Size

9.1
MB

Total Return Preview app is being discontinued. Please install Total Return app instead. If you used Total Return Preview app in the past, we offer a simple way of transferring your data to Total Return app. Simply install Total Return app along with the latest version of Total Return Preview, start Total Return Preview and follow the prompts to transfer your data.

Ratings & Reviews

4.3

out of 5

46 Ratings

Good app for tracking all your accounts
01/11/2018

Jam7955
I like this app but after the last 2 updates it not updating the price of mutual funds. So must of my 401k funds aren’t correct. Needs to be fixed.
Good app for tracking all your accounts
01/11/2018

Jam7955

I like this app but after the last 2 updates it not updating the price of mutual funds. So must of my 401k funds aren’t correct. Needs to be fixed.
Great little free app for following money weighted returns
06/09/2019

Rwrangler
I’ve been using this app for 6 or 7 years now and enter all my trades into it. Wanted something that could track my money-weighted rate of return (I.e. annualized IRR). This app does just that, taking into account dividends and fees along the way. The export feature is also great, which allows me to easily import into other programs that can track IRR for any given period (you need all historical stock prices for that, which is beyond the capabilities of any app I’m aware of).
Great little free app for following money weighted returns
06/09/2019

Rwrangler

I’ve been using this app for 6 or 7 years now and enter all my trades into it. Wanted something that could track my money-weighted rate of return (I.e. annualized IRR). This app does just that, taking into account dividends and fees along the way. The export feature is also great, which allows me to easily import into other programs that can track IRR for any given period (you need all historical stock prices for that, which is beyond the capabilities of any app I’m aware of).
Missing two important features
03/20/2021

TripleG4
1. It does not automatically update dividends. This has been commented on by a number of reviewers.2. It lacks the ability to share data with, or obtain data from, other cloud based programs. Having this feature would eliminate the need for the user to manually input data other than account login name and password.Aside, several reviewers have stated the app cannot access mutual funds. I did not find this to be case.
Missing two important features
03/20/2021

TripleG4

1. It does not automatically update dividends. This has been commented on by a number of reviewers.2. It lacks the ability to share data with, or obtain data from, other cloud based programs. Having this feature would eliminate the need for the user to manually input data other than account login name and password.Aside, several reviewers have stated the app cannot access mutual funds. I did not find this to be case.
The best stock tracking app
01/30/2020

Trumpman2000
I’ve tried numerous apps to track the stocks in my portfolio, but this app—even the free version—has by far been the best. Other “free” apps only allow you track a limited number of stocks or transactions. No limits with one and the interface is very intuitive to use.
The best stock tracking app
01/30/2020

Trumpman2000

I’ve tried numerous apps to track the stocks in my portfolio, but this app—even the free version—has by far been the best. Other “free” apps only allow you track a limited number of stocks or transactions. No limits with one and the interface is very intuitive to use.

- The Total Return Preview app is being discontinued. Install this update, launch the app and follow the prompts to transfer your data to Total Return app. - Automated stock quotes refreshing is no longer available.

Version 4.0 09/28/2024

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller: Bearinc LLC
Size: 9.1 MB
Category: Finance
Compatibility: Requires iOS 15.0 or later.

iPhone
Requires iOS 15.0 or later.

iPad
Requires iPadOS 15.0 or later.

iPod touch
Requires iOS 15.0 or later.

Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.

Apple Vision
Requires visionOS 1.0 or later.
Languages: English
Age Rating: 4+

4+

Learn More

Developer Website

Privacy Policy

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Total Return Preview

Ratings & Reviews

Good app for tracking all your accounts

Great little free app for following money weighted returns

Missing two important features

The best stock tracking app

What’s New

App Privacy

Data Not Collected

Accessibility

Information

More by Bearinc LLC

Total Return

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ROI Calculator - Calc

Investment Calculator - Calc

Snowball Analytics

Dividend Tracker - DivTracker

Dividend Tracker: Stock Market

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Compound Interest Calc