How much have your stock and ETF investments really earned, after every purchase, sale, dividend, split and commission? And what is your annualized return, so you can tell whether investing beat leaving the money in the bank?
Total Return answers both. Like other portfolio trackers, it shows what your holdings are worth today. It also calculates your total return, the bottom line of your investing: realized and unrealized gains and losses, plus dividends, minus commissions. And it shows your annualized rate of return (CAGR) for each position, each portfolio and overall.
Enter your trades once and see how you've done over the years. Add your own free Tiingo API key and Total Return keeps quotes up to date, so every time you open the app you see your total return, how much it changed today and what your holdings are worth.
Stop guessing. Know your Total Return.
FEATURES
- Total return that includes purchases, sales, dividends, commissions and splits
- Annualized return (CAGR), calculated with the Internal Rate of Return (IRR) method
- Total return, CAGR and value for every position, every portfolio and overall
- Today's change for your holdings, positions and stocks
- Useful stats: Most Changed Today, Best Total Return, Best CAGR and Highest Value
- Track cash in your portfolios
- Enter what you know about a trade and the rest is calculated for you
- Dividend reinvestment
- Automatic quote updates for most stocks and ETFs (requires your own Tiingo API key), or enter prices by hand
- Protect your data with a passcode
- Automatic backups on your device, with optional copies in your own iCloud Drive
- Email backups to yourself, and open them in the app to restore
- Export your data to CSV
- Tips on every screen to help you get started
- Light and dark appearance that follows your device
- Full iPad interface
Your portfolio stays on your device, and in your own iCloud if you choose. There is no account to create and no ads.
SUBSCRIPTION
Total Return is free to download and offers an optional auto-renewing subscription, monthly or annual, that supports its ongoing development. Payment is charged to your Apple Account. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period, and you can manage or cancel it in your Apple Account settings.
Terms of Use: https://nagotek.com/total-return-terms
Privacy Policy: https://nagotek.com/total-return-privacy
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
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
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
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.
- Copy Backups to iCloud: turn it on in Settings › Data Management to keep a copy of every backup in your own iCloud Drive, ready on your other devices and in the Files app.
- Update When the App Opens: a new quote setting lets you choose whether quotes refresh each time you open the app.
- Manage Subscription: view or cancel your subscription right from Settings.
- The Total screen is much faster on large portfolios.
- The trades list and CSV export are sorted by date across all your portfolios.
- Lists look like 4.x again, with alternating row stripes, the familiar row layout and font sizes, and wider columns in landscape.
- Fixed drag-reordering positions snapping back when some rows are hidden.
Version 5.1
The developer, Nagotek LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Purchases
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
