Screenshots

Description

Finance app for Total Returns (dividends+interest) on over 10,000 global stocks, mutual funds, ETFs, history from 1980. Provides income, price charts, numerical output.

The finance app for Total Returns (includes dividends and interest) on over 10,000 global stocks, mutual funds, ETFs, with history from 1980. Provides income, price charts as well as numerical output. Built with data collaboration from EODHistoricalData.com

The app is specifically built to bring out Total Returns that include dividends or bond interest, exclusion of which can cause ranking inversion and under-allocation to low volatility assets.

#*# After tapping in a ticker or tickers, pls. hit 'return' *not* Swipe. Then Swipe between screens.

#*# Share charts using the iPhone Screen Capture method to post online

***Use the App to find ETFs, stocks and funds that have high Dividend yields. Web charts flatline such charts, since they are price only.

***A simple way to find your ticker syntax is to look it up via EODHistoricalData.com {U.S. listed tickers do not require .US extension, eg MSFT and MSFT.us are both OK; SAP.xetra, 6752.tse for Panasonic, DJI.indx for Dow Jones index etc.}

-Backtest your portfolio on the fly (stress testing) with total returns that include dividends / bond interest. See how your stocks would do say from 1/2007-3/2009 or 1/2020-3/2020

-Designed by a Finance professor and a development team from Canada, Germany and Switzerland, this app has had thousands of downloads since 2012 (free for my students), pls. see cloudEpsilon.com or CorrectCharts.com for the idea, research and examples.

-The problem being rectified by the App has also been written up in the WSJ (Jul 2011).

-No tables, numbers, dividends, interest, splits or distributions to download - enter the ticker, the Start and End dates, swipe. Done! Allows comparison of up to 8 tickers, at a time.

-Total Returns are useful for calculating income tax and investment taxes too. The App also lets you compare a security with itself so you instantly see the return differential. Touch the radio button on the output screen for 'price only' returns.
-"App is unique and useful but needs an iOS13 update." ~ 2020
-Some user requests for the iOS8 upgrade, 2015:
" Yes, I’m in finance. It’s an incredibly useful tool to be able to chart it this way. Thanks!" Wealth manager from Texas.
"Please, please, please tell me you're going to have a updated version for iOS 8. This is the best app ever." CFA from Ohio.
"Is the App getting an update to be co playable with iOS8? It's such a useful app!" Football Quarterback.
"This helps me build my portfolio and review investments: total return vs. yield vs. capital gains compared between investments and also combined into a portfolio."
"Thank you... As I said, I really like it and have not found an alternative." MIT alum.

-Google_Finance, Bloomberg web and [Yahoo ] stock charts do not include dividends in total return or comparative return charts.

-You can input multiple securities at the same time to see cumulative return charts and associated return numbers. You have the option to see charts inclusive or exclusive of dividends and interest (Total return or Price return). Just three screens and a few taps. Done!

-The App has been downloaded in USA, Australia, Switzerland, France, Finland, Sweden, Taiwan, Mexico, Thailand, UK, China, Turkey, Israel, Portugal, Japan, India, Brazil, Germany, Greece, Canada, Denmark, Netherlands, Belgium, New Zealand).

Thanks and please leave a review on the App store, we have no marketing.

http://cloudepsilon.com

Please note:
• A one time payment will be charged to iTunes Account at confirmation of purchase
• Data licensing restricts us from offering a free trial period

TOS: http://correctcharts.com/returnfinder/img/disclaimer_returnfinder.pdf
EULA:
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy: http://correctcharts.com/returnfinder/img/privacy_policy_returnfinder.pdf

What’s New

Version 2.15

Data for stocks back to 1980, mutual funds from 1990, ETFs from 1993 (where available).
Ticker lookup link, Newer user interface, Help link.
Sorted numerical Total Returns table on chart page.

Ratings and Reviews

4.6 out of 5
12 Ratings

12 Ratings

TripleG4 ,

Essential app

The ability to look at the total return is “game-changer” when it comes to comparing mutual funds or individual stocks. This is particularly true when comparing equities to bonds where adding returns - dividends and interest respectively - can change the performance characteristics substantially. In addition, and unlike many other app and websites, this app allows you to define the time range you want to look at. I find this feature incredibly helpful. One feature the app does not have that I think would useful, is the ability to compare funds where you add a monthly contribution, as this would more closely reflect what most people do in their 401k and such. Still, even without this feature, this is by far the best financial app available for comparing one-time purchases.

Developer Response ,

Our Jan 2020 up­date fix­es a iOS13 bug 🐜
** UP­DATE: down­load the Free Iphone 📲 up­date.

International Tickers and Indices can be found at EODhistoricaldata.com
Tech help at cloudEpsilon.com

Thanks.

Dickdickson789 ,

The best stock market app of all

Total return is at or near the top of lists of stock, bond and fund market metrics. It’s hard to make good investment decisions without it. However it is almost universally ignored in the zillions of pages produced by professional market analysts. This app dredges up historical prices and dividend/interest payments to calculate total returns for over 10,000 securities. The results are displayed on interactive comparative charts that show both total and price only returns. The user interface is one of the best I’ve seen, avoiding strange and unfamiliar symbols often found in today's apps.

Developer Response ,

Thanks for the feedback.
We just wanted to focus on displaying the dividend delta.
Occasionally we post charts @TotalreturnC feel free to post one with the handle and we will retweet it. 👍🏻📉📈

AlpenMann ,

Only app for dividend inclusive Total returns

This is a great app for long term investors and advisors. Have tried many apps but only one to give and compare TOTAL RETURNS on ETFs, Mutual funds, global stocks. Thrilled with app, intuitive interface, very useful. It could use a “clear all tickers” button. Glad it’s back after a year. Helps me unmask investment selections that show full impact of bond interest and stock dividends, that most websites fail to show.

Developer Response ,

*The Jan 2020 update is subscription free🌿
** International tickers 🌎 can be looked up via search box at EODhistoricaldata.com
*** Must hit ‘Return’ on keypad after entering tickers, only after that *swipe* left for the charts
**** A cool feature is time-slice comparisons. So see how your assets did say from Jan2007 to June2010 Etc. Stress test.
***** iPads —- please note portrait mode only.
Most of the subscription fee goes towards data licensing fees, server charges, development costs and annual Appstore and registration costs.
Questions via CorrectCharts.com or CloudEpsilon.com site👍🏻📈

App Privacy

The developer, Cloud Epsilon LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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