Preview
Description
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/
What's New
Version 4.1 2024-10-09
- more reliable stock price change values - faster quote updates - show company name on stock quote Version 4.0 2024-09-24
- Stock quotes provided by Intrinio - Support larger iPhone screens Version 3.10 2019-09-14
- fixed the app unexpectedly closing on stock quotes update App Store User Reviews
TripleG4 2021-03-29
Needs improvement
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 ...
Ron Ey 2024-10-15
Preferred stock symbols missing
Most Preferred stocks aren’t available in 4.1 version. Been using this app for years and never had issues with updating preferred symbols. It doesn’t make sense...
Lake McDonald Man 2024-11-11
Best program available
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 pro...
Nahagwshzh 2017-12-08
Get the Real return with the Best portfolio app EVER
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 (...
Pacific Mariner 2017-06-15
No nonsense, the info you need
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...
wsdMTKY 2017-12-18
It used to be a 5, now at best a 2
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...
Max21tin 2017-06-19
Good App
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 '...
Chamaco77 2017-06-08
Use daily!
I use it daily on my phone to determine my current asset total return so I can make wiser trade decisions through the day. I keep a copy on my iPad but have all...
Bill Champ 2017-05-26
Fantastic App
I love this app. I've been using it for years. Never a problem. The app is not updated often, but then it does need it. It does its job well and has very few bu...
Stockbroker 31 2020-02-19
Excellent
Just what you need. Could not ask for more. One thing could help is ability to move around stock holdings to different portfolios And auto dividend amount added...
Technical Analysis
Package Overview Basic metadata
Bundle ID
com.trusummit.totalreturn2 Current Version 4.1
Minimum iOS 15.0
Package Size App Store Size
Package Metadata 0 / 17 version records
3.9 / 5.0 (37 ratings)
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.
More by Bearinc LLC
Developer Information
Known Version Records
0 version records with stored package metadata • 17 known version records
Stored metadata does not guarantee a package is currently available to download.
| Details | Version / IDs | Version date | Action |
|---|---|---|---|
| Not archived | v4.1 App Store ID: 869601334Build: 4.1 | 2024-10-10 01:06:57 | Request Version |
| Not archived | v4.0 App Store ID: 869175587Build: 4.0 | 2024-09-24 19:16:52 | Request Version |
| Not archived | v3.10 App Store ID: 832768221Build: 3.10 | 2019-09-14 21:23:26 | Request Version |
| Not archived | v3.9 App Store ID: 832666769Build: 3.9 | 2019-09-06 17:35:44 | Request Version |
| Not archived | v3.8 App Store ID: 831189501Build: 3.8 | 2019-05-05 19:35:50 | Request Version |
| Not archived | v3.7 App Store ID: 831183100Build: 3.7 | 2019-05-03 10:24:19 | Request Version |
| Not archived | v3.6 App Store ID: 825536870Build: 3.6 | 2018-01-05 15:29:13 | Request Version |
| Not archived | v3.5 App Store ID: 824290268Build: 3.5 | 2017-11-07 20:07:47 | Request Version |
| Not archived | v3.4 App Store ID: 821862913Build: 3.4 | 2017-04-24 14:57:56 | Request Version |
| Not archived | v3.2.1 App Store ID: 8442470Build: 3.2.1 | 2012-06-10 22:58:10 | Request Version |
| Not archived | v3.2 App Store ID: 4507747Build: 3.2 | 2011-10-18 02:52:56 | Request Version |
| Not archived | v3.1.4 App Store ID: 4010469Build: 3.1.4 | 2011-08-08 20:32:54 | Request Version |
| Not archived | v3.1.3 App Store ID: 3969554Build: 3.1.3 | 2011-08-01 01:00:13 | Request Version |
| Not archived | v3.1 App Store ID: 3850616Build: 3.1 | 2011-06-28 01:15:21 | Request Version |
| Not archived | v3.0 App Store ID: 3755311Build: 3.0 | 2011-05-27 01:39:45 | Request Version |
| Not archived | v2.0 App Store ID: 3058593Build: 2.0 | 2010-10-18 03:50:47 | Request Version |
| Not archived | v1.0.1 App Store ID: 2696051Build: 1.0.1 | 2010-06-09 20:17:32 | Request Version |