Total Return App Icon

Total Return

Finance • Bearinc LLC
4+ v4.1 Recorded price: Free App Store →
★★★★★
★★★★★
(37 App Store ratings)
IPA Analysis
Technical Specs
Bundle ID com.trusummit.totalreturn2
Version 4.1
App Store Size 12.84 MB
Minimum iOS 15.0
Devices iPhone, iPad, iPod touch
Catalog release date 2010-06-09
Latest recorded version date 2024-10-09
Features & Support
Family Shareable PurchasesVision Pro
Advisory 4+
Languages (1)
English
Top In App Purchases
Unlimited access $2.99
Unlimited access $29.99
Compare country prices →

Preview

Total Return screenshot 1 Total Return screenshot 2 Total Return screenshot 3 Total Return screenshot 4 Total Return screenshot 5 Total Return screenshot 6 Total Return screenshot 7 Total Return screenshot 8

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
Version 3.3 2013-09-25
- added ability to export data in CSV format - fixed iOS 7 stability issues

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 ...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.
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...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 to subscribe if I can’t update all my holdings.
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...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.
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 (...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.
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...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.
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...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 and when they finally "fixed" the failure to update all stocks and funds, only two brokerage houses would update. When they fix that and will continue to provide a continually functioning app I'll gladly give it a 5. Until then it's hardly useful. I may have to start over with another app that fixes their major problems promptly.
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 '...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 'irritants' in it, like not always retracting a column when you swipe it (as instructed), and the like - small though, compared to the overall capability which is really good. Would definitely recommend it.
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...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 history to track a total return of the history of my accounts. I wish they had a mac store app for the computer.
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...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 bug fixes. This is one solid app. I also like that it doesn't try to tweak the UI with frequent changes.
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...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 to holdings.

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
Total Return icon
Not archived
v4.1
App Store ID: 869601334Build: 4.1
2024-10-10 01:06:57 Request Version
Total Return icon
Not archived
v4.0
App Store ID: 869175587Build: 4.0
2024-09-24 19:16:52 Request Version
Total Return icon
Not archived
v3.10
App Store ID: 832768221Build: 3.10
2019-09-14 21:23:26 Request Version
Total Return icon
Not archived
v3.9
App Store ID: 832666769Build: 3.9
2019-09-06 17:35:44 Request Version
Total Return icon
Not archived
v3.8
App Store ID: 831189501Build: 3.8
2019-05-05 19:35:50 Request Version
Total Return icon
Not archived
v3.7
App Store ID: 831183100Build: 3.7
2019-05-03 10:24:19 Request Version
Total Return icon
Not archived
v3.6
App Store ID: 825536870Build: 3.6
2018-01-05 15:29:13 Request Version
Total Return icon
Not archived
v3.5
App Store ID: 824290268Build: 3.5
2017-11-07 20:07:47 Request Version
Total Return icon
Not archived
v3.4
App Store ID: 821862913Build: 3.4
2017-04-24 14:57:56 Request Version
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Not archived
v3.2.1
App Store ID: 8442470Build: 3.2.1
2012-06-10 22:58:10 Request Version
Total Return icon
Not archived
v3.2
App Store ID: 4507747Build: 3.2
2011-10-18 02:52:56 Request Version
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Not archived
v3.1.4
App Store ID: 4010469Build: 3.1.4
2011-08-08 20:32:54 Request Version
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Not archived
v3.1.3
App Store ID: 3969554Build: 3.1.3
2011-08-01 01:00:13 Request Version
Total Return icon
Not archived
v3.1
App Store ID: 3850616Build: 3.1
2011-06-28 01:15:21 Request Version
Total Return icon
Not archived
v3.0
App Store ID: 3755311Build: 3.0
2011-05-27 01:39:45 Request Version
Total Return icon
Not archived
v2.0
App Store ID: 3058593Build: 2.0
2010-10-18 03:50:47 Request Version
Total Return icon
Not archived
v1.0.1
App Store ID: 2696051Build: 1.0.1
2010-06-09 20:17:32 Request Version