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Total Return for iOS

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Total Return Analysis

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Total Return is a full-version productivity application designed specifically for iPhone users seeking to manage and analyze their investment returns effectively. This application allows users to input various financial data, including the purchase price, dividends, and sale price of assets, enabling detailed calculations of total returns and percentage gains. With its user-friendly interface, it simplifies complex financial metrics, making it accessible for both novice and experienced investors.

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The application features customizable reports that provide insights into individual investments and overall portfolio performance. Total Return supports multiple currencies and includes tools for tracking multiple assets simultaneously. Its integration with various financial data sources ensures that users can keep their information up to date, allowing for informed financial decisions. This application is particularly useful for users looking to optimize their investment strategies without the need for extensive financial knowledge.

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Icon of program: Total Return

Total Return for iOS

Download now

Used Total Return for iOS?

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Full Specifications

GENERAL
Release
Latest update
Version
3.4
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with: iPad2Wifi, iPad23G, iPhone4S, iPadThirdGen, iPadThirdGen4G, iPhone5, iPodTouchFifthGen, iPadFourthGen, iPadFourthGen4G, iPadMini, iPadMini4G, iPhone5c, iPhone5s, iPadAir, iPadAirCellular, iPadMiniRetina, iPadMiniRetinaCellular, iPhone6, iPhone6Plus, iPadAir2, iPadAir2Cellular, iPadMini3, iPadMini3Cellular, iPodTouchSixthGen, iPhone6s, iPhone6sPlus, iPadMini4, iPadMini4Cellular, iPadPro, iPadProCellular, iPadPro97, iPadPro97Cellular, iPhoneSE, iPhone7, iPhone7Plus, iPad611, iPad612, iPad71, iPad72, iPad73, iPad74
POPULARITY
Total Downloads
15
Downloads Last Week
0
Report Software

Last Updated

Developer’s Description

By TruSummit
This is an AD-FREE version of the app.
This is an AD-FREE version of the app. Not ready to buy. Try Total Return Free. Transferring your data between Total Return Free and Total Return is very easy. Have you ever wanted to know how much you've actually gained from your stock, mutual fund, 401 (k), or IRA (and Roth IRA) investments including all purchases, sales, dividends, and commissions. Did you want to calculate 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 or mutual funds you are actually in the green thanks to dividends, but you are not sure. Or what if you've made a lot of small transactions and wonder if commissions are dragging your gains into the red. 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. Native iPad interface. Calculates overall total return of your investments taking into account purchases, sales, dividends, commissions, and splits. Calculates 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 stocks and mutual funds. Great for monitoring retirements accounts, including IRA and 401 (k). Convenient way of entering your trades - enter data that you know and the rest is calculated for you. Supports dividend reinvestment. Automated stock quote updates. 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 iTunes. Provides hints to help with getting started with the app. internet connection is required to add stocks traded on stock exchanges and download stock price quotes; quotes are not available for some symbols - consider downloading the free version of the app before buying to check if quotes are available for your stocks. Already a fan. Like the app on Facebook: search for page Total Return.
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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from TruSummit, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.