-The finance app for Total Returns (includes dividends and interest) on over 10,000 global stocks, mutual funds, ETFs, with history from 2000. Provides income, price charts as well as numerical output. 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..
-Backtest your portfolio on the fly (stress testing) with total returns that include dividends / bond interest. See how your stocks would do say from 2007-2009.
-Designed by a PhD (Finance) and a development team from Canada, Germany and Switzerland, this app has had thousands of downloads since 2012, pls. see 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 multiple 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.
-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 provides portfolio rollup for last 12 months only 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!
***Entering an invalid / nonexistent stock ticker will not yield the desired output ... a simple way to check if the ticker is valid is to see if it exists on Yahoo finance.
***App is not designed to run on unofficial iOS devices.
***After entering a ticker or tickers, hit NEXT, not Swipe. Swipe between screens.
-The App has been downloaded in USA, Australia, Switzerland, France, Finland, Sweden, Mexico, Thailand, UK, China, Turkey, Israel, Portugal, Japan, India, Brazil, Germany, Taiwan, Greece, Canada, Denmark, Netherlands, Belgium New Zealand...).
Thanks and please leave a review on the App store, we have no marketing.
• In App Purchase is for enabling the data feed to look up stock price history for this App
• Length of data subscription can be monthly, 6-monthly or annual
• Payment will be charged to iTunes Account at confirmation of purchase
• Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
• Account will be charged for renewal within 24-hours prior to the end of the current period, and identify the cost of the renewal
• Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase
• Data licencing restricts us from offering a free trial period
Ratings and Reviews
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.
Great research tool
Rare one stop source of comparative total return data. Easy to use. OS device must be set up to allow in app purchases.
- Cloud Epsilon LLC
- 31.2 MB
- Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- © 2012-2018 Cloud Epsilon LLC
- In-App Purchases
- Yearly Data Fee $15.99
- 6 Month Data Fee $7.99
- Monthly Data Fee $1.49
With Family Sharing set up, up to six family members can use this app.