# Total Return Preview — Calculate your Total Return

> App for calculating total return, being discontinued, recommends successor app. (iPhone/iPad app by Bearinc LLC.)

- Source: https://appshunter.io/ios/app/total-return-preview/id444629714 (this page in markdown: same URL + `.md`)
- Developer: [Bearinc LLC](https://appshunter.io/developer/1174493080)
- Category: Finance, Utilities
- Price: Free
- Rating: 4.30/5 from 46 App Store ratings · 80 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 9 MB
- Languages: American English
- Released: 2011-06-27
- Data updated: 2026-08-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/total-return-preview/id444629714/reviews.md

## What is Total Return Preview?

Total Return Preview app is being discontinued. Please install Total Return app instead.

If you used Total Return Preview app in the past, we offer a simple way of transferring your data to Total Return app. Simply install Total Return app along with the latest version of Total Return Preview, start Total Return Preview and follow the prompts to transfer your data.

## Key features

- Total return calculation
- Data transfer to new app
- Discontinuation notice
- Migration guide

## What do users think of Total Return Preview?

Overall sentiment: mixed

**Pros**

- 📈 Tracks total return accurately
- 📊 Calculates CAGR and annualized IRR
- 🆓 Great free version available
- 📱 Intuitive interface
- 🗂️ Manages multiple portfolios
- ✅ Works as advertised
- ⏱️ Quick snapshot of portfolio
- 💰 Includes dividend reinvestments
- 🔒 No security concerns
- 👍 User-friendly for tracking
- 💯 Best stock tracking app
- 🌟 Highly recommend
- 💡 Useful for spotting trends
- ✅ Does the job well
- 🚀 Fast updates
- 💪 Robust for tracking investments

**Cons**

- 📉 Mutual funds not updating
- 🇨🇦 Canadian stocks dropped
- 🔕 Lacks automatic dividend tracking
- ☁️ No cloud sharing/integration
- 📈 No automatic dividend updates
- 📉 Mutual fund prices not tracked
- 🐛 App freezes often
- 🚫 Cannot add stock info
- ❌ Useless for Canadians
- 📉 Stock updates not working
- 📉 Quotes extremely delayed
- 📉 Cannot find company/symbols
- 🔢 Mutual fund shares fractional issue
- 🚫 Cannot calculate cash position with interest
- 📉 Does not update
- 📉 Pink sheet stocks not found
- 📉 No graph feature
- 📉 No options support
- 📉 Margin interest not factored
- 📉 No benchmark comparison
- 📱 Difficult to use on iPhone

**Commonly reported bugs**

- App freezes all the time
- Cannot add information into stock fields
- Stock update is not working
- App will not update even with manually refreshing
- Quotes are extremely delayed
- BRK.B does not show up in most changed positions list
- Data entry fiddly and causes crashes
- Mutual funds not updating
- App freezes
- Cannot add stock information
- Mutual fund prices not tracked
- Stock updates not working
- Quotes extremely delayed
- Company or symbols not found properly

**Most requested features**

- Automatic dividend tracking
- Cloud-based program integration
- Ability to handle Options
- Graphs
- Automatic interest for cash positions
- Thumbprint access
- Set a particular home currency
- Upload data feature
- Dark mode
- Advanced analytics dashboard
- More detailed tutorials or help
- Note function
- Auto-invest option for recurring purchases
- Ability to add simple interest and CDs cash into Total Return
- Cloud backup for data
- Ability to run reports for specific periods
- Show return for a specified time period
- Calculate unrealized vs realized return
- Automatic entries for dividends, splits, etc.
- Calculate capital gains for tax purposes
- Track performance from a specific date
- Before & after market pricing
- Auto-track pink sheets
- Benchmark comparison (e.g., S&P 500)
- Simplify UI (fewer taps)
- Upgrade to paid version clarity
- Show total shares on home page
- Show each mutual fund daily profit/loss
- Support for bonds
- Support for penny stocks (pink sheets)
- Support for margin interest
- Support for preferred stocks
- Ability to turn off annual growth rates by default
- More robust dividend field auto-fill
- Support for older iOS versions

## Recent user reviews (10 of 80)

All indexed reviews: https://appshunter.io/ios/app/total-return-preview/id444629714/reviews.md

### 2/5 — Mutual Fund support??

*2022-04-28, version 3.10*

What happened to support for mutual funds?? The app no longer updates mutual funds!!🤭😲🤭

### 5/5 — Love it

*2021-12-08, version 3.10*

Wish it could automatically keep track of dividends and splits but having full control is something nice too. Great stocks app.

### 3/5 — Missing two important features

*2021-03-20, version 3.10*

1. It does not automatically update dividends.  This has been commented on by a number of reviewers.

2.  It lacks the ability to share data with, or obtain data from, other cloud based programs.  Having this feature would eliminate the need for the user to manually input data other than account login name and password.

Aside, several reviewers have stated the app cannot access mutual funds.  I did not find this to be case.

### 4/5 — Please move to the next level

*2021-01-11, version 3.10*

This is a wonderful APP that only lacks two features. The first is the ability to handle Options. The second is Graphs.

1/11/2021 I am having trouble with AMZA. TotalReturn is presently reporting its value incorrectly. Please correct.

### 5/5 — The best stock tracking app

*2020-01-30, version 3.10*

I’ve tried numerous apps to track the stocks in my portfolio, but this app—even the free version—has by far been the best. Other “free” apps only allow you track a limited number of stocks or transactions. No limits with one and the interface is very intuitive to use.

### 5/5 — Great little free app for following money weighted returns

*2019-06-09, version 3.8*

I’ve been using this app for 6 or 7 years now and enter all my trades into it.  Wanted something that could track my money-weighted rate of return (I.e. annualized IRR).  This app does just that, taking into account dividends and fees along the way.  The export feature is also great, which allows me to easily import into other programs that can track IRR for any given period (you need all historical stock prices for that, which is beyond the capabilities of any app I’m aware of).

### 5/5 — Review

*2018-11-05, version 3.6*

I used the site to follow my mutual fund portfolios. Was very good and reliable. However, the site no longer tracks mutual fund prices. Believe it still does stocks

### 1/5 — Needs updated...

*2018-03-23, version 3.6*

Does not work with any mutual funds so no tracking available for 401k’s and retirement funds.

### 4/5 — Good app for tracking all your accounts

*2018-01-11, version 3.6*

I like this app but after the last 2 updates it not updating the price of mutual funds. So must of my 401k funds aren’t correct. Needs to be fixed.

### 1/5 — It's free because it's so bad!

*2018-01-11, version 3.6*

Deserves ZERO STARS!

App freezes all the time. Cannot add any information into the stock fields when trying to compile a portfolio of holdings. Don't even bother downloading this app--you get what you pay for. And you know that you're coughing up $ to remove the ads-- it's not that you get a working app that's better than this horrible totally unusable version. 

Look elsewhere for an app that works. I will. This garbage is deleted from my library.

## Frequently asked questions about Total Return Preview

### What does Total Return Preview do?

Total Return Preview was an application designed to help users calculate their total return. However, it is being discontinued and is no longer the recommended application for this purpose.

### How can I transfer my data from Total Return Preview?

To transfer your data, you need to install both the Total Return app and the latest version of Total Return Preview. Once both are installed, launch Total Return Preview and follow the on-screen prompts to initiate the data transfer.

### Is Total Return Preview still available?

The app is being discontinued, meaning it will likely be removed from app stores or will cease to receive updates. Users are strongly advised to install the recommended successor app, Total Return, instead.

### What is the recommended app to use instead?

The recommended application to use instead of Total Return Preview is the 'Total Return' app. This new app offers the same functionality and allows for seamless data migration from the older version.

## Version history (last 5 releases)

### 4.0 — 2024-09-28

- The Total Return Preview app is being discontinued. Install this update, launch the app and follow the prompts to transfer your data to Total Return app.
- Automated stock quotes refreshing is no longer available.

### 3.10 — 2019-09-14

- fixed the app unexpectedly closing on stock quotes update

### 3.9 — 2019-09-06

- fixed crash on launch that some users were experiencing

### 3.8 — 2019-05-05

- Mutual fund quotes no longer show zero before market close

### 3.7 — 2019-05-03

- Added automatic retrieval of mutual fund quotes

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## More apps by Bearinc LLC

- [Total Return](https://appshunter.io/ios/app/total-return/id376104825)

All apps by Bearinc LLC: https://appshunter.io/developer/1174493080

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*