My Favorite App
This is my favorite and the most important app that I use. It has total return and that is not available in other apps. It works perfectly, all the time. I have been using it for 10 years, since 2016!! I recommend it and I hope it stays available forever.
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 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.
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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 to subscribe if I can’t update all my holdings.
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 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.
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.
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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 to holdings.
Mutual funds
Stopped supporting mutual funds
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 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.
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No longer tracks Mutual Funds
Was the best, but now useless for 401k’s and IRA’s as it no longer tracks Mutual Funds.
Total Return doesn’t support mutual funds or ETFs
This app has been great until lately. It no longer supports mutual funds or ETFs. Pretty much useless for tracking my investments.
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 ( 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.
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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 '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.
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.
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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. 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.
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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 history to track a total return of the history of my accounts. I wish they had a mac store app for the computer.
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 bug fixes. This is one solid app. I also like that it doesn't try to tweak the UI with frequent changes.
Great Program
One of the best programs around. Covers all portfolio actions one would want. Easy to transfer portfolio between iPad and iPhone. And I've never lost data - backup up data automatically. Receives my highest recommendation !
Good App
Once you're set up, it's a great way to track your progress... Or lack there of!
Love this app!
One more feature would be great: Automatically add dividends in some form, or alert that they've happened. It's tedious to check for them.
Just what I was looking for
I was a little disappointed at first that this app didn't login to my account, but I don't trade much in my 401k, and I really wanted to track & measure the impact of of my reinvested dividends. It only took me 15-20 minutes to add my investments & dividends, it's a cool app, it updates the prices when I login, and has a passcode. It's simple to use. It provides me just what I want.
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Great for tracking value
I bought this app hoping it would provide an easy way to track my ports. value and guess what.... It does that and more! If your on the fence about buying the app, forgo a cup of Starbucks coffee or that morning/afternoon sandwich and get the app! I recommend this to all investors!
Great App, Responsive Customer Service
Exactly what I was looking for. Does what I need it to do. Developer is open to suggestions and very responsive (responds within 2 days).
