Total Returns Stocks Dividends vs Snowball Analytics

The finance app for Total Returns (includes dividends and interest) on over 10,000 global stocks, mutual funds, ETFs, with history from 1980. Provides income, price charts as well as numerical output. Built with data collaboration from EODHistoricalData.com 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. #*# After tapping in a ticker or tickers, pls. hit 'return' *not* Swipe. Then Swipe between screens. #*# Share charts using the iPhone Screen Capture method to post online ***Use the App to find ETFs, stocks and funds that have high Dividend yields. Web charts flatline such charts, since they are price only. ***A simple way to find your ticker syntax is to look it up via EODHistoricalData.com {U.S. listed tickers do not require .US extension, eg MSFT and MSFT.us are both OK; SAP.xetra, 6752.tse for Panasonic, DJI.indx for Dow Jones index etc.} -Backtest your portfolio on the fly (stress testing) with total returns that include dividends / bond interest. See how your stocks would do say from 1/2007-3/2009 or 1/2020-3/2020 -Designed by a Finance professor and a development team from Canada, Germany and Switzerland, this app has had thousands of downloads since 2012 (free for my students), pls. see cloudEpsilon.com or 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 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. -"App is unique and useful but needs an iOS13 update." ~ 2020 -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, Bloomberg web 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! -The App has been downloaded in USA, Australia, Switzerland, France, Finland, Sweden, Taiwan, Mexico, Thailand, UK, China, Turkey, Israel, Portugal, Japan, India, Brazil, Germany, Greece, Canada, Denmark, Netherlands, Belgium, New Zealand). Thanks and please leave a review on the App store, we have no marketing. http://cloudepsilon.com Please note: • A one time payment will be charged to iTunes Account at confirmation of purchase • Data licensing restricts us from offering a free trial period TOS: http://correctcharts.com/returnfinder/img/disclaimer_returnfinder.pdf EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy: http://correctcharts.com/returnfinder/img/privacy_policy_returnfinder.pdf

Snowball Analytics combines portfolio analysis and dividend tracking for long-term investors. Bring your investment accounts together and see your whole portfolio in one place: stocks, ETFs, funds and crypto across 70+ exchanges and 30+ currencies. TRACK ALL YOUR INVESTMENTS - Link your brokerage accounts or import broker statements - Combine several portfolios into one overview - Watchlists and quotes for the stocks you follow DIVIDEND TRACKER AND CALENDAR - Automatic dividend tracking for every holding - Dividend calendar with upcoming and received payouts - Dividend income, dividend yield and yield on cost - Custom withholding tax - Dividend rating and top dividend stocks - Alerts for key dividend events (paid plans) PORTFOLIO PERFORMANCE - Performance that includes fees, dividends and trades, with money-weighted returns (IRR) - Diversification by sector, asset class and region - Metrics such as P/E, Beta and Sharpe ratio - Compare your results with benchmark indices - Calendar of earnings, dividends and splits PORTFOLIO INSIGHTS A personalized analysis of your portfolio right on the dashboard: spot concentration risks and see which holdings lag the benchmark. AI CHAT Ask questions about your portfolio and get answers based on your own holdings. HOME SCREEN WIDGETS See your portfolio value, dividends and top movers at a glance. GOALS Set a target for portfolio value or passive income and track your progress. PRIVACY Snowball Analytics does not store your brokerage usernames or passwords. PLANS Every new account starts with 14 days of full access for up to 2 portfolios. After that, you can stay on the free plan with 1 portfolio and up to 10 holdings, or upgrade. Paid plans (Starter, Investor and Expert) unlock more portfolios, unlimited holdings and advanced analytics. Snowball Analytics is not a broker or a registered investment advisor and does not provide investment advice. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula