Total Return vs Portfolio Trader

How much have your stock and ETF investments really earned, after every purchase, sale, dividend, split and commission? And what is your annualized return, so you can tell whether investing beat leaving the money in the bank? Total Return answers both. Like other portfolio trackers, it shows what your holdings are worth today. It also calculates your total return, the bottom line of your investing: realized and unrealized gains and losses, plus dividends, minus commissions. And it shows your annualized rate of return (CAGR) for each position, each portfolio and overall. Enter your trades once and see how you've done over the years. Add your own free Tiingo API key and Total Return keeps quotes up to date, so every time you open the app you see your total return, how much it changed today and what your holdings are worth. Stop guessing. Know your Total Return. FEATURES - Total return that includes purchases, sales, dividends, commissions and splits - Annualized return (CAGR), calculated with the Internal Rate of Return (IRR) method - Total return, CAGR and value for every position, every portfolio and overall - Net Cash at Risk: how much of your own money is still invested after sales and dividends - Today's change for your holdings, positions and stocks - Useful stats: Most Changed Today, Best Total Return, Best CAGR and Highest Value - Track cash in your portfolios - Enter what you know about a trade and the rest is calculated for you - Move a position, with all its trades, to another portfolio - Dividend reinvestment - Automatic quote updates for most stocks and ETFs (requires your own Tiingo API key), or enter prices by hand - Protect your data with a passcode - Automatic backups on your device, with optional copies in your own iCloud Drive - Email backups to yourself, and open them in the app to restore - Export your data to CSV - Tips on every screen to help you get started - Light and dark appearance that follows your device - Full iPad interface Your portfolio stays on your device, and in your own iCloud if you choose. There is no account to create and no ads. SUBSCRIPTION Total Return is free to download and offers an optional auto-renewing subscription, monthly or annual, that supports its ongoing development. Payment is charged to your Apple Account. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period, and you can manage or cancel it in your Apple Account settings. Terms of Use: https://nagotek.com/total-return-terms Privacy Policy: https://nagotek.com/total-return-privacy

* Includes Apple Watch App Professional share portfolio manager and stock tracker. Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analysis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Features include - Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis - Simple swipe or tap navigation between views - P&L views at all levels - position, portfolio totals and all portfolios - Individual charts for each instrument (available in full screen) - Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR) - Chart indicators: Moving Average - Heat Map display of price changes - Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals - Support for GBP holdings quoted in pence - Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees - Integrated portfolio cash account - Manual trade entry or import from file - Automatic pricing updates (not all funds supported) - Option for manual pricing - FIFO or Average Cost accounting methods - Multiple sorting options - Alerts - Watchlists - Home Screen widgets for instruments, holdings and portfolios - Optional iCloud sync between devices - Import / Export - Touch ID / Face ID / Password lock - Multiple color schemes - Supports iOS 15 and above - Apple Watch app included (Pro subscription required) A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch Contains In-App Purchases. Free to use with up to 3 holdings. Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula