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  • Total Return screenshot 1
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About Total Return

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 - 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 - 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

Ratings & reviews

3.9

37 ratings

5 ★ 59% 4 ★ 14% 3 ★ 5% 2 ★ 5% 1 ★ 16%

What’s new

Version 5.1 · Updated October 21, 2026

- Copy Backups to iCloud: turn it on in Settings › Data Management to keep a copy of every backup in your own iCloud Drive, ready on your other devices and in the Files app. - Update When the App Opens: a new quote setting lets you choose whether quotes refresh each time you open the app. - Manage Subscription: view or cancel your subscription right from Settings. - The Total screen is much faster on large portfolios. - The trades list and CSV export are sorted by date across all your portfolios. - Lists look like 4.x again, with alternating row stripes, the familiar row layout and font sizes, and wider columns in landscape. - Fixed drag-reordering positions snapping back when some rows are hidden.

App privacy

The developer, Nagotek LLC, reported these privacy practices to Apple.

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Purchases: Purchase History

Used for: Analytics, App Functionality

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