Total Returns Stocks Dividends by Cloud Epsilon LLC (Universal)
Released: Nov 9, 2018
Version: 2.13
Size: 31 MB
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Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Total Returns Stocks Dividends

Cloud Epsilon LLC
The finance app for Total Returns (includes dividends and interest) on over 10,000 global stocks, mutual funds, ETFs, with history from 2000. Provides income, price charts as well as numerical output. 
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.

***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 {U.S. listed tickers do not require .US extension, eg MSFT and are both OK; SAP.xetra, 6752.tse for Panasonic, DJI.indx etc.}

***After tapping in a ticker or tickers, hit 'return' *not* Swipe. Then Swipe between screens.

-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.

-Designed by a Finance professor and a development team from Canada, Germany and Switzerland, this app has had thousands of downloads since 2012, pls. see 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.

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


What's new in version 2.13
Data history from 1990 for most mutual funds, stocks, ETFs (1993+), added ticker lookup link, sorted numerical Total Returns output >>to chart screen.
Screenshot #1 (iPhone)
Our verdict: Good
  • + Total Returns Stocks Dividends is a highly rated app (4.5-star).
  • + It is currently 17% off its regular price.
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