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myMonthly Results app for iPhone and iPad


4.2 ( 7072 ratings )
Finance Education
Developer: The DiogenesGroup Limited
Free
Current version: 2.2, last update: 1 year ago
First release : 02 Jun 2021
App size: 13.19 Mb

Analysis of an investment accounts monthly performance.

By simply entering in several values this app will calculate the Profitability and the Rates of Return on an investment account for a single month.

Your Returns are then compared to the Models Returns based upon your Asset Allocation between Stocks and Bonds.

Lastly, the "Spread" between the performance and Model performance is calculated.

Example: "You made $3,500 and had a 2% but the Model earned 5% - which means you actually lost 3%."

The Spread is calculated both in Percentage and Dollar values.

"The value of the 3% underperformance is $10,000."

This app provides the financial performance and accountability that brokerage statements do not.

You can even download and share the data to hold people accountable for their advice and actions.