We're committed to helping investors understand their true investment performance through clear, accurate metrics.
InvestR was created to solve a fundamental problem in investment tracking: confusion about which return metric matters most.
Many investors struggle to understand why different platforms show different returns for the same portfolio. The truth is, different metrics answer different questions, and all three—CAGR, TWR, and MWR—have their place in portfolio analysis.
Our mission is to provide investors, financial advisors, and students with a clear, professional-grade tool that makes these complex calculations accessible and understandable.
We believe that investment returns should be clear and understandable. Every metric comes with explanations of what it means and when to use it.
Your investment data stays on your device. No cloud storage, no tracking, no accounts required. Complete privacy and security.
Our calculations use industry-standard methods. Whether you're an individual investor or a financial advisor, you can trust the accuracy of our metrics.
The idea for InvestR came from a simple frustration: trying to understand why different platforms showed different returns for the same portfolio. After researching the various return calculation methods—CAGR, TWR, and MWR—we realized that each metric answers a different question, and all are valuable for different purposes.
However, most tools either show only one metric or don't explain what each one means. This leaves investors confused and unsure which numbers to trust.
InvestR was built to solve this problem. We wanted to create a tool that:
We'd love to hear from you. Reach out if you have questions, feedback, or suggestions.