Master Your Investment Returns

Understand Your True Investment Performance

Ever wondered why your investment returns look different depending on how you calculate them? InvestR helps you understand your portfolio performance through three key metrics: CAGR, TWR, and MWR.

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Who Is This For?

InvestR is designed for everyone who wants to understand their true investment performance

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Individual Investors

Track stocks, bonds, real estate, and crypto with professional-grade calculations. Get clarity on your portfolio performance with accurate metrics.

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Financial Advisors

Clearly demonstrate why different return metrics matter. Show clients the impact of their investment decisions with clear, professional reports.

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Finance Students

Learn CAGR, TWR, and MWR with real examples. Understand the practical application of investment return calculations.

Problems We Solve

Investment return calculations can be confusing. Different platforms show different results, making it hard to understand your true performance. InvestR solves these common challenges:

Confusing Returns – Different platforms show different results. InvestR displays all three return types with clear explanations.
Cash Flow Blind Spots – Deposits and withdrawals affect your real returns. MWR reveals your actual experience.
Manager Comparison – TWR isolates pure investment performance.
Simple Growth Questions – CAGR shows average annual return without complexity.

Financial data analysis and investment tracking

Key Features

Everything you need to understand and track your investment performance

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Track Unlimited Investments

Monitor all your investments in one place - stocks, bonds, real estate, and cryptocurrency.

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Calculate CAGR, TWR, and MWR

Get all three key return metrics with professional-grade calculations and clear explanations.

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Manage Cash Flows

Track deposits, withdrawals, dividends, and interest payments with ease.

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Side-by-Side Comparison

Compare different return metrics side-by-side to understand what each one tells you.

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Quick Calculator

Fast estimates for quick investment decisions and portfolio reviews.

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Clean Interface

Beautiful, intuitive design that makes complex calculations easy to understand.

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Local Data Storage

Your data stays on your device - no accounts, no tracking, complete privacy.

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Export Portfolio Data

Export your portfolio data for backup, analysis, or sharing with advisors.

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Works Offline

Use InvestR anywhere, anytime - no internet connection required.

Why These Metrics Matter

Different return metrics answer different questions. Understanding which one to use helps you make better investment decisions.

CAGR

"If I invested once and never touched it, what's my average annual growth?"

TWR

"How did the investment itself perform, independent of my cash flows?"

MWR

"What's my real return based on when I deposited and withdrew money?"

All three answer different questions—InvestR helps you choose the right one.

Perfect Scenarios

When to use InvestR for better investment insights

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Portfolio Reviews

Get a complete picture of your investment performance during regular portfolio reviews.

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Comparing Investment Options

Make informed decisions when comparing different investment opportunities.

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Tax Season Clarity

Understand your gains and losses clearly for accurate tax reporting.

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Education & Learning

Learn how different return calculations work with real-world examples.

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Client Meetings

Present professional investment performance reports to clients with confidence.

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Cash Flow Impact Analysis

Understand how large deposits and withdrawals affect your investment returns.