EquityLens

Setting up your portfolio:

• Download and install EquityLens from the App Store
• Open the app and navigate to the Portfolio tab
• Enter the number of ETF shares you own
• Go to Settings to fetch live prices from Yahoo Finance
• Explore the History, Holdings, Countries, and Sectors tabs to view detailed analysis

Historical Charts & Analytics:

The History tab provides professional-grade analytics to help you understand your ETF investment:

Moving Averages:

• 50-Day MA: Short-term trend indicator showing the average price over 50 days
• 200-Day MA: Long-term trend indicator showing the average price over 200 days
• Toggle these on/off using the menu (•••) in the History tab

Summary Statistics:

• All-Time High/Low: The highest and lowest prices ever recorded with dates
• Average Price: The mean price across all data points in the selected time range
• Median: The middle value when all prices are sorted (50th percentile)
• Standard Deviation: Measures price volatility - higher values indicate more price swings

Return & Risk Metrics:

• CAGR: Compound Annual Growth Rate - the annualized return percentage accounting for compounding
• Total Change: The absolute and percentage change from the first to last price in your selected range
• Best Day: The largest single-day percentage gain with the date it occurred
• Worst Day: The largest single-day percentage loss with the date it occurred

Daily Movement Analysis:

• Positive Days: Number of days where the price increased from the previous day
• Negative Days: Number of days where the price decreased from the previous day
• Longest Win Streak: Maximum consecutive days of price increases
• Longest Loss Streak: Maximum consecutive days of price decreases

Tip: All statistics automatically update when you switch between VWCE (Accumulating) and VWRL (Distributing) or change the time range (1M, 3M, 6M, 1Y, All).

How do I track my portfolio value?

Enter the number of ETF shares (parts) you own in the Portfolio tab. The app will automatically calculate your total portfolio value based on the current price. You can fetch live prices from Yahoo Finance in Settings.

Which ETFs are supported?

EquityLens supports both Vanguard FTSE All-World versions: VWCE (Accumulating) and VWRL (Distributing). The app includes complete historical price data and all 4000+ underlying stock holdings.

How do I get live prices?

Go to Settings, select your preferred currency (EUR, USD, GBP, CHF, etc.), and tap the "Fetch Current Price" button. EquityLens will retrieve the latest price from Yahoo Finance from the appropriate stock exchange.

Is my data private?

Yes! All your portfolio configurations are stored locally on your device. EquityLens does not collect, transmit, or store your personal portfolio data on any servers.

Do I need an internet connection?

An internet connection is only needed to fetch live prices from Yahoo Finance. All historical data, statistics, holdings information, and portfolio calculations work completely offline after the app is downloaded.

How often is the data updated?

The holdings data is based on publicly available information from fund providers and is updated periodically to reflect the latest available fund compositions.

The app shows no data or loading errors:

• Check your internet connection
• Make sure you have configured your portfolio in Settings
• Try closing and reopening the app
• If the problem persists, contact support (see below)

The percentages don't add up correctly:

Ensure your ETF allocation percentages in Settings add up to 100%. The app will display a warning if the total is not 100%.

App crashes or freezes:

Please report crashes to our support email with details about what you were doing when the crash occurred. This helps us improve the app.

Backup and restore your portfolio snapshots:

Exporting Your Data:

• Go to the Tracking tab
• Tap the menu button (•••) in the top-right corner
• Select "Export Data"
• Choose between JSON (recommended) or CSV format
• Save the file to your device or share it to cloud storage

Importing Your Data:

• Go to the Tracking tab
• Tap the menu button (•••) in the top-right corner
• Select "Import Data"
• Choose your previously exported JSON file
• Your portfolio snapshots will be restored

Use Cases:

• Device Migration: Transfer your portfolio data when getting a new iPhone
• Backup: Keep a secure copy of your portfolio history
• Analysis: Export to CSV to analyze your data in Excel or other tools
• Recovery: Restore your snapshots after reinstalling the app

Note: JSON format preserves all data perfectly and is recommended for backup and restore. CSV format is ideal for data analysis in spreadsheet applications.

Frequently Asked Questions - Quick answers to common questions

Privacy Policy - Learn about how we handle your data

App Store Page - Download or update the app