EquityLens

EquityLens is the ultimate transparency and portfolio tracking tool for investors who want to know exactly what they own. Specifically designed for the Vanguard FTSE All-World ETF (both VWCE Accumulating and VWRL Distributing versions), our app reveals the complete picture of your global investment with powerful tracking and professional-grade analytics.

KEY FEATURES

Portfolio Tracking & Management

• Track your ETF holdings with real-time value calculations
• Support for Apple Watch (including an Apple Watch App and Apple Watch face complications).
• Support for iPhone Widgets (small & medium size).
• Support for iPads.
• Support for both Accumulating (VWCE) and Distributing (VWRL) versions
• Support for iCloud to synchronize
• Multi-currency support (USD, EUR, GBP, CHF, JPY, CAD, AUD, CNY, HKD, SGD)
• Live price updates from Yahoo Finance integration
• Historical price charts with multiple timeframes (1M, 3M, 6M, 1Y, All)
• Technical analysis with 50-day and 200-day moving averages
• Detailed performance analytics and change tracking

Comprehensive Statistics & Analytics

• Professional statistics dashboard with three analytical views
• Summary Statistics: All-time high/low with dates, average price, median, standard deviation, data points
• Return & Risk Metrics: CAGR (Compound Annual Growth Rate), total change, best day gain, worst day loss with dates
• Daily Movement Analysis: Positive/negative day counts, longest winning streak, longest losing streak with start dates
• All statistics dynamically update based on selected ETF version and time range
• Understand performance trends and historical patterns

Complete Holdings Breakdown

• View all 4,000+ individual stock holdings
• Real-time weightings and allocations
• Search and filter by company, country, or sector
• Detailed stock information including ISIN codes

Geographic Analysis

• Visual maps showing global distribution
• Country-by-country allocation percentages
• Interactive country-based filtering

Sector Intelligence

• Detailed sector weightings and trends
• Industry concentration analysis
• Compare sectors across regions
• Visual sector breakdown with interactive filtering

Smart Search & Discovery

• Find specific companies instantly
• Discover hidden holdings you never knew about
• Track your stocks within the fund
• Clear and intuitive search with quick filters

WHY EQUITYLENS?

The Vanguard FTSE All-World ETF is one of the world's most popular global investment funds, but understanding its 4,000+ holdings and tracking your investment can be overwhelming. EquityLens makes this complexity simple and accessible while providing professional-grade portfolio tracking tools and comprehensive statistical analysis.

With our analytics features, you can understand long-term performance with CAGR calculations, identify market trends with moving averages, assess volatility through standard deviation metrics, and learn from historical patterns with best/worst day analysis.

PERFECT FOR:

• DIY investors seeking transparency and professional portfolio analytics
• Long-term investors tracking VWCE or VWRL performance
• Technical analysts using moving averages and statistical metrics
• Financial advisors explaining allocations and performance to clients
• Students learning about global markets and investment analysis
• Anyone curious about their FTSE All-World investment

IMPORTANT DISCLAIMER

EquityLens is an independent analysis tool and is not affiliated with, endorsed by, or connected to Vanguard Group, FTSE, Yahoo Finance, or any other financial institution. This app is for informational and educational purposes only and does not constitute financial advice. Historical performance does not guarantee future results. Always consult with qualified financial professionals before making investment decisions.

DATA SOURCES

Holdings analysis based on publicly available Vanguard FTSE All-World ETF data. Historical prices and live market data sourced from Yahoo Finance.