Portfolio Intelligence for Everyone
Some people don't invest at all—because they lack knowledge or access. Others invest, but don't have a clear way to understand their portfolio's structure.
Equily provides the accessible framework and community where everyone can learn, share, and grow together.
Why This Matters
Investment knowledge remains concentrated among the few. These numbers show why accessible portfolio intelligence is essential.
57%
of euro area wealth held by the top 10%
5%
of wealth owned by the bottom 50% of households
72%
of women rate their investing knowledge as beginner
48%
average score on financial literacy questions
Sources: European Central Bank 2025, Eurostat, Motley Fool Financial Literacy Report 2024
Who Equily Helps
New to Investing
Lack the knowledge to start, or feel excluded by wealth manager minimums. Equily provides a clear framework to understand portfolio construction.
Self-Directed Investors
Already investing, but want to understand how your portfolio structure affects your EPR score—concentration, leverage, overlap, and more.
Experienced Investors
Check existing portfolios, simulate what-if scenarios, and share your expertise with the community. Contribute to collective knowledge.
What We Built
The infrastructure for portfolio intelligence
Equily Portfolio Rating
The scoring standard
An independent standard for measuring portfolio structural quality. No predictions, no crystal ball—just objective analysis across five factors.
Equily Code
The universal language
A common language for portfolios. Simple, transportable, universal. Describe any strategy in a format that's easy to read, share, and copy.
60% VTI, 30% VXUS, 10% BNDLearn moreFork & Share
The collaboration layer
Publish portfolios, fork strategies, track attribution. Start from any published approach and make it your own. Built for community learning.
The Knowledge Cycle
When everyone contributes, the world's investment knowledge grows
Explore
Browse published portfolios, learn from others
Analyse
Get your EPR score, understand your portfolio structure
Fork & Refine
Build on strategies, simulate what-if scenarios
Share
Publish your insights, help the next person learn
Every contribution raises the collective knowledge.
New investors learn. Existing investors grow. Experienced investors share. Everyone benefits.
What We Believe
Free Forever, For Everyone
The core platform will always be free. Whether you have $1,000 or $1 million, you deserve access to the same quality analysis.
Education, Not Advice
We show you how your portfolio is constructed and what that means—we don't tell you what to buy. Knowledge empowers better decisions.
Transparency Over Complexity
Every score we show you, we explain why. No black boxes, no hidden formulas. Clarity builds trust.
The Team
Built by a team with expertise in finance, technology, and making complex things accessible.
Financial Services
Former Bank of England economist, private equity advisory
Academic Rigor
PhD physicist, complex systems analysis
Technology
Silicon Valley & London fintech experience