Three Steps
Copy from anywhere
Your broker, a spreadsheet, a Reddit post, or just type it naturally. Our AI-powered parser recognizes multiple formats.
Paste and parse
We extract your holdings automatically. Review them and adjust if needed.
Analyze
Click Analyze and get your EPR score, fund overlap detection, and full portfolio breakdown.
Supported Formats
Equily understands multiple ways to describe your portfolio. Click any example to try it.
Equily Code
Equily Code (multi-asset)
Share counts
Dollar values
Percentages + total
Strategy templates
For the most reliable parsing, use Equily Code with exchange suffixes (e.g., VTI.US, VWRL.LSE).
What Happens When You Analyze
When you click Analyze, we run a comprehensive analysis in seconds.
Price Enrichment
Fetch current prices for all holdings from financial data providers.
Historical Data
Pull historical performance to calculate returns, volatility, and drawdowns.
Fund Overlap Detection
Analyze underlying holdings of your ETFs and mutual funds to detect overlapping positions.
EPR Calculation
Calculate your score across all five EPR factors for each strategy archetype.
Ticker Symbols & Exchanges
For best results, use fully qualified ticker symbols with exchange suffixes. Don't know the exchange? Just enter the ticker and we'll try to resolve it automatically.
Currency Support
Analyze your portfolio in USD, GBP, EUR, CHF, JPY, AUD, or CAD. Switch currencies anytime — we automatically convert all values using current exchange rates.
Your portfolio data is used only for analysis. Portfolios are private by default — you choose whether to save or publish them.