Your Dashboard
Your personal portfolio command centre. Save, track, and manage everything in one place.
What Is the Dashboard?
Every portfolio you save appears here, ready to be refreshed with the latest market data, tracked over time, or shared with the community.
One place to see everything you've analyzed, monitor EPR changes, and manage what's published.
What You Can Do
Refresh
Update with the latest market data. One click for fresh prices and a recalculated EPR score.
Full analysis
Open the full view with all tabs — Summary, Detailed, Simulate, Share.
Edit
Modify holdings and re-analyze. Opens in Equily Code format for easy editing.
Copy
Duplicate any portfolio. Useful for testing variations without changing the original.
View history
See past analyses and track how your EPR score has changed over time.
Publish
Share with the community. Published portfolios show your structure, not specific values.
Published vs Private
Portfolios can be either private or published.
Private
Only you can see it. Can be edited and refreshed. Share via image link.
Published
Visible on your public page. Frozen (no edits or refreshes). Can be forked by others.
Published portfolios are immutable. To make changes, use Copy to create an editable version.
Your Public Page
Every user gets a public page at equily.app/p/username. This shows all your published portfolios — your approach to investing, visible to anyone.
The community sees your structure — allocations, score, and strategy type — never your specific tickers, values, or identity. Your private portfolios remain private.