Equily Code
One line of text that captures your entire portfolio. The universal language for sharing investments.
What Is Equily Code?
Instead of screenshots, spreadsheets, or complex descriptions, Equily Code lets you share your entire portfolio in a single line.
Anyone can copy this, paste it into Equily, and instantly analyze the same portfolio. Equily automatically resolves ticker symbols, so you don't need to specify exchanges for common tickers.
The Format
Ticker + allocation, separated by slashes. Simple as that.
Percentage-based
Share-based
With portfolio value
Add your total value in brackets for accurate analysis. Supports [$], [£], [€].
With cash
Exchange Suffixes
Equily resolves most common tickers automatically. For universal precision, add exchange suffixes.
When you analyze a portfolio, we automatically generate Equily Code with the correct exchange suffixes — you don't need to remember them.
Where to Use Equily Code
Social media
Post on Twitter, Reddit, or Discord. Others can copy and analyze instantly.
Investment communities
Share portfolio ideas in forums with a format everyone can use.
Personal notes
Save portfolio snapshots in your notes app. Easy to revisit and analyze later.
Advanced
Currency hint
Specify currency without a value: VWRL.LSE 80% / Cash 20% [GBP]
Smart cash currency
When all tickers share the same exchange, cash currency is inferred automatically.
Multi-asset global
Complex portfolios work just as easily: VTI.US 40% / VXUS.US 20% / BND.US 25% / GLD.US 10% / Cash 5%