Forking Portfolios
Copy any published portfolio, make it yours, and see how your changes affect the score.
What Is Forking?
Forking creates a copy of a published portfolio that you can modify and analyze as your own. Think of it like a recipe — someone shares their portfolio recipe, and you create your own version.
The original remains unchanged. Your fork is completely independent — adjust allocations, add or remove holdings, then see how your changes affect the EPR score.
How Forking Works
Find a published portfolio
Browse the Explore gallery or receive a shared link.
Click Fork This Portfolio
This copies the holdings into a new analysis for you.
Modify the holdings
Add, remove, or adjust allocations. The portfolio opens in the editor ready for your changes.
Analyze your version
Run the analysis to see how your modifications affect the EPR score. Save and optionally publish your fork.
Attribution & Credit
Equily maintains a transparent attribution chain for forked portfolios.
Fork banner
Published forks display a “Based on” banner with a link to the source portfolio.
EPR delta
Your fork shows the score difference compared to the original — making it easy to see if your changes improved the score.
Fork count
Originals display how many times they've been forked, helping the community find popular strategies.
Why Fork?
Learn from others
Study how experienced investors structure their portfolios and experiment with modifications.
Start with a template
Use a published portfolio as a starting point rather than building from scratch.
Test what-if scenarios
Fork, make changes, and compare the EPR score to the original.
Your forked portfolios are private by default. The original portfolio owner cannot see your modifications.