How Equily Works
Portfolio intelligence for everyone. No identity required. Just paste your holdings and go.
The Loop
Everything on Equily follows a simple cycle. Once you understand it, the whole platform makes sense.
Score
Paste your portfolio and get an EPR score — a 0-100 rating that tells you how well-structured it is.
Explore
Browse portfolios published by the community. See how others structure their investments.
Fork
Found something interesting? Copy it, adjust the allocations, and see how your version scores.
Publish
Share your portfolio with the community. Others can learn from it, fork it, and build on your work.
What Makes Equily Different
EPR Score
A single 0-100 number that reflects your portfolio's health across five factors: diversification, risk-adjusted return, volatility, strategy fit, and flexibility.
Deep Look
We look inside your ETFs to reveal your true exposure. Your broker shows 13% NVIDIA — but count what's hidden in your funds, and it might be 21%.
Fund Overlap Detection
Own VTI, QQQ, and SPY? You might have 40%+ overlap. We show you exactly where you're paying for diversification you're not getting.
Simulate
Test allocation changes before you trade. See how adding bonds or reducing tech exposure would affect your score.
Fork & Publish
Like GitHub for portfolios. Browse what others have built, fork it to make your own version, and share your approach anonymously.
What Equily Is Not
We bring clarity, not advice. Equily provides a consistent scoring system to decode portfolio complexity. We never tell you what to buy or sell.
We show data. You make decisions. A high concentration might lower your EPR, but that doesn't mean it's wrong for you. You know your situation — we just provide the analysis.
EPR scores are for educational purposes and do not constitute investment advice. Always consult a qualified financial advisor before making investment decisions.
Share Insights, Not Holdings
You share your portfolio with us for analysis. The community sees only your structure — allocations, score, strategy type — never your specific tickers, values, or identity. Collaborate without exposure.