Publishing Portfolios
Share your portfolio with the community and let others learn from your approach.
What Is Publishing?
Publishing makes your portfolio visible to anyone with the link. It gets a permanent URL — equily.app/p/your-portfolio-name — that you can share on social media, forums, or with friends.
Others can view your holdings, EPR score, and analysis — and fork it to create their own version.
How to Publish
Save your portfolio
Only saved portfolios can be published. Save it to your library first.
Click Publish
From your portfolio or library, click the Publish button to open the publishing dialog.
Choose your URL
Pick a custom URL slug. A suggested name is generated from your portfolio name, but you can customise it.
Confirm & share
Click Publish Portfolio. Copy your URL and share it wherever you like.
What's Visible
When you publish, some information becomes public and some stays private.
Visible
Holdings, allocation percentages, EPR score, strategy, return and risk metrics, your username
Hidden
Total portfolio value, individual position values, your email address, other saved portfolios
Your portfolio value is never revealed — only percentages and relative metrics.
Managing Published Portfolios
Fork count
See how many times each portfolio has been forked.
Published badge
Published portfolios show a badge in your library.
Unpublish anytime
Changed your mind? Click Unpublish to make it private again. Existing forks remain but the original link stops working.
Published portfolios are for educational purposes. They show how portfolios are structured, not investment recommendations.