Portfolio Simulation
Test before you trade. See how allocation changes would affect your EPR score.
What Is Simulation?
The Simulate tab lets you experiment with portfolio allocations and instantly see how changes would affect your EPR score. Adjust how much is allocated to each asset class and view the recalculated score.
Your original analysis remains unchanged. Simulation is purely for exploring how different allocations would be scored.
Two Ways to Adjust
Drag mode
Drag the edges of chart segments to quickly adjust allocations. Great for rough adjustments.
Click mode
Click a segment to reveal a precision slider. Perfect for setting exact percentages.
On mobile, tap any segment to access the precision slider.
How It Works
Analyze your portfolio
Run a normal analysis to get your baseline EPR score.
Go to the Simulate tab
Open the interactive allocation chart.
Adjust allocations
Click or drag chart segments to change allocations. The chart updates in real time.
Analyze the revised allocation
Click Analyse Revised Portfolio to see how your changes affect the score. Compare it to your baseline.
Copy the Equily Code
Save your revised allocation or share it with others. Click Reset to Original to restore your baseline.
What Can You Simulate?
Asset class weights
Shift between Equity, Bonds, Commodities, and Cash.
Individual holding weights
Adjust the percentage allocated to specific ETFs or stocks within each asset class.
Strategy alignment
Explore how allocation changes affect scoring against different archetypes.
Simulation shows how changes would affect your EPR score based on historical data. EPR scores are for educational purposes and do not constitute investment advice.