The quickest way to analyze your portfolio is to paste it directly into the input box:
Your broker, a spreadsheet, a Reddit post, or just type it naturally.
Our AI-powered parser recognizes multiple formats and extracts your holdings.
Check the parsed holdings, adjust if needed, then click Analyze to get your EPR score.
Equily understands multiple ways to describe your portfolio:
Describe your portfolio in plain English. Our AI parses it automatically.
I have Apple stock worth $10,000 and Tesla worth $5,000Ticker symbols with allocation percentages. Optionally include total value in brackets.
VTI 60% / BND 30% / Cash 10% [$15K]Share counts before ticker symbols. We calculate values from live prices.
100 VTI / 50 BND / 25 VXUSCopy directly from your broker app. Works with common share count formats.
AAPL 100 shares MSFT 50 shares VTI 200 sharesSpecify individual holding values. We calculate allocations automatically.
Apple worth $10,000, Tesla $5,000, cash $2,000Tip: For the most reliable parsing, use Equily Code with exchange suffixes (e.g., VTI.US, VWRL.LSE).
Prefer to build your portfolio one holding at a time? Use manual entry:
Click "Add Holding" to add one position at a time. Enter the ticker symbol and number of shares.
Type a ticker symbol and we validate it against our database. We support stocks and ETFs from major global exchanges.
Adjust shares or remove holdings before analyzing. Changes are reflected in real-time.
We fetch current prices automatically. Your portfolio value is calculated using the latest market data.
Analyze your portfolio in your preferred currency. We support:
Auto-conversion: Switch currencies anytime and we automatically convert all values using current exchange rates. Your holdings remain the same — just the display currency changes.
When you click "Analyze", we run a comprehensive analysis in seconds:
Fetch current prices for all holdings from financial data providers.
Pull historical performance data to calculate returns, volatility, and drawdowns.
Analyze underlying holdings of your ETFs to detect overlapping positions.
Calculate your score across all five EPR factors for each strategy archetype.
Generate sector, geographic, and asset class allocations for your portfolio.
For best results, use fully qualified ticker symbols with exchange suffixes:
US Markets
VTI.US, AAPL.US, VOO.US
UK Markets
VWRL.LSE, SGLN.LSE, BP.LSE
German Markets
SAP.DE, EXS1.DE, VWRL.DE
Other Markets
MC.PA (Paris), ASML.AS (Amsterdam)
Don't know the exchange? Just enter the ticker symbol and we'll try to resolve it automatically.