Your Dashboard

Your personal portfolio command centre. Save, track, and manage all your portfolios in one place.

What is the Dashboard?

The dashboard is your personal portfolio library. Every portfolio you save appears here, ready to be refreshed with the latest market data, tracked over time, or shared with the community.

Think of it as your portfolio command centre — one place to see everything you've analyzed, monitor EPR changes, and manage what's published.

Quick Actions

Every saved portfolio has quick actions available:

Refresh

Update with the latest market data. One click to get fresh prices and a recalculated EPR score.

Copy a shareable link. For private portfolios, this shares an image. For published portfolios, it shares the public page.

What You Can Do

Full Analysis

Open the full analysis view with all tabs — Summary, Detailed, Simulate, Share.

Edit

Modify your holdings and re-analyze. Opens the portfolio in Equily Code format for easy editing.

Copy

Create a duplicate of any portfolio. Useful for testing variations without changing the original.

View History

See past analyses and track how your EPR score has changed over time.

Publish

Share your portfolio with the community. Published portfolios show your structure — allocations and score — not your specific holdings.

Delete

Remove a portfolio from your library. This cannot be undone.

Published vs Private

Portfolios can be either private (only you can see them) or published (visible to the community).

Private

• Only you can see it
• Can be edited and refreshed
• Share via image link

Published

• Visible on your public page
• Frozen (no edits or refreshes)
• Share via public link
• Can be forked by others

Published portfolios are immutable. To make changes, use Copy to create an editable version.

Forked Portfolios

When you fork a portfolio from the community, it appears in your dashboard with a fork icon. You can see where it came from, modify it however you like, and even publish your own version.

Your forked portfolio is independent — changes you make don't affect the original, and changes to the original don't affect yours.

Your Public Page

Every user gets a public page at equily.app/p/username. This shows all your published portfolios — your approach to investing, visible to anyone.

The dashboard shows your public page link at the top, with quick buttons to copy the URL or visit the page.

Privacy: The community sees your structure — allocations, score, and strategy type — never your specific tickers, values, or identity. Your private portfolios remain private.