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Exploring Portfolios

Discover how others build their portfolios and find inspiration for your own.

2 min read

What is the Explore Page?

The Explore page is where you can browse portfolios published by the Equily community. Each portfolio shows its allocation chart, EPR score, and the strategy it's suited for.

Think of it as a library: Browse real portfolios from real investors, see how they're constructed, and use them as inspiration or starting points for your own.

Portfolios are not ranked or recommended — you're simply seeing what others have chosen to share.

Understanding Portfolio Cards

Each portfolio card shows key information at a glance:

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EPR Score

The Equily Portfolio Rating (0-100) measures diversification, risk-adjusted return, volatility, and other factors. Higher is generally better, but context matters.

Strategy Type

Each portfolio is categorized as Growth, Balanced, Income, or Preservation — helping you find portfolios that match your investment style.

Fork Count

Shows how many people have created their own version of this portfolio. Popular portfolios often have more forks.

Finding What You're Looking For

Use the filters at the top of the Explore page to narrow down portfolios:

Sort By

View recently published, most forked, or filter by specific criteria.

Strategy Type

Filter by Growth, Balanced, Income, or Preservation strategies.

Market

Focus on US, UK, EU, or Global portfolios.

Featured

View portfolios highlighted by the Equily team.

What Can You Do?
1
Browse & Learn

Click any card to view the full portfolio details — holdings, allocations, performance metrics, and EPR breakdown.

2
Fork a Portfolio

Found something interesting? Fork it to create your own version. Adjust the allocations, add or remove holdings, and see how your changes affect the EPR.

3
Publish Your Own

After analyzing your portfolio, you can publish it to appear in Explore and contribute to the community.

Ready to explore? Browse portfolios from the community.