Learn how to create your own version of any published portfolio on Equily.
Forking creates a copy of a published portfolio that you can modify and analyze as your own. It's inspired by how software developers share and build upon each other's work.
Think of it like a recipe: Someone shares their portfolio "recipe" publicly. You can fork it to create your own version — adjust the allocations, add or remove holdings, then see how your changes affect the EPR score.
The original portfolio remains unchanged. Your fork is completely independent — you can modify it however you like.
Browse published portfolios in the Explore gallery or receive a shared link from someone.
On any public portfolio page, click the fork button. This copies the holdings into a new analysis for you.
Add new holdings, remove existing ones, or adjust allocations. The portfolio opens in the editor ready for your changes.
Run the analysis to see how your modifications affect the EPR score and other metrics.
Save your fork to your library. If you want, you can publish it too — creating a new public portfolio that others can fork.
Equily maintains a transparent attribution chain for forked portfolios:
When you publish a forked portfolio, it displays a "Based on [Original Name]" banner with a link to the source portfolio.
Your fork shows the EPR score difference compared to the original — making it easy to see if your modifications improved the score.
Original portfolios display how many times they've been forked — helping the community identify popular and influential strategies.
When you fork a portfolio, you get complete control over the holdings:
Adjust Allocations
Change the percentage or value allocated to each holding.
Add Holdings
Include additional ETFs, stocks, or other securities.
Remove Holdings
Remove positions you don't want in your version.
Change Currency
Analyze the portfolio in a different base currency.
Learn from Others
See how experienced investors structure their portfolios, then experiment with modifications to understand how changes affect the EPR score.
Start with a Template
Use a published portfolio as a starting point rather than building from scratch. Adapt it to your preferences and circumstances.
Test "What If" Scenarios
Fork an interesting portfolio, make changes, and compare the EPR score to see how modifications affect the analysis.
Build on Community Ideas
Combine insights from multiple portfolios. Fork one, add elements from another, and create something that works for you.