Like a credit score, but for your investments.
EPR (Equily Portfolio Rating) gives you a single 0-100 score that tells you how well your portfolio is built. Five factors: diversification, risk-adjusted return, volatility, strategy fit, and flexibility.
→ Finally understand how your portfolio is built — without needing a finance degree.
Learn more about EPR ScoreThe first consumer platform to look inside your funds.
Your broker shows 13% NVIDIA. But count what's hidden in your ETFs? It's actually 21%. Deep Look reveals your true exposure — something no other consumer platform shows you.
→ See if you're paying for diversification you're not getting.
Learn more about Deep LookWe catch the hidden concentration.
Own VTI, QQQ, and SPY? You might have 40%+ overlap. Own multiple tech ETFs? Your portfolio might be more concentrated than you think. We show you exactly where.
→ See where you might be paying double. Understand your actual diversification.
Learn more about Fund OverlapSee how changes affect your score.
What happens if you add more bonds? Reduce your tech exposure? Increase international? Simulate any change and see the EPR impact instantly — before you execute a single trade.
→ Understand the impact before committing real money.
Learn more about SimulateLearn from others. Share your approach.
Browse community portfolios. Find one you like? Fork it to make your own version. Publish your approach anonymously — share allocations and structure, never your holdings or values.
→ Learn from community portfolios, not hypotheticals.
Learn more about Fork & PublishTrack EPR changes over time.
Save portfolios to your personal library. Refresh with latest market data in one click. Track how your EPR score changes over time. Edit, publish, or fork your own portfolios.
→ Your personal portfolio command centre.
Learn more about Your DashboardWe bring clarity, not advice.
Equily provides a consistent scoring system to decode portfolio complexity. We never tell you what to buy or sell.
We show data. You make decisions.
We show you the numbers: your EPR score, your concentrations, your overlap. What you do with that information is entirely up to you.
EPR impact ≠ investment quality.
A high concentration might lower your EPR, but that doesn't mean it's wrong for you. You know your situation — we just provide the analysis.
Your agency, always. Every portfolio is assessed using the same objective criteria. We describe what we observe and its impact on your score. You maintain full control over your investment decisions. Always consult a qualified financial advisor before making investment decisions.
You share your portfolio with us for analysis. The community sees only your structure — allocations, score, strategy type — never your specific tickers, values, or identity. Collaborate without exposure.