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Publishing Portfolios

Share your portfolio with the community and let others learn from your approach.

What is Publishing?

Publishing makes your portfolio visible to anyone with the link. Your portfolio gets a permanent URL that you can share on social media, forums, or with friends.

Your Public URL

equily.app/p/your-portfolio-name

Once published, others can view your holdings, EPR score, and analysis — and fork it to create their own version.

Why Publish Your Portfolio?
Help Others Learn

Share your investment approach with the community. Others can study your allocation strategy and learn from your choices.

Get Forked

When others fork and improve your portfolio, you can see their versions. It's a way to discover new ideas and variations.

Build Your Reputation

Published portfolios show your username. High-EPR portfolios that get forked often become recognized in the community.

Easy Sharing

Post your portfolio link on Reddit, Twitter, Discord, or investing communities. One link shows everything.

How to Publish
1
Save Your Portfolio

First, save your analyzed portfolio to your library. Only saved portfolios can be published.

2
Click "Publish"

From your portfolio or library, click the Publish button. This opens the publishing dialog.

3
Choose Your URL

Pick a custom URL slug for your portfolio. A suggested name is generated from your portfolio name, but you can customize it.

4
Confirm & Share

Click "Publish Portfolio" to make it live. Copy your URL and share it wherever you like.

What's Visible Publicly

When you publish, the following information becomes visible:

Visible
  • Holdings and ticker symbols
  • Allocation percentages
  • EPR score and strategy
  • Return and risk metrics (%)
  • Your username (attribution)
Hidden
  • Total portfolio value
  • Individual position values
  • Your email address
  • Other saved portfolios

Your portfolio value is never revealed — only percentages and relative metrics.

Managing Your Published Portfolios

Track your published portfolios from your profile:

View Fork Count

See how many times each portfolio has been forked. Popular portfolios often attract multiple forks.

Published Badge

Published portfolios show a badge in your library so you can quickly see which ones are public.

Unpublish Anytime

Changed your mind? Click "Unpublish" to make your portfolio private again. Existing forks remain but the original link stops working.

Quick Copy Link

Copy your public URL with one click to share on social media or investing communities.

Ready to share your portfolio with the community?