Adjust allocations and see how changes would affect your EPR score.
The Simulate tab lets you experiment with portfolio allocations and instantly see how changes would affect your EPR score. Adjust how much is allocated to each asset class and view the recalculated score.
Your original analysis remains unchanged. Simulation is purely for exploring how different allocations would be scored.
On desktop, you can choose between two interaction modes:
Drag the edges of chart segments to quickly adjust allocations. Great for making rough adjustments.
Click a segment to reveal a precision slider. Perfect for setting exact percentages.
On mobile, tap any segment to access the precision slider.
First, run a normal analysis on your portfolio to get your baseline EPR score.
Click the Simulate tab (with the slider icon) to access the interactive allocation chart.
Click or drag chart segments to change how much is allocated to each asset class. The chart updates in real-time.
Click "Analyse Revised Portfolio" to see how your changes would affect the EPR score. Compare it to your baseline.
Copy the Equily Code to save your revised allocation or share it with others.
Asset Class Weights
Shift between Equity, Bonds, Commodities, and Cash. See how different mixes would be scored.
Individual Holding Weights
Adjust the percentage allocated to specific ETFs or stocks within each asset class.
Strategy Alignment
Explore how allocation changes would affect scoring against different strategy archetypes (Growth, Balanced, Income, Preservation).
When you adjust allocations, Equily generates an updated Equily Code — a simple text format that captures your revised allocation.
You can copy this code and paste it into a new analysis, or share it with others.