How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
How to Trade
What are some basic Financial Vocabulary?
How to get recruited using EquitySim
Fixing Account Errors
My Trade is not being processed
An investment in my portfolio is showing up as $0
Stock splits, mergers + acquisitions
I can't find a specific investment
I can't sign-up
My credit card is being declined
What is a Stock?
How to Choose a Stock
Active Trading vs Portfolio Management
How to start testing multiple strategies
What is Portfolio Management Strategy?
How to Build a Basic ETF Portfolio
What is an ETF?
How to Choose ETFs
What is a Bond?
What is an Option?
What are Trading Strategies?
What is short selling?
Understanding Metrics / Data
What is Diversification?
What is the Diversification Score?
What are asset-classes?
What is Geopolitical Exposure?
What is Industry Diversification?
What is Geographical Diversification?
What is Industry Exposure?
How do I read the Diversification Radar Chart?
How to read impact on diversification
What is a good Sharpe Ratio?
What is Sharpe Ratio?
What are average excess returns?
How to Improve Sharpe Ratio
How do I measure risk?
What is Return?
What is Volatility?
Credit-Suisse Investment Challenge
Recording your Strategies and Rationales
Showcasing your work on EquitySim
Adding structure to your interview answers
Preparing for the interview
Preparing for the Sales + Trading Interview
Credit-Suisse: 2019 Case Study
2019 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Summer]
Host your own EquitySim Challenge
Can users share an account?
How do I export classroom data?
How do I delete, archive and edit my class?
Challenge Setting Types
How does EquitySim compare to other simulations?
What is EquitySim?
Can I undo a trade?
How are prices determined in the simulation?
Why didn't my trade execute immediately?
How do I exchange currency?
Why isn't my ranking showing up?
What are Public Portfolios?
How do I switch between portfolios?
How am I Graded?
Does EquitySim have sample assignments for my curriculum?
How are Options priced in the simulation?
How do I find my daily portfolio change?
How do the Portfolio Emails Work?
Is my data confidential?
How do I delete my account?
How our simulations reflect the real-world
What can I trade on EquitySim?
What is a good rationale?
How to set-up your team
What are the different order types?
Which government bonds can I trade?
At EquitySim our mission is to help you discover your potential in Finance. We are confident that anyone can use our simulation to learn to manage their own investments. However, some of you will have a unique aptitude for working in the industry.
Here is how you can use EquitySim to improve your chances of landing a career in Finance:
1. Use the simulation to gain market experience
We built the simulation because trading isn't something that can be easily learned from reading and textbooks. Hands-on experience is the best way to learn this field, and before simulations, only the select few who could land internships at a bank could achieve this.
Follow news, economic changes, and company updates while placing your trade ideas on EquitySim. Do this long enough and you will start to get a sense of what the markets are really like.
Note: EquitySim provides you with the tool to apply your knowledge, but you will need to scour the internet to find the best resources and information.
2. Share your track record with employers
Start a portfolio to build your track record (you can have multiple portfolios on EquitySim).
Showcase your strategies, and performance over time. When you feel satisfied with your results you can use our sharing features to share your portfolio on Linkedin, add it to your resume or send it directly to employers.
3. Win a Sponsored Learning Challenge
Every year (usually May - September) sponsors like Credit-Suisse give you an opportunity to compete in a challenge against people from all around the world. The objective is to help you further your learning in Finance, but select winners will get an opportunity to interview directly with the firm.
note: These opportunities are currently only open to penultimate students currently studying at a College / University.