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
How to: use EquitySim to improve your recruitment potential
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
Showcasing your work on EquitySim
Designing a stand-out resume
Preparing for the S+T interview
STAR Structure for Behavioural Interview Questions
Interview Prep: Tell me about yourself
Interview Prep: Pitch me an Investment Idea
Interview Practice - Partner Exercise
Interview Prep: What to wear
2022 Credit-Suisse Challenge
Case Study: 2019 Credit-Suisse Results
2022 Challenge Partner Program
What is a Stock?
How to Choose a Stock
Active Trading vs Portfolio Management
How to start testing multiple strategies
What is an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is Portfolio Management Strategy?
What is Diversification?
What is the Diversification Score?
How to Build a Basic ETF Portfolio
What are asset-classes?
What is Industry Exposure?
What is Geopolitical Exposure?
How to read impact on diversification
What is Volatility?
What is Return?
What is Sharpe Ratio?
How to Improve Sharpe Ratio
How do I measure risk?
What are average excess returns?
What is a good Sharpe Ratio?
Host your own EquitySim Challenge
Asset Allocation (Assignment 1)
Activity 1: Trading Frequency and Returns
Activity 2: ETFs and Asset Allocation
Activity 3: Creating a Long Stock Pitch
Activity 4: Shorting, Correlation, and Hedging
Activity 5: Equities — Stop and Limit Orders
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 are Trading Strategies?
What are some basic Financial Vocabulary?
Recording your Strategies and Rationales
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?
How do I make my portfolio public?
Update your privacy settings (shown below) to reveal a shareable link that you can send to anyone (even those without an EquitySim account).
What does it mean to make my portfolio public?
If you choose to make your portfolio public, you'll be able to share your portfolio with other users on the platform.
Others will be able to see your overall portfolio performance (Sharpe ratio and total return), your general approach, and your diversification metrics in terms of asset class, geography, and industry.
Users will also be able to see your holdings, see whether you are long or short, and see how big your exposure is expressed as a percentage of your portfolio.
Why should I make my portfolio public?
Now you can let your friends, family, or even a future employer view a snapshot of your portfolio
With a public portfolio, you can show off your portfolio's performance and compare your holdings, rationales, and strategies with other EquitySim users.
Where can I see other public portfolios?
You can find other portfolios by clicking on the ranking page, which shows the top portfolios, in terms of Sharpe Ratio, on the platform.
By looking at others' public portfolios, you'll also be able learn from other 'investors' on the platform and explore different investing ideas or approaches you might not have thought of yourself.
If I choose to make my portfolio public, can I make it private again?
Absolutely! You can make your portfolio private or public at any time by editing your portfolio privacy settings.
NOTE: All portfolios linked to a classroom are auto set to public. This allows professors and peers to view class-linked portfolio results. This is the first step towards a broader roll-out of 'Community' features in an effort to help users connect better with one another.