Trading Platform
How to Trade
How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
Portfolio Management 101
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?
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 an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is the Combined Score?
What is the Engagement Score?
Sharpe Ratio Challenge
Diversification Challenge
Market Basics Challenge
How do I measure performance?
What portfolio analytics are available?
How do I compare my portfolio to the benchmark?
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?
Credit-Suisse Recruitment Simulation
Preparing for recruitment
How to: use EquitySim to improve your recruitment potential
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
White paper: Simulation-based hiring
Helping Fortune 500's hire diverse talent
Case Study: 2019 Credit-Suisse Results
2022 Credit-Suisse Challenge
2022 Financial Markets Campus Recruitment Insights
- All Categories
- Portfolio Management 101
- What portfolio analytics are available?
What portfolio analytics are available?
Currently we provide sharpe ratio, comparison to the benchmark, portfolio composition, and the ability to filter between long and short trades.
View analytics on any of your portfolios by clicking the "View Analytics" button on the top right of any portfolio. Scroll down to the bottom of the page to find a break down of assets you've invested in and types of trades you've made. Automatically see your portfolio compared to the S&P 500 in a line graph.
We are developing additional analytics to release in the future. If you have suggestions for analytics you'd like that but don't see, let us know at [email protected]