Learn to Invest
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?
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
Why employers should work with EquitySim
2022 Financial Markets Campus Recruitment Insights
Case Study: 2019 Credit-Suisse Results
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
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Updated by Justin Ling
What is it for? Keep track of all of the trades you've placed.
Access the Activity page in the left-hand navigation.
View all of the trades you've placed here and the status of those trades.
Status - Processed: If your trade has been processed you'll see a checkmark beside the trade. This means the changes have been applied to your portfolio.
Status - Pending: If your trade is pending you'll see a green flashing circle. Pending trades have not yet been processed. Pending states occur when the order is placed when the market is closed, or if you created a limit order that has not yet reached its requirements.
You can cancel pending trades to prevent them from being executed.
Payouts display automatic changes to your portfolio due to the nature of certain investments. Examples: Cash changes due to dividend payouts, or option/bond maturities are displayed here.
Export your trade data into a spreadsheet formula so you can perform your own analysis.