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?
Educators on EquitySim have access to pre-built, gamified assignments integrated with our AI Grading Rubric.
We've collaborated with top professors and industry partners to achieve key learning objectives and maximize engagement.
Assignments include variations across following:
Individual vs. Competition
Length: 1 day, 1-2 weeks, semester long, year long
Portfolio construction for various personas (ex. HIRISK and LORISK)
AI Learning Progression Reports:
Evaluate how students are grasping concepts like asset allocation, diversification, and risk management over time.
Frequency of reports sent to professors are requested on individual basis (typically every 1-2 weeks).
What the Reports Include:
Through the collection of the students activities and behaviors over time, our AI evaluates students progression in several key areas. Below are a few examples of things we provide to professors to create immediate feedback loops between them and their students:
Progression or advancement across investment vehicles
Research/Thoughtfulness of rationales improving over time
Return variability (high/med/low)
Frequency of visiting the platform and searching companies
Frequency of creating new portfolio strategies and rebalancing existing portfolios
NOTE: This not the extensive list of information we can provide. Our AI Reports provide much more detailed analysis on each of these areas for your students.
For access and more information on the reports or the exclusive sample syllabi and assignments that you can introduce into your course, please reach out to us at [email protected] and we'll be happy to help!