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?
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!