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?
If you are asking yourself these questions:
How can I take my investment skills to the next level?
Am I ready to manage my own money?
Could I be a good fit for a career in Finance?
An EquitySim Learning Challenges can help illuminate the way.
What are Learning Challenges?
The concept of a learning challenge, is to focus on completing tasks and solving a specific metric on EquitySim. We'll track your results throughout the challenge and award badges and a certificate that validates your results.
Through the challenge you could even win scholarships or job opportunities at major financial institutions.
You'll also join other learners, and can study their strategies to improve your own. This environment will push you to new levels of learning.
Are you ready for the challenge?
Note: If you've joined EquitySim through an educational institution, you are likely already part of a learning challenge.
Achievements - Badges & Certificates
Each challenge will have its own set of rules and metrics. At the end of each learning challenge, you will gain a link to your digital portfolio that outlines your performance and all of the challenge badges you earned. Certificates verify your work and can be used on your resume, Linkedin, or shared to show your progress to your peers.
Finalist's Group - Recruitment Opportunities
Additionally, throughout each challenge, our scouts will be searching for top talent to join our Finalists group. Finalists will meet each other and will gain access to private recruitment resources. We highlight Finalists to our recruitment partners.
Note: the critical thing our scouts look for is learning potential, so don't worry if you have little or no experience in the field.
Results of our Last Challenge:
Our 2019 finalists have secured internship positions at:
Credit Suisse (7 finalists)
Morgan Stanley (3 Finalists)
JPMorgan (1 Finalist)
Goldman Sachs (1 Finalist)
Bain & Co (1 Finalist)
Costs & Sponsorships
Learning Challenges range from $40 - $120 (USD). With this price, you will gain access to Premium EquitySim features for the duration of the challenge.
Backed with funding from Credit Suisse, University Ventures, Peak Ventures, and 500 start-ups, we actively reach-out to learners and provide sponsorships to cover the costs of the challenge.
We provide sponsorship according to performance. So make sure you are showcasing your learnings in your EquitySim account.
*note: it can take many months to identify sponsorship winners.