Get started
Feature Walkthrough
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
Credit-Suisse Challenge
Recruitment Resources
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
2021 Credit-Suisse Investment Challenge
Case Study: 2019 Credit-Suisse Results
Learning Materials
Introduction
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?
Diversification Score
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
Sharpe Ratio
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?
Challenge Metrics
Host your own EquitySim Challenge
Instructor Integrations
Organizer On-boarding
Syllabus Integration
Can users share an account?
How do I export classroom data?
How do I delete, archive and edit my class?
Challenge Setting Types
Learning Challenge
How does EquitySim compare to other simulations?
Other FAQ
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?
Referral Program
How our simulations reflect the real-world
What can I trade on EquitySim?
Referral Bonuses
What is a good rationale?
How to set-up your team
What are the different order types?
Which government bonds can I trade?
- All Categories
- Other FAQ
- Referral Bonuses
Referral Bonuses
Updated
by Justin Ling
The referral program awards you 1 free month of PRO upgrade for each friend you refer to the platform. This page outlines additional bonuses you can gain for referring friends.
Current Bonuses
May 2021 Top referrer: The top referrer on the referral leaderboard on April 30th, 2021 at 11:59pm EST will be awarded a $25 Amazon gift card.
This page will be updated periodically.