Trading Platform
How to Trade
How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
Portfolio Management 101
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?
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 an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is the Combined Score?
What is the Engagement Score?
Sharpe Ratio Challenge
Diversification Challenge
Market Basics Challenge
How do I measure performance?
What portfolio analytics are available?
How do I compare my portfolio to the benchmark?
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?
Credit-Suisse Recruitment Simulation
Preparing for recruitment
How to: use EquitySim to improve your recruitment potential
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
White paper: Simulation-based hiring
Helping Fortune 500's hire diverse talent
Case Study: 2019 Credit-Suisse Results
2022 Credit-Suisse Challenge
2022 Financial Markets Campus Recruitment Insights
- All Categories
- Portfolio Management 101
- Market Basics Challenge
Market Basics Challenge
Description: This challenge is designed to get you more comfortable with the financial markets. Your first goal is to place as many trades as you can, (even if these trades have no strategy or reasoning behind them). By placing trades and connecting outcomes you will increase your experience and familiarity with the markets.
Objective: Primary Objective: Place 100 trades while trying to make a profit.
Score Weighting:
90% Engagement
10% Return
Engagement Requirements:
100 Trades
Restrictions: None
Resources to help you succeed:
We encourage you to seek knowledge and resources outside of this platform. Here are a few articles we wrote to get you started. The below are clickable links: