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?
Updated by Justin Ling
There are many ways you can configure a challenge. From the required amount of trades to how your participants are ranked for success. Compare the differences between our Challenge Types in the following table.
You can use any of these Challenge Types as is or use one of them as a starting point to configure your own custom Challenge.
Objective: Place 100 trades while trying to make a profit
This challenge will increase your comfort with the financial markets. Your first goal is to place as many trades as possible (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: Build a diversified portfolio
This challenge explores the world of portfolio management and challenges you to build a diversified portfolio of investments. By the end of this challenge, candidates should have a general understanding of how to manage exposure to different asset-type, geopolitical, and industry risks.
Sharpe Ratio Challenge
Objective: Balance return and volatility to maximize Sharpe ratio
In this challenge, you will examine risk and return separately in order to understand the relationship between the two. You will need to learn how to balance both to maximize the Sharpe ratio. By the end of this challenge, candidates should have a qualitative and quantitative understanding of how to use the Sharpe Ratio to evaluate risk vs return tradeoff decisions.
Objective: Hold a diversified portfolio while maximizing return and Sharpe ratio.
Open to anyone from any field of study you will complete Challenge tasks while you learn how to manage a $1M investment portfolio. The money is fake, but the investments are real, you’ll need to keep up with current events while you choose which investment to trade.
Popularly used in college classrooms. See Syllabus integration below:
You create your own challenge, write the context and description, and set the rules.