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?
On EquitySim when we use the term "return" what we really mean is "rate of return." Rate of Return measures how much profit you have generated relative to your starting cash amount.
The Math behind Return
Return = [Value(end) - Value(start) ] ÷ Value(start)
Essentially it is the money that you generated/lost divided by the money you started with.
At the top of your portfolio page on EquitySim you will see both your daily returns (inside the orange box), and your all-time returns (in the purple box). For this example, we chose someone who started yesterday, so they are the same.
Value(start) = 1,000,000
Value(end) = 998,896
Return = [998,896 - 1,000,000] ÷ 1,000,000 = - 0.11%
So here I would say: "I generated a - 0.11% return (meaning I lost money) over the last 1 day."
Tips to Keep in Mind:
Tip #1: Don't beat yourself up if you cannot generate a positive return, return requires luck in the short-term.
Tip #2: Set a goal for the amount of profit you want to generate, make sure it is reasonable.
You will want to try and generate as much profit as you can, however, you will notice that the amount of money made in the Financial Markets is not always directly connected to how skillful you are.
Luck is a large component of generating returns, especially in the short-run.
This is why we have devised many challenges, and other metrics to help you measure how you are improving.
Here's a very basic table to help you set your expectations when creating your goals:
The common misconception is that a great investor can turn your $1,000 into $10,000 in a year. In the very rare occasions that this does occur, professionals are more likely to recognize this as someone who is very lucky, versus someone who is very skilled.