Learn to Invest
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
Innovating Recruitment
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
Why employers should work with EquitySim
2022 Financial Markets Campus Recruitment Insights
Case Study: 2019 Credit-Suisse Results
Our Simulation
Simulation 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
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- How to set-up your team
How to set-up your team
Updated
by Justin Ling
The team function enables learners to manage 1 portfolio from their separate EquitySim accounts. You will be able to differentiate the contribution each learner has made to the portfolio and teams compete with other teams on the leaderboard.
To set up a team, you will need to have the teams formulated outside of the platform and assign an organizer for each team. The organizer will join your class link and add their classmates to their team.
Step by step guide:
- Each team has an “organizer,” the organizer will join the challenge link, and add their team members to their group.
- To add team members click the settings cogwheel in your portfolio page, and click “Manage team”

NOTE: Each team member must have an existing EquitySim account to be added to their team