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
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
2022 Credit-Suisse Challenge
Case Study: 2019 Credit-Suisse Results
2022 Challenge Partner Program
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?
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 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?
Host your own EquitySim Challenge
Asset Allocation (Assignment 1)
Activity 1: Trading Frequency and Returns
Activity 2: ETFs and Asset Allocation
Activity 3: Creating a Long Stock Pitch
Activity 4: Shorting, Correlation, and Hedging
Activity 5: Equities — Stop and Limit Orders
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 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?
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
We've partnered with Credit Suisse since 2016 to innovate the recruitment process, and in 2019, they leaped with us to launch our latest product innovation: Learning Challenges.
EquitySim: Learning Challenges
EquitySim is an online simulation where candidates are given $1M in virtual currency and learn principles of investment for three months. Employers sponsor these experiences known as "Learning Challenges."
Learning Challenges give employers a way to invest in their talent, as well as attract and identify from diverse pools that would otherwise be inaccessible to them.
Here's how it works:
Credit Suisse: Sponsored 1,300+ Learning Experiences
Credit Suisse shared its Challenge link across Facebook, Linkedin, Instagram, Handshake, Yello, and Glassdoor.
We generated 10,000+ site visits to the challenge and 1,300+ registered.
Additionally, 250+ People spent more than 4-5 hours a week playing the learning challenge. More time than the average person spends on Netflix!
Recruitment Results: 11/15 Finalists Receive Offers
From this pool, we chose 15 finalists who would jump to final round interviews with Credit Suisse.
Our 2019 finalists accepted internship positions at:
- Credit Suisse (7 finalists)
- Morgan Stanley (2 Finalists)
- JP Morgan (1 Finalist)
- Goldman Sachs (1 Finalist)
Business Benefits: Achieving More with Less
How did challenge finalists measure against the standard recruiting process?
- EquitySim offer rates are 87% higher than pure Resume Screening
- EquitySim offer rates are 20% higher than combined Resume & First Round Interview Screening
Conclusion: EquitySim provides more accurate recommendations that translate to more efficient use of interviewing time.
Most importantly, candidates enjoyed the experience. They saw this as a fun game, rather than a test they needed to stress over to apply. Here's what they had to say: