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 Practice - Partner Exercise
2021 Credit-Suisse Investment Challenge
Case Study: 2019 Credit-Suisse Results
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
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
Start by Using the filter function to Find companies
There are 500,000+ companies you could invest in. Our discover function allows you to filter through and narrow down the companies to find the right fit for you.
Industry: Indicates what part of the economy the company services
Country: Which Country the company's head office operates
Market Cap: How large the company is
Play around with the filters, and combine them.
If you need help with some ideas, you can use the Popular stocks function to see what people on EquitySim are investing in.
Reading the Data / Evaluation
Once you've used some filters, we've put together some basic information to help you evaluate your list:
Return: What you would have earned if you invested in this company 3 months ago. Remember, past performance isn't always a good indicator of future performance.
Volatility: How often the price moves up and down. The more volatile, the more uncertain what you may gain or lose. High volatility could mean large gains, but also large potential losses.
ex. Comparing Boeing and Netflix, both have relatively high volatilities. With Netflix being more volatile. If you were looking for a company that could give you high returns, but couldn't stomach too much of a swing, you might choose Boeing over Netflix.
Volume: The number of shares, traded a day. Larger volume means more buyers and sellers which make the current price more accurate.
P/E Ratio: Stands for Price to Earnings, this shows how much you are paying for the profits of the company (negative P/E signifies the company is not generating profit).
ex. The lower the P/E the more of a bargain you are getting on profit generation. Boeing's P/E (39.48) is half as much as Netflix (84.68); so it earns twice as much profit as Netflix relative to its price.
Dividend Yield: If a stock has a dividend, it has a guaranteed annual cash payout equal to the dividend yield.
Market Capitalization: Tells you how big the company is. Generally larger companies are less risky than smaller companies.
Price: The price for each unit of a company.
note: It is a common misnomer that the higher the price of a stock the "more expensive it is" or less likely it can "make money".
This is not true.
A price of a stock just tells you the price of each unit. It can limit the flexibility on the number of shares you can hold, but does not tell much about the valuation of the stock on its own.