Credit-Suisse Sales + Trading Simulation
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?
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 an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is the Combined Score?
What is the Engagement Score?
Sharpe Ratio Challenge
Market Basics Challenge
How do I measure performance?
What portfolio analytics are available?
How do I compare my portfolio to the benchmark?
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?
Financial Markets Simulation
I can't access my EquitySim account
How to Trade
How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
Preparing for recruitment
How to: use EquitySim to improve your recruitment potential
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
Case Study: 2019 Credit-Suisse Results
2022 Financial Markets Campus Recruitment Insights
How to Trade
Updated by Justin Ling
We've built EquitySim so you can experience trading without any risk or cost. Don't worry about "getting it right," just jump in and experience what it is like to own an investment (good or bad).
Finding Investments Using Search
If you know the name/symbol of the company you are looking for, you can use the search bar at the top of the screen. (Try searching for AAPL).
Finding Investments Using Discovery
You can also use the Discovery function to use filters to find investments (TRADE on the left-hand navigation).
Placing your Order
The Price - The trade form will show you the price for each unit of investment.
Choosing BUY or SHORT - If you believe it will increase in value you should BUY it, if you believe it will decrease you should SHORT it.
Choosing the Quantity - The more confident you are in your prediction the more units you will want to trade.
Place your order - We'll estimate the price of your order (depends on how many units you trade). Click "Place order" to submit the trade.
Writing your rationale - Keep track of your thought process to benchmark your learnings. You can leave this blank if you want.
Congrats, you've experienced placing this trade!