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
Stocks (Equity, Shares)
Stocks also called Shares or Equity represents fractional ownership in a company listed on the stock market.
When companies want to raise money to expand their business, one option is to use the Stock Market. Known as "going public," companies divide the ownership of the company in many parts (most companies have over 100M shares). This way they can sell each part (stock) to people who believe in the future of their business, and use that money to grow the business.
When you buy stock of a company, you become an investor in that company. If the company does well, you'll profit, if it decreases in value you'll lose money.
You buy and sell stocks on the stock market.
The Stock Market
You can think of the stock market like a huge market place, where people are buying and selling stocks.
Buying & Selling Stocks - The Auction
In this marketplace, stocks are bought and sold auction style, with bidders and askers.
BID: Shows the highest price the buyers will buy for
ASK: Shows the lowest price the sellers will sell for.
When there is a match between the Buyers and Sellers a Trade is made:
Reading the Rest of the Trade Modal
Stocks Owned / Cash Available
This section shows if you already own the investment, and how much cash you have available to spend.
This section is where you'll decide your outlook for this investment.
Buy: Use if you believe the outlook of the investment is positive; [you profit when the investment increases in value].
Short Sell: Use if you believe the outlook of the investment is negative; [you profit when the investment decreases in value].
Here you'll indicate the method in which you'll place your bid / ask request in the auction.
Market order type means, you'll buy / sell / short-sell at whatever the current auction price is.
It ensures your trade is placed immediately, but is risky for unregulated investments with a small amount of buyers and sellers, as you could get ripped off on the price.
There are several methods you can use, but let's just stick with market for now. We'll teach you the other methods as you continue to advance your learning.
Price & Quantity
The price is what you'll be expected to pay or sell for at the current market place (in a market order type).
The Quantity, is how many stocks/shares you are purchasing. The more conviction in your outlook the more money you'll want to put behind the idea.
To place your trade, the facilitator usually charges you a fee per trade. We've put this into the simulation to ensure the experience is realistic.
Hit place order, and you'll trade will be processed.