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
2021 Credit-Suisse Investment Challenge
Case Study: 2019 Credit-Suisse Results
Introduction to Challenges
2021 High School Investment Challenge
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?
LENGTH: 30 minutes on simulation, 30 minute discussion
OVERVIEW: Below is a list of 10 volatile stocks, you will be attempting to maximize profits by frequently trading any (or all) of the available stocks for a period of 30 minutes.
LEARNING GOALS: after the exercise, compare your results to your group's results, the goal is that you reach an understanding that:
higher trading frequency will usually lead to lower returns, and
diversification reduces risk.
Please use your short-term portfolio for this activity (if you haven't already created a portfolio for this short-term exercise, go ahead and do so now. Here are instructions on how to create an additional portfolio).
Your goal is to maximize profits while making as many trades as possible, trading the 10 names below. You will have 30 minutes to complete the exercise (starting from the moment you first purchase a security).
You can trade all 10 names, just 1 of them, or anything in between.
You can buy, sell, and short sell as many times as you please during the exercise.
By the end of the exercise, you must zero out your positions (ie, you sell all of your long positions and cover all of your short positions).
Your score will be based on the following point system:
.50 points per trade
2 points per every 100,000 increase in portfolio value
-.25 points per every 100,000 decrease in portfolio value
Pt. 1: At the end of this exercise, calculate your score:
number of trades x .50 = _______ points
+ profit / 100,000 x 2 = _______ points
- loss / 100,000 x .25 = _______ points
total points = _______ points
Additionally, report the following:
Your profit or loss (in terms of absolute dollars): _____________
The number of trades you made: ________________________
The number of stocks (names) you traded:_________________
Your best performing stock: ____________________________
Your worst performing stock:____________________________
Pt. 2: In groups, discuss the following questions:
How did those who traded more names fair compared to those who only focused on a single stock or two?
How did those who traded more do (in terms of returns) compared to those who
What strategies resulted in greater gains (or smaller losses)?
What strategies resulted in significant losses?
What data (if any) did you use to make decisions?
What kind of information did you consider before deciding to trade?
What level of risk (or perceived risk) were you taking?
**Help us shape the assignments! We would love to collaborate on making them better and adding more content. Can’t wait to hear from you!
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