Getting started
Feature Walkthrough
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
What are some basic Financial Vocabulary?
How to get recruited using EquitySim
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
Learning Material
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?
How to Build a Basic ETF Portfolio
What is an ETF?
How to Choose ETFs
What is a Bond?
What is an Option?
What are Trading Strategies?
What is short selling?
Understanding Metrics / Data
Diversification Score
What is Diversification?
What is the Diversification Score?
What are asset-classes?
What is Geopolitical Exposure?
What is Industry Diversification?
What is Geographical Diversification?
What is Industry Exposure?
How do I read the Diversification Radar Chart?
How to read impact on diversification
Sharpe Ratio
What is a good Sharpe Ratio?
What is Sharpe Ratio?
What are average excess returns?
How to Improve Sharpe Ratio
How do I measure risk?
What is Return?
What is Volatility?
Challenge Metrics
Credit-Suisse Investment Challenge
Recording your Strategies and Rationales
Showcasing your work on EquitySim
Adding structure to your interview answers
Preparing for the interview
Preparing for the Sales + Trading Interview
Credit-Suisse: 2019 Case Study
2019 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Fall]
2020 Credit Suisse Investment Challenge [Summer]
Host your own EquitySim Challenge
Instructor Integrations
Organizer On-boarding
Syllabus Integration
Can users share an account?
How do I export classroom data?
How do I delete, archive and edit my class?
Challenge Setting Types
Learning Challenge
How does EquitySim compare to other simulations?
Other FAQ
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?
Referral Program
How our simulations reflect the real-world
What can I trade on EquitySim?
Referral Bonuses
What is a good rationale?
How to set-up your team
What are the different order types?
Which government bonds can I trade?
- All Categories
- Understanding Metrics / Data
- Challenge Metrics
- Diversification Challenge
Diversification Challenge
Description: By the end of this challenge, candidates should have a general understanding how to use to manage to different asset-type, geopolitical, and industry risks.
Objective: Design a portfolio that achieves a 90+ Diversification score..
Score weighting:
80% Diversification score
20% Return
Restrictions: None
Resources to Help you Succeed:
We encourage you to seek knowledge and resources outside of this platform. Here are a few articles we wrote to get you started. The below are clickable links: