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
To accompany your rationale provided with each trade, the "Strategy" field is meant for you to provide more detail behind your decision-making.
Below we've provided some definitions that may be useful for navigating the use of this field.
Valuation - believe the market has undervalued (overvalued) a stock. Selected stock is trading for less (more) than its intrinsic value.
Earnings Upside - expect potential increase in earnings per share (EPS), typically used when you long a stock. EPS is an indicator of a company’s profitability, and is calculated by the following formula: EPS = (net income - dividends on preferred stock) / average outstanding shares.
Earnings Downside - expect potential decrease in earnings per share (EPS), typically used when you short a stock or sell part or all of a long position. EPS is an indicator of a company’s profitability, and is calculated by the following formula: EPS = (net income - dividends on preferred stock) / average outstanding shares.
Sales Upside - expect a potential increase in a company’s sales, resulting in a positive movement in price, typically used when you long a stock.
Sales Downside - expect a potential decrease in a company’s sales, resulting in a negative movement in price, typically used when you short a stock or sell part or all of a long position.
Technical - expect the continuation or reversal of a price trend based on technical indicators such as volume
Event-driven (company-specific) - expect a change in price based on the outcome of an event (the results of a pharmaceutical company’s drug trial, the announcement of an acquisition, changes in management)
Event-driven (geopolitical or economic) - expect a change in price based on the outcome of an event (i.e. a presidential election, changes in international trade agreements, political referendums, changes in domestic and international policy, changes in fiscal or monetary policy)
Macroeconomic Indicators - expect change in price based on figures such as GDP, consumer confidence, initial jobless claims, new home sales, etc.
Thematic - expect a change in price based on a broader thematic view (i.e. investing in a healthcare company based on a view of increased longevity)
Diversification - increasing or reducing a position to increase diversification of holdings
Concentration - increasing or reducing a position to increase concentration of holdings in a certain company or industry
Hedge - for the purpose of mitigating the risk of another trade [include what trade you are hedging in one-liner]
Cash (profit-taking) - reducing or eliminating a position to convert to cash, so as to benefit from an increase in price of the security
Cash (loss-mitigating) - reducing or eliminating a position to convert to cash, so as to limit future potential losses