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
- Getting started
- Feature Walkthrough
- How-to: Portfolio Holdings
How-to: Portfolio Holdings
Updated
by Justin Ling
What is it for? To give you a comprehensive overview of how your portfolio is changing with the markets.
Access this page with the current portfolio tab.
Overview
Strategy (left-hand): Keep track of your strategy/thesis to determine how you should evaluate the success of your portfolio.
Portfolio Value + Change (middle): The current value of your portfolio, and the change from yesterday to today.
Performance Metrics: Help you understand how well you are managing your portfolio.
Holdings
The contents of your portfolio. You can adjust your holdings by trading directly from this table.
Toggle between the different types of investments, to see your holdings in each category.
Share Portfolio
Generates a customized image, and link so you can share your portfolio with friends, or on social media. Get feedback, start discussions on investments, or simply share your performance.