Learn to Invest
Introduction
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?
Diversification Score
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
Sharpe Ratio
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?
Challenge Metrics
Innovating Recruitment
Recruitment Resources
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
Why employers should work with EquitySim
2022 Financial Markets Campus Recruitment Insights
Case Study: 2019 Credit-Suisse Results
Our Simulation
Simulation 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
How to: use EquitySim to improve your recruitment potential
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- How do I export classroom data?
How do I export classroom data?
Export unique reports to excel through our customizable rubric.
1. Select the Export Course Data button on your Course Overview page.
2. Select the type of report you want to export.
Three Report Types:
2a. Portfolio Performance, this includes a list of your students and their weekly or monthly portfolio return. date transaction was made, security type, name, exchange, action, purchased price, quantity of shares, purchase total, order status, current price, currency, rational, and order status.
2b. Student Trade History, this includes a list of:
Students
Students' Portfolio Name
the dates trades were executed
the security name (ex. AAPL, AMZN, etc.)
exchange (ex. NYSE, NASDAQ, TSX, etc.)
trade type (ex. buy, sell, etc.)
trade price
currency (ex. USD, CAD, etc.)
quantity
total price
order status (ex. processed, pending, etc.)
strategy (ex. Valuation, Sales Upside, Technical, etc.)
rationales
2c. Student Engagement Score, this report is based on the unique engagement score set per class, including number of trades executed, securities held, and rationals submitted.
Note: Educators can specify which student portfolio to pull reports from.