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
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
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
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?
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
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 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
What is it for? To provide you with an analysis of your performance to help you improve.
Access the Performance page through the right-hand button on your Portfolio banner.
Portfolio Market Value
Displays how the value of your portfolio has changed over time. This gives you insight into your best and worst-performing days and the trend of your portfolio.
Example: The above portfolio shows a spike and drops in value in August. With a general steady uptrend. As a portfolio manager, I would want to investigate that sudden spike to manage my volatility going forward.
Displays your performance against common benchmarks (like the S&P 500). Benchmarks give a more accurate picture of you you performed. Ideally, you have higher highs, and your lows aren't as low as the benchmark.
Example: My portfolio has higher highs, but the lows are also lower than the benchmark. At an eyeballs glance, it looks like the degree of my highs justifies the lower lows.
Helps you understand how you are diversifying your risk across different types of investments, and where you have exposure gaps.
Example: On the left-hand spider chart, I can see my portfolio needs broader exposure to geographies and industries. On the right-hand bar graphs, I see that I have no exposure to bonds.
Displays the breakdown of your Sharpe Ratio calculation, and how it has changed over time.