Trading Platform
How to Trade
Step by step guide to placing your first trade
How-to: Company Pages
What is it for? Company pages provide you with basic information that can help you make your investment decisions. Access the stock page by using the search function in the upper screen. You can find…
How to: Discovery
What is it for? To help you find the right investments for your strategy. To access, click the TRADE button on the left-hand navigation. Then choose the type of investment you would like to explore.…
How-to: Portfolio Holdings
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 o…
How to: Activity
What is it for? Keep track of all of the trades you've placed. Access the Activity page in the left-hand navigation. Orders. View all of the trades you've placed here and the status of those trades.…
How to: Leaderboard
What is it for? To evaluate your skills while learning from the EquitySim community. Access the Leaderboard page from the left-hand navigation: Sharpe Ratio Calculation. The leaderboard is based on a…
How to: Performance
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. Di…
How to: Challenges
What is it for? Communicate your goals, performance, and achievements in your learning challenge. Access the Challenge page on the left-hand navigation. Note: Only those who are enrolled in a challen…