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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
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
Credit-Suisse Challenge
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
2022 Credit-Suisse Challenge
Case Study: 2019 Credit-Suisse Results
2022 Challenge Partner Program
Learning Materials
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
Host your own EquitySim Challenge
Instructor Integrations
Individual Assignments
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
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 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?
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?
Challenge Metrics
What is the Combined Score?
The Combined Score is your aggregate score across all the performance metrics in a challenge. The Math Behind Combined Score:. Mathematically: We calculate your percentile rank for each metric and mu…
What is the Engagement Score?
Engagement measures how much of the engagement criteria you have completed. Engagement criteria are represented by the white boxes in your overview tab:. Only those with a ring around the metric is c…
Sharpe Ratio Challenge
Description: In this challenge, you will examine risk and return separately in order to understand the relationship between the two. You will need to learn how to balance both to maximize the Sharpe…
Diversification Challenge
Description: By the end of this challenge, candidates should have a general understanding how to use to manage to different asset-type, geopolitical, and industry risks. Objective: Design a portfolio…
Market Basics Challenge
Description: This challenge is designed to get you more comfortable with the financial markets. Your first goal is to place as many trades as you can, (even if these trades have no strategy or reason…
How do I measure performance?
As we saw from the Stock Performance level, it is important to look at the price movements within a period, as opposed to just looking at the Total Return Rate. A good way to characterize price movem…
What portfolio analytics are available?
Currently we provide sharpe ratio, comparison to the benchmark, portfolio composition, and the ability to filter between long and short trades. View analytics on any of your portfolios by clicking th…
How do I compare my portfolio to the benchmark?
Select the portfolio you want to compare to. Select "Portfolio Analytics." Your portfolio is automatically compared to the S&P 500.