Other FAQ

What are Trading Strategies?

Learn more about the different trading strategies within the "Rationale" screen.

Justin Ling
Updated 4 months ago by Justin Ling

What are some basic Financial Vocabulary?

General Finance Terms

Updated 4 months ago

Recording your Strategies and Rationales

To make the most of your learning experience, you'll want to keep track of your strategies and rationales. Here are some easy ways to do so: Document your Portfolio Strategy: This is an overall strat…

Justin Ling
Updated 4 months ago by Justin Ling

What is EquitySim?

the essentials to trading on the platform

Updated 5 months ago

Can I undo a trade?

If you look close enough you will find many discrepancies between our simulation and the real world. The simulation is not meant to mirror the real world, but rather to reflect it. "Undeserved" wins…

Updated 5 months ago

How are prices determined in the simulation?

We power our simulations with real financial market data, creating a connection to the real world. However, if you look close enough you will find many discrepancies from the real world. The simulati…

Updated 5 months ago

Why didn't my trade execute immediately?

All of the data displayed on our platform is in real time. Therefore, if a trade is not executing immediately it's likely because the markets are closed. If you make a trade while the markets are clo…

Updated 5 months ago

How do I exchange currency?

To exchange currency, select the portfolio you want to exchange currency in. Scroll down to the Holdings table, and click on the Cash tab.. Then, click on Exchange.. A box will pop allowing you to ex…

Updated 5 months ago

Why isn't my ranking showing up?

In order to collect enough data on your portfolio, your ranking is available after three days of being active on the simulation. If you try to view your portfolio before than, an error image will app…

Updated 5 months ago

What are Public Portfolios?

Everything you need to know about public portfolios

Updated 5 months ago

How do I switch between portfolios?

Find the tool bar on the left hand side, select the circle, and an arrow will appear. Select the arrow and a display of your portfolios will appear. Simply click on the desired portfolio to change be…

Updated 5 months ago

How am I Graded?

Your Professor will set customized grading criteria, but in general, our grading algorithm considers the following parameters: The number of trades you execute over the course of a semester.. The min…

Updated 5 months ago

Does EquitySim have sample assignments for my curriculum?

Yes! Educators on EquitySim have access to pre-built, gamified assignments integrated with our AI Grading Rubric. We've collaborated with top professors and industry partners to achieve key learning…

Updated 5 months ago

How are Options priced in the simulation?

Most options are highly volatile and face liquidity issues (not enough people are trading them to create a stable price). This holds true in the real world and is further exponentiated in the simulat…

Updated 5 months ago

How do I find my daily portfolio change?

Select the portfolio you wish to see the daily change of. Ensure that you’re on the “Portfolio Overview” page. Scroll down to the bottom where you’ll see the “Holdings Table.” The fourth column title…

Updated 5 months ago

How do the Portfolio Emails Work?

Utilize our email notification feature to ensure you never miss a beat

Updated 5 months ago

Is my data confidential?

Yes. Data is kept confidential between EquitySim and the user at all times. If you're familiar with the General Data Protection Regulation (GDPR) we act in complete compliance with it. No data is pro…

Updated 5 months ago

How do I delete my account?

That would make us sad, but you can if you want. Once logged into your account click the profile icon in the top right hand corner. Select “Settings”, and at the bottom of the settings page select “D…

Updated 5 months ago

Referral Program

The referral program exists to give you an incentive to help us grow our community and the number of people who have access to the financial markets. Referral Count. For each friend, you refer you wi…

Justin Ling
Updated 5 months ago by Justin Ling

How our simulations reflect the real-world

This article describes the discrepancies between the simulation and the real-world

Updated 5 months ago

What can I trade on EquitySim?

Here is the list of securities that you can trade on EquitySim: Equities Nasdaq (US). NYSE (US). TSX (Canada). LSE (London). Government Bonds Global bonds traded in US denomination Corporate Bonds Bo…

Justin Ling
Updated 5 months ago by Justin Ling

Referral Bonuses

The referral program awards you 1 free month of PRO upgrade for each friend you refer to the platform. This page outlines additional bonuses you can gain for referring friends. Current Bonuses. May 2…

Justin Ling
Updated 5 months ago by Justin Ling

What is a good rationale?

A good rationale is one that clearly connects your thought process on the individual trade to the evolution of your overall strategy. Step 1. Use the "Add description" button to indicate your portfol…

Justin Ling
Updated 5 months ago by Justin Ling

How to set-up your team

The team function enables learners to manage 1 portfolio from their separate EquitySim accounts. You will be able to differentiate the contribution each learner has made to the portfolio and teams co…

Justin Ling
Updated 5 months ago by Justin Ling

What are the different order types?

Below are the 5 steps you should take when placing an order for a trade. STEP 1: Select Action. When placing an order, you first must decide on the order’s ACTION. Are you buying? Are you selling? Ar…

Justin Ling
Updated 5 months ago by Justin Ling

Which government bonds can I trade?

Government Bonds can have obscure names and can be difficult to search. To make that easier we've come up with a list of common Governments that you can trade on EquitySim. Popular Government Bonds.…

Justin Ling
Updated 5 months ago by Justin Ling

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