Equities Lab in the Classroom
Energize your Students; Decrease your Workload
Equities Lab is a powerful investing tool that illuminates an ever-changing market. Professors and students alike rave about the impact this tool has in their classrooms.
Equities Lab provides the perfect educational gateway for professors. It is purely hands-on and provides all of the instructions and tutorials that students need.
Reach out to us at academic@equitieslab.com or (404) 476-6450 to learn more about how you can use Equities Lab in your classroom.
Real World Applications
All of our exercises have real life applications in the world of corporate finance. Students glimpse the inner workings of some of the biggest companies in the country and turn their theories into results.
Equities Lab uses survivorship bias free current market data provided by Morningstar Research, a leading financial data provider.
Auto-Graded, Customizable Assignments
In a matter of minutes, you can customize and create engaging exercises that match your students’ needs. Define minimum requirements, set due dates, and track student completion.
Don’t waste time grading; Equities Lab has a robust auto-grading module that administers your grading matrix on student assignments.
When it comes time to place student grades into the gradebook, you can export all grades into Excel. Never lose a student assignment, and track the progress of your students easily and efficiently.
A Stock Market Competition Like no Other
Equities Lab’s virtual portfolios were designed with classrooms in mind. Unlike traditional stock market simulators, professors have full visibility into student stock picks and performance. We support both individual and group portfolios to provide flexibility.
Even better, our virtual portfolios are completely integrated with our stock screeners and watchlists, so it’s easy for students to design and test their own investment theories.
Complimentary Account for Finance Professors
Adding new technology to your classroom can be a daunting experience. To ease the transition, Equities Lab offers a free, permanent account to all interested finance and business professors. Take all the time you need to see whether Equities Lab is right for your style of teaching, and if you have any questions or concerns, your free account comes with priority access to support.
Claim Your Free Account
*Please use your university email to verify eligibility. This free account is only available to
finance/business professors at accredited universities.
I teach a stock investing class, and we've used Equities Lab for the last two years. I find the software incredibly powerful, fast, and easy to use. It accesses a wide variety and large number of variables that one can combine in a multitude of ways in order to screen for stocks. What sets it apart from many products is its backtesting capabilities, where one can examine how a particular strategy would have performed over a variety of past market conditions, including bull, bear, and sideways markets. It comes with a large number of pre-programmed strategies that are easy to modify to suit ones specific criteria. Furthermore, the developers are constantly improving the product, adding new features and making it easier to use. Great product!
Jeffrey Busse, Emory University
I had the students in my investments course use Equities Lab and had a good experience. The interface is very intuitive and the program is surprisingly quick at calculating returns from a back test of various investment strategies. The developers seem to be adding additional capabilities all the time and the existing functionality, in terms of the number of variables and the ability to modify those variables is quite impressive.
Richard Evans, University of Virginia
This software is very impressive with its ability to test portfolio strategy performance over time. It has enabled me to optimize screening and management strategies while giving me confidence in long term expectation of return and risk. The software comes with a number of featured screens which have eye-popping performance and reliability. There is far more flexibility to the software than I will ever have time to explore, but with little time, I have been able to test ideas and optimize portfolio parameters with ease.
Eric Darnell, Engineer
When it comes to granular, data-driven research, I'm not sure there is a more capable tool on the market than Equities Lab. (You can scrub data, back-test, and validate virtually any idea your mind can dream up. Want to know if small-cap companies with free cash flow and high growth estimates outperform their peers over a given time period? Curious which industries outperform or under-perform their peers relative to a specific indicator?) Easy. Powerful. Responsive. Helpful support. And constantly improving. That's a pretty good mix in my book
David Littlejohn, Financial Analyst
Some of our schools
Central Florida University
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See Equities Lab in Action
1. A Basic Introduction
Learn what Equities Lab is and how it can help you with investing right from the get-go. Carlile goes over how to create a simple stock screener.
2. Properties
Lesson 2 in this series introduces properties, and explains how to find and use the to find good stocks to invest in.
3. Operators
Learn how to compute the results you want using Equities Lab Operators.
4. Variables, tabs and formulas
Variables, Tabs and Formulas. This is the fourth training video explaining how to use the "Equihack" language. Equihack is used in Equities Labs' stock screening program. See equitieslab.com for more information.
5. Feature Summary
A one minute feature summary
6. Introduction to Trading Models
When to buy and sell an individual stock.
7. Advanced Operators: Rank and Change
We explore the rank across and change over operators, and their use in creating a screen.
8. Advanced Operators: Count Across
Use count across to create advance/decline lines, and see how many stocks are doing well or poorly, over time.
9. Advanced Operators: Ever
We use Equities Lab to analyze the story of Viacom, and see whether it's decline is a cause for worry, or an opportunity to buy more.
10. Advanced Search
How to use the signposts within Equities Lab to find fields, operators, buttons, how the program works, and more. We demonstrate you need to know nothing to use Equities Lab effectively.
11. Does the stock market like high debt stocks?
Use Equities Lab to find out if the stock market likes high debt stocks. Test simple theories very quickly and be surprised.
