WUTIS Investment Challenge SS 17 1 Introduction This brief document intends to summarize each step to create a portfolio on Wikifolio including the specific requirements to be part of the investment challenge. Hint: There is no requirement for the total number of Team Members. However, you need to specify a Team Leader over who´s name the portfolio will run. Steps to create an account on Wikifolio 1. Go to the Wikifolio homepage: https://www.wikifolio.com/en/int/home 2. Next, click on the button „Log-In“, a window will appear and klick on „Register for Free“.
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Introduction to Wikifolio
WUTIS Investment Challenge SS 17 1
Introduction
This brief document intends to summarize each step to create a portfolio on Wikifolio including the specific requirements to be part of the investment challenge. Hint: There is no requirement for the total number of Team Members. However, you need to specify a Team Leader over who´s name the portfolio will run.
Steps to create an account on Wikifolio 1. Go to the Wikifolio homepage: https://www.wikifolio.com/en/int/home 2. Next, click on the button „Log-In“, a window will appear and klick on „Register for Free“.
3. Enter your email address and a password you can remember and click register.
4. Afterwards check the inbox of your email and click on the registration link.
Congratulations, you´ve successfully created an account on Wikifolio! Next, click the blue-colored button to “Create Your Wikifolio”.
Introduction to Wikifolio
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5. Enter the Name of your Wikifolio and a Symbol. Please note here that it has to start with “WUTIS” and then you can enter a random number e.g. “WUTIS001” or “WUTIS002” so that we can consider your Wikifolio. This will be your ISIN-Number and with this we can overlook your performance over the course of the challenge. After that, enter the information as mentioned below and describe your trading idea. Please also make sure that you start with EUR 100.000 and your performance fee is set at 10%.
Start your Symbol with „WUTIS“
Introduction to Wikifolio
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6. The next step is also very important. Specify the name of your team, describe your team and enter your trading experience.
Introduction to Wikifolio
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7. Afterwards, enter which types of instruments your team prefers and click on “continue”.
Introduction to Wikifolio
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8. Lastly, accept the license agreement and create your own portfolio on Wikifolio. Congratulations!
9. But how do I actually trade securities now? Well, it’s very straightforward. As you’re on
the homepage, click on “My Wikifolios” to see your portfolio.
When you scroll down you can easily enter the name of a company for example by just entering the name of the security or if you know it, the ISIN number.
Introduction to Wikifolio
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10. The last step is the most important one. In order for us to assess your performance, you have to publish the Wikifolio – meaning, making it publicly viewable. You can do that by simply clicking the button “Publish Wikifolio” in the Menu of your Wikifolio, which will be clickable once you have confirmed your email address.
11. What else can I do on Wikifolio? Wikifolio has a lot of functions. For example, you can search for other published wikifolios and have a look at their trading strategy and you
Introduction to Wikifolio
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can even add them to your Watchlist (when you hit go to “My Watchlist” and hit the button “To Wikifolio search”) to keep yourself informed.
Here, a number of Wikifolios will appear and you can easily filter them and watch other trades’ strategies. Wikifolio also mentions the specific characteristics (such as “Bestseller, “Loyal Investors” etc.) highlighted in either a green, blue or grey box in order to get an immediate overview about the portfolio.
Introduction to Wikifolio
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Congratulations! Now you are ready to get started!
Are you ready to take the challenge?
We are looking forward to hearing out your Investment Idea!
