Your Zolio Experience

Risk-free real-world experience:
>During our 10-week program, you get full access to Zolio’s proprietary real-time trading platform, all learning on the site (proprietary content, articles, career advice), and access to our special webinar series.  After our 10-week summer program, you receive a Letter of Completion and a certified trading track record.  Read more about our 10 week summer program>>

After 3 months on the platform:
>A 3-month certified track record: Zolio’s unique real-time platform enables us to certify your track record which is an independent verification of your performance in actual market conditions..  This report will also provide you with a range of other metrics such as performance comparisons to market indices, numbers of winning and losing trades, portfolio composition, etc., all of which help you understand your track record in much more detail. You can share this report as you wish and Zolio will certify it upon request. This report will also help you discuss your track record in job interviews or in any other forum that is useful for you.  Note: Your track record will be calculated from the day you register.

After at least 6 months on the platform:

• A 6-month (or longer) certified track record:   This report has the same format as the 3-month report, but contains 6 months or more of data.  The longer data collection period enables us to track additional trading metrics which are of interest to investment firms, such as Sharpe Ratio.

• The personal feedback report and assessment: This assessment process measures generic characteristics known to be related to successful investment performance as well as highlights your personal characteristics that have played a role in your performance. The Zolio report combines the results of the personality profile, your journaling throughout trading, as well as analysis of your portfolio and performance and enables you to discuss trading strategy during an interview.

• Share results:  When participants who have at least 6 months of track record on the Zolio platform actively opt-in to have their individual data shared with investment firms, we will prepare customized reports for investment firms based on the firm’s requests. Those reports will be the basis on which investment firms may choose Zolio participants to interview. Zolio cannot guarantee either job interviews or jobs; however, we do guarantee that if you decide you want your data shared with investment firms we will share that data. Firms are only interested after a sufficiently long track record is established.

Monthly:
>Zolio will share trading results and other insights from our platform with investment firms on a monthly basis via newsletters and other vehicles. This will not include any identifiable participant data but will let firms know how well the Zolio population is trading as well as overall participant profiles.