Project Includes

  • Teacher Guide
  • Student Workbook
  • Customizable Resources
  • Assessment Tools
  • Extension Activities
  • Sample Files
  • Templates
  • Parent Letters
  • Certificates

Details

TechnoInvestor

Item Number: INT-INVESTOR
Technology Integration: Business Studies, Language Arts, Math
Technology Skill: Desktop Publishing, Spreadsheet, Word Processing
Program: Excel, Word
Includes: Stock Market Simulation – Teacher Guide, Printable Student Workbook, Paperless Worksheets, Review Questions, Extension Activities, TechnoInvestor Parent Letter, TechnoInvestor Certificate, Summary of Skills Checklist, Company Profiles, TechnoStock Exchange Listings, Money and Market Issues, Investment Portfolio Sample, Investor Report Sample, Stock Certificates, TechnoDollars

Session 1: The TechnoStock Exchange
Research companies listed on the TechnoStock Exchange (TSE). Where will you invest?
Session 2: Calculate Value of Stock Holdings
Based on business reports buy and sell shares. Record financial transactions using Excel.
Session 3: Are you Making or Losing Money?
Continue to trade. Apply conditional formatting to investment portfolio to highlight earnings.
Session 4: The Rise and Fall of Stock Values
Trading continues! Graph the history of one stock and forecast its future value using a trendline.
Session 5: History of Earnings
Complete the final trade. Analyze earning history of the investment portfolio using a bar graph.
Session 6: Investor Report
Write a report using Word. Include an explanation of earnings, current stock holdings, and recommendations for further financial growth.

Optional Stock Market Simulation Activities

  • Stock Market on the Internet: Track actual companies.
  • Bearish or Bullish? Learn about stock market terms.
  • Data Bars and Icon Sets: Advanced formatting tricks.

Learning Objectives

Integrate Technology into a Mathematics Investment Unit using Excel

Integrate technology into a mathematics problem solving, financial literacy, or entrepreneurship unit. Students participate in a stock market simulation, buying and selling stocks.

  • Relate mathematics to real-world situations
  • Apply problem-solving strategies
  • Develop financial literacy
  • Collaborate in a team to make investment decisions
  • Organize investment data in a worksheet
  • Graph data and analyze the information
  • Add a trend line that forecasts future stock value
  • Format content in a spreadsheet
  • Calculate investment portfolio value using formulas
  • Summarize stock market investments in a report

Projects are easy to follow, self-paced, and incorporate various techniques of the MS Office Suite. The projects allow students to enhance their language arts skills and math techniques. Middle school students can learn about the ups and downs of the stock market by using MS Excel and TechnoInvestor. I have evaluated many different types of software and am very impressed with the TechnoKids Curriculum.

J. Stoskus,
St. Theresa School,
VA, USA

Review

Customer Reviews

Have your middle school students participate in a stock market simulation. Students form investment teams, and together trade stocks of fictitious companies listed on the TechnoStock Exchange. Investments are tracked using Microsoft Excel.

Projects are easy to follow, self-paced, and incorporate various techniques of the MS Office Suite. The projects allow students to enhance their language arts skills and math techniques. Middle school students can learn about the ups and downs of the stock market by using MS Excel and TechnoInvestor. I have evaluated many different types of software and am very impressed with the TechnoKids Curriculum.

J. Stoskus,
St. Theresa School,
VA, USA