Stock market portfolios lesson plans worksheet

Stock market portfolios lesson plans worksheet

Posted: wal56 Date: 05.06.2017

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Login Register Over 31, Wishes Granted! Give Shop Fundraise Find a School Apps Center Lesson Plans Grants About Us 1: Users Lesson Plans Products Grants Apps. Stock Market Project Page Views: Internet, Google Finance What to do: Choose a few companies in which you think you would like to invest. Using Microsoft's Internet Explorer and a search engine access each company's Web site in order to gather as much background information as possible about each company, including: Type of company Number of years in business Summary of what the company does profits profits thus far Now, review the information gathered and decide on four companies in which to invest.

Find out the current selling price per share for each company's stock. This lesson will teach you how to invest in corporate stocks by creating investment "portfolios. To introduce you to the Stock Market, design a worksheet that calculates profit or loss for any given investment, generate line graphs representing stock performance and create a PowerPoint presentation giving background information on the companies you chose. Know Microsoft Excel basics and its many features including creating worksheets, writing formulas and charting, how to create multimedia slide presentation using Microsoft PowerPoint and how to access the World Wide Web using Microsoft Internet Explorer.

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Over the next several weeks, we will check on our investments periodically and record the data in a Google Spreadsheet. Each group will be held responsible for tracking 4 stocks in the assigned categories.

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During our tracking period, your groups will prepare a presentation informing the rest of the class about the nature of your companies and on the performance of your investments. Open Google Drive Docs. You will be tracking one stock per worksheet. For your company, you will input a some basic information about the company, such as the company symbol and the stock exchange where listed; b an Initial Investment section; and c a Daily Record section.

Getting started step by step: In cell A1, type the company name. E1; then click Merge and Center on the Formatting toolbar to center the company name.

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In cell A3, type "Symbol: Your total investment equals the total price paid for the stock. In cell A4, type "Exchange: Format all currency for two decimal places by choosing Cells under the Format menu, clicking the Number tab, and then selecting Currency under Categories.

In the Decimals places enter the number 2. E7 Right click the highlighted cells, then choose Format cells. Click Alignment, select Center. In cell A8, type the date of the initial transaction. Format Cells dialog box In cell C8, type the cost per share e.

Microsoft Excel will automatically convert this figure to decimals.

stock market portfolios lesson plans worksheet

Be sure to format the number for two decimal places by right clicking on the cell and choosing format cell. In cell D8, type the number of shares bought. In cell E8, type the formula: The total cost of your investment will automatically be calculated.

Format to two decimals places using the same procedure as above. The Daily Record Section: In cell A9, type "Daily Record. Center, wrap text and make bold. Beginning with cell A11, highlight the range of data in Column A you will be entering on your worksheet, for example , A Right click the highlighted cells. Click the Number tab.

Click Date, then choose Type of Date.

In cell B11, type the number of shares bought. This number will remain the same in each row so you may use the fill handle to fill the column. In cell C11, record the price of your stock on the first date of transaction.

In cell D11, type the formula: Highlighted data to create Microsoft Excel chart Tracking Stocks At the end of the stock performance period, use the Chart Wizard in Microsoft Excel to create a line chart showing "profit or loss" for each stock you invested in. Highlight the range of data you've entered on your worksheet, for example, E Click Chart from the Insert menu, then choose Line and step through the procedures for creating a line chart. Be sure to add a chart title. Label the chart's X and Y axes.

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