TechnoInvestor

Item Number: INT-INVESTOR

Technology Integration: Business Studies, Language Arts, Math

Technology Skill: Desktop Publishing, Spreadsheet, Word Processing

Program: Excel, Microsoft Office, Word

Includes:

Stock Market Simulation: Teacher Guide, Printable Student Workbook, Paperless Worksheets, Extension Activities

Handouts and Assessment Tools: TechnoInvestor Parent Letter, TechnoInvestor Certificate, Summary of Skills Checklist, Company Profiles, TechnoStock Exchange Listings, Money and Markets Newsletters, Stock Certificates, TechnoDollars

Samples: Investment Portfolio Sample, Investor Report Sample


Stock Market Simulation

Will stocks rise or fall? Data breaches, product recalls, new services, management changes, and industry awards influence stock prices. Where should you invest your TechnoDollars?

  • TechnoAir Airlines: manages fifth largest airline in the nation
  • TechnoMotor Company: manufactures a wide-range of vehicles
  • Pizza King: operates fast food chain with more than 2500 restaurants
  • Green Power: develops renewable energy products
  • Kids Bank: provides banking, insurance, and wealth services
  • Ruby Games: designs online action-adventure games
  • Pets R Family: sells pet supplies, healthcare plans, and vet services

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.
  • Data Bars and Icon Sets: Advanced formatting tricks.
  • Bearish or Bullish? Learn about stock market terms.
Form Investment Teams
Organize Trades using Excel
Read News about Fictitious Companies
Includes Stock Market Simulation Resources

Integrate Technology into a Mathematics Investment Unit using Excel

Integrate computers into a mathematics problem solving, financial literacy, entrepreneurship, or business studies 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

Customer Reviews

Students participate in a stock market simulation. They form investment teams and collaborate to make trading decisions about stocks of fictitious companies listed on the TechnoStock Exchange. Investments are tracked using Microsoft Excel and an investor's report is written in Word. Resources include currency, stock certificates, company profiles, and a fun business newsletter that provides company updates for each trading session.


Write a Review



5.0

This product is very helpfull as it directly connects to the real trading sector in the world. I am a student and many of us- if not all- feel intrigued in grade 7 to learn and invest in the stock market.

Derrick Cui, Markham, Ontario, Canada, Unionville Montessori Private School

5.0

The TechnoKids curriculum is fun for my students and a time saver for me. TechnoInvestor is one of their favorites and the recent update will make it even more exciting. Thanks for keeping up-to-date.

Mike Ward, Smithfield, NC, USA, Neuse Charter School

5.0

TechnoInvestor is going great. One of my Investor students placed first at District FBLA Leadership Conference in Spreadsheet Applications.

Jason Mercer, Atlanta, GA, Atlanta High School

5.0

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 , VA, USA, St. Theresa School


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.

fi reviewer

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


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