TechnoInvestor

Item Number: SNR-INVESTOR

Technology Integration: Business Studies, Language Arts, Math

Technology Skill: Desktop Publishing, Spreadsheet, Word Processing

Program: Microsoft Office, Word, Excel

Includes: Stock Market Game: 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

STEM Integration Lessons: financial literacy and spreadsheet technology skills


Stock Market Game

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

Assignment 1 Introduction to Spreadsheets

Explore the Excel window to learn basics skills.

Assignment 2 Introduction to Stock Market Terminology

Read about the stock market.

Assignment 3 Playing the Stock Market

Form teams. Study company profiles to pick investments.

Assignment 4 Investment Record Trade 1

Track the investment portfolio using a planning sheet.

Assignment 5 Organize Investment Information

Format a worksheet. Record data.

Assignment 6 Stock Index

Read to learn about the rise or fall of stock values.

Assignment 7 Money and Markets Issue 1

Examine current events to buy and sell stocks.

Assignment 8 Format Cell Appearance and Enter Transactions

Customize cells. Record data.

Assignment 9 Calculate Financial Information Using Formulas

Determine portfolio value.

Assignment 10 Money and Markets Issue 2

Examine current events to buy and sell stocks.

Assignment 11 Add Conditional Formatting

Set a rule to highlight portfolio gains.

Assignment 12 Record Trade 3 in Spreadsheet

Apply skills to record trading data.

Assignment 13 Money and Markets Issue 3

Examine current events to buy and sell stocks.

Assignment 14 Record Trade 4 in Spreadsheet

Apply skills to record trading data.

Assignment 15 Graph the Rise and Fall of Stock

Produce a line chart with a trendline.

Assignment 16 Money and Markets Issue 4

Examine current events to buy and sell stocks.

Assignment 17 Record Trade 5 in Spreadsheet

Apply skills to record trading data.

Assignment 18 Graph Earning History

Illustrate history of earnings using a bar graph.

Assignment 19 Print Setup

Format the worksheet to display portfolio information.

Assignment 20 Write the Investor Report

Summarize status of investment portfolio.

Assignment 21 Add a Graph to the Investor Report

Prepare the document for the client.

Optional Stock Market Game 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.

Terms of Use
Use TechnoInvestor with unlimited users at your site. A site is a physical location such as classroom, school, learning center, daycare, library, or home. If you teach at multiple sites, you will need to purchase one set for each location. Curriculum ships on a USB drive. Transfer the files to all devices at your site. View the PDF teacher guides and workbooks digitally or print as many as you need. Files CANNOT be posted in public domain.

Form Investment Teams
Organize Trades using Excel
Read News about Fictitious Companies
Includes Stock Market Game 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 game, 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

Spark student interest in spreadsheet skills with a stock market game. Students 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 is one of my students favorite units. They love trading stocks and seeing their value increase or decreases. I love that students are learning about spreadsheets and interpreting information while having fun.

Krista Novak, Freedom, PA, Ambridge Area Junior High

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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