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This lesson provided by:
Author:Melody Bailey
System: Shelby County
School: Shelby County Board Of Education
Lesson Plan ID: 10765

Trading and Tracking Stock Portfolios Online


Student teams will trade stocks and track the progress of their Alabama Stock Market Simulation portfolio by using spreadsheet software and the Internet. They will relate the information to a previous social studies unit on economics and will be utilizing math concepts they have learned. The Internet will be used to research stock trends.

Content Standard(s):
TC2(6-8) 5. Use basic features of word processing, spreadsheets, databases, and presentation software.
TC2(6-8) 11. Use digital tools and strategies to locate, collect, organize, evaluate, and synthesize information.
TC2(6-8) 13. Use digital tools to formulate solutions to authentic problems.
MA2015(6) 9. Understand a rational number as a point on the number line. Extend number line diagrams and coordinate axes familiar from previous grades to represent points on the line and in the plane with negative number coordinates. [6-NS6]
MA2015(6) 11. Solve real-world and mathematical problems by graphing points in all four quadrants of the coordinate plane. Include use of coordinates and absolute value to find distances between points with the same first coordinate or the same second coordinate. [6-NS8]
MA2015(6) 23. Draw polygons in the coordinate plane given coordinates for the vertices; use coordinates to find the length of a side joining points with the same first coordinate or the same second coordinate. Apply these techniques in the context of solving real-world and mathematical problems. [6-G3]
MA2015(7) 1. Compute unit rates associated with ratios of fractions, including ratios of lengths, areas, and other quantities measured in like or different units. [7-RP1]
MA2015(7) 2. Recognize and represent proportional relationships between quantities. [7-RP2]
MA2015(7) 3. Use proportional relationships to solve multistep ratio and percent problems. [7-RP3]
MA2015(7) 11. Solve problems involving scale drawings of geometric figures, including computing actual lengths and areas from a scale drawing and reproducing a scale drawing at a different scale. [7-G1]
Local/National Standards:  
Primary Learning Objective(s):

Students will use the Internet to research stock trends to find prospective stocks to purchase. Students will use online trading to simulate trading of stock. Student teams will use spreadsheet software to track purchases, sales, increases and decreases in stock values, and calculate portfolio values.

Additional Learning Objective(s):

Student teams will use the Internet to research stocks of companies by looking at charts and graphs to determine good investments.

Approximate Duration of the Lesson: Greater than 120 Minutes
Materials and Equipment:

Alabama Stock Market Tracking sheets for each team (see attached)

Technology Resources Needed:

Computer lab with Internet access for first day of project, classroom computer with Internet access for weekly updates for students


Students will need to be enrolled in the Alabama Stock Market simulation game. Cost is $15.00 per team with a maximum of 5 students per team. Students will need basic knowledge of spreadsheets.

1.)Introduce students to the Alabama Stock Market website.You may also want to have available daily newspapers for students to view stocks and prices. Students will simulate trading stocks using this website. In the computer lab, allow time for students to use the Internet to research stock trends in order to find prospective stocks to purchase.
Students can conduct research, make purchases, view account details, and find other information pertaining to the stock market and the simulation.

2.)Students will print an account detail and summary sheet each week from the Alabama Stock Market Simulation website.

3.)Student teams will set up tables in a spreadsheet program using the Alabama Stock Market Simulation format as a guide to track purchases of stocks.

4.)Teams will check tables for accuracy.

5.)Allow student teams time each week to update information.

6.)After the fifth week of data is entered, create charts to show the changes in the individual stocks and the portfolio values.

7.)At the end of the 10-week trading period, have students enter final data from their portfolios. Print tables and graphs with the final information. Lead a class discussion as to which stocks were good investments and how prospective buyers might make these determinations.

Attachments:**Some files will display in a new window. Others will prompt you to download. Stock Tracking Spreadsheet.xls
Stock Market Graph Rubric.doc
Assessment Strategies:

The completed student tables and graphs will be assessed. The attached rubric will be used to assess the product.


Students may want to complete one of the following stock market WebQuests: or

Each area below is a direct link to general teaching strategies/classroom accommodations for students with identified learning and/or behavior problems such as: reading or math performance below grade level; test or classroom assignments/quizzes at a failing level; failure to complete assignments independently; difficulty with short-term memory, abstract concepts, staying on task, or following directions; poor peer interaction or temper tantrums, and other learning or behavior problems.

Presentation of Material Environment
Time Demands Materials
Attention Using Groups and Peers
Assisting the Reluctant Starter Dealing with Inappropriate Behavior

Be sure to check the student's IEP for specific accommodations.
Variations Submitted by ALEX Users:
Alabama Virtual Library
Alabama Virtual Library

Hosted by Alabama Supercomputer Authority
The University of Alabama at Birmingham
The University of Alabama at Birmingham
The Malone Family Foundation
The Malone Family Foundation
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