1 / 45

Used by over 365,000 students and 10,000 teachers last year!

The Leader in Stock Market Virtual Trading Applications For High Schools, Middle Schools, and Universities Since 1990. Used by over 365,000 students and 10,000 teachers last year!. Stock-Trak: Who We Are and What We Do.

ccathleen
Télécharger la présentation

Used by over 365,000 students and 10,000 teachers last year!

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The Leader in Stock Market Virtual Trading Applications For High Schools, Middle Schools, and Universities Since 1990 Used by over 365,000 students and 10,000 teachers last year!

  2. Stock-Trak: Who We Are and What We Do Stock-Trak is the leading provider of virtual stock trading platforms and applications: • Founded in 1990 as a stock, option and futures simulation for university investment classes • Over 6 million students served! • Offices in Washington, DC and Montreal, Canada • Serves these primary markets: • Education – Through our HowTheMarketWorks.com, StockTrak.com,NationalSMS.com, and University Trading Room websites we serve 1,000+ finance professors, 20,000 high school teachers, and over 500,000 students each year • Corporate – Our virtual trading platform currently serves over 60 corporate clients (from banks to brokerages to financial websites) through out white label solutions

  3. Before We Get Started, ask: WHY? 3

  4. HowTheMarketWorks.com Description • AN OVERVIEW: • HowTheMarketWorks.com is a FREE site • Supported by brokerage firms and banks • The site was launched in 2004 • Last year 10,000 teachers registered their class/club; 365,000 students registered • Telephone and email support provided from 9am to 5pm ET (1-800-786-TRAK) • Features customizable private stock games with U.S. equities and mutual funds 4

  5. HowTheMarketWorks.com Description • What is it?: • HowTheMarketWorks.com started out as an education site with articles such as: • What is a Stock? • What is a Mutual Fund? • What is the Dow Jones Index? • How do I open a brokerage account? • Why is it called Wall Street? 5

  6. Example Articles What is the New York Stock Exchange and why is it called Wall Street?

  7. Example Article • What is the New York Stock Exchange and why is it called Wall Street? • In the 17th century a wall was built around Fort Amsterdam at the southern end of Manhattan Island.

  8. Example Article • What is the New York Stock Exchange and why is it called Wall Street? • In the 17th Century a wall was built around Fort Amsterdam at the southern end of Manhattan Island. • 1792: Business men would gather near the intersection of Broad St and the Wall. • 1817: To get out of the rain and cold, they rented a building across the street.

  9. Example Article What is the Dow Jones Industrial Average? Or Dow Jones Index? The industrial average was first calculated on May 26, 1896 by Charles Dow and one of his business associates, statistician Edward Jones with 12 stocks and the DJIA on its first day was at 62.76 (May 2-15 it hit 18,351).

  10. Example Article What is a Balance Sheet? Students are introduced to financial statements and are given examples of Apple and Google Balance Sheets and Income Statements so they understand the size of these companies.

  11. Example Article POP QUIZ At the end of each article, there is a POP QUIZ with 3-5 questions to confirm the students have grasped the concepts.

  12. Example Videos • Dozens of videos showing students: • How to Register • How to Research Stocks • How to Trade Stocks • How to Trade Mutual Funds • Managing Your Portfolio • etc

  13. Example Interactive Financial Calculators • Personal Finance Calculators • We have a complete library of personal finance calculators: • Compound interest • Advanced investment calculator that factors in inflation and taxes • How old will I be when I become a millionaire? • Rent vs buy a house • CALCULATORS ARE INTERACTIVE—SLIDE INPUTS AND WATCH GRAPHS CHANGE! 13

  14. Example Interactive Financial Calculators • Personal Finance Calculators • We have a complete library of personal finance calculators: • Compound interest • Advanced investment calculator that factors in inflation and taxes • How old will I be when I become a millionaire? • Rent vs buy a house 14

  15. Example Lesson Plans • A Complete Listing of Lesson Plans by Subject • We have a collection of our own customized HTMW lesson plans, as well as links to other valuable education sites • We have organized these lesson plans by subject and by grade and give you snapshots of each one. 15

  16. HowTheMarketWorks.com • Maybe the only lesson plan you will ever need • Vocabulary • Concepts • Classroom Activities • Research log • Teacher Help • Recommended Videos (ie, Warren Buffet-How I pick stocks) 16

  17. HowTheMarketWorks.com • Maybe the only lesson plan you will ever need • Vocabulary • Concepts • Classroom Activities • Research log • Teacher Help • Recommended Videos (ie, Warren Buffet-How I pick stocks) 17

  18. HowTheMarketWorks.com • Maybe the only lesson plan you will ever need • Vocabulary • Concepts (Needs vs Wants) • Classroom Activities • Research log • Teacher Help • Recommended Videos (ie, Warren Buffet-How I pick stocks) 18

  19. HowTheMarketWorks.com • Maybe the only lesson plan you will ever need • Vocabulary • Concepts • Classroom Activities • Research log • Teacher Help • Recommended Videos (ie, Warren Buffet-How I pick stocks) 19

  20. So Why Use a Simulation?

  21. …Because They Work…

  22. …To Prevent This!

  23. Confucius Said It Best I hear and I forget. I see and I remember. I do and I understand. Confucius, ~500 BC Modern Interpretation: “Experiential Learning Works Best!”

  24. HowTheMarketWorks.com Description • Register for FREE • Explore and Practice Trading • Create a Contest • After writing hundreds of articles and glossary definitions we added a virtual trading engine • Users register for FREE, receive a “practice” portfolio with $25,000 to explore the site • At any time, any user can “Create a Contest” where he or she chooses the initial cash balance, trading dates, commission rate, and other variables • Students then click on a link and JOIN the new contest 24

  25. HowTheMarketWorks.com Description • Create an Assignment • Choose a default assignment: • Economics • Personal Finance • Business • Social Studies • Math • Or create your own from over 40 monitored tasks : • Articles • Videos • Interactive Financial Calculators • Security and Order Types • Set Number of Trades 25

  26. HowTheMarketWorks.com Description Students Register By Clicking on a Link That Ties Them To Your Class Student Registration is clean and simple. Students don’t even have to enter an email address. 26

  27. HowTheMarketWorks.com Description • Virtual Portfolio • Students have full access to the Education Center with over 500 articles, videos and glossary words • Students can trade U.S. stocks and mutual funds at real-time prices and they can trade 24/7 • The Ranking page is one of the most popular pages • Portfolios and rankings are streaming and updated every minute the market is open 27

  28. HowTheMarketWorks.com Description • Getting Started • Students can toggle between their Practice Account and their classroom account • Educational links throughout: • Famous Quotes • Word of the Day • Trading Tips • Trading Ideas • Charts • Wall Street Recommendations • Students can trade 24/7 28

  29. HowTheMarketWorks.com Description • Trading Ideas • Lots of links to give students trading ideas including: • Percentage gainers • Most actives • Analyst upgrades and downgrades • Earnings calendars 29

  30. HowTheMarketWorks.com Description • Quotes and Charts • Complete quotes page that includes • Market Updates • Charts • News • Company profiles • Financial statements • SEC filings • Analyst ratings and forecasts 30

  31. HowTheMarketWorks.com Description • Students See Assignment Progress Each Time They Log In • Assignment page shows the student his % completion, task completed, task remaining • Students can click on task to go directly to that lesson

  32. HowTheMarketWorks.com Description As the Teacher, When You View Your Class Rankings, You Can Also View Each Student’s Account Details.

  33. The Top 10 Things You Need to Know What is the difference between a private and a public company?

  34. The Top 10 Things You Need to Know • What is a stock? • Stock represents an equity ownership in a company. • Instead of loaning a company money, you are buying a little ownership of the company. • If a company has 1,000 shares of common stock outstanding, and you own 10 shares, then you own 1% of the company. • Real World Example: • Apple has 5,860,000,000 shares outstanding. So if you owned 10 shares of Apple, you would own 0.00000017% of the company. IPO-Initial Public Offering

  35. The Top 10 Things You Need to Know • What is the New York Stock Exchange and why is it called Wall Street? • The NYSE is a “flea market” where buyers and sellers of stocks and other investments come to trade. • In the 17th century a wall was built around Fort Amsterdam at the southern end of Manhattan Island.

  36. The Top 10 Things You Need to Know 4. Why should I invest in stocks?

  37. The Top 10 Things You Need to Know • The Power of Compounding--How do I become a millionaire?-- Save twice as much and have twice as much.

  38. The Top 10 Things You Need to Know • The Power of Compounding—Rate of Return is CRITICAL! • Invest the same but earn 3% vs. 12% makes an 8X difference in 34 years.

  39. The Top 10 Things You Need to Know • How do I register? • www.HowTheMarketWorks.com • Start Thinking Differently and Buy What You Know! • Think about products and services that you, your family, and your friends use every month and think about where you spend their money. Is there a product that you are using more this month than you did a few months ago? Is there a new department store that you are hearing all of your friends talk about? Is there a product that’s HOT that you must have? • Instead of “going to the store for some food” try thinking like this: • Yesterday while wearing my Nike shoes, Levi jeans, and my Abercrombie and Fitch t-shirt, I stopped at the Bank of America ATM to get some cash pay for the BP gas I had to put in my Ford car that was rolling on GoodYear tires so I could drive to the Wal-Mart to buy Charmin toilet paper, Crest toothpaste, Nabisco crackers, Coca-Cola, and Breyers ice cream. On the way home we stopped at McDonalds for a quick bite and then at CVS and Walgreen’s for grandma’s prescription and some Revlon lipstick!)

  40. The Top 10 Things You Need to Know • What is a ticker symbol? • In order to buy a stock, you must know its “ticker symbol.” • This is a 1 to 5 digit abbreviation or code that is unique to that stock. • KO=Coca-Cola • AAPL=Apple • WMT=Wal-Mart • NKE=Nike • UA=Under Armour

  41. The Top 10 Things You Need to Know 8. What is a bid price? Ask price? Market Order? Limit Order? Bid Price-The highest price someone is willing to pay for the stock Ask Price-The lowest price someone is willing to sell the stock Market Order-An order that gets filled immediately at the best price available Limit Order-An order where you specify the price you want to execute your trade

  42. The Top 10 Things You Need to Know • 9.How do I build a portfolio? • Before you login, think about: • You have $100,000 and you should have at least 4 different stocks • That would mean putting about $25,000 in each one • The portfolio should be diversified • different industries • different sized companies • different countries • and NOT all tech stocks • You don’t have to spend all your money today—sometimes it is best to buy on the dips and sell on the rallies—think DOLLAR COST AVERAGING

  43. The Top 10 Things You Need to Know 10. How do I place my first trade?

  44. The Top 10 Things You Need to Know • Other Things to Know: • To get your class started the RIGHT way, ask a local stock broker to come to your class to talk about investing! • The Stock Market opens at 9:30 am and closes at 4:00 pm ET • Common Wall Street Sayings: Buy Low and Sell High, The Trend is Your Friend, & Never Try to Catch a Falling Knife • ETFs = Exchange Traded Funds are a way to invest in a specific commodity, sector or country • SPY is the SP500 • DIA is the Dow Jones Industrial Average • GLD is Gold, SLV is Silver • USO is Oil • You do NOT have to sell everything on the last day

  45. The Leader in Stock Market Virtual Trading Applications For High Schools, Middle School, and Universities Since 1990 mark@StockTrak.com or 514-871-2222 9-6 ET

More Related