Overview and Background: Unit: Stock Market Analyst

 

Jason Johnson : Cheney USD 268

Computers - Technology : Computer Applications : Excel

Cheney High School : Grades 9 - 10 : Jan. - Jan.

 

Title:

Stock Market Analyst

Topics:

Excel, Stock Market

Time Frame:

 

Start Date:

-

Status:

 

Date Revised:

 

 

Other Designers:

 

Summary:

 

Print Materials Needed:
Microsoft Office 2000 by Pasewark and Pasewark. South-Western Educational Publishing, 2000.

Resources:

 

Resource Attachments:

Internet Resource Links:
Link 1:http://www.nyse.com/
Link 2:http://http://finance.yahoo.com/?u

 

Stage 1: Identify Desired Results

 

State:

Local Standard      

Title:

VE2

Standard(s):

X. Spreadsheet Applications (1-11)
XI. Use Additional Chart Features (1-2)
XII. Enhance the Appearance of a Chart (1-6)
XIII. Create and Use Multiple Worksheets and Files (1-6)
XIV. Consolidate Worksheets and Linking Files (1-5)

 

Understandings:

user

Overarching
Patterns allow predictions.

Unit
Microsoft Excel can help in tracking money.

 

Essential Questions:

user

How do patterns help us make predictions?
What is needed to use an effective chart?
What is used to help track money?

 

Knowledge and Skills:

K
How Excel correlates information for charts.
How Excel uses formulas to calculate needed information.

S
Write formulas to create totals for change in daily stock prices.
Create charts based on the information collected from the stock market reports.
Incorporate design elements to enhance the appearance of the spreadsheet.

 

Stage 2: Determine Acceptable Evidence

 

Assessment Summary:
The students will be hired on as stock market analyst interns. Their first job will be to choose 15 stocks that they think will be valuable commodities to their company. They will then be asked to track the stocks via the internet for 14 days and show the high, low, and close from each day. Also, they will need to show the change in the stock from day 1 to day 2 and so on. At the end of the 14 days the students will need to compile the information gathered and create three charts that show relationships. The pie chart will show which stock has grown the most over the two weeks. The bar chart will show the closing prices of all the stocks on the 14th day. The third and final chart will be a line graph that shows the daily rise and fall of one stock of the studentĚs choice.

 

Task/Prompt: The Stock Market

 

Type:Performance Task

Topics: Patterns, Stock Market, Microsoft Excel

 

Summary:
The students will be hired on as stock market analyst interns. Their first job will be to choose 15 stocks that they think will be valuable commodities to their company. They will then be asked to track the stocks via the internet for 14 days and show the high, low, and close from each day. Also, they will need to show the change in the stock from day 1 to day 2 and so on. At the end of the 14 days the students will need to compile the information gathered and create three charts that show relationships. The pie chart will show which stock has grown the most over the two weeks. The bar chart will show the closing prices of all the stocks on the 14th day. The third and final chart will be a line graph that shows the daily rise and fall of one stock of the student’s choice.

 

Print Materials Needed:

 

Resources:

 

Resource Attachments:

 

Internet Resource Links:
Link 1:
Link 2:
Link 3:
Link 4:
Link 5:

 

 

Notes:

 

Student Directions:
You have been hired on as a stock market analyst intern and you have been assigned to track 15 stocks over the next two weeks. You will be responsible for showing the high, low, and close on a daily basis. You will use the internet as the resource for the stock prices. You will also be responsible for writing a formula for showing the change of the stock from day to day. At the end of the two weeks you will be able to create three graphs from the information gathered. The first chart is the pie chart, which will show which stock has grown the most over the two weeks. The second chart is a bar chart, which will show all the stocks and their final price on the close of the 14th day. The third chart will be a line graph, which will show the rise and fall of a stock of your choice. You will also need to use word art and other enhancement features to create a unique spreadsheet. You must then predict which stock will be the most successful. Then at the end of the semester we will look up the price of the stock you predicted to be successful and see what the price has gone to.



 

 

Other assessment evidence to be collected:

 

 

Excel Written Test 1
Excel Written Test 2
Excel Production Test 1
Excel Production Test 2

 

 

Stage 3: Plan Learning Experiences and Instruction

 

Learning Activities:

Talk to the students about the money that can be made on the stock market.
Show how Bill Gates is worth so much, but talk about the "paper money" situation.
Explain unit before hand and post essential questions on projector.
Doing lessons 1-12 in the book.
Lecture over stock market and "paper money".
Begin tracking stocks
Tests over lesson 1-12 in book.
Performance Assessment
Recheck stocks to see how effective the predictions were.