Editing Class Rules and Viewing Reports

Editing Rules

To edit a class rule, click Edit Trading Rules under Admin on the main menu:

If you would like to set-up a new class and need some assistance, please go to Setting Up Your Class Guide.

You can edit almost all class rules, with the following exceptions:

Portfolio currency cannot be changed.
Initial cash balance cannot be changed directly.
- Please contact our support team if you need to change it.
Allowing/disallowing margin trading cannot be changed directly.
- Please contact our support team if you need to change it.
- If you want to disallow margin trading but you have students who have already begun to trade on margin, it will impact their ability to trade.
You cannot change commission type (per share or per trade) directly
- Please contact our support team if you need to change it

Reports

You have several administration reports available as a professor. To access these reports, click Reports under “Admin” on the main menu:

From here, you can cycle through the different reports available using the different options on the left side panel. By default you will be brought to the Summary Reports page which is where you can find the registration link to share with your students. You can also export every report to Excel or print them. If you have multiple classes, you can also switch between them here:

Summary Report

The summary report has some overview information for your class; such as total registrations, total activations (a student account which has placed at least one trade), and the total number of trades placed in your class. You can also see some of the trading rules for each session.

Rankings

The rankings report has some of the portfolio value information for each student. These rankings update at midnight each day – if you want to see the intraday rankings, click “Rankings” under “My Portfolio” on the main menu.

The Rankings report also has two buttons for each student – “View More” and “Cash Adjust”.

View More will let you see each student’s current Open Positions, Transaction Histories, and Account Balances.
Cash Adjustment will let you add or remove cash from each student’s account.
Chart will provide a pop-up window with a 1-month graph or a 3-month graph of that student’s portfolio compared to the SPY%
Reset Portfolio should be used sparingly as it will purge your student’s account of all their transactions so far

Registration File

The Registration File report will have all of the registration information for each student. If your students are working in pairs, the name of the second user on each account will also be listed here.

User Summary

The User Summary report will contain more granular information for each student’s portfolio. This will have information such as:

Number of orders placed independent from number of trades made
Last login date
Registration date
Cash balance
Loan balance
…and much more

Top Traded Securities

You can filter the most commonly traded securities in your class by date, type of order (buy, sell, short, cover) or by user.

Report Downloads

The tab contains larger Excel export files for your entire class in one place.

Export Account Statements button will download your entire class transaction history, open positions, and account balances, grouped by students.
Export Historical Portfolio Values will download the end of day value for each student in your class for the entire duration of the trading period.
Export Account Details will let you download a subset of the “Account Statements” report, such as just transaction histories or just open positions.

Activity Report

This report will graph the number of trades and number of orders over either a 14 day or 30 day period. You will also be able to view each student below and get more detailed activity per student along with recent orders and their symbols.

Diversification Report

Find out the breakdown of investments across the different types of securities over the last 7 days displayed as a bar graphs.

Manage Teams

One of the most commonly asked questions is how to organize students into teams. You’re able to do this from the Manage Teams page, which you can access from the left side panel on the Reports page.

When you create a team the individual student portfolios are averaged together in the class rankings. You can elect to have one student place all trades, while the other team members login to their accounts to “advise” them. Otherwise, all the trades placed in each student account will be averaged together in the team portfolio. The team account login exists to allow team members to login and view their combined portfolio, however they cannot place trades from that account.

Lastly, students should use their individual accounts for the Budget Game and to complete any/all assignments. The Budget Game feature will only be available if you selected Personal Finance when setting up your class. For more information about setting up your next class, please Click Here.

Once here, you should see a page that looks like the image below with two columns Users Without Teams and Current Teams. First, make sure that you have the right class by selecting the appropriate one from the Session dropdown menu. If you haven’t already created any teams, you can do so by clicking + Add New Team. Please keep in mind that like usernames, the system will not allow duplicate names for teams.

To add a student to a team, select the team name from the Add To Team dropdown menu next to their name. You can view students already in a team by clicking on View Team. If you want to remove a team, you can click DELETE, and the students in that team should reappear in the Users WITHOUT TEAMS column. If they don’t appear right away, you can refresh your page.

Custom Reports

If you haven’t been able to find the information you’re looking for, you can generate your own Custom Reports. To create one click on + ADD NEW. Your report can be as simple or as robust as you need.

Choose from the following items by clicking on ADD and your list should automatically populate in the INCLUDED FIELDS column. Whenever you’re done click on CREATE.

User Info: first name, last name, email, registration date, secondary name etc.
Current User Activity: last login date, buying power, trades made, interest charged on cash, market value etc.
Historical Data: specify the date for when you’d like to see student data for items like, cash balance, market value long, market value short, sharpe ratio etc.
Open Positions: symbol, average price paid, quantity, exchange, currency
Trading Data: order side, order status, order type, symbol, quantity, create date, trades notes, security type etc.
Functions: edit username, reset password, view portfolio, add/remove cash