If you just registered as a professor, you will be taken directly to the contest creation page directly after registration. If not, you can create your class by clicking “Register New Class” on the main menu under Admin.
To get more information on how to use our Reports and Edit Trading Rules for existing classes Click Here to learn more.
From the dropdown menu, select the subject that best represents your class. Please note that if you would like to include the Budget Game in your class, you will need to select Personal Finance. Click NEXT
Your service level will determine the maximum length of your class, and the maximum number of trades each student can make. The longer the class, and the more trades allowed, and the higher the cost per student account. If you have a site license, you will not be asked service level. Site license clients have no restrictions on class lengths and no trade caps (although we can add trade limits to your class if you like).
You can add a “Buy and Hold” portfolio to most other service levels for $6 per student account. This allows your students to manage an “active” and “passive” portfolio simultaneously.
Next, you can select which international exchanges and security types you want your students to be able to trade. Choose between equities, stocks and ETFs, bonds, mutual funds, options, futures, future options, forex and cash spots.
Please note that futures trading is only available to academic customers.
You can also set the commission structure independently for each security type (for example, $10 per trade for Stocks, but $0.50 per contract for Options). You can also set position limits, which means your students can invest only up to that percent of their portfolio in any one security of that type. So if you have a position limit of 25% with an initial cash of $100,000, your students can only invest up to $25,000 in one company, (e.g. GOOG, WMT or TSLA etc.).
Diversification means how much of the overall portfolio can be invested in one asset class. If you allow margin trading, and your class is only trading equities, you will need to have more than 100%, (the maximum is 200%) to allow them use their funds fully.
You can select all the exchanges, by clicking the button at the top, or individually select any of the available options below. Please note that some of our international markets use EOD data so the trades will not execute immediately during regular market hours. Please contact our support team if you need any assistance at firstname.lastname@example.org.
You also have the option to add an assignment to your class. Assignments are list of tasks you give your students to complete. Your students can see this list and their progress every time they log in, and you can keep track of each student’s progress on every item.
Assignments include things like watching tutorial videos showing how to manage a StockTrak portfolio and how to trade, and placing certain types of orders or making a certain number of trades. If you’re not ready to set-up your assignment right away, you can Skip this Step. We recommend including the beginner lessons for first time investors, and we have more in-depth topics on personal finance, economics, management, marketing and accounting.
To create an assignment after registering your class, click Create/View Assignments under “Admin” on the main menu. This is also where you’ll be able to edit previous assignments and get progress reports on your students’ grades. Also, if you ever want to change any of the trading rules you can click the button below Edit Trading Rules. Another useful page from this dropdown menu is the Reports page, from here you can generate several different reports to track student progress and engagement.
When you are finished, click “Create” at the bottom of the page. Once your class is set up, you can view reports, edit rules, and much more. Click Here to see how.
Once you’ve completed all these steps, you’ll be taken to the Confirmation Page. You will also receive a copy of this by email:
This is your Registration Link which you can send to your students, taking them directly to your class registration page. They can also find your class by searching for your class name, but this is the fastest (and most common) way to get your students registered.
You can also set-up a demo account if you’d like to test out your class with a student account. You can use this to trade alongside your students, or to set up benchmark portfolios in the rankings. You can have two demo accounts per class.