StockTrak Success Stories & Use Cases

Learn how universities are using StockTrak for high school recruiting, fundraising, campus-wide financial literacy programs & more.

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Engaging Your Current Students with Real-World Financial Experience

Improve student engagement, retention, and outcomes by using virtual simulations and learning library in one of the following ways.

Campus-Wide Investing Challenges

Foster financial literacy and friendly competition for ALL students.

Promote financial literacy and spirited competition across your entire student body, regardless of major. A campus-wide challenge makes investing accessible and exciting for everyone, extending valuable learning far beyond the traditional finance classroom.

Central Michigan University’s 20+ Year Success Story

For over two decades, Central Michigan University has leveraged StockTrak to host engaging Spring and Fall investing challenges. Their custom-branded site not only educates a wide range of students but also provides a prominent platform to:

Extend Financial Education

Across the university, reaching students from all disciplines.

Attract Rew Talent

Into their finance and business programs, drawing interest from a wider campus pool.

Thank & Showcase Sponsors

Strengthening community partnerships and donor relations.

Enhance Campus Spirit

Encourage a fun, competitive, and collaborative learning environment.

Colleges running Campus-wide Investing Challenges powered by StockTrak

Campus-Wide Financial Literacy Programs

Simulate Banking, Budgeting, Credit, and Debt Management for holistic financial wellness.

Provide students with an engaging, simulation-based platform where they actively manage both a virtual brokerage account and a personal monthly budget. Over 12 interactive virtual months they’ll:

Pay bills & expenses
Learn how to set and hit monthly savings goals
Build their credit scores and net worth
Learn the impact of getting into debt.

They’ll encounter unexpected life events and be forced to make financial decisions, all while learning through integrated lessons about taxes, insurance, paying off student loans and much more.

Build essential life skills with a Personal Finance Hub that provides your students with

Universal Financial Preparedness

Offer foundational financial education on critical life skills for every student, much like established campus wellness programs for alcohol and drug awareness.

Engaging, Self-Paced Simulation

Allow students to learn complex financial concepts at their own speed through an interactive, game-like environment that makes learning practical and fun.

Integrated Educational Content

Reinforce key concepts through embedded lessons, and self-grading assignments, ensuring practical application and retention of learned material.

Easy Oversight & Reporting

Monitor student progress, engagement, and comprehension with straightforward reporting tools for effective program assessment by administrators.

4-Year Student Practice Portfolios

Enable long-term strategic investment learning and tracking.

Shift student focus from short-term trading to long-term investment strategy. Students learn how to maintain and rebalance their portfolios, and transition from short-term speculation to thoughtful, long-term investment planning.

With continuous portfolio access from their initial classes through graduation, 3+ year extended sessions provide a unique opportunity for students to experience full market cycles.

Experiencing Long-Term Effects

Students can witness the real impact of compounding, fee structures over years, and the results of strategic asset allocation over a meaningful timeframe.

Support CFA & CFP Designation Pathways

These designations require management through various market conditions.
A single-semester project can’t truly simulate this.

Foster Cohort-Based Strategic Learning

As students progress through their coursework, they can apply increasingly sophisticated concepts to their ongoing portfolio.

Developing a “Story” for Interviews

A multi-year portfolio provides a rich, detailed narrative of decision-making, learning, and adaptation that is far more compelling in job interviews than a brief project.

Waterloo University Success Story

Since 2016, Waterloo University students embark on an extended financial journey. For instance, the FARM-2024 class will manage their portfolios until 2029:

Starting Cash: $1,000,000 CAD
Securities: stocks, ETFs, options, mutual funds, bonds, futures, future options, and forex
Advanced Strategies: short selling & margin trading

Students experience trading across a vast array of global markets including the United States, Toronto, London, Frankfurt, Paris, Tokyo, and Hong Kong.

Practice Accounts for Student-Managed Investment Funds (SMIFs)

Provide a risk-free environment for real-world fund management.

Practice accounts provide a highly realistic platform where students learn how to navigate market volatility and grasp risk-reward trade-offs. They can build their skills and investing strategies before managing real capital or experiment with innovative approaches alongside a live fund.

Corvinus University Success Story

Corvinus FinLab Global Portfolio Simulation is a unique resource provided by the Department of Finance at the Faculty of Business Administration at Corvinus University for all current and prospective students. Participants simulate investing in over 50 global markets with real-time trading and rankings.

By using practice accounts, your institution and SMIF participants can:

Build Pre-Requisite Skills

Provide aspiring members with vital market exposure and a proven track record in a simulated environment.

Enhance Career Readiness

Equip students with tangible investment experience to boost their employability.

Refine Strategies Risk-Free

Allow SMIF members to test their theories to outperform the fund—without jeopardizing real capital.

Potentially Improve Returns

Foster data-driven decisions that can lead to more informed investment choices and better fund performance.

Student Club Activities/Competitions

Enhance club engagement and practical skills development.

Offer a fun, hands-on way for diverse organizations at your school from Finance & Management Associations (FMA) and business fraternities to entrepreneurship clubs—to develop valuable skills and attract wider student participation.

By supporting your student clubs, you institution cultivates a more engaged student body that enhances academic program appeal.

Increases Enrollment in Student Organizations

Offer a dynamic platform that attracts new members and keeps current members actively engaged through exciting, hands-on challenges.

Drive Interest in Business Programs

Spark curiosity in finance and business by exposing students from all disciplines to the thrill of the markets, potentially leading to major declarations.

Improve Employability

Equip students with practical trading experience and compelling talking points for job interviews, directly improving their confidence and placement opportunities.

Foster Broader Skill Development

Encourage practical application of analytical, decision-making, and strategic thinking skills in a competitive, yet supportive, club environment.

Student Financial Counseling Centers

Offer a practical tool for illustrating financial concepts and strategies.

Empower campus counselors with an interactive platform to vividly illustrate complex financial concepts, simulate real-world scenarios, and help students practically apply advice on managing their personal finances.

Boost Student Engagement & Retention

Transform financial counseling sessions with a gamified platform, increasing the likelihood students will retain key financial lessons.

Make Abstract Concepts Tangible

Allow counselors to demonstrate the real-world impact of financial decisions—like managing cash flow or understanding credit score fluctuations.

Address Critical Student Finance Topics

Provide a practical tool to explore topics like navigating student loan applications, strategizing loan repayment, managing credit card debt, and building healthy saving habits.

Improve Financial Wellness Outcomes

Equip students with the practical skills and confidence to become better managers of their own resources, contributing to reduced financial stress on campus.

Strengthening Your High School Recruitment & Outreach

Enhance your reputation in your local community and attract high-quality students.

High School Teacher Training

Empower Local Educators, Amplify Your Reach

Transform how local teachers offer financial education in their schools by offering your own cutting-edge Trading Room for professional development (PD) credits. This initiative will showcase your business school’s premier facilities, and:

Cultivate strong relationships with local educators
Enhancing their teaching capabilities
Potentially, inspiring them to pursue further education at your university
Strengthening your recruitment pipeline!

Bentley University Empowering Local Educators

Bentley University actively engages surrounding school districts by hosting high school investing competitions. They invite teachers into their state-of-the-art trading room for hands-on training with the Bentley trading platform and Bloomberg terminals. This equips educators with firsthand experience and a renewed passion for financial education they can bring to their own students.

Ithaca College Successful Dual Approach

For over 10 years, Ithaca College has used StockTrak to foster strong connections with local high schools. Through their custom-branded site, they run both teacher training programs and student stock market challenges. Ithaca has found this dual approach to be an effective strategy for recruiting talented business students to the college.

Stock & Financial Literacy Program for Local High Schools

Host engaging competitions to build your university’s reputation and attract prospective students.

Pioneering institutions like Bentley University, Ithaca College, Concordia University and the President’s Investment Challenge at the University of Nevada, Las Vegas are already transforming high school outreach by hosting annual investing challenges. These engaging competitions serve as a powerful magnet, drawing prospective students into the exciting world of finance.

By offering a hands-on taste of market dynamics, universities can:

Boost Business Program Enrollment

Create a direct and exciting pipeline for recruiting motivated students into your business, finance, and economics programs by showcasing your university’s dynamic learning environment.

Enhance University Brand & Visibility

Position your institution as a leader in financial education within your local communities, significantly raising your institution’s brand visibility and awareness.

Increase Acceptance Rates

Attract top-performing students by offering scholarships or awards for challenge winners, making your university a more compelling choice and improving accepted applicants.

Foster Early Engagement & Loyalty

Build meaningful connections with high school students early on, cultivating familiarity and a sense of belonging that can influence their college decisions.

Summer Camps for Students for $$$

Offer immersive summer programs (free or fee-based) for high schoolers, showcasing your institution’s resources.

Transform your campus into a summer destination for ambitious high schoolers with “Wall Street 101” style camps. These daily or weekly immersive programs offer a unique opportunity to showcase your institution’s facilities. Participants get a deep dive into the world of finance, business strategy, and even entrepreneurship, creating memorable experiences that can inspire a passion for these fields.

Provide incoming students with a foundational understanding of their chosen field, ensuring they arrive on campus more focused, prepared, and ready to excel in their major.

Bentley University Success Story

Bentley University runs a successful “Wall Street Weeks” program. In this fee-based program, high school students gain hands-on trading room experience where they build a portfolio and present their investment strategy in a “Shark Tank” style pitch presentation.

This serves as a valuable profit center for the university.

Dual Enrollment Programs

Build strong brand loyalty among high school students, their parents, and influential local educators.

Allow high school students to earn both high school and college credits solidifying your university’s reputation as an innovator in accessible education.

University of Northern Iowa Success Story

The University of Northern Iowa uses their branded virtual platform to deliver both online courses for their university students and dynamic dual enrollment options for high schoolers.

High school students earn credits for both high school and college by completing comprehensive courses that include both investing and personal budgeting simulations, giving them a robust introduction to financial concepts.

By implementing Dual Enrollment Finance Programs, your institution can:

Improve Acceptance & Enrollment Rates

Attract highly qualified students who are already invested in your institution, leading to higher acceptance rates and a stronger cohort of incoming freshmen.

Provide Tangible College Credit Advantages

Offer a clear, valuable incentive for students to engage with your programs early by allowing them to earn transferable college credits, saving them time and money in their studies.

Smooth the Transition to University Life

Familiarize high school students with college-level coursework and expectations in a supportive environment, easing their future academic and social transition to university.

Ready to Amplify Your University’s Impact?

Discover how StockTrak can be tailored to meet your specific needs for student engagement, curriculum enhancement, and recruitment. We’ll partner with you to implement effective, engaging financial learning experiences across your institution.

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