Stock Market Simulation Worksheets

Teaching · Investing

The record sheets your class needs to actually run a stock market simulation — a portfolio transaction form, a weekly tracker, a price graph, journal prompts and a final report. Print what each lesson needs, when it needs it. Pairs with the free Stock Market Simulation lesson plan. All grades, adaptable.

All grades Printable · no tech Free sample Full packet for members

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The portfolio transaction form: a ten-column record sheet for date, company, ticker, buy or sell, shares, price per share, shares times price, commission, total in or out, and cash left, with a worked example line above it.

How It Works

Paperwork for a six-lesson simulation

The free lesson plan runs in six lessons over a week, a semester or the whole school year. This packet is the paperwork for it — you do not need all of it on day one.

Set the rules

Fill in your starting money, how many stocks, and the commission on the rules sheet. Suggested figures are printed beside every blank.

Choose and buy

Students shortlist companies and write down why, then record every purchase on the transaction form — shares, price, commission and cash left.

Track it weekly

One tracker and one journal page per group, per week. Plot the price on the graph, then sell up and write the final report.

What’s Inside

Ten sheets, start to finish

Portfolio transaction form — ten columns, sixteen rows, with a worked example line
Weekly portfolio tracker — per-holding value and a running portfolio total
Price graph — sixteen weeks, students write their own price scale
Weekly journal — four questions on news, the economy and whether they moved together
Rules sheet — fill-in blanks with suggested figures for younger and older classes
Company shortlist — the reason written down before any money is spent
Final report — the outline of each group’s class presentation
Grading rubric — five criteria, four levels, out of 20; hand it out on day one
Two teacher pages — keeping it going, and what to grade
Print-load table — which sheets are once-per-group and which are weekly
Low-ink version of the whole packet, at identical pagination

The portfolio transaction form with its worked example line. — Transaction form

The weekly portfolio tracker with columns for shares owned, price when bought, price today and value today. — Weekly tracker

The price graph: a blank grid of sixteen week columns with an empty scale column for students to write their own prices. — Price graph

The weekly journal page with four questions and ruled writing lines. — Weekly journal

Get It

Try the free sample, or get the full packet

Free with a free account

Free sample — rules + transaction form

The two sheets you need on day one: the rules sheet and the portfolio transaction form, with its worked example. Enough to start a simulation this week. Create a free Money Instructor account to download — already a member? Just log in.

Download the free sample

Included with paid membership

The complete packet

All ten sheets — rules, shortlist, transaction form, weekly tracker, price graph, journal, final report, the grading rubric and the two teacher pages — plus a low-ink version at identical pagination. Free and logged-out visitors are prompted to create an account or upgrade.

Full Packet — Color (PDF) Full Packet — Low-Ink (PDF)

Who It’s For

Built to be adapted

Middle school

Drop the commission, set three companies, and work the weekly totals out together on the board.

High school & economics

Require a diversification argument on the shortlist before you approve the purchase.

Homeschool families

Works for a single student following two or three companies over a term.

A whole school year

The tracker and journal are consumables by design — print one of each, per group, per week.

Pair It Up

No real tickers? Assign the simulator instead

This packet is for running a real-market simulation over weeks. If you have one class period and no way to track live prices, the MI Investing Simulator teaches the same principles as a self-contained activity — students build a virtual portfolio and are scored on investing behavior, never on the biggest balance.

Explore the MI Investing Simulator →

The price graph sheet, a blank sixteen-week grid students plot one company’s price on.

Questions

Frequently asked questions

Do I need the lesson plan too?

The free Stock Market Simulation lesson plan is the six lessons; this packet is the paperwork they ask students to keep. Each sheet names the lesson it belongs to, so they work together, and the lesson plan is free to read with no account.

What grade level is this for?

All grades, adapted by the rules you set. The rules sheet prints a suggested figure beside every blank, including the lower starting money and reduced commission for younger students, and the teacher page explains what to change at each end.

Does it use real companies or real prices?

No. Every sheet is blank for students to fill in with the companies your class actually picks, and the one worked example uses an invented company. Nothing in the packet can go out of date, so it works in any year.

How long does the simulation run?

Anywhere from one week to the whole school year. The transaction form, rules, shortlist and price graph are printed once per group; the weekly tracker and journal are consumables, one of each per group per week.

How is it graded?

On records and reasoning, not on the portfolio’s final value. The packet includes a ready-to-use rubric — the same five criteria the teacher page names, each scored 1 to 4, out of 20 — and it has no row for what the portfolio was worth. Hand it to the groups on day one, so they know what counts before they start.

Is there a low-ink version?

Yes, and it paginates identically to the color version, so a class can use both at once without the page numbers drifting.

Ready to Run It?

Start a stock market simulation this term

Try the free sample, or get the full packet with all ten sheets, including the grading rubric and the two teacher pages.

Try the free sample Get the full packet

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