Guide to Understanding Portfolios
- 1. Guide to Understanding Portfolios ENTERING A PORTFOLIO
- 2. Login at www.stockmarketgame.org Enter your SMG Advisor ID and password here to access your Teacher Support Center. Your teams also login here to access their trading portfolios.
- 3. As soon as you have successfully submitted your SMG registration, you will receive a confirmation message from your SMG Coordinator. This message contains your Advisor ID and password. Your Advisor/User ID and Password are both case sensitive. Your Advisor ID and password provide you with immediate access to the Teacher Support Center where you can download lessons and classroom teaching resources.
- 4. If you register early, you will receive your IDs and passwords three weeks prior to the start of the SMG session you registered for. If you register after the start of the SMG session, you should receive your IDs and passwords 24 – 48 hours after your registration submission. Your Advisor ID and /password Your Team IDs and passwords If you do not receive your IDs and passwords in the time frames noted above, contact your SMG Coordinator immediately.
- 5. KEEP Passwords Secure • Your teacher ID and password gives you access to the Teacher Support Center and to your student team portfolios. • Keep your ID/password in a secure place. • Remind students to keep their passwords private among team members only. • If a team accesses another team’s portfolio and makes trades inappropriately, the transactions cannot (will not) be cancelled by the SMG administrators. • The SMG System automatically logs off any portfolio after 15 minutes of inactivity.
- 6. This is the team portfolio Welcome page. From here, teams can 1 view their Portfolio Pages, 2 read the Rules of the Game, 3 Enter a Trade, 4 access Investor Research, 5 access Mutual Funds Education Center, 6 change their Password, 7 view their Rankings, 8 check out Outside Links, and 9 “Log off”. 4 5 9 1 3 2 8 7 6
- 7. Click Menu in the upper left-hand corner of any page in the portfolio to return to the Welcome page. Check the Team Information box for your team’s region and whether they are trading with end- of-day or real-time pricing. There are two ways to price stocks in SMG. End-of-Day means this team will get their stock based on the market price at close of day. Real-Time will mean the team will get current stock prices.
- 8. This is the Rankings Page. There are two types of rankings lists: Regional and Coordinator. Region may include teams based on grade, geographical region, or a special arrangement with your SMG Coordinator. Coordinator rankings include all SMG teams. A team must have entered a valid trade before appearing in the Rankings.
- 9. Sample Ranking Report. (The Coordinator Rankings show top 100 teams. Region reports show all teams.) Ranking reports may be updated daily or weekly, depending on your division. 2A is the date of this ranking. 2B is the current S&P500 value. 2C is the Total Equity in Portfolio and 2D is the % above/below the S&P500 Growth. Your coordinator may have your teams’ ranking based either on Total Equity, or Compared to the S&P500. (Example: Team AL_8_A117 is performing 6.6427% better than the current S&P500’s growth rate.)
- 10. Outside Links directs students to company research and investment resources outside of the SMG program. Some of the sites listed are commercial sites that have advertising. You are advised to visit the sites before introducing them to your students to insure that the content is appropriate.
- 11. Portfolios are password protected to keep a team from accessing another team’s portfolios. Students have the ability to change their passwords. If a team forgets their password, you may request it from your SMG Coordinator.