Online Portfolio Evaluation and Analysis in a Basic Investments Course

Abstract

This abstract was created post-production by the JFI Editorial Board.

 Many professors who teach investments require their students to participate in an online stock portfolio simulation as a means of gaining investment experience, Often near the end of this experience students are asked to analyze and evaluate their portfolios. There are many tools online that can be used to assist students in this process. This paper reviews several Web sites which provide either portfolio evaluation reports or tools, and briefly explains some ways in which the reports/tools can aid in the process of portfolio analysis and evaluation. It is hoped the information presented will prove valuable to professors who require students to become involved in some form of portfolio evaluation, as well as professors who may simply want to teach students the process of portfolio evaluation and analysis.