assignment on stock market pdf

17 Stock Market Worksheets PDFs (Plus Stock Market Lessons)

By: Author Amanda L. Grossman

Posted on Last updated: May 8, 2024

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Use these 17 stock market worksheet PDFs (and stock market lesson PDFs) to engage your students, kids, and teens.

Teaching students about investing, and looking for some killer stock market worksheet PDFs (that also happen to be free)?

I’ve got you covered.

You don’t have to be a stock market wizard to teach your students, thanks to some great stock market lesson pdfs, lesson plans, and worksheets.

Psst: one of the best ways to teach students about investing and the stock market is to actually have them play it. But don’t worry – they needn’t lose any money. Here are 6 free stock market game for students , and 9 investing board games for kids .

Stock Market Worksheet PDFs

Teaching kids about stocks and how to invest is such a worthy cause – it’s one of the best ways to ensure they’ll have a solid financial future.

I can clearly remember learning (or, at least trying to learn) how to read stock tables in my seminar class back in middle school. We each chose a stock, and then read the stock tables on it from week to week over a series of a few months.

At first, reading a stock table is like trying to read hieroglyphics at a museum – it just isn’t intuitive.

But then as we worked through it together, it became less intimidating. Do the same with your own students! They’ll thank you when they’re older.

And you don’t have to do it alone (especially if you’re not confident with investing, yourself).

Whether you’re looking for worksheets to follow specific stocks on the stock market, or company valuation worksheets, or price-to-earning ratio worksheets – you’ll find them below.

1. One-Page Stock-Monitoring Worksheet

Suggested Age: 4-8 grade

Sometimes, simple is best, right?

Here’s a stock monitoring worksheet you can download for free.

It’s a way for your students to choose a stock to buy with $XXX amount of cash, and then to monitor that stock over several weeks.

Other one-page stock market worksheets include:

• Stock Market Research : Suggested Age Range: 7-12 grade
• Stock Market Tracker : Suggested Age Range: 7-12 grade

To go along with this, you’ll likely want to give your students a worksheet on how to read a stock table. I’ve got that coming up, next!

2. Playing an Investment Game

Suggested Age Range: 9-12 grade

The Consumer Financial Protection Bureau came up with this new stock market worksheet where kids work through why they think a company's stocks rose or fell.

This is great, critical thinking they can definitely use when they invest in real life!

Psst: want your child to start buying real stocks? Here are 7 stock apps for kids . And here's a Global Stock Pitch Competition .

3. Stock Investing 101 Worksheet

Suggested Age Range: 7-12 grade

This is a free Microsoft Word document that walks your students through three familiar companies on the stock market: Amazon, Home Depot, and General Motors.

They’re asked to fill in a bunch of info for each one, then more thinking questions like which stock is the most volatile, and which stock is the most profitable.  

4. Stock Market Definitions and Terms

Looking for NYSE terms + an answer key? Great!

This stock market vocabulary worksheet is very simple and straightforward and will help you reinforce a lesson on understanding how to maneuver the stock exchange (links to the worksheets are all the way at the bottom).

Psst: don’t forget to download the answer key – that has all the definitions on it.

5. Price to Earnings Ratio Worksheet

Suggested Age Range: Not given.

A great lesson to teach your students is how to value a stock. You can do this by helping them to figure out the price to earnings using this worksheet.

6. Buy, Sell or Hold?: An Overview of Investing

Practical Money Skills offers both a teacher’s guide and student worksheets talking about what the stock market is, plus has them work through the price-to-earnings ratio for real-life stocks. This is Lesson #21, FYI.

7. What’s Up with the Stock Market?

BizKids has a great video plus accompanying stock market worksheet PDFs that teach your child to think about investment strategies. Students will also learn how to read a stock ticker.

8. Dividend-Paying Stocks (PDF)

Suggested Age Range: Teens

Here’s a great, free teaching guide + worksheets on dividend-paying stocks.

Psst: you'll want to check out these fun compound interest activities for kids , too.

9. Doing Your Corporate Homework

Suggested Age Range: not given.

Either assign a corporation to each student or let them choose one. Then, have them do research on the company by using this worksheet.

Afterward, ask them if they should buy that company’s stock or not.

10. Are Stocks a Risky Long-Term Investment?

Suggested Age Range: 7-12 grades

Your students will analyze stock market returns from 1871 to 2014, and then answer questions to determine whether or not it’s a good idea to invest in stocks over the long term.

Psst: you’ll want to check out my article on 7 best investment books for kids and teens .

Stock Market Lessons PDFs

Looking for more than just a one-page stock market worksheet?

I’ve got exciting stock market lesson PDFs, PowerPoint presentations, and anything else you need to teach your students all about the stock market.

1. Building Your Future: Accumulating Wealth

Suggested Age Range: High school

Are you ready for a really comprehensive set of stock market worksheets and lessons for students?

This is it!

You’ll definitely want to download and read the 22-page Teacher’s Guide that goes along with it.

Investing subjects covered (with 39 pages of stock market worksheets) include:

• Overview of investing
• Asset allocation
• Evaluating stocks
• Building a bond portfolio
• Mutual funds

2. Stock Market Price History Activity

Suggested Age: 9-12 grades

This is a great, in-depth lesson on how real and nominal prices work, inflation, and more by tracking a stock of their choosing over 30 years.

3. EconEdLink’s Where Did All the Money Go?

Suggested Age Range: 9-12 grades

I like how this lesson on the Great Depression gives students clues and has them solve the mystery of what caused the Great Depression.

Great lesson on how interdependent everything is – including the stock market, jobs, banks, farmers, etc.

4. Money Working for You Stock Market Lesson Plan

Register with High School Financial Planning, and check out Module 4 on investing, which is an entire lesson plan around investing.

You’ll get the following, all free:

• Instructor lesson packs
• Student lesson packs
• Lesson slide decks

There you have it – some awesome, and free stock market worksheet PDFs for students (both kids and teens) that will help them understand the stock market. Much better than I did at their age, anyway! 

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Stock Market

Stock Market teaches students all about the stock exchange, the bull and bear markets, and what shares are. Students will discover how the stock market started in May of 1792. They will learn about the Buttonwood Agreement and about commissions. The Buttonwood Agreement led to what is now called the New York Stock Exchange (NYSE).

By the end of this lesson, students will be able to identify and define many of the terms associated with stocks. They will a basic understanding of how the market works and how to make money with investing. There are several suggestions in the “Options for Lesson” section that may aid in your instruction. For instance, you may invite a stock broker to speak with the class and provide additional information.

Description

Additional information, what our stock market lesson plan includes.

Lesson Objectives and Overview: Stock Market is a great lesson for 5th and 6th grade students. Your students will learn all about the stock exchange and related terms. They have likely heard of the stock market, but they may not fully understand it. Students will learn about buying, investing, selling, and trading. And they will even have the chance to simulate the stock exchange and purchase and trade stock.

Classroom Procedure

Every lesson plan provides you with a classroom procedure page that outlines a step-by-step guide to follow. You do not have to follow the guide exactly. The guide helps you organize the lesson and details when to hand out worksheets. It also lists information in the yellow box that you might find useful. You will find the lesson objectives, state standards, and number of class sessions the lesson should take to complete in this area. In addition, it describes the supplies you will need as well as what and how you need to prepare beforehand.

Options for Lesson

You can check out the “Options for Lesson” section of the classroom procedure page for additional suggestions for ideas and activities to incorporate into the lesson. Students may work alone or in groups for the activity. You could also increase or decrease the length of time for the activity. Have students create an imaginary company and give other students a set amount of money to invest in the imaginary companies. Then discuss how students decided on the investments. Invite a stock broker or another financial expert to speak with the class about the stock market, investing, etc. Assign each student a company of which they can research the stock value from the company’s founding up to the present day.

Teacher Notes

The teacher notes page provides an extra paragraph of information to help guide the lesson and remind you what to focus on. While students may have heard about the stock market, they may not really understand what it involves. This lesson is meant to provide a foundational understanding. You might also benefit from teaching this lesson in conjunction with others about money or the economy. The blank lines on this page are available for you to write out thoughts and ideas you have as you prepare the lesson.

STOCK MARKET LESSON PLAN CONTENT PAGES

Introduction to the stock market.

The Stock Market lesson plan contains four pages of content. The word stock simply refers to the supply of a product or maybe a service. And the market is usually a public place where people can buy, sell, or trade those products or services. However, in a financial market, the stock refers to the supply of money that a company has raised. The money comes from people who gave the company money in the hopes that the company will make a profit. In return, the people who gave the money will earn more money.

Stock market , then, is the business of buying and selling stock. It is not a place like a grocery store or a food market. Wall Street is the name of a street in New York City’s financial district, and sometimes we say “Wall Street” to refer to the United States stock market. The financial district is the place where many people (or computers) buy and sell stock for themselves and other people.

The first stock market began on May 17, 1792, when 24 stockbrokers (people who buy and sell stock) and merchants signed the Buttonwood Agreement. This agreement had two provisions. First, the brokers were only to deal with each when buying or selling stock. And second, commissions (the money brokers made on each sale) were to be 0.25%. The agreement was signed underneath a buttonwood tree.

Later, the agreement led to the formation of the New York Stock and Exchange Board. This is now the New York Stock Exchange (NYSE), which is a company on Wall Street. It is also the world’s largest stock exchange. It provides a means for buyers and sellers to trade shares of stock in companies registered for public trading. There are other stock exchanges throughout the world as well, such as the London Stock Exchange (LSE) and another American exchange called the NASDAQ (National Association of Securities Dealers Automated Quotations) Stock Market.

Using the stock exchanges brokers, people and businesses can invest their money in public companies throughout the world. The public companies often want to grow their business, build more factories, or develop new products. So they turn to the selling of stocks to raise money for the company.

How Stocks Work

The next page outlines how the stock market functions. A company could borrow money from a bank to grow their business, but they would have to pay the money back to the bank. However, instead of borrowing money, a company can issue stock and raise money without going into debt. The people who buy the stock give money to the company to help the business grow.

In some way, you can think of it as opening a lemonade stand. After you open, you realize you don’t have enough money for all the supplies. You ask your parents for some money to help pay for lemons, cups, signage and other supplies. They give you the money, and you start selling. Once you begin making a profit, you pay them back and give them some of your profits. However, if you lose money, your parents will lose their money too. It is a risk they took to help you build your lemonade business.

Only business corporations can issue stock. A business owned by one person (sole-proprietorship) or a few people (partnership) cannot. A corporation has a special legal status and does not depend on the people who run it. And it has legal rights and responsibilities to the people who buy the company’s stock.

Shareholders and Stockholders

People who buy stock in a company own part of the company. Each part they own is called a share. For example, let’s go back to the lemonade stand. If you sold 100 shares of stock in your company at $1.00 per share, a person who purchased one share would own 1% of the company. A person who had 25 shares would own 25% of the company. The people who own the stock are called stockholders or shareholders.

The shareholders usually have voting rights in a company too. They could vote in people for the board of directors, for instance. The board will run the company and make major decisions for the company’s success. Stockholders usually have one vote for each share of stock they own. That means that the more stock a person owns, the greater influence they may have on the company. Quarterly or yearly reports are also sent to stockholders to inform them how the company is doing.

Every stockholder wants the company to grow and earn a profit. If the company earns money, the stockholders share the profits after the expenses are paid. Usually, when people invest money in companies by purchasing stock, they will earn more than they would if they left the money in the bank or made other investments.

For example, if the lemonade stand made a profit of $100, the people who purchased shares of the stock would double their money and earn a 100% profit. Banks and other investments usually yield much less. Of course, not all stocks earn such a high rate of return. But over time, investing in and buying shares of stock in a company usually leads to a greater profit.

On the other hand, if a company does poorly, goes out of business, and loses money, a stockholder can lose the money they invested in the company. The prices of stock for a company, though, will usually rise and fall over time. For example, a share of stock in a company today might cost $23, but tomorrow it could be worth $25 and the next day drop to $22. The rise and fall of stock prices drive people to “play” the stock market for a living.

Playing the Stock Market

There are people who play the stock market by buying and selling stock at the right time to earn money. For example, if the price of a stock goes down, a broker may purchase the stock at the lower price. They hold it for a while until the value of the stock rises or goes up and then sell it. If they can do this, they earn a profit simply by buying and selling stock at the right time.

For example, your lemonade stand stock may be worth $1 a share in the beginning but go up to $1.25 per share. The people who originally invested can now sell their shares for 25 cents profit per share to someone who is willing to buy the stock. The value of the stock could go down, however, and shareholders could lose money.

Students will learn that stock prices fluctuate daily and weekly. People will often hold onto a stock for a much longer period of time. The price of the share will change often, but over a long period of time, the value of stocks often rises. In summary, if a company does well, the value of shares rises. If a company struggles, the value of shares will go down.

Investors and brokers are often the people who follow the stock market very closely and invest another person’s or company’s money. They follow the overall rise and fall of the stock market and watch closely for companies that may increase in value and those that may decrease in value. At the end of each day, the market determines the overall value of  stock shares that companies, brokers, and investors bought or sold, or traded. The stock market value is then reported as going “up” or “down.”

There are stock markets throughout the world, and investors will carefully watch what happens to the value of stocks in other countries too. Sometimes this helps them make choices as to whether they should buy or sell shares of stock throughout the day.

Bears and Bulls

There are two groups of investors—bears and bulls. A bear is an investor who believes the stock market will go down and will be cautious when buying stock. A bull is an investor who believes the stock market will go up and put more money into buying shares of stock. Investors can also be bearish or bullish about a single kind of stock. The term bear market describes a time when stock prices are falling. Naturally, then, a bull market is a period of rising stock prices. Bear markets are usually bad; bull markets are good.

Without stocks (the shares of value in a company), many businesses would not have the money to grow and develop their products or services. The idea of a stock market has been around for a long time. In fact, people purchased stocks to finance the Pilgrim’s voyage to America. They hoped the travelers would find something valuable in the New World, ensuring the investors made a profit.

For example, imagine that friends you know want to search for gold reportedly buried in the side of a mountain. Your friends might need money to purchase equipment and tools. You give them the money hoping the gold will be found. If it is, they have agreed to give you a certain percentage of the profit.

STOCK MARKET LESSON PLAN WORKSHEETS

The Stock Market lesson plan includes three worksheets: an activity worksheet, a practice worksheet, and a homework assignment. Each one will reinforce students’ comprehension of lesson material in different ways and help them demonstrate when they learned. Use the guidelines on the classroom procedure page to determine when to distribute each worksheet to the class.

PURCHASE SHARES ACTIVITY WORKSHEET

After dividing into pairs, students will purchase shares of five different stocks. They will have an imaginary $5000 to allocate among the stocks. They will track the rising and falling prices of the stocks over a period of time. The lesson states two weeks. However, you could provide real companies for the students to monitor and adjust the amount of time they will track the prices.

At the beginning of the activity, students will answer a set of questions. After the two weeks pass, they will answer another set of questions based on their experience.

DEFINITION MATCH PRACTICE WORKSHEET

The practice worksheet lists 15 statements. Students will match the definition to the correct term. Afterward, they will answer five other questions, most of which are based on the lesson material.

STOCK MARKET HOMEWORK ASSIGNMENT

For the homework assignment, students must first fill in the blanks to 10 questions using the words in the word bank. Afterward, there is another set of statements. Students will determine whether the statement is true or false and mark it appropriately.

Worksheet Answer Keys

There are answer keys for both the practice and homework worksheets at the end of the lesson plan document. Correct answers are in red to make it easy for you to compare them to students’ work. If you choose to administer the lesson pages to your students via PDF, you will need to save a new file that omits these pages. Otherwise, you can simply print out the applicable pages and keep these as reference for yourself when grading assignments.

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Edward Jones

What investors need to know about stock market corrections

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Key takeaways

Market corrections are common.

Since the early 1980s, there's been a greater than 5% drawdown in the S&P 500 Index in every year but two.

Is a recession imminent?

Fortunately, many of the “early warning signals” that we track don't appear to be suggesting that a recession is imminent.

Recoveries have been quick

The average time to recovery is three months from a 5%-10% downturn and eight months from a 10%-20% correction.

Market corrections, while common, are always unsettling. Investment strategists lose sleep too. In the midst of this current global market sell-off, I spent the wee hours reminding myself of what I’ve absorbed over the years about market corrections and volatility. Here are some important reminders to keep in mind if the current sell-off is causing you to lose sleep as well.

Ten things to remember about market corrections and volatility

• Market corrections happen almost every year.  Since the early 1980s, there's been a greater than 5% drawdown in the S&P 500 Index in every year but two (1995 and 2017). 1
• Market volatility and corrections don't emerge out of nowhere. They tend to be the result of policy uncertainty. The US market has been expecting multiple rate cuts by the US Federal Reserve (Fed), which haven't yet emerged but are likely forthcoming. 2
• Of all the indicators, the bond market tends to get it right most often. The bond market is signaling that US nominal growth (real economic activity plus inflation) may be weak. US long rates have plunged. 3 The 2-year US Treasury has fallen by even more. 4 The bond market is ahead of the Fed and intimating that multiple rate hikes could be imminent.
• Market cycles don’t die of old age. They're typically murdered by the Fed with interest rate hikes. Herein, lies the rub. Has the Fed kept interest rates high for too long, and what damage has it done to the global economy? Fortunately, many of the “early warning signals” that we track don't appear to be suggesting that a recession is imminent. ( Explore our Portfolio Playbook to see what our indicators are telling us on a monthly basis.)
• The corporate bond market has been the “canary in the coal mine.” Corporate borrowing costs relative to the risk-free rate tend to provide an early warning sign, rising significantly ahead of a recession. Currently, the spread between high-quality corporate bonds and the risk-free rate are rising but remain below average. 5 In short, I believe the corporate bond market is signaling a worsening economic backdrop, but not a recession.
• The stock market has historically recovered quickly from corrections. The average time to recovery from a 5%-10% downturn is three months. The average time to recovery from a 10%-20% correction is eight months. 6
• If a recession occurs, markets typically fall by more and take longer to recover. The average decline during the more-mild recessions of 1957, 1960, 1980, 1981, and 1991 is nearly 20%. The stock market recovered, on average, within one to two years. 7
• The best days in the market often happen near the worst days of the market. Investors likely know that returns can be significantly impaired if they miss the best days in the market, but they may not realize that the best and worst days tend to group together. In fact, of the 30 best days in the stock market in the past 30 years, 24 happened during the “tech wreck,” the Global Financial Crisis, and the COVID-19 pandemic. 8
• It’s typically been better to add to portfolios after severe down days. Long-term investors have usually been better served by adding to portfolios rather than by withdrawing money during corrections. 9
• Time in the market has generally been better than timing the market. On days when the headlines look dire, our action biases implore us to make changes to our portfolios. However, numerous studies, including one from Dalbar, concluded that investors who remained committed to their investment plans have typically fared better than those who have attempted to time the market. 10

Source: Bloomberg, as of 8/2/24, based on the S&P 500 Index.

Source: Bloomberg, as of 8/5/24, based on Fed Funds Implied Futures.

Source: Bloomberg, as of 8/5/24, based on the 10-year US Treasury rate.

Source: Bloomberg, as of 8/5/24.

Source: Bloomberg, as of 8/5/24, based on the Bloomberg US Corporate Bond Index option-adjusted spread.

Source: Bloomberg, as of 8/5/24, based on the Dow Jones Industrial Average Index drawdowns and market cycles since 1945.

Source: Bloomberg, as of 7/31/24, based on the S&P 500 Index and recession dates defined by the National Bureau of Economic Research: Aug. 1957 – Apr. 1958, Apr. 1960 – Feb. 1961, Dec. 1969 – Nov. 1970, Nov. 1973 – Mar. 1975, Jan. 1980 – Jul. 1980, Jul. 1981 – Nov. 1982, Jul. 1990 – Mar. 1991, Mar. 2001 – Nov. 2001, Dec. 2007 – Jun. 2009 and Feb. 2020 – Apr. 2020. 

Sources: Bloomberg and Invesco, as of 8/5/24.

Source: Bloomberg, as of 7/31/24, based on S&P 500 Index returns since 1995. The analysis determines whether investors were better served by adding or withdrawing money following the 50 worst days in the market since 1995.

Sources: Dalbar, Bloomberg, as of 12/31/23. The study is based on a comparison of the return of the S&P 500 Index versus the average asset allocation investor return based on an analysis by DALBAR, Inc., which utilizes the net of aggregate mutual fund sales, redemptions, and exchanges each month as a measure of investor behavior.

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Important information

Image: Hiroshi Watanabe / Getty

All investing involves risk, including the risk of loss.

Past performance does not guarantee future results.

An investment cannot be made directly in an index.

This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

In general, stock values fluctuate, sometimes widely, in response to activities specific to the company as well as general market, economic and political conditions.

The S&P 500 Index is a is a market-capitalization-weighted index of the 500 largest domestic US stocks. 

The Bloomberg US Corporate Bond Index measures the investment grade, fixed-rate, taxable corporate bond market. It includes US dollar-denominated securities publicly issued by US and non-US industrial, utility, and financial issuers.

The Dow Jones Industrial Average is a price-weighted index of the 30 largest, most widely held stocks traded on the New York Stock Exchange.

Option-adjusted spread (OAS) is the yield spread that must be added to a benchmark yield curve to discount a security’s payments to match its market price, using a dynamic pricing model that accounts for embedded options.

The risk-free rate represents the interest an investor would expect from an absolutely risk-free investment over a specified period of time.

Fed funds futures are financial contracts that represent the market’s opinion of where the federal funds rate will be at a specified point in the future. The federal funds rate is the rate at which banks lend balances to each other overnight.

The opinions referenced above are those of the author as of August 5, 2024. These comments should not be construed as recommendations, but as an illustration of broader themes. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions; there can be no assurance that actual results will not differ materially from expectations.           

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