Applied module or semester project
Connect security screening and investment theses to sizing, virtual positions, monitoring, and post-decision review.
Investment simulator for students · Investments courses
A stock portfolio simulator that makes every investment thesis observable.
Use Investfly as an investment portfolio simulator for students: move from a broad market universe to documented selection criteria, virtual positions, strategy tests, and an evidence-based review—without reducing the course to a leaderboard.
- Research-to-portfolio workflow
- Fundamental + technical tools
- Reviewable trade history
ScreenDefine a reproducible research universe
UNIVERSEInvestigateReview price, indicator, and fundamental context
THESISCommitSize a position in a virtual portfolio
DECISIONReviewCompare the thesis with observed outcomes
REFLECTCourse adoption snapshot
A no-code research-to-portfolio pilot.
Use this snapshot to judge fit before reviewing the detailed labs and project sequence below.
Thesis-to-position memo
Students screen a stock or ETF universe, defend one candidate, place a virtual trade, and review the thesis against observed evidence.
Investment fundamentals; no coding
Students should understand basic securities, return, risk, diversification, and course-defined valuation or analysis methods.
Research tools + virtual portfolio
Use screeners, watchlists, charts, fundamentals, indicators, positions, orders, and trade history; strategy tools are optional.
Criteria, thesis, sizing, and review
Grade the reproducibility of the screen, quality of reasoning, portfolio context, invalidation logic, and reflective revision.
Complements valuation coursework
Investfly is not an accounting model, institutional research terminal, or substitute for instructor-approved datasets.
Recognizable catalog titles
A direct fit for core investments and analysis courses.
Catalog naming varies by institution. These recurring titles share a practical research-and-decision layer Investfly can support.
InvestmentsPrinciples of InvestmentsInvestment AnalysisAdvanced Investment AnalysisSecurity AnalysisSecurity ValuationEquity AnalysisEquity and Capital MarketsFundamental AnalysisFinancial MarketsFinancial Markets and InstitutionsMoney and Capital MarketsInvestment Management LabStudent-Managed Investment FundInvestment PracticumFinancial Statement Analysis
Learning outcomes
Teach a disciplined investment process.
Investfly makes the path from information to action visible enough to critique, repeat, and improve.
Define an investable universe
Translate a broad idea into explicit fundamental, technical, price, or market-cap criteria.
Separate evidence from narrative
Use screens, charts, indicators, watchlists, and supporting analysis to defend why a security belongs.
Connect conviction to sizing
Choose position size and portfolio context instead of stopping at a buy/sell opinion.
Revisit the thesis
Use trade history and observed performance to compare initial expectations with what followed.
Assignment-ready labs
Six ways to turn analysis into coursework.
Research funnel
Begin with a broad stock or ETF universe. Students define successive filters, record exclusions, and submit a final watchlist with a short rationale.
Thesis-to-position memo
Require an investment thesis, supporting evidence, invalidation condition, target allocation, and virtual trade in the same assignment.
Fundamental versus technical selection
Build two selection processes, hold other constraints constant, and compare the resulting candidates and portfolio decisions.
Event observation
Create a watchlist before a scheduled market or company event, document expectations, then review price and portfolio behavior afterward.
Discretion versus rules
Manage one portfolio discretionarily and encode the core selection or exit logic as supported strategy rules for comparison.
Investment committee
Teams present candidates, allocate a shared virtual mandate, monitor decisions, and defend changes using portfolio and trade evidence.
Course-to-platform map
Match each analytical step to visible student evidence.
Investfly capabilityLearning useEvidence to assess
Screeners and filtersDefine and reproduce selection criteria.Saved criteria, candidate set, and explanation of exclusions.
Charts and indicatorsExamine price behavior and technical context.Annotated observations and an explicit link to the thesis.
Watchlists and alertsMonitor a research pipeline or thesis condition.Candidate status, alert rationale, and response to new evidence.
Virtual portfoliosConnect selection, sizing, and diversification.Positions, balances, orders, completed trades, and portfolio rationale.
Strategy and backtest toolsTest whether a repeatable version of the thesis behaves as expected.Rules, hypothetical results, limitations, revisions, and reflection.
Suggested project sequence
A four-stage security analysis project.
Mandate and universe
Specify the objective, eligible instruments, benchmark, horizon, constraints, and screening logic.
Research and recommendation
Submit the watchlist, thesis, evidence, material risks, and conditions that would invalidate the idea.
Portfolio decision
Place the virtual trade, explain sizing, and monitor the position alongside competing opportunities.
Post-decision review
Use trade and performance evidence to distinguish process quality from favorable or unfavorable outcomes.
A practical layer, not the whole discipline
Keep valuation work rigorous—and make the market decision testable.
Investfly complements valuation models, financial-statement work, readings, and instructor-provided datasets. It is not a replacement for an accounting model, institutional research terminal, or academic factor-research environment.
- Use instructor-approved securities and datasets where the syllabus requires them.
- Public equity and ETF exercises are the clearest fit.
- Backtests and virtual portfolios remain hypothetical simulations.
- Assess reasoning, constraints, and revision—not return alone.
Continue the curriculum
Related course labs
Course planning questions
Using Investfly in an investments syllabus
Can students use fundamental and technical criteria together?
Yes. Instructors can design exercises that combine supported fundamental fields, technical filters, charts, standard or custom indicators, and qualitative research supplied outside the platform.
Does the course need to be a trading competition?
No. A contest is optional. Students can use independent virtual portfolios for research memos, mandate-based projects, team investment committees, or longer observation assignments.
Can the platform support a student-managed fund course?
It can support the public-security research, virtual portfolio, team decision, and review portions of an investment lab. It does not replace institutional custody, compliance, or real-fund operations.
From thesis to evidence
Design an investments lab around the decisions you want students to defend.
Create a free instructor account and shape the exercise around your course level, instruments, and assessment style.
Simulation limitations and current data, instrument, and plan availability apply.