PFinLab Student Reporting Tutorial

  • See Written Details

    Log in to your teacher account to access the reports below.

    • Summary Report: Provides a high-level overview of your class session, displaying total student registrations, game participation stats, portfolio rules, and direct links for student registration and Google Classroom integration.
    • Activity Report: Track overall class orders and executed trades over custom timeframes, compare trading volume against S&P 500 benchmark trends, and inspect individual student account activity.
    • Diversification Report: A visual breakdown of how students allocate capital across different security types and market sectors, offering both class-wide totals and detailed individual portfolio pie charts.
    • Ranking Report: Displays overall or weekly student standings and provides complete administrative oversight, allowing instructors to inspect portfolio holdings, chart performance against market benchmarks, execute manual trades, and adjust cash balances.
    • Historical Rankings Report: Lets instructors view and export student standings, portfolio values, and performance changes as they existed on any specific past date.
    • Registration File Report: Provides complete class roster management, allowing instructors to bulk-generate student accounts, edit credentials, assign TA permissions, send on-site messages, and export login details.
    • User Summary Report: Provides detailed Stock Game oversight for individual student accounts, allowing instructors to monitor trading stats and trade notes, execute manual trades, adjust cash balances, and manage portfolio resets or passwords.
    • Full Session Exports: Allows instructors to bulk-export complete class portfolio data—including account statements, historical portfolio values, trade notes, and date-filtered account details—directly to Excel, Google Sheets, or email.
    • Top Traded Securities Report: Tracks class-wide trading trends by highlighting the most popular bought and sold securities over customizable timeframes, with export options for Excel, Google Drive, or email.
    • Budget Game Report: Tracks student progress through the simulation, displaying completed months, game dates, scores, and detailed breakdowns of financial choices such as savings deposits, credit card usage, and initial fixed expenses.
    • Site License Report: Allows administrators to track site license dates and monitor total versus remaining student seats so they can easily manage license utilization.
    • Custom Reports: Build tailor-made views by combining user activity, Stock Game metrics, Budget Game stats, and administrative action buttons into a single exportable report.