Faculty Advisor

Tang, Dalin


In this Interactive Qualifying Project (IQP), the group conducted a 14-week stock market simulation using three different trading strategies: technical, swing, and position trading. The team researched the fundamentals of the stock market and the basics of trading using tools and resources gathered from the Internet. Each member managed a portfolio using one trading strategy with an initial $500,000 to invest. Trading decisions were supported by market analysis techniques and results were exchanged in weekly conventions. The project gave the team members a valuable beginning stock trading experience and helped them to gain a better knowledge and understanding of the stock market. This IQP has built a strong foundation for potential investment in the future.


Worcester Polytechnic Institute

Date Accepted

February 2016

Project Type

Interactive Qualifying Project



Advisor Department

Mathematical Sciences