Suggested Team Roles

Entire Team

  • Identify potential stocks for purchase
  • Collect company information
  • Give rationale for making a trade
  • Research all holdings

Captain

  • Conduct team meetings
  • Encourage participation of all members
  • Determine consensus on stock transactions
  • Oversee transaction entries

Treasurer

  • Keep accurate records of all transactions
  • Check math
  • Verify accuracy of portfolio entries

Internet Research Coordinator

  • Coordinate team research efforts on internet
  • Set up file system for research

Newspaper Research Coordinator

  • Coordinate team research in the newspaper
  • Set up file system for research

Charting Specialist

  • Look up stock prices and record daily prices
  • Chart prices of stocks owned
  • Access charts of potential stock purchases from web sites