Finance Glossary
Everything you need to know from basic financial concepts to advanced technical analysis terms. With examples and use cases.
35
Total Terms
8
Basics
7
Technical Analysis
6
Macro
Showing 35 terms
Basics
(8)Stock
BasicsA security representing a certain share of a company's capital. An investor who buys stock becomes a shareholder and may benefit from dividends.
By buying Apple (AAPL) stock, you become a shareholder of Apple.
"AAPL stock rose 2% today." — Used in portfolio management and stock analysis pages.
Bond
BasicsA fixed-income security issued by governments or corporations to borrow money. Principal and interest are paid at maturity.
The US 10-year Treasury bond offers a 4.25% yield.
"Bond yields are rising while stocks are under pressure." — Tracked on the Bonds & Yields page.
Portfolio
BasicsThe entirety of all financial assets (stocks, bonds, commodities, etc.) owned by an investor. Diversification reduces risk.
A balanced portfolio with 60% stocks, 30% bonds, 10% gold.
"I'm adding stocks from different sectors to diversify my portfolio." — Managed on the Portfolio page.
Liquidity
BasicsThe ability of an asset to be quickly converted to cash without losing value. Assets with high trading volume are more liquid.
Apple stock is very liquid; billions of dollars are traded daily.
"Low liquidity leads to large spread differences." — Important for volume filtering in the Screener.
Volatility
BasicsA measure of price fluctuation for an asset. High volatility means the price shows rapid and large changes.
When the VIX index rises above 30, there is high volatility in the market.
"This stock's volatility is very high, risk management is essential." — Tracked as VIX on the Markets page.
Market Capitalization (Market Cap)
BasicsThe total market value of a company. Calculated as share price x total number of shares. Large-cap > $10B, Mid-cap $2-10B, Small-cap < $2B.
Apple's market cap is ~$3 trillion, making it the world's most valuable company.
"I set the market cap filter to $10B+ in the Screener." — Used as a filter on the Screener page.
Dividend
BasicsThe share of profits that companies distribute to their shareholders. Usually paid quarterly or annually.
Johnson & Johnson offers an annual dividend yield of ~2.8%.
"Dividend stocks are ideal for passive income." — Visible in the Dividends tab on the Portfolio page.
IPO (Initial Public Offering)
BasicsThe process of a company offering its shares to the public for the first time on a stock exchange.
Arm Holdings went public on NASDAQ in 2023.
"The pre-IPO valuation looks very high." — Upcoming IPOs are tracked on the Calendar page.
Technical Analysis
(7)RSI (Relative Strength Index)
Technical AnalysisA momentum indicator with values between 0-100. Above 70 signals overbought conditions, below 30 signals oversold conditions.
NVDA's RSI rose to 75 — it's in the overbought zone.
"When RSI drops below 30, it may be a buying opportunity." — Visible in the Technicals tab on the Analysis page.
MACD
Technical AnalysisMoving Average Convergence Divergence. Shows the difference between two moving averages to detect trend changes. Signal line crossovers are important.
MACD crossed above the signal line — buy signal.
"MACD histogram turned positive, momentum is strengthening." — Used as an indicator on the Analysis page.
Bollinger Bands
Technical AnalysisUpper and lower bands based on standard deviation of price. When price breaks outside the bands, a reversion is expected.
Price touched the lower Bollinger band — potential bottom signal.
"When Bollinger bands narrow, a big move is expected." — Used in technical analysis charts.
Moving Average (MA)
Technical AnalysisShows the average of prices over a specific period. Comes in SMA (simple) and EMA (exponential) types. Used to determine trend direction.
The 50-day MA crossed above the 200-day MA — Golden Cross.
"You can set up SMA 20/50 crossover alerts on the Alerts page." — Used in Alerts and Analysis.
Support / Resistance
Technical AnalysisSupport: The level where price stops falling. Resistance: The level where price stops rising. Breakouts can signal trend changes.
The 5,200 level looks like strong support for the S&P 500.
"If resistance is broken, the rally could accelerate." — Visible in technical levels on the Analysis page.
Fibonacci Retracement
Technical AnalysisUsed to identify retracement levels in price movements. The 23.6%, 38.2%, 50%, and 61.8% levels are significant.
The pullback found support at the 38.2% Fibonacci level.
"Fibonacci levels are used to determine price targets." — Applied in advanced technical analysis.
Candlestick Chart
Technical AnalysisJapanese candlestick charts show the open, close, high, and low prices for a given period. Patterns provide trend signals.
A Doji pattern signals indecision, while a Hammer signals a bottom.
"Candlestick patterns are used for short-term direction forecasting." — Visible in Analysis charts.
Fundamental Analysis
(5)P/E Ratio (Price-to-Earnings)
Fundamental AnalysisThe ratio of a stock's price to its earnings per share. A low P/E may indicate undervaluation, while a high P/E may indicate overvaluation.
S&P 500 average P/E ~22, Tesla P/E ~60.
"I set the P/E filter to 15-25 in the Screener." — Used in Screener and Analysis Fundamentals.
EPS (Earnings Per Share)
Fundamental AnalysisNet income divided by the total number of shares. A fundamental measure of a company's profitability.
Apple EPS $6.42 — analyst expectation was $6.35, it beat estimates.
"You can track EPS estimates in the Earnings Calendar." — Visible on Calendar and Analysis pages.
EBITDA
Fundamental AnalysisEarnings Before Interest, Taxes, Depreciation, and Amortization. Shows a company's operational performance. Used for cross-sector comparisons.
Amazon EBITDA margin rose to 20%.
"EV/EBITDA ratio is more reliable for cross-sector comparisons." — Used in Fundamentals analysis.
Free Cash Flow (FCF)
Fundamental AnalysisCash obtained from operations minus capital expenditures. Indicates a company's investment capacity.
Microsoft generates $60B+ in annual free cash flow.
"Companies with strong FCF can increase dividends and buy back shares." — Evaluated in AI analysis.
Debt-to-Equity Ratio (D/E)
Fundamental AnalysisThe ratio of a company's total debt to its equity. A high ratio means high leverage and risk.
Companies with a D/E ratio below 0.5 have low leverage.
"Set the D/E filter to 0-1 in the Screener for low risk." — Used in Screener filters.
Derivatives
(5)Option
DerivativesA contract that gives the right to buy (call) or sell (put) a specific asset at a specific price on a specific date. It is a right, not an obligation.
AAPL $200 Call option, December expiry — premium $5.50.
"You can protect your portfolio with option strategies." — Used in advanced trading.
Futures
DerivativesA contract for buying or selling a specific asset at a predetermined price on a future date.
S&P 500 futures contract is up 0.3% before market open.
"The futures market is used as a directional indicator after the overnight session." — Pre-market indicator on the Markets page.
Implied Volatility (IV)
DerivativesThe market's expectation of future price fluctuation, derived from option prices. High IV = high uncertainty.
IV typically rises before earnings — option premiums increase.
"If IV Rank is 80%+, selling options makes more sense; if 20%-, buying does." — Used in options analysis.
Strike Price
DerivativesThe predetermined price at which an asset will be bought or sold in an options contract.
TSLA $250 strike call option — current price is $245.
"ATM (At The Money) strike has the highest liquidity." — Fundamental in options terminology.
Hedge
DerivativesTaking a position in the opposite direction to reduce risk in existing positions. Example: Buying put options while holding stocks.
Hedge your portfolio with SPY put options at a 5% cost.
"Hedge strategies are recommended in the Portfolio Risk tab." — Used on the Portfolio page.
Crypto
(4)Blockchain
CryptoA distributed ledger technology where transactions are recorded in cryptographically linked blocks.
A new block is created on the Bitcoin blockchain every 10 minutes.
"Blockchain technology forms the foundation of cryptocurrency transactions." — A fundamental concept on the Crypto page.
DeFi
CryptoDecentralized Finance. Financial services that operate through smart contracts without the need for intermediaries.
DeFi protocols like Uniswap and Aave have $50B+ TVL.
"Track DeFi protocols in the DeFi category on the Crypto page." — DeFi filter on the Crypto page.
Staking
CryptoThe process of locking your crypto assets in a network to participate in transaction validation and earn rewards.
You can earn ~4% annual return through Ethereum staking.
"Staking yields are evaluated for passive income." — Used in crypto portfolio management.
Market Making
CryptoA strategy of providing liquidity by placing both buy and sell orders for an asset. Profit is earned from the spread difference.
Market makers on centralized exchanges trade with a 0.01% spread.
"Low spread = good liquidity." — Used in trading strategies.
Macro
(6)Interest Rate
MacroA monetary policy tool used by central banks. Low rates stimulate the economy, high rates curb inflation.
The Fed is holding the interest rate at the 5.25-5.50% range.
"FOMC meetings are tracked on the Calendar page." — Marked as High Impact on the Calendar.
Inflation
MacroThe increase in the general price level over time. Measured by CPI. One of the primary targets of central banks.
US CPI is 3.2% annually — the Fed target is 2%.
"CPI data appears as High Impact on the Calendar." — Tracked on Calendar and News pages.
GDP (Gross Domestic Product)
MacroThe total value of all goods and services produced in a country over a specific period.
US Q1 2026 GDP growth was reported at 2.1%.
"GDP data is tracked on the Calendar; its market impact is high." — GDP Advance Estimate on the Calendar.
Quantitative Easing (QE)
MacroA process where the central bank purchases bonds from the market to increase the money supply. Aims to lower interest rates and stimulate the economy.
The Fed supported markets with aggressive QE in 2020.
"QE periods are generally positive for stocks." — Evaluated in macro analysis and News.
Yield Curve
MacroA curve showing the yields of bonds with different maturities. An inverted curve is interpreted as a recession signal.
The 2Y-10Y spread turned negative — recession warning.
"A yield curve mini preview is visible on the Dashboard." — Tracked on the Dashboard and Bonds pages.
Bear Market / Bull Market
MacroBear: A market experiencing a 20%+ decline. Bull: A prolonged uptrend. Reflects investor psychology.
The 2022 bear market brought the S&P 500 down 25%.
"Market direction signals are tracked on the Smart Money page." — Used in Smart Money and Analysis.
35 total terms · 6 categories · Continuously updated