TradeWize · Investing Glossary
The investing terms you'll actually run into.
Plain-English definitions — no jargon, no fluff. Every term is explained in one line, then a little deeper with a real example. When you're ready to use one, each links to the free lesson that teaches it hands-on.
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A
- Abandonment trigger
- Account statement
- Accounts receivable (A/R)
- Accruals
- Acquisition
- Active fund
- Active investing
- Allocation
- Allocation drift
- Alternatives
- Anchored VWAP
- Anchoring
- Annual report
- APR
- APY (annual percentage yield)
- Ascending triangle
- Ask
- ASML
- Asset allocation
- Asset class
- Asset mix
- ATR (Average True Range)
- Automate
B
- Backtesting
- Backwardation
- Balance sheet
- Balanced fund
- Base rate
- Basis
- Bear market
- Bearish engulfing
- Behavior gap
- Behaviour gap
- Benchmark
- Bid
- Bollinger Band squeeze
- Bollinger Bands
- Bond
- Bond ladder
- Book value
- Borrow fee
- Break of structure (BOS)
- Breakdown
- Breakeven
- Breakout
- Broad ETF
- Broker
- Brokerage account
- Bullish engulfing
- Buy rule
C
- CAGR (compound annual growth rate)
- Calendar rule
- Call option
- Candlestick
- Capital expenditures (CapEx)
- Capital gain
- Carve-out
- Cash drag
- Cash flow statement
- Cash from financing (CFF)
- Cash from investing (CFI)
- Cash from operations (CFO)
- Cash-secured put
- Catalyst
- Central bank
- CFD (contract for difference)
- Change of character (CHoCH)
- Chargeback
- Chart pattern
- Circle of competence
- Circuit breaker
- Clearing
- Commission
- Commodity
- Compounding
- Concentration
- Concentration risk
- Confirmation bias
- Confluence
- Contango
- Conviction
- Core-and-satellite
- Corporate action
- Correlation
- Correlation trap
- Cost basis
- Cost of goods sold (COGS)
- Coupon
- Covered call
- Creation/redemption
- Cryptocurrency
- Cup and handle
- Currency hedging
- Current assets
- Current liabilities
- Current ratio
- Curve fitting
- Custodian
- Customer support
D
- Dark cloud cover
- DCF (discounted cash flow)
- Deal spread
- Death cross
- Decision journal
- Declaration date
- Default
- Default action
- Default risk
- Delta
- Depreciation & amortization (D&A)
- Derivative
- Descending triangle
- Developed markets (DM)
- Dilution
- Direct listing
- Discount rate
- Disposition effect
- Distribution
- Divergence
- Diversification
- Dividend
- Dividend aristocrat
- Dividend coverage ratio
- Dividend cut
- Dividend trap
- Dividend yield
- Do-nothing rule
- Doji
- Dollar-cost averaging
- Donchian channel
- Double bottom
- Double top
- Downtrend
- Dragonfly doji
- Drawdown
- Drift
- DRIP
- Duration
E
F
G
H
I
K
L
M
- MACD
- Maintenance margin
- Margin
- Margin call
- Margin of safety
- Mark-to-market
- Market capitalisation (market cap)
- Market maker
- Market order
- Market price
- Market structure (trading)
- Market timing
- Marubozu
- Maturity
- Mean reversion
- Merger
- Momentum
- Money market fund
- Moneyness
- Morning star (candlestick)
- Moving average
- Moving average crossover
- Mutual fund
N
O
P
- P/B ratio (price-to-book)
- P/S ratio (price-to-sales)
- Panic selling
- Passive fund
- Pay date
- Payment for order flow
- Payout ratio
- PEG ratio
- Pennant
- Permanent loss
- Perpetual futures
- Phishing
- Piercing line (candlestick)
- Pin bar
- Pivot point
- Platform fee
- Point of control (POC)
- Policy rate
- Ponzi scheme
- Portfolio
- Position size
- Position sizing
- Premium/discount
- Present value (PV)
- Price action
- Price discovery
- Price-to-earnings (P/E) ratio
- Primary market
- Private equity (PE)
- Profit factor
- Property, plant & equipment (PP&E)
- Prospectus
- Protection cap
- Pullback
- Pump and dump
- Purchasing power
- Put option
R
- R-multiple
- Range (consolidation)
- Real asset
- Real interest rate
- Real return
- Realized gain
- Realty Income (O)
- Rebalance
- Rebalancing
- Rebalancing premium
- Recency bias
- Record date
- Recovery
- Rectangle
- Region
- Regulator
- Regulator check
- REIT
- Retained earnings
- Retest
- Retirement wrapper
- Return
- Revenge trading
- Revenue
- Reverse split
- Review cadence
- Rights issue
- Risk capacity
- Risk of ruin
- Risk premium
- Risk profile
- Risk tolerance
- Risk-free rate
- Risk-reward ratio
- Rollover
- Round-trip
- RSI (Relative Strength Index)
S
- Satellite sleeve
- Savings rate
- Scheduled contribution
- Secondary market
- Sector
- Secular change
- Sell rule
- Sequence of returns
- Sequence-of-returns risk
- Set and forget
- Settlement
- Share buyback
- Share register
- Shareholder
- Shares outstanding
- Sharpe ratio
- Shooting star candlestick
- Short interest
- Short selling
- Short squeeze
- Single-stock risk
- Slippage
- Social engineering
- Sovereign bond
- Special dividend
- Spin-off
- Spread
- Standard deviation
- Stochastic oscillator
- Stock
- Stock dividend
- Stock split
- Stop hunt
- Stop order
- Stop-limit order
- Stop-loss
- Straddle
- Strike price
- Sunk-cost
- Supertrend
- Supply and demand zones
- Support and resistance
- Swing high / swing low
- Symmetrical triangle
- System 1
T
- Tail risk
- Take-profit
- Target allocation
- Target-date fund
- Tax drag
- Tender offer
- Thesis
- Theta
- Threshold rule
- Tick size
- Ticker
- Time and sales
- Time horizon
- Time in force
- Time in market
- Timeframe
- Total return
- Tracking error
- Trading halt
- Trailing P/E
- Treasury bill
- Trendline
- Turnover
- Tweezer top and bottom
- Two-factor authentication