Glossary
Financial Terms by:
- Abridged Prospectus
- Absolute Advantage
- Absolute Return
- Accelerated depreciation
- Acceleration clause
- Acceptance Credit
- Accounting Equation
- Accreted Value
- Accrual accounting
- Accrual basis
- Accrual strategy
- Accrued Expenses
- Accrued Interest
- Accumulated dividend
- Accumulation
- Accumulation Distribution Line
- Acid-test ratio
- Acquisition
- Active management
- Actively managed fund
- Actual market
- Additional bonds test
- Adequacy of coverage
- Adjustable-rate mortgage
- Adjusted Futures Price
- Advance Decline Line
- Advance refunding
- Adverse Excursion
- Adverse selection
- Affinity fraud
- Ageing schedule
- Alpha and beta
- Alternative investments
- Amalgamation
- American Option
- Amortisation
- Analysis of variance
- Anaume pattern
- Annual percentage rate
- Annual report
- Annualised rate of return
- Annuity
- Applicable federal rate
- Arbitrage
- Arbitrage funds
- ARPU
- Ascending Triangle
- Ask Price
- Asset
- Asset allocation
- Asset class
- Asset management
- Asset stripper
- Assets under management
- Assets under management
- Auction markets
- Authorised shares
- Authority bond
- Automated teller machine
- Autoregressive
- Average accounting return
- Average maturity
- Average True Range (ATR)
- Averaging Down
- Back Months
- Backtesting
- Backup Withholding
- Backwardation
- Balance of trade (BOT)
- Balance Sheet
- Balanced funds
- Balanced Mutual Fund
- Balanced scorecard
- Balloon Interest
- Bankruptcy
- Base currency
- Basis point
- Basket Trade
- Bayes’ Theorem
- Bear Call Spread
- Bear market
- Bear Put Spread
- Bearish Divergence
- Being Bearish
- Being Bullish
- Benchmark
- Benchmark index
- Beneficial owner
- Beneficiary
- Bid price
- Bitcoin Mining
- Blockchain
- Blue Chip Stocks
- Bollinger Bands
- Bond swap
- Bond year
- Bondholder
- Book-to-Bill-Ratio
- Booked Orders
- Bourse
- Box Spread
- Bracket Order
- Breakdown
- Breakout
- Breakpoint
- Broker
- Budget Deficit
- Bull Market
- Bull Put Spread
- Bullet Bonds
- Bullion
- Bullish Divergence
- Business-to-Consumer
- Buy limit
- Buyout
- Call Option
- Candlestick
- Capital appreciation
- Capital expenditure (Capex)
- Capital Gains or Losses
- Capital Lease
- Capital Lease Obligations
- Capital preservation fund
- Capital Surplus
- Capitalisation
- Capitulation
- Carbon credits
- Carry Trade
- Cash Flow
- Cash Settlement
- Central limit theorem
- Certificate of deposit
- Charting
- Clean price
- Close-ended schemes
- Closing Price
- Coefficient of Variation (CV)
- Collateral
- Commingled funds
- Commodities trading
- Commodity
- Commodity Currencies
- Common Stock
- Companion tranche
- Compounding
- Concession bonds
- Conflict theory
- Consensus Estimate
- Consolidation
- Constant maturity treasury
- Constant prepayment rate
- Contingent deferred sales charge
- Contrarian Investor
- Contrarian Strategy
- Contribution Margin
- Convertible Bonds
- Convexity
- Corporate bonds
- Correlation
- Correlation coefficient
- Counterparty
- Coupon payments
- Coupon yield
- Covenants
- Covered Call
- Covered Put
- Creative Destruction (CD)
- Credit risk
- Credit spreads
- Cryptocurrency
- Cumulative total return
- Cup & Handle
- Currency Crosses
- Currency Swap
- Cut-off-time
- Cyclical Stock
- Data Tagging
- Day trader
- DCF
- Deal Stock
- Death-Backed Bonds
- Debenture
- Debt to Asset Ratio
- Debtor Risk
- Decoupling
- Dedicated Capital
- Defeasance
- Deferred compensation
- Delta
- Demand elasticity
- Demat account
- Depreciation
- Derivatives
- Derivatives market
- Descending Triangle
- Digital Assets
- Diluted Earnings Per Share
- Disbursement
- Distribution
- Distribution schedule
- Dividend investing
- Dividend Yield
- Dollar-Cost Averaging (DCA)
- Double Bottom
- Double Bottom/ Double Top
- Double Taxation Agreement
- Double Taxation Relief
- Double Top
- Dow Theory
- Downtrend
- Downtrend
- Drawdown
- Due Diligence
- Dynamic bond funds
- Earnest Money
- Earnings Per Share (EPS)
- EBITA
- Economic Bubble
- Efficient Frontier
- Emerging Market Bonds
- Emerging Markets
- Employee stock option
- Encumbrance
- Endowment
- Endowment Fund
- Equities
- Equity Clawback
- Equity fund
- Equity Hedging
- Equity options
- Equity Trading
- Equity Volume
- Equivalent Bond Yield
- Equivalent Taxable Yield
- Escrow
- ESG
- ESG investing
- Eurobonds
- European Option
- Ex-dividend date
- Excess spread
- Exchange Control
- Exchange privilege
- Exchange rate
- Exercise
- Expected maturity date
- Expense ratio
- Expiration date
- Externality
- FAANG stocks
- Face-amount certificate
- Federal Open Market Committee
- Feeder funds
- Fiduciary responsibility
- Final Maturity Date
- Financial independence
- Financial management
- Financial plan
- FIRE
- Fiscal policy
- Fixed annuity
- Fixed income
- Fixed-rate bond
- Flag
- Floating Rate Notes
- Focused Fund
- Folio number
- Foreign exchange markets
- Forward Contracts
- Forward Pricing
- Forward Swap
- Fringe benefits
- Fund Domicile
- Futures contracts
- Futures trading
- GAAP
- Gamma
- Garbatrage
- GATT
- GDPR
- General and administrative expenses
- Giffen Goods
- Gilt funds
- Global fund
- Global indices
- Going Long
- Gold bond
- Gordon growth model
- Green bonds
- Green Shoe Options
- Grey market
- Gross Income
- Gross margin
- Growth options
- Growth Plan
- Growth-style funds
- Half stock
- Harmonic mean
- Head-fake trade
- Heads & Shoulders
- Heat maps
- Hedge Funds
- Hedged Tender.
- Hedging
- Holding company
- Holding period
- Homemade leverage
- Homestead exemption
- Hope Credit
- Horizontal Integration
- Hostile takeover
- Human capital
- Hurdle rate
- Hybrid annuity
- Hybrid Stocks
- Hyperdeflation
- Hyperinflation
- Hyperledger composer
- Hypothecation
- Hysteresis
- Illiquidity
- Impact investing
- Implied volatility
- In the money
- In-house Funds
- Inactive stock
- Inception date
- Income protection insurance
- Independent financial adviser
- Index Fund
- Indexation
- Individual retirement account (IRA)
- Individual Savings Account
- Inflation
- Information-less trades
- Insider trading
- Insurable Interest
- Insurance
- Interest rate risk
- Interest rates
- Intermediated market
- International fund
- Interpolation
- Intraday trading
- Intrapreneur
- Intrinsic Value
- Intrinsic Value
- Inventory turnover
- Inverse floater
- Inverse Heads & Shoulders
- Investment advisory
- Investment grade bonds
- Investment Horizon
- Investment objective
- Investment Policy
- Investment stewardship
- Investments
- Investor fallout
- Irrevocable Trust
- Joint bond
- Joint tenancy
- Joint-stock company
- Jumbo pools
- Junior Market
- Junk bonds
- Keynesian economics
- Kiddie tax
- Large Cap Stocks
- Late-stage funding
- Leaseback
- Letter of credits (LC)
- Letter of Intent
- Leverage
- Leverage ratio
- Leveraged Loan
- Liability
- Liberty bonds
- Lifecycle funds
- Line of credit
- Lipper ratings
- Liquid Assets to Net Worth Ratio
- Liquid funds
- Liquidity
- Liquidity coverage ratio
- Liquidity Ratio
- Liquidity risk
- Listing Rules
- Lock-in period
- Long Call
- Long Put
- Long-term investment strategy
- Lot
- Lumpsum
- Margin Requirement
- Margin stock
- Mark-to-market
- Market capitalisation
- Market capitalisation rate
- Market cycle
- Market Indexes
- Market Order
- Maturity distribution
- Mean Reversion
- Microcap stock
- Mid Cap Stocks
- Minority Interest
- Money market
- Money Market Instruments
- Moving Average (MA)
- Moving Average Convergence Divergence (MACD)
- Moving Average Indicator
- Multi-bagger Stocks
- Multi-level marketing
- Municipal bonds
- Mutual fund
- Mutual Funds Distributor
- Net asset value per share
- Net Fund Assets
- Net present value
- Net profit margin
- New fund offer
- NFT
- Noncyclical Stocks
- Notional Value
- NPL
- Obligation bond
- On Balance Volume (OBV)
- One-decision stock
- Online trading
- Open Interest
- Open-ended funds
- Open-ended investment company
- Opening price
- Operating assets
- Operating expenses
- Operating Margin
- OPEX
- Optimal portfolio
- Option Chain
- Option contract
- Options
- Ordinary Shares
- Orphan stock
- Out of the money
- Over-the-counter stocks
- Overbought
- Overcollateralization
- Overhanging bonds
- Oversold
- Parallel bonds
- Passive funds
- Passive Investing
- PATMI
- Payment Date
- Payroll deduction plan
- Pegging
- Penny stock
- Performance appraisal
- Performance bond
- Perpetual bonds
- Perpetuity
- Personal financial ratios
- Pink sheet stocks
- Pip
- Plan participant
- Pledged Asset
- Portfolio
- Position Sizing
- Preference Shares
- Preferred Stock
- Premium
- Premium bond
- Prepayment risk
- Price Action
- Price priority
- Price-to-earnings (P/E) ratio
- Primary market
- Prime bank investments
- Private equity
- Probate Court
- Procurement
- Profit and Loss Statement
- Progressive tax
- Proportionate basis
- Prospectus
- Public Float
- Pump and dump
- Purchasing power
- Put Option
- Qualifying Annuity
- Quantitative easing
- Quantitative tightening
- Quantitative trading
- Quarter stock
- Quartile rank
- Queueing Theory
- Quick asset
- Quick Ratio
- Quiet period
- Quote-Driven Market
- Racketeering
- Rand cost averaging
- Real Estate Investment Trusts
- Rebalancing
- Recession
- Recovering funds
- Redemption
- Redemption Price
- Redemption yield
- Refunded bond
- Regional Fund
- Regression analysis
- Reinvestment option
- Reinvestment risk
- REITS
- Relative Strength Index (RSI)
- Relevant Cost
- Replenishment
- Repurchase of stock
- Reset bonds
- Residual maturity
- Resistance
- Restricted strict unit
- Retail price index (RPI)
- Retirement Planning
- Retracement
- Return on Assets (ROA)
- Return on Equity (ROE)
- Return on Invested Capital (ROIC)
- Return on investment
- Revenue bonds
- Reversal
- Reverse stock splits
- RevPAR
- Rho
- Rights of accumulation (ROA)
- Risk Tolerance
- Risk-Reward Ratio
- Riskometer
- Safe-Haven Currencies
- Savings bond calculator
- Savings Ratios
- Screen stocks
- Secondary Market
- Secondary stocks
- Sector funds
- Secured bonds
- Securitization
- Serial bonds
- Shadow Stock
- Share Market
- Shareholder service fees
- Shares
- Sharpe ratio
- Shopped stock
- Short Call
- Short Put
- Short Selling
- Short-term fund
- Small Cap Stocks
- Soft Dollar Broker
- Sovereign Wealth Fund
- SPAC
- Speculation
- Stagnation
- Standard deviation
- Statement of additional information
- Stochastic Oscillator
- Stock Keeping Unit
- Stock Market
- Stock market crash
- Stock options
- Stock quotes
- Stock split
- Stock symbol
- Stockholder
- Stop-limit sell order
- Straddle
- Strangle
- Strategic Alliance
- Stress test
- Strike Price
- Stub
- Style Box
- Subordinated Debt
- Subrogation
- Support
- Sustainability
- Sustainable investing
- Sustainable investment
- Swing trading
- Synthetic replication
- T-bills
- Taft-Hartley funds
- Tangible assets
- Target Leverage Ratio
- Target-date fund
- Term Fed funds
- The barbell strategy
- Thematic funds
- Theta
- Threshold securities
- Ticker
- Time Decay
- Time Value
- Top-down Investing
- Total Debt Servicing Ratio
- Tracker fund
- Trade sizing
- Trading Indicators
- Trading Volume
- Trail commission
- Trailing Stops
- Tranches
- Transfer of Shares
- Transferring assets
- Travel insurance
- Treasury Stock Method
- Trendline
- Trigger Option
- Trust deed
- Trust fund
- Turnover
- Turnover Ratio
- Umbrella Funds
- Unborrowable stock
- Underlying
- Underlying asset
- Underwriting risk
- Unearned Income
- Unit holder
- Unit investment trust (UIT)
- Uptrend
- Value at Risk
- Value chain
- Value investing
- Value of Land
- Value stock fund
- Value-style funds
- Variable annuity
- Variable-Interest Bonds
- Vega
- Venture Capital
- Vertical Financial Analysis
- Vesting
- Volatility
- Volume
- Voting Stock
- WACC
- Warrant Bonds
- Watered stock
- Wealth management
- Wealth manager
- Weighted average maturity
- Whisper stock
- Widow and Orphan stock
- Witching Hour
- Withholding Tax
- Working capital
- Xenocurrency
- Year to date
- Yen bond
- Yield curve
- Yield on Distribution
- Yield Pickup
- Yield to maturity
- Zero-coupon bond
- Zero-dividend preferred stock
- Zeta model
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