Trading Glossary

333+ trading terms explained

Metrics

Absolute Return

Absolute return is the total gain or loss of an investment expressed as a percentage, without comparison to any benchmark.

Market Structure

Accumulation Phase

Accumulation phase is the market stage where institutional buyers absorb supply at depressed prices, forming a sideways base before a sustained markup rally begins.

Technical Analysis

Accumulation/Distribution

Accumulation/Distribution is a volume-based indicator measuring cumulative money flow, showing whether a stock is being accumulated or distributed.

Technical Analysis

ADX (Average Directional Index)

ADX measures trend strength on a scale of 0-100, without indicating direction. Higher ADX means stronger trend; lower means weak or no trend.

Market Structure

After-Hours Trading

After-hours trading is buying or selling stocks outside the 9:30 AM–4:00 PM ET session, with lower liquidity, wider spreads, and elevated gap risk at the next open.

Strategies

Algorithmic Trading

Algorithmic trading is the use of computer programs to execute trades automatically based on predefined rules — price levels, indicators, or statistical signals — without manual intervention.

Metrics

Alpha

Alpha measures the excess return of an investment relative to its benchmark, representing the value added by active management or skill.

Psychology

Analysis Paralysis

Analysis paralysis is the inability to execute a valid trade setup because fear-driven over-research produces conflicting signals that delay action until the opportunity is gone.

Psychology

Anchoring Bias

Anchoring bias is the tendency to rely too heavily on the first piece of information encountered, like an entry price, when making decisions.

Risk Management

Anti-Martingale Strategy

Anti-Martingale Strategy is a position-sizing method that increases exposure after wins and reduces it after losses, compounding gains while capping max loss at the original risk.

Strategies

Arbitrage

Arbitrage is a strategy that exploits price differences of the same asset across different markets or forms, capturing risk-free profit.

Derivatives

Assignment Risk

Assignment risk is the probability that a short options position obligates the seller to buy or sell 100 shares at the strike price before expiration.

Derivatives

At The Money (ATM)

An option is at the money when the strike price equals or is very close to the current stock price, having zero intrinsic value.

Technical Analysis

ATR (Average True Range)

ATR measures average price volatility over a period, showing how much an asset typically moves, used for stop loss placement and position sizing.

Metrics

Average Holding Time

Average holding time is the mean duration a trader holds open positions, calculated as total hold time divided by trade count, from fill to close.

Metrics

Average Loss

Average loss is the mean loss amount across all losing trades, calculated by dividing total losses by the number of losing trades.

Technical Analysis

Average True Range (ATR)

Average True Range (ATR) is a smoothed average of true ranges measuring how much an instrument moves per bar, used to set dynamic stops and size positions by volatility.

Metrics

Average Win

Average win is the mean profit amount across all winning trades, calculated by dividing total profits by the number of winning trades.

Strategies

Averaging Down

Averaging down is buying more shares of a losing position to lower the average cost basis, a controversial strategy that can compound losses.

General

Backtesting

Backtesting tests a trading strategy on historical data to see how it would have performed, helping validate ideas before risking capital.

Metrics

Batting Average

Batting average in trading is the percentage of trades that result in gains, equivalent to win rate or hit rate.

General

Bear Market

A bear market is an extended period of falling prices, typically defined as a 20% or greater decline from recent highs.

Metrics

Beta

Beta measures a security's volatility relative to the overall market, where beta of 1 indicates movement in line with the market.

Market Structure

Bid-Ask Spread

The bid-ask spread is the difference between the highest price buyers will pay (bid) and the lowest price sellers will accept (ask).

General

Blue Chip

Blue chip stocks are shares of large, well-established companies with a history of stable earnings, strong financials, and reliable dividends.

Technical Analysis

Bollinger Bands

Bollinger Bands is a volatility indicator with three lines: a 20-period SMA flanked by upper and lower bands set at ±2 standard deviations from that average.

Fundamental Analysis

Book Value

Book value is a company's net asset value calculated as total assets minus total liabilities, representing shareholder equity on the balance sheet.

Order Types

Bracket Order

A bracket order automatically places a stop loss and take profit order around an entry, creating a complete trade setup in one order.

Technical Analysis

Breakout

Breakout is when price closes above resistance or below support with above-average volume, signaling a potential new trend direction.

Strategies

Breakout Trading

Breakout trading is a strategy that enters positions when price breaks above resistance or below support, anticipating continuation of the move.

Market Structure

BSE (Bombay Stock Exchange)

BSE is Asia's oldest stock exchange, located in Mumbai, and home to the Sensex index tracking 30 major Indian companies.

General

Bull Market

A bull market is an extended period of rising prices, typically defined as a 20% or greater rise from recent lows.

Derivatives

Butterfly Spread

Butterfly spread is a neutral options strategy buying 1 ITM + 1 OTM option and selling 2 ATM options to profit from low volatility near the center strike.

Market Structure

Buying Power

Buying power is the total dollar value of securities a trader can purchase using account equity plus available margin, split into overnight (2:1) and intraday (4:1) limits.

Metrics

CAGR

Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified time period longer than one year.

Derivatives

Calendar Spread

Calendar spread is an options strategy that sells a near-term option and buys a longer-dated option at the same strike, profiting from faster theta decay in the short leg.

Derivatives

Call Option

A call option gives the buyer the right, but not obligation, to buy an asset at a specific price before expiration.

Metrics

Calmar Ratio

Calmar ratio is a risk-adjusted performance metric calculated as CAGR divided by maximum drawdown, measuring return per unit of drawdown risk.

Technical Analysis

Candlestick

A candlestick is a price chart element showing open, high, low, and close for a period, with body color revealing whether price closed higher or lower than it opened.

Market Structure

Capitulation

Capitulation is the moment a critical mass of investors simultaneously abandon positions in panic, creating a climactic volume spike that often signals a durable market bottom.

Strategies

Carry Trade

Carry trade is a strategy of borrowing in a low-interest-rate currency and investing in a higher-yielding one, profiting from the interest rate differential known as the carry.

Derivatives

Cash-Secured Put

Cash-secured put is a strategy where a trader sells a put option and holds enough cash to buy 100 shares at the strike price if assigned, generating income or acquiring stock at a discount.

General

Catalyst

Catalyst is a specific event or news item that triggers a meaningful price move in a security, distinct from ordinary market noise.

Technical Analysis

CCI (Commodity Channel Index)

CCI measures price deviation from its average, oscillating typically between +100 and -100 to identify overbought and oversold conditions.

Technical Analysis

Chaikin Money Flow

Chaikin Money Flow is a volume-weighted indicator measuring buying and selling pressure over a period, oscillating between -1 and +1.

Market Structure

Circuit Breaker

Circuit breakers are automatic trading halts triggered when market indices fall by preset percentages, designed to prevent panic selling.

Psychology

Cognitive Dissonance

Cognitive dissonance is the psychological discomfort traders feel when new market evidence conflicts with their existing trade thesis, causing rationalization over honest reassessment.

Psychology

Confirmation Bias

Confirmation bias is the tendency to favor information that confirms existing beliefs while ignoring contradictory evidence, leading to poor trading decisions.

Technical Analysis

Confluence

Confluence is the alignment of two or more independent technical signals at the same price level or moment, increasing the probability that a trade setup is valid.

Risk Management

Consecutive Losses

Consecutive losses is a sequence of back-to-back losing trades with no winner between them — a statistical inevitability for any win rate, not a sign of system failure.

Technical Analysis

Consolidation

Consolidation is a period of sideways price movement within a defined range, representing a pause in trend direction with declining volume before a breakout.

General

Correction

A correction is a 10-20% decline from recent highs, considered a normal and healthy part of market cycles.

Risk Management

Correlation

Correlation measures how closely two assets move together, ranging from +1 (perfect positive) to -1 (perfect negative), crucial for portfolio diversification.

General

Cost Basis

Cost basis is the original purchase price of a security — including commissions and fees — used by the IRS to calculate capital gains or losses at sale.

Order Types

Cover Order

A cover order is an intraday order with a mandatory stop loss attached, providing higher leverage in exchange for limited risk exposure.

Derivatives

Covered Call

A covered call involves owning stock and selling call options against it, collecting premium income while capping upside potential.

Derivatives

Credit Spread

A credit spread involves selling one option and buying another at a different strike for a net credit, with defined risk and profit.

Technical Analysis

Cumulative Delta

Cumulative Delta is the running total of volume transacted at the ask minus volume at the bid, showing whether aggressive buyers or sellers are in control.

Technical Analysis

Cup and Handle

Cup and handle is a bullish continuation pattern resembling a tea cup, with a rounded bottom followed by a small pullback before breakout.

Fundamental Analysis

Current Ratio

Current Ratio is current assets divided by current liabilities, measuring whether a company can cover its next 12 months of obligations without raising new cash.

Technical Analysis

Dark Cloud Cover Candlestick Pattern

Dark Cloud Cover is a two-candle bearish reversal pattern where a bullish candle is followed by a bearish candle that opens above the prior high but closes below the midpoint.

Market Structure

Dark Pool

A dark pool is a private exchange where large institutional orders are executed anonymously, hidden from public markets until after completion.

Strategies

Day Trading

Day trading is a strategy where all positions are opened and closed within the same trading day, avoiding overnight risk and margin requirements.

Technical Analysis

Death Cross

A Death Cross occurs when the 50-day moving average crosses below the 200-day moving average, signaling a potential bearish trend.

Derivatives

Debit Spread

A debit spread involves buying one option and selling another at a different strike for a net debit, with defined risk and profit.

Fundamental Analysis

Debt-to-Equity Ratio

Debt-to-Equity ratio compares a company's total debt to shareholders' equity, measuring financial leverage and risk.

Derivatives

Delta

Delta measures how much an option's price changes for every $1 move in the underlying stock, ranging from 0 to 1 for calls and 0 to -1 for puts.

Derivatives

Delta Neutral

Delta neutral is a position where all legs sum to zero delta, producing ~$0 net P&L on small moves in the underlying asset.

Market Structure

Demat Account

A demat (dematerialized) account holds your shares and securities in electronic form, replacing physical share certificates.

Market Structure

Distribution Phase

Distribution phase is the market stage where institutional operators systematically sell large positions into retail demand near price peaks, preceding a markdown decline.

Technical Analysis

Divergence

Divergence is a technical signal where price moves opposite to a momentum indicator, flagging momentum exhaustion and a potential trend reversal or continuation.

Risk Management

Diversification

Diversification spreads investments across different assets, sectors, or strategies to reduce the impact of any single position's loss on the portfolio.

Fundamental Analysis

Dividend Yield

Dividend yield is the annual dividend payment divided by stock price, expressed as a percentage showing income return on investment.

Technical Analysis

Doji

A Doji is a candlestick where open and close prices are virtually equal, creating little to no body — signaling market indecision between buyers and sellers.

Technical Analysis

Donchian Channel

Donchian Channel plots the highest high and lowest low over a period, creating a channel that identifies breakout levels.

Technical Analysis

Double Bottom

Double Bottom is a bullish reversal pattern formed when price tests a support level twice, bouncing up both times, resembling the letter W on a chart.

Technical Analysis

Double Top

A double top is a bearish reversal pattern formed when price reaches a resistance level twice without breaking through, resembling the letter M.

Metrics

Drawdown

Drawdown is the decline from a portfolio's peak value to its lowest point, expressed as a percentage of the peak.

Fundamental Analysis

Earnings Per Share (EPS)

Earnings Per Share divides a company's net profit by outstanding shares, showing how much profit each share represents.

Strategies

Earnings Play

Earnings Play is a trade entered specifically around a company's quarterly earnings announcement to capitalize on the expected price move or volatility shift.

Fundamental Analysis

Earnings Surprise

Earnings surprise is the percentage difference between a company's reported EPS and analyst consensus — positive when the company beats, negative when it misses.

Fundamental Analysis

EBITDA

EBITDA is earnings before interest, taxes, depreciation, and amortization — a proxy for operating cash flow used to compare company profitability across capital structures.

Fundamental Analysis

Economic Moat

Economic moat is a durable competitive advantage that lets a company defend market share and sustain above-average profitability against rivals for 10+ years.

Technical Analysis

Elliott Wave Theory

Elliott Wave Theory is a technical framework proposing that prices move in repeating 5-wave impulse and 3-wave corrective cycles driven by collective investor psychology.

Technical Analysis

EMA (Exponential Moving Average)

EMA gives more weight to recent prices than older prices, making it faster to respond to price changes than SMA.

Technical Analysis

Engulfing Pattern

An engulfing pattern is a two-candle reversal signal where the second candle's body completely contains the first, indicating a potential trend change.

Fundamental Analysis

Enterprise Value

Enterprise Value is the theoretical total acquisition cost of a company: market cap plus total debt plus preferred stock minus cash and equivalents.

Metrics

Equity Curve

Equity curve is a line chart of cumulative account value over time, showing whether a trading strategy produces consistent gains or erratic, luck-driven results.

Technical Analysis

Evening Star

Evening Star is a bearish three-candle reversal pattern at an uptrend's peak: large bullish candle, small indecision candle, then a large bearish candle closing deep into candle one.

Strategies

Event-Driven Trading

Event-driven trading is a strategy that seeks to profit from price dislocations caused by specific corporate or macroeconomic catalysts such as earnings, FDA rulings, or M&A announcements.

Metrics

Expectancy

Trading expectancy is the average amount a trader expects to win or lose per trade, calculated as (Win Rate × Avg Win) - (Loss Rate × Avg Loss).

Derivatives

Expiration

Expiration is the date when an option contract ends and must be exercised, sold, or allowed to expire worthless.

Technical Analysis

Fair Value Gap

A fair value gap (FVG) is a three-candle price imbalance where the middle candle's body extends beyond the wicks of the surrounding candles, leaving an unfilled zone that price tends to revisit.

Psychology

Fear and Greed Index

Fear and Greed Index measures market sentiment on a scale from extreme fear to extreme greed, used as a contrarian indicator for timing.

Technical Analysis

Fibonacci Extension

Fibonacci extension is a technical tool that projects price targets beyond a swing high using ratios like 127.2%, 161.8%, and 261.8% to identify take-profit zones.

Technical Analysis

Fibonacci Retracement

Fibonacci retracement uses horizontal lines at key ratios (23.6%, 38.2%, 50%, 61.8%) to identify potential support and resistance levels.

Order Types

Fill-or-Kill (FOK) Order

Fill-or-Kill (FOK) is an order type that must be executed in full immediately at the specified price or cancelled entirely — no partial fills permitted.

Risk Management

Fixed Fractional Position Sizing

Fixed fractional position sizing is a risk method where a trader risks a constant percentage of current account equity on every trade, scaling exposure automatically with account growth or loss.

Technical Analysis

Flag Pattern

Flag pattern is a short-term continuation pattern with a sharp move (pole) followed by a rectangular consolidation (flag) before continuation.

Psychology

FOMO

Fear Of Missing Out (FOMO) is an emotional state that drives traders to enter positions impulsively when seeing others profit, often at unfavorable prices.

Technical Analysis

Footprint Chart

Footprint chart is a specialized candlestick displaying bid and ask volume at each price tick inside the bar, exposing buying vs. selling aggression and delta divergence.

Fundamental Analysis

Forward P/E Ratio

Forward P/E Ratio is a valuation multiple that divides a stock's current price by its estimated earnings per share over the next 12 months.

Fundamental Analysis

Free Cash Flow

Free Cash Flow is cash generated by operations minus capital expenditures, representing cash available to shareholders and debt holders.

General

Funded Account

Funded account is capital provided by a prop firm to traders who pass a paid evaluation challenge, typically $25K–$200K with strict daily loss and max drawdown rules.

Derivatives

Funding Rate

Funding rate is the periodic payment exchanged between long and short holders in perpetual futures contracts to keep the contract price anchored to the underlying spot price.

Derivatives

Futures Contract

A futures contract is an agreement to buy or sell an asset at a predetermined price on a specific future date, with both parties obligated.

Psychology

Gambler's Fallacy

Gambler's Fallacy is the mistaken belief that past independent outcomes influence future ones — causing traders to oversize after losing streaks expecting a reversal.

Derivatives

Gamma

Gamma measures how much delta changes for every $1 move in the underlying stock, showing the rate of change of directional exposure.

Derivatives

Gamma Squeeze

Gamma squeeze is a self-reinforcing stock price surge triggered when options market makers must buy shares to delta-hedge short call positions as OTM calls move in-the-money.

Technical Analysis

Gap

A gap is an area on a chart where no trading occurred, created when price opens significantly above or below the previous close.

Technical Analysis

Gap Fill

Gap fill is when price retraces to close the unfilled range between a prior session's close and the next session's open, erasing the price void.

Strategies

Gap Trading

Gap trading is a strategy that takes positions based on price gaps, either trading the gap fill (reversal) or gap continuation (momentum).

Technical Analysis

Golden Cross

A Golden Cross occurs when the 50-day moving average crosses above the 200-day moving average, signaling a potential bullish trend.

Order Types

Good Till Date (GTD) Order Type

Good Till Date (GTD) is a time-in-force instruction that keeps a limit or stop order active until a trader-specified calendar date, then auto-cancels if unfilled.

Technical Analysis

Gravestone Doji

Gravestone Doji is a single candlestick where open, close, and low meet at the bottom while a long upper shadow shows buyers were fully overwhelmed by sellers.

Derivatives

Greeks

The Greeks are risk measures showing how option prices change with underlying price (delta), time (theta), volatility (vega), and rate of change (gamma).

Fundamental Analysis

Gross Margin

Gross margin is (Revenue minus COGS) divided by Revenue, expressed as a percentage — measuring how much profit remains after direct production costs.

Order Types

GTT Order

Good Till Triggered (GTT) orders remain active until the trigger price is reached or the order expires, available on Indian brokers like Zerodha.

Technical Analysis

Hammer

A hammer is a bullish candlestick with a small body at the top of its range and a lower shadow at least twice the body length, signaling reversal at downtrend lows.

Technical Analysis

Hanging Man

Hanging Man is a single-candle bearish reversal pattern forming after an uptrend, with a small body at top and a lower shadow at least 2x the body length.

Technical Analysis

Harami

Harami is a two-candle reversal pattern where the second candle's body fits entirely within the first candle's body, signaling a potential trend reversal.

Technical Analysis

Harmonic Patterns: Gartley, Bat, and Crab

Harmonic patterns are price structures that combine geometric XABCD shapes with precise Fibonacci ratios to identify high-probability reversal zones called Potential Reversal Zones.

Technical Analysis

Head and Shoulders

Head and shoulders is a reversal chart pattern with three peaks where the middle peak (head) is higher than the two surrounding peaks (shoulders), signaling a trend reversal.

Risk Management

Hedging

Hedging is a risk management strategy that takes offsetting positions to protect against adverse price movements in existing holdings.

Technical Analysis

Heikin-Ashi

Heikin-Ashi is a modified candlestick charting technique that averages OHLC price data to smooth noise and show trend direction more clearly than standard candles.

Strategies

High-Frequency Trading (HFT)

High-Frequency Trading is algorithmic trading using co-located servers to execute thousands of orders per second, holding positions milliseconds to capture tiny, repeated edges.

Technical Analysis

Higher Highs and Lower Lows

Higher highs and lower lows is the structural signature of trend direction: rising peaks and troughs define uptrends; falling peaks and troughs define downtrends.

Psychology

Hindsight Bias

Hindsight bias is the belief, after an outcome occurs, that it was predictable all along — corrupting post-trade analysis and inflating perceived win rates.

Order Types

Iceberg Order

An iceberg order hides the total order size by displaying only a small visible portion, used by institutions to minimize market impact.

Technical Analysis

Ichimoku Cloud

Ichimoku Cloud is an all-in-one indicator showing support, resistance, trend direction, and momentum using five calculated lines.

Order Types

Immediate or Cancel (IOC) Order

Immediate or Cancel (IOC) is an order type that fills as much as possible at the specified price instantly, then cancels any remaining unfilled quantity.

Derivatives

Implied Volatility

Implied volatility is the market's expectation of future price movement, reflected in option prices. Higher IV means more expensive options.

Derivatives

In The Money (ITM)

An option is in the money when exercising it would be profitable—calls when stock exceeds strike, puts when stock is below strike.

Metrics

Information Ratio

Information ratio measures a portfolio's risk-adjusted excess returns against a benchmark, calculated as active return divided by tracking error.

Technical Analysis

Inside Bar

Inside bar is a candlestick pattern where the current candle's high and low are completely within the previous candle's range.

General

Intraday Trading

Intraday trading means buying and selling securities within the same trading day, with all positions closed before market close.

Derivatives

Intrinsic Value

Intrinsic value is the amount by which an option is in the money—the difference between stock price and strike price if profitable.

Market Structure

IPO (Initial Public Offering)

IPO (Initial Public Offering) is the process by which a private company sells shares to the public for the first time on a stock exchange.

Derivatives

Iron Butterfly

Iron Butterfly is a four-leg options strategy selling an ATM straddle and buying OTM wings to collect a net credit with defined max profit and max loss.

Derivatives

Iron Condor

An iron condor is a neutral options strategy using four options to profit from low volatility within a defined price range.

Derivatives

IV Crush

IV crush is the sharp decline in implied volatility after an event like earnings, causing option prices to drop even if the stock moves your way.

Technical Analysis

MACD

MACD (Moving Average Convergence Divergence) is a momentum indicator showing the relationship between two moving averages of price.

Risk Management

Margin

Margin is borrowed money from a broker used to increase buying power, requiring traders to maintain a minimum equity percentage in their account.

Risk Management

Margin Call

A margin call occurs when account equity falls below the minimum maintenance requirement, requiring the trader to deposit more funds or close positions.

Technical Analysis

Market Breadth

Market breadth is a measure of how many stocks are participating in a market move, using advancing vs. declining issues, new highs vs. lows, and percent above their 200-day MA.

General

Market Capitalization

Market capitalization is a company's total market value, calculated by multiplying stock price by total shares outstanding.

Market Structure

Market Cycle

Market cycle is the recurring four-phase sequence — accumulation, markup, distribution, and markdown — that nearly every tradable asset moves through as participant sentiment shifts.

Technical Analysis

Market Internals: TICK, TRIN & Breadth Indicators

Market internals are real-time breadth indicators — NYSE TICK, TRIN, and the Advance-Decline Line — used by day traders to gauge institutional order flow and overall market direction.

Market Structure

Market Maker

A market maker is a firm that provides liquidity by continuously quoting buy and sell prices, profiting from the bid-ask spread.

Order Types

Market on Close (MOC) Order

Market on Close (MOC) order is a market order queued to execute at a security's official closing auction price, guaranteeing participation in the close but not a specific price.

Order Types

Market Order

A market order executes immediately at the best available price, guaranteeing execution but not the exact price in fast-moving markets.

Technical Analysis

Market Profile

Market Profile is a charting method using TPO letters to show time spent at each price level per session, forming a bell-curve that reveals fair value, value area, and auction structure.

Technical Analysis

Market Structure Break (MSB)

Market Structure Break (MSB) is a price action signal where a candle closes beyond a key swing high or low against the prevailing trend, signaling a potential reversal.

Strategies

Martingale Strategy

Martingale Strategy is a position-sizing method that doubles trade size after each loss so a single win recovers all prior losses and nets a profit.

Technical Analysis

Marubozu

Marubozu is a candlestick with no upper or lower wicks, where price opens at one session extreme and closes at the other, signaling complete one-sided control.

Risk Management

Max Loss Per Day

Max loss per day is a pre-set daily threshold at which a trader stops all trading once cumulative losses reach a defined dollar or percentage limit.

Derivatives

Max Pain Theory in Options Trading

Max pain is the strike price at which the greatest number of options contracts expire worthless, inflicting maximum financial loss on options buyers collectively.

Metrics

Maximum Adverse Excursion (MAE)

Maximum Adverse Excursion (MAE) is the largest unrealized loss a trade experiences at any point before closing, used to set data-driven stop-loss levels.

Metrics

Maximum Drawdown

Maximum drawdown (MDD) is the largest peak-to-trough decline in portfolio value before a new peak is reached, measuring worst-case loss.

Metrics

Maximum Favorable Excursion (MFE)

Maximum Favorable Excursion (MFE) is the largest unrealized profit a trade achieves at any point between entry and close, used to diagnose exit efficiency.

Metrics

Maximum Favorable Excursion (MFE)

Maximum Favorable Excursion (MFE) is the highest unrealized profit a trade reaches before it is closed — the peak paper gain during the trade's lifetime.

Strategies

Mean Reversion

Mean reversion is a strategy based on the theory that prices tend to return to their average over time, buying oversold and selling overbought conditions.

Psychology

Mental Accounting Bias in Trading

Mental accounting bias is the tendency to treat money differently based on its source — causing traders to risk profits recklessly while protecting original capital.

Technical Analysis

MFI (Money Flow Index)

Money Flow Index is a volume-weighted RSI that measures buying and selling pressure, oscillating between 0 and 100.

Strategies

Momentum Trading

Momentum trading is a strategy that buys securities showing upward price trends and sells those showing downward trends, riding the market momentum.

Metrics

Monte Carlo Simulation for Trading Strategies

Monte Carlo simulation is a technique that runs thousands of randomized sequences of historical trade results to model the range of possible equity curves, drawdowns, and ruin probability.

Technical Analysis

Morning Star

Morning star is a bullish three-candle reversal pattern at the end of a downtrend, consisting of a bearish candle, small-bodied star candle, and bullish candle closing past the 50% midpoint of candle one.

Technical Analysis

Moving Average

Moving Average is a continuously recalculated average of a security's price over a defined lookback period, used to smooth noise and identify trend direction.

Technical Analysis

Multi-Timeframe Analysis

Multi-Timeframe Analysis is the practice of examining the same asset across two or more chart timeframes to align higher-timeframe trend bias with lower-timeframe entry signals.

Order Types

OCO Order

One-Cancels-Other (OCO) order pairs two orders where execution of one automatically cancels the other, used for stop loss and take profit combinations.

Metrics

Omega Ratio

Omega Ratio is a risk-adjusted performance metric that divides probability-weighted gains above a threshold by probability-weighted losses below it, capturing full return distribution.

Technical Analysis

On-Balance Volume

On-Balance Volume (OBV) is a cumulative volume indicator that adds volume on up days and subtracts on down days, confirming price trends.

Derivatives

Open Interest

Open interest is the total number of outstanding option contracts that have not been closed, exercised, or expired.

Technical Analysis

Opening Range

Opening range is the high and low price established in the first 5, 15, or 30 minutes of a trading session, used to identify breakout entry points.

Fundamental Analysis

Operating Margin

Operating margin is operating income divided by revenue, measuring profitability after COGS and operating expenses but before interest and taxes.

Derivatives

Option Chain

An option chain is the complete listing of all available options contracts for an underlying asset, organized by expiration date and strike price, displaying calls and puts with live premium, volume, open interest, and greeks.

Derivatives

Options Flow

Options flow is the real-time tracking of large, unusual options orders to infer institutional positioning and directional conviction in a stock or index.

Market Structure

Order Book

An order book displays all outstanding buy and sell orders for a security, showing market depth at different price levels.

Technical Analysis

Order Flow Trading

Order flow trading is the analysis of real-time buy and sell orders — via DOM, tape, footprint charts, and cumulative delta — to infer institutional intent.

Derivatives

Out of The Money (OTM)

An option is out of the money when exercising it would not be profitable—calls when stock is below strike, puts when stock exceeds strike.

Technical Analysis

Overbought

Overbought describes a condition where price has risen too quickly and may be due for a pullback or reversal.

Psychology

Overconfidence Bias

Overconfidence bias is an inflated belief in one's trading abilities, often leading to excessive risk-taking and underestimating potential losses.

Risk Management

Overnight Gap Risk

Overnight gap risk is the chance a security opens significantly higher or lower than its prior close due to after-hours news, leaving traders unable to exit at intended prices.

General

Overnight Position

An overnight position is any trade held after market close, exposing you to price gaps and events that occur when markets are closed.

Technical Analysis

Oversold

Oversold describes a condition where price has fallen too quickly and may be due for a bounce or reversal.

Psychology

Overtrading

Overtrading is excessive trading beyond what a strategy requires, often driven by boredom, FOMO, or the desire to recover losses.

Fundamental Analysis

P/B Ratio

Price-to-Book ratio compares a stock's market price to its book value per share, showing what you pay for the company's net assets.

Fundamental Analysis

P/E Ratio

Price-to-Earnings ratio measures a stock's price relative to its earnings per share, indicating how much investors pay for each rupee of profit.

Strategies

Pairs Trading

Pairs trading is a market-neutral strategy that goes long on one security and short on a correlated security when their price relationship diverges.

Strategies

Paper Trading

Paper trading is simulated trading with virtual money, letting you practice strategies and build skills risk-free. JournalPlus can track paper trades alongside live trades so you can compare.

Technical Analysis

Parabolic SAR

Parabolic SAR is a trend-following indicator that places dots above or below price, providing potential stop levels and trend direction.

General

Pattern Day Trader Rule (PDT Rule)

Pattern Day Trader is a FINRA designation for margin account holders who execute 4+ day trades in 5 business days with under $25,000 equity, triggering trading restrictions.

Metrics

Payoff Ratio

Payoff ratio is the average winning trade divided by the average losing trade, measuring the relative size of wins to losses.

Fundamental Analysis

PEG Ratio

PEG Ratio is the Price/Earnings ratio divided by annual EPS growth rate, revealing whether a stock's valuation is justified by its expected earnings growth.

General

Penny Stock

Penny stocks are low-priced, small-cap stocks trading below ₹10-20, known for high volatility, low liquidity, and speculative nature.

Derivatives

Perpetual Futures

Perpetual futures is a derivative contract with no expiration date, kept near spot price via periodic funding rate payments between longs and shorts.

Technical Analysis

Pin Bar

A pin bar is a candlestick with a long wick and small body showing sharp price rejection at a level, signaling a potential reversal.

Technical Analysis

Pivot Points

Pivot points are calculated support and resistance levels based on previous day's high, low, and close prices.

Technical Analysis

Point of Control (POC) in Volume Profile

Point of Control (POC) is the price level with the highest traded volume in a Volume Profile — the market's fairest price and a key support/resistance zone.

Risk Management

Portfolio Heat

Portfolio heat is the total percentage of account equity at risk across all simultaneously open positions, measuring aggregate exposure beyond any single trade's risk.

Risk Management

Position Sizing

Position sizing determines how much capital to allocate to each trade based on account size, risk tolerance, and stop loss distance.

Strategies

Position Trading

Position trading is a long-term strategy where traders hold positions for weeks to months, focusing on major trends rather than short-term fluctuations.

Market Structure

Premarket Trading

Premarket trading is equity market activity between 4:00–9:30 AM ET, characterized by lower liquidity, wider spreads, and limit-order-only rules at most retail brokers.

Derivatives

Premium (Options)

Premium is the price paid to buy an option, consisting of intrinsic value plus time value. It's what option buyers pay and sellers receive.

Technical Analysis

Price Action

Price action is a trading methodology that uses raw candlestick data, chart patterns, and structural levels to identify supply and demand imbalances without indicators.

Fundamental Analysis

Price-to-Sales Ratio (P/S)

Price-to-Sales Ratio (P/S) is market capitalization divided by trailing twelve-month revenue, used to value companies regardless of profitability.

Psychology

Process vs Outcome Thinking in Trading

Process vs outcome thinking is the discipline of judging trades on rule adherence and execution quality, not profit or loss, to separate skill from variance.

Metrics

Profit Factor

Profit factor is the ratio of gross profits to gross losses, calculated as Total Winning Amount / Total Losing Amount.

General

Prop Firm

Prop firm is a proprietary trading company that provides traders firm capital in exchange for a profit split (70–90%), after passing a paid evaluation challenge.

Derivatives

Protective Put

A protective put involves owning stock and buying put options as insurance, limiting downside risk while keeping upside potential.

Strategies

Pullback Trading

Pullback trading involves entering a trend after a temporary price reversal, buying dips in uptrends or selling rallies in downtrends.

Derivatives

Put Option

A put option gives the buyer the right, but not obligation, to sell an asset at a specific price before expiration.

Derivatives

Put-Call Ratio

Put-Call Ratio is the volume of put options divided by call options, used to gauge market sentiment — readings above 1.0 signal fear, below 0.5 signal speculative excess.

Strategies

Pyramiding

Pyramiding is adding to a winning position as the trade moves in your favor, increasing exposure to a profitable trend while managing risk.

Metrics

R-Multiple

R-multiple expresses a trade's profit or loss as a multiple of the initial risk (R), where 1R equals the amount risked on the trade.

General

Rally

A rally is a sustained increase in asset prices following a decline or consolidation, often driven by positive sentiment or news.

Strategies

Range Trading

Range trading is a strategy that buys at support and sells at resistance within a defined price range, profiting from sideways market movement.

Psychology

Recency Bias

Recency bias is the tendency to overweight recent events when making decisions, causing traders to extrapolate short-term trends into the future.

Metrics

Recovery Factor

Recovery factor measures how quickly a trading strategy recovers from drawdowns, calculated as net profit divided by maximum drawdown.

Technical Analysis

Relative Strength

Relative Strength is a measure of how a stock's price performance compares to a benchmark like the S&P 500 over a set lookback period, identifying market leaders.

Technical Analysis

Relative Volume (RVOL)

Relative Volume (RVOL) is the ratio of current trading volume to the average volume for the same intraday time window, revealing whether unusual activity is driving price.

Technical Analysis

Renko Chart

Renko Chart is a price-only charting method that plots fixed-size bricks only when price moves a set amount, ignoring time completely.

Technical Analysis

Resistance

Resistance is a price level where selling interest is strong enough to prevent further advance, causing price to reverse or consolidate.

Fundamental Analysis

Return on Assets (ROA)

Return on Assets (ROA) is a profitability ratio measuring how efficiently a company generates net income from its total asset base, calculated as net income divided by average total assets.

Fundamental Analysis

Return on Capital Employed (ROCE)

ROCE measures how efficiently a company generates profits from all capital (equity + debt), showing overall business efficiency.

Fundamental Analysis

Return on Equity (ROE)

Return on Equity measures how efficiently a company generates profits from shareholders' equity, expressed as a percentage.

Psychology

Revenge Trading

Revenge trading is impulsive trading after a loss, attempting to recover money quickly through larger positions or more trades, usually resulting in bigger losses.

Fundamental Analysis

Revenue Growth Rate

Revenue growth rate is the percentage change in a company's top-line sales between two periods, the primary valuation driver for high-multiple growth stocks.

Risk Management

Risk Budget

Risk budget is a top-down framework that caps total portfolio risk across all open positions, setting explicit limits at the per-trade, account, and daily loss level.

Metrics

Risk of Ruin

Risk of ruin is the probability of losing a predetermined percentage of trading capital given a strategy's win rate and risk parameters.

Risk Management

Risk of Ruin Formula

Risk of Ruin Formula is a mathematical calculation that determines the probability a trader loses their entire capital given win rate, edge, and position size.

Risk Management

Risk Per Trade

Risk per trade is the maximum amount of capital a trader is willing to lose on any single trade, typically 1-2% of total account value.

Metrics

Risk-Reward Ratio

Risk-reward ratio compares the potential loss (risk) to the potential gain (reward) of a trade, expressed as a ratio like 1:2 or 1:3.

Risk Management

Risk-Reward Setup

A risk-reward setup defines the entry, stop loss, and target levels of a trade, ensuring the potential reward justifies the risk before entering.

Technical Analysis

ROC (Rate of Change)

Rate of Change is a momentum indicator measuring the percentage change in price over a specified period, showing speed of price movement.

Metrics

ROI

Return on Investment (ROI) measures the gain or loss generated on an investment relative to its cost, expressed as a percentage.

Derivatives

Rollover

Rollover is closing a position in an expiring contract and opening the same position in a later-dated contract to maintain exposure.

Technical Analysis

RSI (Relative Strength Index)

RSI is a momentum oscillator measuring speed and change of price movements on a scale of 0-100, indicating overbought or oversold conditions.

Strategies

Scaling In

Scaling in is gradually building a position over multiple entries rather than taking the full size at once, reducing timing risk.

Strategies

Scaling Out

Scaling out is gradually exiting a position in portions at different price levels to lock in profits while letting remaining shares run.

Strategies

Scalping

Scalping is an ultra-short-term trading strategy that aims to profit from small price movements, often holding positions for seconds to minutes.

Market Structure

SEBI

SEBI is India's statutory securities regulator, overseeing NSE, BSE, brokers, and FPIs — enforcing margin rules, circuit breakers, and position limits.

Strategies

Sector Rotation

Sector rotation is the systematic movement of investment capital between stock market sectors in response to shifting economic cycles, monetary policy, and institutional risk appetite.

Psychology

Self-Attribution Bias in Trading

Self-Attribution Bias is the tendency to credit personal skill for winning trades and blame external factors for losses, inflating perceived edge and blocking real learning.

General

Sensex

Sensex (Sensitive Index) is India's oldest stock index tracking 30 large companies on the Bombay Stock Exchange (BSE).

Market Structure

Settlement

Settlement is the process of transferring shares to buyer and money to seller after a trade, completed T+1 days after the trade in India.

Metrics

Sharpe Ratio

Sharpe ratio measures risk-adjusted returns by dividing excess return over risk-free rate by standard deviation of returns.

Technical Analysis

Shooting Star Candlestick Pattern

Shooting Star is a single-candle bearish reversal pattern with a small real body near the low, upper shadow at least 2× the body, and minimal lower shadow — signaling seller rejection at highs.

Market Structure

Short Interest

Short interest is the total shares sold short and not yet covered, expressed as a percentage of float, used to gauge bearish sentiment and squeeze potential.

General

Short Position

A short position profits from falling prices by selling borrowed shares first and buying them back later at a lower price.

General

Short Squeeze

A short squeeze occurs when a heavily shorted stock rises sharply, forcing shorts to cover by buying shares, which pushes prices even higher.

Market Structure

Slippage

Slippage is the difference between the expected price of a trade and the actual price at which it executes.

Technical Analysis

SMA

SMA is the arithmetic mean of closing prices over a set period, recalculated each bar by adding the newest close and dropping the oldest.

Market Structure

Smart Money

Smart money is capital deployed by institutions — banks, hedge funds, and central banks — with informational and analytical advantages that allow them to move markets.

Metrics

Sortino Ratio

Sortino ratio is a risk-adjusted return metric that only penalizes downside volatility, calculated as excess return divided by downside deviation.

Technical Analysis

Spinning Top Candlestick

Spinning Top Candlestick is a candle with a small real body and upper/lower shadows each at least 2x the body length, signaling indecision between buyers and sellers.

Metrics

Standard Deviation

Standard deviation is a statistical measure of how spread out a security's returns are around their mean, quantifying volatility and powering tools like Bollinger Bands and options pricing.

Technical Analysis

Stochastic Oscillator

Stochastic Oscillator is a momentum indicator comparing closing price to the high-low range over N periods, with readings above 80 overbought and below 20 oversold.

Market Structure

Stock Float

Stock Float is the number of shares available for public trading, calculated as total shares outstanding minus restricted insider and locked-up shares.

Market Structure

Stock Split

Stock Split is a corporate action that increases shares outstanding by issuing additional shares proportionally, reducing the per-share price without changing market cap.

Risk Management

Stop Loss

A stop loss is a predetermined price level at which a trade is automatically closed to limit potential losses on a position.

Order Types

Stop Order

A stop order becomes a market order when price reaches a specified trigger level, used for entering breakouts or exiting losing positions.

Order Types

Stop-Limit Order

A stop-limit order combines stop and limit features, triggering a limit order when the stop price is reached, offering price control but risking non-execution.

Derivatives

Straddle

A straddle involves buying a call and put at the same strike and expiration, profiting from big moves in either direction.

Derivatives

Strangle

A strangle involves buying OTM call and put options at different strikes, profiting from very large moves in either direction.

Derivatives

Strike Price

Strike price is the predetermined price at which an option holder can buy (call) or sell (put) the underlying asset.

Psychology

Sunk Cost Fallacy

Sunk cost fallacy is the irrational tendency to hold losing positions because of past investment, rather than evaluating current probability of recovery.

Technical Analysis

Supertrend

Supertrend is a trend-following indicator that overlays on price charts as a color-coded line, generating buy/sell signals when price crosses the ATR-based band.

Technical Analysis

Supply and Demand Zones in Trading

Supply and demand zones are price rectangles where large institutional orders caused sharp reversals, marking the origin of a move rather than a repeated bounce level.

Technical Analysis

Support

Support is a price level where buying interest is strong enough to prevent further decline, causing price to bounce or consolidate.

Strategies

Swing Trading

Swing trading is a strategy that holds positions for days to weeks, aiming to capture price swings within a larger trend.

Derivatives

Synthetic Position

Synthetic position is an options combination that replicates the risk/reward profile of owning or shorting a stock without directly holding that instrument.

Metrics

System Quality Number (SQN)

System Quality Number (SQN) is a metric by Van Tharp: √(N) × mean(R) ÷ stdev(R), scoring a trading system's edge, consistency, and sample size in one number.

Risk Management

Take Profit

A take profit order automatically closes a position when price reaches a predetermined profit target, securing gains without manual intervention.

Technical Analysis

Tape Reading

Tape reading is the practice of interpreting real-time Level 2 order book depth and Time & Sales prints to gauge buying/selling pressure and short-term direction.

General

Tax-Loss Harvesting

Tax-loss harvesting is the practice of selling losing positions to realize capital losses that offset taxable gains, reducing a trader's year-end tax bill.

Risk Management

The 2% Rule

The 2% Rule is a position-sizing guideline that limits risk to no more than 2% of total account equity on any single trade.

Derivatives

Theta

Theta measures how much an option loses in value each day due to time decay, expressed as dollars lost per day.

Derivatives

Theta Decay

Theta decay is the accelerating erosion of an option's extrinsic value over time, moving non-linearly and collapsing dramatically in the final 30 days before expiration.

Strategies

Theta Gang

Theta gang is the strategy of systematically selling options premium — via covered calls, cash-secured puts, and iron condors — to profit from time decay rather than directional prediction.

Technical Analysis

Three Black Crows

Three Black Crows is a bearish reversal pattern of three consecutive long bearish candles, each opening within the prior body and closing near its session low after an uptrend.

Technical Analysis

Three White Soldiers

Three White Soldiers is a bullish reversal pattern of three consecutive long green candles, each opening within the prior body and closing near its session high, signaling sustained buying pressure.

Psychology

Tilt

Tilt is an emotional state where frustration or anger impairs trading judgment, leading to irrational decisions and deviation from the trading plan.

Derivatives

Time Value

Time value is the portion of an option's premium above its intrinsic value, reflecting the probability of favorable movement before expiration.

Metrics

Trade Frequency

Trade frequency is the number of trades executed over a given period, affecting commission costs, tax implications, and strategy effectiveness.

General

Trade Management

Trade management is all decisions made after entering a position — moving stops, taking partial profits, trailing exits, and cutting losses at planned levels.

Strategies

Trade Setup

A trade setup is a specific combination of conditions from a trading plan that signals a potential entry opportunity with defined risk and reward.

Psychology

Trader Burnout

Trader burnout is a state of chronic mental and emotional exhaustion caused by prolonged exposure to financial risk, screen time, and performance pressure.

Psychology

Trading Anxiety

Trading anxiety is excessive stress or hesitation around entering, managing, or exiting trades, caused by loss aversion, oversized positions, or unclear trading rules.

Psychology

Trading Discipline

Trading discipline is the ability to consistently follow a trading plan and rules, managing emotions and avoiding impulsive decisions.

Strategies

Trading Edge

A trading edge is a statistical advantage that allows a trader to profit over time, derived from a strategy with positive expectancy.

Strategies

Trading Journal

A trading journal is a systematic record of every trade — entries, exits, position sizes, rationale, emotions, and outcomes — used to identify patterns, fix mistakes, and develop a consistent.

Psychology

Trading Mindset: Developing a Professional Approach

Trading mindset is the repeatable mental framework governing decision-making under uncertainty, separating rule-adherent professionals from emotion-driven retail traders.

Strategies

Trading Plan

A trading plan is a written document outlining entry/exit rules, risk management, and position sizing to guide consistent trading decisions.

Psychology

Trading Psychology

Trading psychology is the study of how emotions, biases, and mental states distort trading decisions, causing behavioral failures that research links to the majority of retail losses.

Risk Management

Trailing Stop

A trailing stop is a stop loss that moves with price in the direction of the trade, locking in profits while still allowing the trade room to run.

Strategies

Trend Following

Trend following is a strategy that identifies and trades in the direction of established market trends using technical indicators and price action.

Technical Analysis

Trendline

A trendline is a diagonal line connecting two or more swing highs or lows to identify trend direction and dynamic support or resistance on a price chart.

Technical Analysis

Triangle Pattern

Triangle pattern is a consolidation formation where price narrows between two converging trendlines, compressing volatility until a breakout resolves the pattern.

Technical Analysis

Tweezer Tops & Bottoms

Tweezer Tops & Bottoms is a two-candle reversal pattern where consecutive candles share identical highs (bearish) or lows (bullish), signaling trend exhaustion at key levels.

Technical Analysis

Value Area

Value Area is the price range containing approximately 70% of a session's traded volume, bounded by the Value Area High (VAH) and Value Area Low (VAL).

Risk Management

Value at Risk (VaR)

Value at Risk (VaR) is the maximum expected portfolio loss over a given time period at a specified confidence level, such as a 1-day 95% VaR of $1,200.

Derivatives

Vega

Vega measures how much an option's price changes for every 1% change in implied volatility of the underlying asset.

Derivatives

Vertical Spread

Vertical Spread is an options strategy that buys one option and sells another of the same type and expiration at a different strike, capping both max profit and max loss at entry.

Derivatives

VIX

VIX is the CBOE Volatility Index, measuring expected 30-day S&P 500 volatility from SPX options prices — the market's real-time 'fear gauge.'

General

Volatility

Volatility measures how much an asset's price fluctuates over time, indicating risk and potential reward from price movements.

Technical Analysis

Volume

Volume is the total number of shares or contracts traded during a specific period, used to confirm price movements and gauge conviction behind a trend.

Technical Analysis

Volume Profile

Volume Profile is a chart study that plots horizontal volume bars at each price level, identifying the Point of Control, Value Area, and high/low volume nodes.

Technical Analysis

VWAP

VWAP (Volume Weighted Average Price) is the average price weighted by volume, showing the true average price traders paid during a session.