Every term, in plain English
2
- 24h Volume
How much of the coin changed hands in the past day. Higher volume usually means it is easier to buy and sell.
A
- Accruals
Income and costs recorded when they're earned or incurred, not when the cash actually moves.
- Accumulation units
Fund units that keep the income inside the fund, lifting the unit price instead of paying you cash.
- Active fund
A fund whose manager chooses what to buy and sell, aiming to beat a benchmark after costs.
- Activity Feed
A running record of the actions you take in SquirrelStocks β buys and sells, holdings added or removed, imports, watchlist and goal changes, diversification and price targets, alerts, and widgets added or removed.
- Add Stock Modal
A transaction form for adding and editing buy and sell lots with auto-filled dividends.
- After-hours trading
Trading that happens outside an exchange's normal hours, usually on a separate venue with far lower liquidity.
- Aggregation
A broker pooling many customers' fractional holdings together into whole shares it holds on their behalf.
- AI portfolio report
A written summary of your portfolio produced by a language model from a snapshot of your data.
- All-Time High
The coin's record price, and how far today's price is from it.
- AMC
Annual management charge: the fund manager's own yearly fee, as a percentage of what you hold.
- Anchoring
Leaning on the first number you saw when judging what comes next.
- Annual allowance
The most that can go into your pensions in a tax year with tax relief, an employer's contributions included.
- Annual Dividend
What your portfolio has paid you over the past year. It looks back at dividends actually booked to your holdings rather than forecasting the year ahead, so a newly added holding reads low until it has a full year of payments behind it.
- Annual exempt amount
The net gains you can realise each tax year before Capital Gains Tax applies.
- Annual subscription limit
The most you can pay into ISAs in one tax year, shared across all of them.
- Annual Yield
The income return on what you actually paid, rather than on today's market value. Because it uses your cost, it rises over time as holdings raise their dividends.
- Annualised return
A return expressed per year, so periods of different lengths can be compared.
- Appropriateness test
Questions a firm asks to check you understand a complex or high-risk product before you can invest.
- As-of date
The moment the data behind a figure or report was taken.
- Asset allocation
How your money splits between kinds of asset β shares, bonds, cash, property and others.
- Asset Class Share
How what you own is split up. A mortgaged home counts only for the part you own outright, so it doesn't swamp everything else.
- Asset Class Totals
The Balance Sheet widget's Precious metals, Collectible cards and "Property, pensions & other" views: one asset class's total, its share of everything you own, and β for metals and cards β how it stands against what you paid, then each item in it.
- Asset Cost
What this holding, card or metal cost you. Cash, crypto and property show -- because the app holds a balance or value for them, not a purchase price.
- Asset Gain
How far above or below what you paid this item is today, where you've recorded what you paid.
- Asset Goal Progress
How close you are to a goal like "Β£10,000 of cash", "Β£250,000 net worth" or "debts paid down to Β£50,000".
- Asset Mix
What kind of things the fund owns. An all-shares tracker is close to 100% shares; a 60/40 fund holds about 60% shares and 40% bonds.
- Asset Value
What this row is worth right now.
- Assignment
Being required to fulfil an option you wrote β delivering or buying the underlying at the strike.
- Asymmetry
When a gain and a loss of the same size don't feel the same size.
- Authorised participant
A large dealer allowed to create and redeem an ETF's units, which keeps its price close to NAV.
- Availability heuristic
Judging how likely something is by how easily examples come to mind.
- Average cost
Everything you've paid for a holding divided by all the shares you've bought.
- Average duration
The duration of a bond fund's holdings, averaged β how sensitive the whole fund is to rates.
- Avg Monthly Growth
Your average capital gain per month since your first purchase. It's a simple average, so a single strong month is spread across the whole period.
B
- Backtest
Testing how a strategy would have performed on past data.
- Balance sheet
A snapshot of what a company owns and owes on one day, and the shareholders' equity left between them.
- Base currency
The currency you measure your whole portfolio in β for most UK investors, pounds.
- Base rate
The Bank of England's main interest rate, which most savings and loan rates follow.
- Base rate (statistics)
How often something has happened across a long record β the starting point before any story.
- Bed and ISA
Selling an investment outside an ISA and buying it back inside one.
- Behaviour gap
The difference between a fund's return and its investors' return.
- Benchmark
The index or target a fund's performance is measured against.
- Beneficial owner
The person entitled to a share's economic value β dividends, gains, usually votes β even if someone else's name is on the register.
- Beneficial ownership
Having the economic rights to a share β dividends, gains β even when it isn't legally registered in your name.
- Beta
How much a share has tended to move when the market moves. 1 moves in line; above 1 moves more; below 1, less.
- Bid/ask spread
The gap between the highest price a buyer will pay (bid) and the lowest a seller will accept (ask).
- Blockchain
A shared ledger, copied across many computers, recording who holds which tokens.
- Bollinger Bands
Think of the bands as a channel the price tends to stay inside. When price touches the upper band the stock may be stretched; when it touches the lower band it may be oversold. When the bands squeeze together, a big move is often coming.
- Bond
A loan to a government or company that pays interest and repays a fixed amount on a set date.
- Bond fund
A fund holding many bonds, which never matures itself.
- Bond ladder
A set of individual bonds bought to mature one after another at intervals.
- Broker
The firm that routes your order to an exchange and holds the resulting shares on your behalf.
- Buy lot
One purchase, recorded on its own: the date, the number of shares and the total you paid.
- Buy-in
Being forced to buy back borrowed shares at the current price, because the loan is recalled or delivery fails.
C
- CAGR
Compound annual growth rate: the steady yearly rate that would produce a period's total result.
- Calendar
Month view calendar that lists dividend dates, earnings, and news events for portfolio holdings.
- Calendar-Year Returns
How the fund did year by year, good years and bad, which shows how bumpy the ride has been.
- Call option
The right, but not the obligation, to buy an asset at a fixed price until expiry.
- Capex
Capital expenditure: spending on long-lasting things like equipment, buildings, networks and software.
- Capital Gains Tax
The UK tax on the profit when you sell or otherwise dispose of an investment for more than it cost.
- Capital Growth
Stat block separating banked gains from paper gains and expressing the portfolio's growth rate.
- Card Gain/Loss
How much a card β or all the cards you've entered a price for β is up or down on what you paid.
- Card Gains & Losses
Shows what your collectible cards are worth today against what you paid for them β in total, then every card from the biggest gain to the biggest loss. What you paid is entered on the Portfolio page.
- Card Market Price
What one of your cards, in that printing, has recently been selling for.
- Card Market Reference
Card prices jump around. This is where your card has been trading lately, so the widget can show whether today's price is above or below that. It's a recent average, not a prediction or a view on what the card should be worth.
- Card Value Over Time
How your collection's value has moved β going up and down with card prices β over the last month, three months, year, or since the prices begin.
- Card Value Over Time
Charts what the collectible cards you hold today were worth on each day, over one month, three months, a year or all of TickerMint's price history β with what you paid as a dashed line.
- Cash
The Balance Sheet widget's Cash view: cash you enter on the Portfolio page, plus β on Investor Pro β live balances from bank accounts you link there (read-only, through TrueLayer open banking; UK and European banks), with Total Cash as a share of your cash and stock portfolio together.
- Cash % of Portfolio
How much of your tracked money is sitting in cash rather than invested. High cash means dry powder; it also means money not earning dividends.
- Cash Flow Coverage
Checks whether the dividend is paid out of real cash coming in from the business, not just accounting profit. Above 1 means trading brought in more cash than the company handed to shareholders; below 1 means it topped the dividend up from savings, borrowing or selling things.
- Cash flow statement
Where the cash actually came from and went: trading, investment and financing.
- CFD
A contract for difference: an agreement with a provider to exchange the change in an asset's price, without owning it.
- Checking frequency
How often you look at your investments' value.
- Circulating Supply
How many coins are out there right now.
- Client money
Your uninvested cash at a broker, which it must keep in accounts separate from its own.
- Co-movement
Two prices rising and falling on the same days β what correlation looks like on a chart.
- Coin Market Cap
What all the coins that exist today are worth together at the current price.
- Collectible Card Value
What your cards would roughly sell for today, going by TCGplayer's market price for the exact printing you own.
- Collectible Cards
Your trading cards and sealed product β PokΓ©mon, One Piece, Lorcana, Yu-Gi-Oh!, Riftbound and Gundam β dealt out as a fanned hand and valued daily from TCGplayer market prices, via TickerMint. Cards are added and edited on the Portfolio page.
- Commodity
A raw material such as gold, oil, copper or wheat.
- Competitive advantage
Something a company does better or more cheaply than its rivals, in a way they can't easily copy.
- Compounding
Growth building on previous growth, so a return is earned on the original amount and on everything it's already grown by.
- Concentration risk
The risk that one holding or one sector is a big enough slice to swing your whole result.
- Confirmation bias
Seeking out, and believing more readily, evidence that supports what you already think.
- Consensus forecast
The average of analysts' forecasts β for dividends, what the professionals collectively expect a company to pay.
- Contango
When later-dated futures cost more than the current price, so rolling them costs money.
- Contract
The agreement a derivative is: what each side must do, and when.
- Conversion spread
The gap between the spot rate and the rate a broker actually gives you.
- Corporate action
A company event that changes your shares β a split, consolidation, spin-off, rights issue or takeover.
- Corporate bond
A bond issued by a company, paying more than a government bond to reflect the extra risk.
- Correlation
How closely two investments move together, from +1 (in lockstep) to β1 (in opposite directions).
- Correlation coefficient
The number that measures correlation, from β1 to +1, worked out from two price histories.
- Cost basis
What you actually paid for a holding, fees included.
- Counterparty
The other party to an arrangement β the one who has to keep their side of the deal.
- Coupon
The fixed interest a bond pays, usually once or twice a year.
- Covenant
A condition in a loan agreement, such as a maximum ratio of debt to profit, that the borrower must stay within.
- Cover ratio
Any βhow many times overβ figure: what's available divided by what has to be paid.
- Covered call
A call option written against shares you already own.
- Credit rating
An agency's grade of how likely a company is to repay its lenders, from AAA down.
- Creditor ranking
The order in which an insolvent company's creditors are paid, with shareholders at the end.
- Crossover Signal
When a fast line crosses above a slow line, it signals that short-term momentum is stronger than long-term momentum β often read as bullish. The opposite crossing is bearish. No signal is perfect; they work best alongside other indicators.
- Crypto % of Portfolio
How much of your tracked wealth sits in the crypto wallets you've added.
- Crypto Wallet Value
What your crypto wallets are worth right now, counting only assets with a real market so worthless airdrops don't inflate it.
- Crypto Wallets
The Balance Sheet widget's Crypto view: values public crypto wallet addresses you add β coins, tokens and NFTs on Ethereum, Base, Arbitrum, Optimism and Polygon, plus Bitcoin and Solana β read-only from public block explorers, and lists any crypto balance you've typed in on the Portfolio page.
- Cryptocurrency
A digital asset recorded on a blockchain, with no bank or government behind it.
- Cum-dividend
Trading with the next dividend still attached β any day before the ex-dividend date.
- Cumulative return
The total change over a whole period, however long.
- Currency exposure
How much of your portfolio's value moves with exchange rates, not just share prices.
- Custody
The safekeeping of shares and cash on an investor's behalf, typically by a broker or a dedicated custodian.
- Cyclical
A business whose profits rise and fall with the economy, like carmakers, builders and airlines.
D
- Daily Dividend
What your portfolio earns per day on average. It's mostly a motivational number β dividends are actually paid on scheduled dates, not daily.
- Daily reset
A leveraged fund rebalancing every day to restore its multiple.
- Data latency
The delay between something happening at a company and it showing up in a figure.
- Day Change
How much your holdings moved today compared with yesterday's closing prices. Holdings without a previous close are skipped, so on thin data the figure can cover only part of the portfolio.
- Dealing charge
A fixed fee a broker charges each time you buy or sell.
- Debt to Assets
How much of what you own is matched by what you owe. Lower is a stronger position; over 100% means you owe more than you own.
- Debt-to-Equity
How much the company relies on borrowed money versus money from shareholders. Too much debt can be risky.
- Decision log
A dated record of decisions and the reasons for them, kept together so they can be reviewed.
- Decision Review
Checking whether what you thought would happen actually happened.
- Declaration date
The day the board announces a dividend β the amount, and the dates that follow.
- Decumulation
Drawing money down from savings or investments, often in retirement.
- Defensive
A business that sells things people keep buying in a downturn, like food, medicines and utilities.
- Delisting
A company's shares being removed from a stock exchange.
- Derivative
A contract whose value comes from something else β a share, an index, a currency or a commodity.
- Diluted EPS
EPS worked out as if every staff option and convertible bond had already become a share.
- Dilution
Your slice of a company getting smaller because new shares have been issued.
- Disconfirming evidence
Facts that would show a belief is wrong.
- Discount (to NAV)
A fund or trust trading below the value of its holdings.
- Disposal
Selling, giving away or otherwise parting with an investment β the moment a gain is realised for tax.
- Disposition effect
The tendency to sell winners too early and hold losers too long.
- Distribution
A fund's payout of the income it has collected β its equivalent of a dividend.
- Distribution Frequency
Whether the fund pays out monthly, every quarter, twice a year or once a year.
- Distribution yield
What a fund expects to pay out over the next twelve months, as a percentage of its price.
- Div Yield (Cost)
Your personal yield based on your purchase price. As the dividend grows over time, this number becomes much higher than the current yield.
- Diversification
Owning enough different businesses that no single one gets to decide your year.
- Diversification benefit
A mix of holdings swinging less than its parts, because they don't all move together.
- Diversification Target
An allocation chart β the Pie Chart set to Target sector allocation or Target asset-class split β that compares your ideal mix to what you actually hold: your stock portfolio by sector, or everything you own by asset class.
- Dividend
A slice of a company's profit paid out in cash to the people who own its shares β usually every three months.
- Dividend allowance
The amount of dividend income each tax year that's taxed at 0%.
- Dividend aristocrat
An S&P 500 member that has raised its dividend for at least 25 years in a row. Other index providers run lists with their own rules.
- Dividend cover
Earnings per share Γ· dividend per share: how many times over this year's profit could pay this year's dividend.
- Dividend coverage
How many times over earnings could pay the dividend. Around 2Γ is roomy.
- Dividend cut
A reduction in the dividend per share. Stopping it altogether is called an omission or suspension.
- Dividend cut risk
The chance that a company reduces or stops its dividend.
- Dividend entitlement
Your right to a particular dividend: you have it if you owned the shares at the close of the day before the ex-dividend date.
- Dividend growth rate
How fast the dividend per share has risen, usually as a yearly percentage.
- Dividend growth streak
How many years in a row a company has raised its dividend.
- Dividend history
A company's past dividend payments per share, in order.
- Dividend income
The cash your holdings pay you as dividends.
- Dividend Income
Stat block showing dividend income at annual, monthly and daily cadence, plus lifetime dividends received.
- Dividend Safety
A 0 to 10 score for each dividend-paying holding, built from its payout ratio, dividend cover, yield level and per-share dividend trend.
- Dividend safety score
A 0β100 measure inside the portfolio health score, built from each dividend payer's payout ratio and dividend cover.
- Dividend tax rate
The rate charged on dividends above the allowance, set by the tax band they fall in.
- Dividend yield
A year of dividends divided by today's share price, shown as a percentage.
- Dividends Received Split (Sector, Cost, Value)
Dividend distribution view grouped by sector with optional cost and value context.
- Domicile
The country a fund is legally based in, which can differ from where it's listed.
- Doubling
The point at which an investment's value reaches twice its starting amount, purely from growth compounding over time.
- Drawdown
How far a price has fallen from its most recent high.
- Drift
The gap between the mix you hold and the mix you intended, caused by prices moving.
- DRIP
A dividend reinvestment plan: your broker uses each cash dividend to buy more of the same shares automatically.
- Duration
A measure, in years, of how sensitive a bond's price is to interest rates. A duration of 7 means roughly a 7% fall for a one-point rise.
E
- Earnings multiple
Another name for a P/E: how many years of today's profit the share price represents.
- Earnings per share (EPS)
Net profit divided by the number of shares β your slice of the year's profit.
- Economic moat
Whatever protects a company's profits from competitors β brand, network, cost, switching costs or licences.
- Effective diversification
Roughly how many independent bets a portfolio really holds, once holdings that move together count as one.
- EIS
The Enterprise Investment Scheme: tax reliefs for buying shares directly in small unlisted companies.
- Election
Your formal choice between options a company offers β cash or shares, for example β made by a deadline.
- Equity/bond split
The share of a portfolio in shares versus bonds β the most common shorthand for asset allocation.
- Estimate
A best guess at a number that hasn't happened yet β like next year's dividends.
- Estimated Annual Interest
What an account would earn in a year if the balance and rate stayed as they are today.
- Estimated Dividends
Stacked bar chart of projected dividends by month.
- Estimated payment date
The app's placing of a dividend payment when the company's own date isn't in the data feed.
- Estimated Tax on Investments
Roughly what your investments might add to your tax bill for the year.
- ETC
An exchange-traded commodity: a listed security backed by physical metal or by futures contracts.
- ETF
An exchange-traded fund: a fund listed on a stock exchange and traded all day like a share.
- EV/EBITDA (TTM)
A more comprehensive version of P/E. It looks at the whole company (including debt) relative to its 'cash' earnings. Lower is often better.
- Ex-dividend adjustment
The fall in a share's price on the ex-dividend date, roughly equal to the dividend, because new buyers no longer get it.
- Ex-dividend date
The cut-off. You have to own the share before this date to be paid the next dividend.
- Exchange risk
The risk that the crypto exchange holding your tokens is hacked, freezes withdrawals or fails.
- Execution
The moment an order actually trades β matched with a buyer or seller and confirmed.
- Exempt securities
Investments you can buy without paying UK stamp duty, such as AIM shares, ETFs and foreign shares.
- Expiry
The date a derivative contract ends and is settled.
- Exponential Moving Average (EMA)
Like an SMA, but recent prices count for more. If a stock just made a big move, the EMA reacts faster than the SMA. Traders use it when they want an early signal rather than a smooth one.
F
- Fair Value (Discounted Cash Flow)
A best-guess price tag for a stock based on future cash flows. If the fair value is higher than the current price, the stock may be undervalued.
- Fair Value Discounts
Comparison grid of fair value versus current price. Stocks use their discounted cash flow (DCF) fair value per share. Crypto, precious metals, collectible cards, property, pensions, bonds and other assets are compared, as a whole holding, with either a fair value you set yourself on the Portfolio page or β set to Market reference β a market reference where one exists: a card's 90-day average price, or a UK property's price carried forward by its local house price index.
- FCA
The Financial Conduct Authority, which regulates how financial products are sold in the UK.
- FCF payout ratio
Dividends paid Γ· free cash flow: the share of spare cash handed to shareholders.
- Fee cap
A maximum some platforms put on their percentage fee, often only for shares, ETFs and investment trusts.
- Fill
The result of an order that has actually traded β the price and quantity you ended up with.
- Final dividend
The dividend paid after full-year results, typically approved by shareholders at the AGM.
- Financial promotion
Any communication that invites or encourages someone to invest.
- Fine Metal Weight
How much actual gold, silver, platinum or palladium is in what you hold, once the other metals mixed in are taken out.
- Flat fee
A platform fee that's a fixed amount, whatever the size of your pot.
- FOMO
Fear of missing out: the pull to buy because other people seem to be making money.
- Forced liquidation
A leveraged position being sold for you, at the market price, when the margin runs out.
- Forward P/E
Share price divided by next year's forecast earnings per share.
- Forward yield
Yield based on the dividends a company is expected to pay over the next twelve months.
- Fractional share
Owning less than one whole share β for example 0.34 of a share bought with a fixed amount of cash.
- Free cash flow
The cash left once a company has paid for running and maintaining itself.
- FSCS
The Financial Services Compensation Scheme, which pays out when an authorised firm fails and money or investments are missing.
- Fund Beta (3Y)
Around 1 means the fund has risen and fallen about as much as the market. Below 1 means smaller moves, above 1 bigger ones.
- Fund gating
A fund limiting how much investors can withdraw, so it isn't forced to sell assets cheaply.
- Fund Sectors
Which parts of the economy the fund's shares are in, such as technology or healthcare.
- Fund Size
How much money is invested in the fund altogether. Larger funds tend to be easier to trade and less likely to be closed down.
- FX fee
What a broker charges to convert your money into another currency: a stated fee, a worse rate, or both.
- FX risk
The risk that exchange-rate moves reduce the value of holdings priced in another currency.
G
- Gearing
How much a company relies on borrowed money compared with shareholders' money.
- General investment account
An ordinary investment account with no limit on what goes in and no tax shelter.
- Geographic weighting
How your money splits by country or region, by where companies are listed or earn their money.
- Gilt
A bond issued by the UK government.
- Goal Planning Engine
Outcome planning module for income, growth, and retirement timelines with weekly tracking.
- Goals
The dashboard's Goals widget: your income target, stock portfolio target and retirement date tracked as progress, plus value goals for anything you own or owe β cash, net worth, pensions, a mortgage paid down β and any goals you've written in yourself.
- Gross margin
What's left of each Β£1 of sales after the direct cost of what was sold.
- Gross Profit
The money left from sales once the company has paid for what it sold. Staff, rent, marketing, interest and tax haven't come out yet, so it is always much bigger than the profit that ends up belonging to shareholders.
- Growth Target
The portfolio value you are aiming to reach over time.
- Guidance
What management says it expects for the year ahead β profit, revenue or the dividend.
H
- Health band
The label on a portfolio health score: Strong from 82, Stable from 68, Watchlist from 50, At risk below that.
- Hedged share class
A fund share class that uses currency contracts to remove most of the effect of exchange rates.
- Herding
Buying or selling because others are, rather than on your own reading of the investment.
- High-yield bond
A bond from a borrower rated below investment grade, paying more because it's riskier.
- Historic yield
What a fund actually paid over the last twelve months, as a percentage of today's price β its version of trailing yield.
- Holding count
How many different holdings you own.
- Holding Dividends
Every dividend this one stock has paid you since you started tracking it.
- Holding Price
What one share currently trades for. This column is not FX-converted, so a US holding shows in dollars even if your portfolio is in pounds.
- Holding Value
What this one position is worth today.
- Holding Yield
The income the stock currently pays relative to its market price. This is the yield anyone buying today would get β it is not based on your purchase price, so it does not change when your cost basis does. For your own yield on cost, see Annual Yield.
- Home bias
Holding more of your own country's shares than its share of the world's markets would suggest.
I
- ICB
The Industry Classification Benchmark: the sector scheme behind the FTSE indices.
- Illiquidity
Being hard or impossible to sell quickly at a fair price.
- Impairment
A company writing down the value of assets or acquisitions that won't earn what it expected.
- Income return
What your holdings paid you in dividends and distributions over a period.
- Income statement
The profit and loss account: revenue at the top, costs taken off line by line, profit at the bottom.
- Income target
A specific amount of dividend income you're aiming for β a number, not a feeling.
- Income units
A fund share class that pays out the income it collects as cash distributions.
- Income vs Growth Toggle
A two-state switch that flips the view between income and growth metrics.
- Index
A list of companies with rules for how much of each to hold, used to measure a market.
- Index fund
A passive fund that holds what its index holds, in the same proportions.
- Index reconstitution
An index regularly dropping companies that have shrunk and adding ones that have grown.
- Index return
What the index itself did over a period, with or without dividends reinvested.
- Indexed Property Value
It answers "if my home had moved in line with prices in my area, what would it be worth now?" It's an average for the area, not a valuation of your home: extensions, condition, the street and the size of the local sample all make a real house differ.
- Inflation
The rate at which prices rise, so each pound buys a little less.
- Inflation linkage
Payments that rise each year with an inflation index such as RPI or CPI.
- Infrastructure trust
An investment trust owning stakes in long-lived assets like schools, hospitals, roads and energy networks.
- Insolvency
A company being unable to pay its debts, after which administrators sell what's left.
- Interest cover
How many times a company's operating profit covers its interest bill.
- Interest rate risk
The risk that rising interest rates push down the price of a bond you already hold.
- Interim dividend
A dividend paid partway through the financial year, usually alongside half-year results.
- Investment journal
Notes written when you buy or sell: why, what you expect, and what would change your mind.
- Investment trust
A listed company whose business is holding other investments, with a fixed number of shares.
- Investor persona
The profile you choose in the app β one of eight β that decides what it shows you first.
- Investor return
The return a fund's investors actually earned, weighted by when their money went in and out β a money-weighted return across all of them.
- IRR
Internal rate of return: the usual way of calculating a money-weighted return from dated cash flows.
L
- Latest Distribution
What the fund last paid out for each unit you hold.
- Leverage
Controlling a bigger position than your own money covers, by borrowing the rest.
- Leveraged ETF
A fund that aims to deliver a multiple, or the opposite, of an index's daily return.
- Liabilities
The Balance Sheet widget's Liabilities view. Shows what you owe β mortgages, loans, credit cards, car finance β as entered on the Portfolio page, and sets it against your total assets.
- Limit order
An instruction to buy or sell only at a specified price or better.
- Limitation
Something a number or report can't see or can't do.
- Liquidity
How easily a stock can be bought or sold without your own order moving its price.
- Lock-up period
A minimum time you must hold an investment, or before you're able to sell it.
- Loss
A fall in value that has already happened β on paper until you sell, real once you do.
- Loss aversion
Feeling a loss more strongly than a gain of the same size.
- Lump sum
Investing all of the money at once, at one price.
M
- Margin
The part of a leveraged position you've paid for yourself β your deposit against losses.
- Margin call
A demand to add money or cut a leveraged position when losses eat into your margin.
- Mark-to-market
Valuing a holding at what it would fetch today.
- Market capitalisation
Share price Γ total shares issued β what the market currently thinks the whole company is worth.
- Market order
An instruction to buy or sell immediately at whatever price is currently available.
- Market risk
The risk of losing money because the whole market falls β another name for systematic risk.
- Market sentiment
How optimistic or nervous investors feel right now, which can move a price faster than the underlying business changes.
- Market-cap weighting
Holding each company in proportion to its total market value, so the biggest get the biggest slices.
- Maturity
The date a bond ends and the borrower repays the par value.
- Max Supply
The cap on how many coins there will ever be. Some coins, such as Ether, have no cap.
- Maximum drawdown
The largest peak-to-trough fall over a given history.
- Maximum weight
A cap you set on how large one holding may grow before you trim it.
- Metal Gain/Loss
How much your gold, silver, platinum or palladium is up or down on what you paid.
- Metal Gains & Losses
Shows what your precious metals are worth today against what you paid for them β in total, then every holding from the biggest gain to the biggest loss. It's the Gainers & Losers widget with Precious metals vs price paid picked as its data. What you paid is entered on the Portfolio page.
- Metal Price
What an ounce of pure gold, silver, platinum or palladium is trading at right now.
- Methodology
How a figure or report was produced: what went in, and what was done to it.
- Mid price
The midpoint between the bid and the ask β usually the single number quoted as "the price".
- Milestone
A marker of progress, like your first steady tenner a month, that shows the machinery is working.
- Momentum
The documented tendency for recent winners to keep outperforming for a while, and recent losers to keep lagging.
- Money-weighted return
A return weighted by how much money was invested when, showing the return you actually got.
- Monthly average income
A year of dividend income divided by twelve β smooth, even though real payments arrive in lumps.
- Mortgage Interest
How much of the next year's payments is the lender's charge rather than paying the debt down.
- Mortgage Monthly Payment
Roughly what you pay the lender each month, so you can see it beside everything else.
- Myopic loss aversion
Loss aversion combined with checking often, so that frequent small losses loom large.
N
- Naked position
An option written with nothing held to cover the obligation.
- Narrative
A simple story about an investment that spreads faster than the numbers behind it.
- NAV (net asset value)
What a fund's holdings are worth, divided by the number of units or shares.
- Negative balance protection
The rule that a UK retail CFD or spread-bet account can't lose more than the money in it.
- Net Capital Gains
The profit, after this year's losses, on shares you sold this tax year from a general account.
- Net debt
Borrowings minus cash β what a company would still owe after emptying its bank account.
- Net Debt / EBITDA
A speed test for debt. It tells you how many years of profit (EBITDA) it would take to pay off all their net debt. Lower is safer.
- Net income
Profit after every cost, interest and tax β the bottom line that belongs to shareholders.
- Net Worth
What you'd have left if you sold everything you track and paid off everything you owe.
- Next Dividend Month
Roughly what you can expect the next time dividends land. It is a projection built from each holding's dividend schedule, not confirmed cash.
- NFT Floor Value
What your NFTs would roughly fetch if you sold them at the cheapest price anyone is asking today. Rare items may be worth more; this deliberately doesn't guess.
- Noise
Price movement that carries no information about the underlying business.
- Nominal return
The return before inflation β the headline interest rate or percentage gain.
- Nominee account
An account structure where a broker holds shares on the register on behalf of many customers at once.
O
- Occupancy
The share of a property portfolio that's let to paying tenants.
- OCF
Ongoing charges figure: a fund's yearly running costs, the manager's fee included, as a percentage of what you hold.
- OEIC
An open-ended investment company: a fund priced once a day at the value of its holdings, bought from and sold back to the manager.
- Offshore fund
For UK tax, a fund based outside the UK β including many ETFs traded in London.
- One-off distribution
Any payment to shareholders that isn't expected to repeat, such as a special dividend or a return of capital.
- Ongoing Charge (OCF)
The fund's yearly fee. It comes out of the fund's own value bit by bit, so you never see a bill, but it reduces your return.
- Open-ended vs closed-ended
Whether a fund creates and cancels units as money comes and goes (open) or has a fixed number of shares (closed).
- Opening auction
A brief process at the start of each trading session where the exchange collects orders and sets a single official opening price.
- Operating cash flow
The cash a business actually brought in from trading, after paying staff, suppliers and tax.
- Operating margin
Operating profit as a share of revenue β what's left after all the costs of running the business.
- Ordinary share
The standard type of share: one vote each, dividends only if the board declares one.
- Out of the market
Holding cash instead of an investment, for however short a time.
- Overconfidence
Believing your information and judgement are better than they are.
- Overnight gap
The difference between where a stock closed and where it opens the next trading session.
P
- P/E ratio
Share price divided by earnings per share β what you pay for Β£1 of a year's profit.
- P/E Ratio (Price-to-Earnings)
How expensive the stock is compared to how much money it makes. It tells you how many years it would take to earn back your investment through profits alone.
- Par value
The amount a bond repays at maturity β usually Β£100 per bond.
- Passive fund
A fund that follows fixed rules β usually an index β instead of a manager's choices.
- Passive income
Income that arrives without you working for each payment, like dividends from shares you already own.
- Path dependency
When the route prices take matters, not just where they start and finish.
- Payment date
The day the cash actually arrives in your account.
- Payment frequency
How often a company pays: quarterly, twice a year, monthly or once a year.
- Payout ratio
How much of its earnings a company hands out as dividends.
- Peak-to-trough
A fall measured from a high point to the lowest point before the next high.
- Peg
The fixed value a stablecoin is meant to hold.
- PEG Ratio
The P/E ratio but with a twistβit accounts for growth. A low P/E might be a trap if the company isn't growing. PEG fixes that.
- Pension access age
The earliest age you can normally take money out of a personal pension.
- Percentage fee
A platform fee charged as a share of what you hold, so it grows as your pot grows.
- Permanent capital loss
A loss that never comes back, because the business behind the price was damaged for good.
- Personal Savings Allowance
The interest you can earn each year outside an ISA before tax is due, smaller for higher earners.
- Physical replication
A tracker owning the actual shares in its index β all of them, or a representative sample.
- Platform fee
What a broker or platform charges to hold your investments, separate from any fund's own charges.
- Portfolio Dividend Yield
The income your portfolio throws off relative to what it is worth today. Unlike Annual Yield β which uses what you paid β this moves whenever prices move, so a market fall pushes it up even though your income has not changed.
- Portfolio Health
Single diagnostic score combining concentration, dividend safety, diversification, and sector coverage.
- Portfolio health score
A 0β100 blend of four measures of how your portfolio is built, chosen and weighted by your investor profile.
- Portfolio Reports
An automated report view that summarizes trends, strengths, weaknesses, and recommendations.
- Portfolio review
A regular look at the same few figures on a set date, to notice what has changed since last time.
- Portfolio Sankey
Flow diagram tracing portfolio value from holdings through to sectors and overall totals.
- Portfolio Split (Sector, Cost, Value)
Breakdowns that show how portfolio weight changes by sector, cost, and current value.
- Portfolio Summary
Headline stat block showing total value, total cost, return and return yield for the whole portfolio.
- Portfolio Value / Cost Over Time
Time series chart of portfolio value versus total cost.
- Portfolio-aware News
News feed context layer that explains why each headline matters to your own holdings.
- Position size
How much of your portfolio one holding takes up, as a share of the total.
- Pound-cost averaging
Investing a fixed amount at regular intervals, so you buy more shares when prices are low and fewer when high.
- Precious Metal Value
What the metal in your coins, bars and jewellery is worth at today's price β before any dealer's margin.
- Premium
The price an option's buyer pays its writer.
- Premium (to NAV)
A fund or trust trading above the value of its holdings.
- Price Change
A summary of daily or period price moves across holdings.
- Price Chart
An interactive candlestick-style line chart showing a single holding's historical closing price and volume, with toggleable technical overlays: Simple Moving Averages (SMA 20/50/200), Exponential Moving Averages (EMA 12/26), and Bollinger Bands (BB 20).
- Price drop
A fall in the share price. On an ex-dividend date, most of it is usually the dividend leaving the price.
- Price return
The change in value from price moves alone, leaving out dividends.
- Price Target Tracker
A tracker that monitors target prices for each holding with progress indicators.
- Private key
The secret that controls a crypto wallet. Whoever has it, or the seed phrase behind it, controls the funds.
- Probability
How likely something is, as a number β the part of the future people try to measure.
- Process vs outcome
Judging a decision by how it was made, separately from how it turned out.
- Progressive dividend policy
A company's stated aim to hold or raise its dividend every year.
- Projected annual income
What your holdings are expected to pay you over the next twelve months.
- Property Equity
The part of a home you actually own β what would be left if you sold it and paid off the mortgage.
- Property income distribution (PID)
The payout a UK REIT makes from its tax-exempt property profits, taxed as property income.
- Prospect theory
Kahneman and Tversky's account of how people really choose under risk: outcomes judged as gains or losses from a reference point, with losses weighing more.
- Protocol
The software rules of a blockchain: how tokens are created, how transactions are confirmed and who gets paid.
- Protocol yield
A percentage return advertised on crypto, usually paid in more tokens from new issuance or lending.
- PTM levy
A small flat charge on larger trades in UK companies' shares, which funds the Takeover Panel.
- Purchasing power
What your money actually buys, rather than its number of pounds.
- Put option
The right, but not the obligation, to sell an asset at a fixed price until expiry.
Q
- Quality score
The screener's 0β100 ranking of a result by its yield, size, stability and trading volume.
- Quote
The price currently displayed for a stock β typically the last trade or the mid price.
R
- R&D / Revenue (TTM)
How much of their sales money they are plowing back into invention and new tech. High spend often means a focus on future growth.
- Real assets
Physical things with their own value β property, infrastructure, commodities.
- Real return
The return after inflation β roughly the nominal return minus the inflation rate.
- Realised gain
A gain or loss locked in by selling.
- Rebalancing
Trimming what has grown too large and topping up what's small, back toward your targets.
- Rebalancing Advisor
A trade list that turns the gap between your target sector mix and your actual holdings into concrete buy and trim amounts β or, set to Asset classes, the gap between how you want everything you own split (stocks, cash, crypto, property, pensions, bonds, metals, cards, other) and how it's split now.
- Rebasing
Resetting a dividend to a lower level the business can afford, then growing from there.
- Recency bias
Giving the latest events more weight than they deserve when judging what comes next.
- Record date
The date the company checks its register to see who gets paid.
- Recovery period
How long a price took to climb back to its previous high after a fall.
- Regular dividend
The ongoing dividend a board intends to keep paying, on its usual schedule.
- Regular investing
Putting in a set amount on a schedule, often monthly.
- Reinvestment
Using a dividend to buy more shares instead of taking it as cash, so future dividends are paid on a slightly larger holding.
- REIT
A real estate investment trust: a listed property company that must pay out most of its rental profits.
- Relative return
Your return minus a benchmark's over the same period.
- Reporting fund status
An HMRC status for offshore funds that lets gains be taxed as capital gains rather than income.
- Repurchase
Buying back an investment you've just sold.
- Restricted mass market investment
The FCA's category for higher-risk investments, including most cryptoassets, that come with extra selling rules.
- Results announcement
A company's full-year or half-year results, with the financial statements and usually the dividend.
- Retirement Runway
How many weeks or months you have left until your target retirement date.
- Return on capital
Profit earned on all the money tied up in a business, from both shareholders and lenders.
- Return Yield
Your paper profit as a percentage. Despite sitting under a label reading 'Yield', this is a capital return figure, not a dividend yield β dividend income is measured separately by Annual Yield.
- Revenue
Everything customers paid a company over the period β the top line.
- Revenue reserve
Income an investment trust holds back in good years so it can keep paying dividends in bad ones.
- Ring-fencing
Keeping clients' investments and cash legally separate from a firm's own, so its creditors can't claim them.
- Risk
The range of things that might happen to an investment, good and bad.
- Risk capacity
How big a fall you could live through without being forced to sell, set by your timeline and circumstances.
- RNS
The Regulatory News Service, where UK-listed companies publish price-sensitive announcements.
- ROCE (annual)
A strict efficiency measure. It looks at profit relative to all the capital used in the business. Great for comparing similar companies.
- ROE (Return on Equity)
A score for management. It shows how good they are at turning shareholders' money into more profit.
- ROE (TTM)
Shows how efficient the company was with shareholder money over the last year.
- ROIC (annual)
Similar to ROE but includes debt. It measures how efficiently the company uses ALL its money (debt + equity) to generate profit, so borrowing can't flatter it the way it can flatter ROE.
- Rolling maturity
A bond fund continually selling bonds near maturity and buying longer ones.
- RPI-linked
Tied to the Retail Prices Index, one of the UK's measures of inflation.
S
- Screener
A filter over the whole stock universe: set rules, get back the names that match.
- Scrip dividend
An option to take a dividend as newly created shares instead of cash.
- Sector
A group of companies that do similar things, such as utilities, banks or healthcare.
- Sector diversification
How many sectors you hold, and how evenly your money is spread across them.
- Sector Performance
Value-weighted price return for each sector (or currency) you hold, over the selected timeframe, with each group's contribution to the whole-portfolio return.
- Sector weight
How much of your portfolio sits in one sector, as a percentage.
- Self-custody
Holding your own crypto keys, rather than leaving tokens with an exchange.
- Sequence of returns risk
The risk that bad years arriving early do lasting damage once money is being taken out.
- Settlement
The behind-the-scenes process of exchanging cash for shares that finalises a trade.
- Settlement date
The day a trade is fully completed and ownership legally changes hands.
- Share
A single unit of ownership in a company β a small legal slice of the business itself.
- Share buyback
A company buying its own shares and cancelling them, so each remaining share owns a little more.
- Share consolidation
A company combining several shares into one β a reverse split β which raises the price in proportion.
- Share count
How many shares a company has in issue. Each one takes an equal slice of the profit.
- Share of Table
How big this row is compared with the rest of the table.
- Share of Total Assets
How your wealth is split between investments, cash, crypto, property, pensions and everything else.
- Share price
What the most recent trade actually happened at β not a valuation, just the last agreed price.
- Share register
A company's official record of who legally owns its shares.
- Share split
A company dividing each share into several, cutting the price in proportion without changing what you own.
- Shareholder
Anyone who owns at least one share β with a legal claim on the business's profits and, usually, a vote.
- Shares Held
How many shares of this company you own right now.
- Sharpe Ratio (3Y)
How much extra return the fund has earned for each unit of bumpiness. Higher means more reward for the risk taken; below 0 means it did worse than cash.
- Short selling
Borrowing shares, selling them, and aiming to buy them back more cheaply later.
- Short squeeze
A rising price forcing short sellers to buy back, which pushes the price higher still.
- Signal Alert
A heads-up that something important changed and needs review.
- Simple Moving Average (SMA)
Add up the last N closing prices and divide by N. The line smooths out daily noise and shows the underlying direction a price has been trending. A rising SMA means the average price has been going up; a falling SMA means it has been going down.
- SIPP
A self-invested personal pension: a pension in which you choose the investments.
- Slippage
The difference between the price you expected and the price you actually got, caused by the market moving in the moment your order is processed.
- Smart Alerts
Rules you set that are checked whenever the dashboard loads: a price or yield threshold on one holding, a criteria scan across every holding (yield, price, P/E, payout, dividend cover), or a threshold on your net worth, total assets, debts, debt to assets, any asset class's value or share of your assets, or a metal's price per troy ounce.
- Special dividend
A one-off payment on top of the regular dividend, usually from surplus cash or the sale of part of the business.
- Spot rate
The wholesale exchange rate between two currencies at a given moment.
- Spread bet
A bet of an amount per point on an asset's price rising or falling, without owning it.
- SS Rating
A composite score that rates a holding's income quality and risk on a 1-5 scale.
- Stablecoin
A token designed to hold a fixed value, usually one US dollar.
- Staking
Locking up tokens to help run a proof-of-stake network, in return for newly created tokens.
- Stamp duty reserve tax
The UK tax on buying shares in UK companies electronically, paid by the buyer.
- Standard deviation
The usual statistical measure of volatility: how widely returns spread around their average.
- Stock borrow
The loan of shares a short seller needs. It carries a fee and can be recalled.
- Stock Detail Modal
A deep dive modal that expands a holding into panels that fit what it is. A share gets valuation, dividend, financials and performance panels; an ETF or fund gets fund facts, what it holds, returns and distributions; a coin gets its supply and trading figures; an index, currency or future gets its price, a description and the price chart.
- Stock dividend
A dividend paid automatically in new shares rather than cash, with no choice involved.
- Stock exchange
A regulated marketplace that matches buyers and sellers of listed shares β the LSE, the NYSE, and others.
- Stock Info Card
A compact card that summarizes a single holding with key portfolio metrics.
- Stocks and shares ISA
A UK account in which dividends, interest and gains are free of UK tax, with a yearly limit on what goes in.
- Store of value
Something expected to keep its purchasing power over long periods, like gold.
- Strategy Journal
A decision log, shown on the dashboard as Notes & ideas, where you write down why you made a decision while you still remember.
- Strike price
The fixed price at which an option lets its holder buy or sell.
- Sunk cost
Money already spent that can't be recovered, whatever you decide next.
- Supply and demand
The balance of buyers wanting in against sellers wanting out β the mechanical reason prices move at all.
- Supply Issued
How close the coin is to its cap. Near 100% means few new coins are left to be created.
- Support & Resistance
Support is a floor the price keeps bouncing off; resistance is a ceiling it keeps hitting. When price breaks through resistance and holds above it, that level often becomes the new support. Moving averages (SMA 50, SMA 200) frequently act as dynamic support or resistance.
- Survivorship bias
Looking only at the companies or funds that survived, which makes the past look better than it was.
- Suspension
A halt to trading in a share, or to buying and selling a fund, usually while something is resolved.
- Swap counterparty
The bank that promises a synthetic fund the index's return.
- Synthetic replication
A tracker holding other assets and using a swap with a bank to receive the index's return.
- Systematic risk
Risk that comes from the market as a whole, which diversification can't remove.
T
- T+ settlement cycle
How many business days after a trade settlement takes β T+2 means two business days later.
- Table
Sortable table with one row per thing you own. On stocks alone it is the full holdings table (shares, price, cost, value, gain, dividends and yield); tick other asset classes (cash, crypto, precious metals, collectible cards, property, pensions and other assets) and it lists them all together with cost, value, gain and share columns.
- Target weight
The share of your portfolio you intend a holding or sector to have.
- Tax band
A slice of income taxed at one rate β basic, higher or additional.
- Tax relief
In a pension, tax added back to what you pay in: at the basic rate, Β£80 from you becomes Β£100 invested.
- Tax Year
One UK tax year (6 April to 5 April) at a glance: the dividends, capital gains and savings interest the app knows about outside ISAs and pensions, each against its allowance, with an estimate of the tax on what's above them. Choose this tax year or last; which account each holding and cash account sits in is set on the Portfolio page.
- Taxable Dividends
The dividends that count towards your dividend allowance and dividend tax for the year.
- TER
Total expense ratio: an older measure of a fund's yearly running costs, much the same as the OCF.
- This Month's Dividends
What the current month is expected to pay in total across your holdings.
- Ticker
The short code that identifies a listed company β AAPL, BARC, VOD.
- Time horizon
How long you plan to hold an investment before you'll need the money.
- Time-weighted return
A return that removes the effect of money going in and out, measuring how the investments themselves did.
- Timing
When money goes into and comes out of an investment.
- Token
A unit recorded on a blockchain. Some act as currencies; some represent other things.
- Tolerance band
How far from its target a sector can drift before you'll act on it.
- Top Holdings
The biggest things the fund owns. If the top ten add up to a large share, a few companies drive much of the fund's return.
- Top-ten weight
The share of a fund or index held in its ten largest companies.
- Total Assets
Everything you own that SquirrelStocks knows about, added up in one number β before subtracting anything you owe.
- Total Assets
The Balance Sheet widget's Assets view. Adds your holdings, cash, crypto, precious metals, collectible cards and everything else you enter on the Portfolio page β a home, a pension, bonds β into one total, with each part's share.
- Total Cash
Uninvested money the app knows about: balances read from banks you've connected on the Portfolio page, plus any amounts you typed in yourself.
- Total Cost
What you actually paid for the shares you still own. When you sell part of a position, the cost of those sold shares is removed so the figure only reflects what's still in your portfolio.
- Total Dividends
Every dividend you've logged, added up since you started. Unlike Annual Dividend this looks backwards at money actually received, and it includes payments from holdings you've since sold.
- Total Liabilities
Everything you owe that you've told the app about.
- Total return
Price change plus the dividends you received β the whole picture rather than half of it.
- Total shareholder return
Share price change plus dividends paid β the full return to a shareholder over a period.
- Total Value
What your holdings would be worth if you sold everything at today's prices. It ignores cash accounts and any shares you've already sold.
- Tracker
A fund that copies an index rather than choosing its own holdings.
- Tracking difference
The gap between a fund's return and its index's return over a period.
- Tracking error
How much a fund's gap from its index varies from one period to the next.
- Trade date
The day you actually placed and executed the trade β the price is fixed here.
- Trading cost
Everything a trade costs: the dealing charge, the spread, stamp duty on UK shares and any currency fee.
- Trading currency
The currency a share is priced in on its exchange β dollars in New York, pounds (quoted in pence) in London.
- Trading hours
The set window during which an exchange is actually open for trading β for the LSE, 8amβ4:30pm UK time on weekdays.
- Trading update
A short statement between results on how the current period is going.
- Trading Volume
Volume shows how many people were buying and selling on a given day. A price move on high volume is considered more significant and reliable than the same move on low volume. Big volume spikes often accompany major news events.
- Trailing Returns
How much the fund has made or lost, income included, over different stretches of time.
- Trailing yield
The last twelve months of dividends actually paid, divided by today's share price.
- Transaction costs
What a fund pays to buy and sell its own holdings: commissions, spreads and taxes.
- Transaction drag
The return lost to the costs of buying and selling.
- Transaction ledger
A broker export listing every movement of money β buys, sales, dividends, fees β as debits and credits.
- Treaty rate
The lower withholding rate a tax treaty gives residents of the other country.
- Turnover
How much of a portfolio is bought and sold over a year, as a share of its value.
U
- UCITS
Rules for funds sold to the public, limiting concentration, borrowing and counterparty risk.
- Uncertainty
The part of the future nobody can put a number on.
- Underlying
The asset a derivative's value is based on.
- Underlying yield
The income a fund expects to earn over the next twelve months after all its charges, as a percentage of its price.
- Unhedged
Leaving currency movements in, so your return includes the exchange rate's move.
- Unrealised gain
A gain on shares you still hold β on screen until you sell.
- Unrealised loss
A paper loss on a holding you still own β it only becomes real if you sell.
- Upcoming Events
How many dated things are coming up across your holdings β dividend dates, earnings and other scheduled events β over the next month.
V
- Valuation gap
The difference between what a share trades for and a careful estimate of what the business is actually worth.
- Value trap
A share that looks cheap on the numbers because the business behind it is shrinking.
- VCT
A venture capital trust: a listed company investing in small unlisted UK businesses, with tax reliefs attached.
- Volatility
How much a price swings up and down around its average β the size of the bumps.
- Volatility (3Y)
How much the fund's returns have bounced around. A higher figure means a bumpier ride.
- Volatility decay
The erosion a leveraged fund suffers when its index swings up and down.
W
- W-8BEN
The US form that says you're not a US person and claims your treaty rate on US dividends.
- Watchlist
A parking space for ideas you haven't acted on yet.
- Weight drift
A holding's share of the portfolio changing because its price moved differently from the rest.
- Wishlist
Watchlist for stocks, crypto, precious metals and collectible cards you want to keep an eye on but don't own.
- Withdrawal
Taking money out of an investment or portfolio.
- Withholding tax
Tax a country takes from a dividend before it's paid to an investor who lives abroad.
- Writing options
Selling an option: taking the premium in exchange for the obligation to buy or sell if the buyer uses it.
Y
- Yield on cost
The same dividend measured against what you actually paid, rather than today's price.
- Yield to maturity
The return from buying a bond at today's price and holding it to the end, coupons and repayment included.
- Yield trap
A share whose yield looks high only because its price has fallen, often ahead of a dividend cut.
- Your Fair Value
Stocks come with a calculated fair value. Nothing else you own does, so for those you set the figure yourself, and the Fair Value Discounts widget shows how far today's value sits from it. It is your estimate, not ours, and not advice.