Trading & Investing Guides
Important principles and concepts for trading and investing
Trading and Investing Resources
WSO has created an extensive resource library which is a collection of a wide range of guides, and, articles on important trading and investing concepts. Learn about the various assets classes, as well as concepts like bond pricing, risk and return, stocks and stock markets, ETFs, momentum, technical analysis, and trading indicators.
All Trading & Investing Guides
- The 1933 Securities Act
- 2010 Flash Crash
- 5-Step Guide to Winning Forex Trading
- A Guide To Commodity Trading Secrets
- A Guide To Growth Investing
- Accretion
- Accredited Investor
- Accumulation/Distribution Indicator (A/D)
- Active Bond Portfolio Management
- Active Return
- Activist Investor
- Advance-Decline Line
- Advanced Technical Analysis
- ADX Indicator – Technical Analysis
- Aggressive Investment Strategy
- Algorithmic Trading
- Algorithms (Algos)
- Alternative Investment Market (AIM)
- American Depositary Receipts (ADR)
- American Stock Exchange (AMEX)
- American vs European vs Bermudan Options
- Anchoring Bias
- Annual Return
- Annualize
- Annualized Rate of Return
- Annuity Table
- Arbitrage
- Arbitrageur
- Aroon Indicator – Technical Analysis
- Asset-Backed Securities (ABS)
- Asset Class
- Asset Management Company (AMC)
- Assets Under Management (AUM)
- At Par
- Auction Market
- Australian Securities Exchange (ASX)
- Average Annual Growth Rate
- Average Return
- Average True Range
- Baby Bonds
- Backtesting
- Bandwagon Effect
- Banker's Acceptance
- Basis Trading
- Bear
- Bear Put Spread
- Behavioral Finance
- Benchmark
- Bid and Ask
- Black Tuesday
- Black-Scholes-Merton Model
- Blue Chip
- Bollinger Bands®
- Bonds
- Bond Ladder
- Bond Pricing
- Bond Ratings
- Bonds vs Stocks
- Box Spread
- Breakout
- Bull
- Bull Call Spread
- Bull Put Spread
- Bull vs Bear
- Bullet Bond Portfolio
- Bullish Engulfing Candlestick
- Buying on Margin
- Cac40 Index
- Calendar Spread
- Call Market
- Call Option
- Call Price
- Call Warrant
- Callable Bonds
- Candlestick Patterns
- Capital Markets
- Capital Preservation
- CDS Payout Ratio
- Churning
- Clientele Effect
- Close
- Closed-end Mutual Funds
- Cognitive Bias
- Collateralized Debt Obligation (CDO)
- Commodities
- Commodity Linked Securities
- Commodity Valuation
- Contango vs Backwardation
- Contrarian Investing
- Convergence
- Convertible Bond
- Covered Call
- Crack Spread
- Credit Valuation Adjustment (CVA)
- Cross Currency Swaps
- Currency Futures
- Currency Option
- Currency Risk
- Dark Cloud Cover
- Dark Pool
- Darvas Box Theory
- David Tepper
- DAX Stock Index
- Day Trading
- Dead Cat Bounce
- Death Cross
- Defensive Stock
- Delta (Δ)
- Dematerialization
- Derivatives
- Derivatives Market
- Digital Option
- Dilution
- Direct Stock Purchase Plan (DSPP)
- Directional Trading Strategies
- Dirty Price
- Discount Bond
- Discount Yield
- Dispersion
- Distressed Securities
- Divergence
- Dividend Policy
- Doji
- Dogs of the Dow
- Dollar-Cost Averaging (DCA)
- Dotcom Bubble
- Double Bottom
- Double Exponential Moving Average (DEMA)
- Double Top
- Dow 30
- Dow Jones Industrial Average (DJIA)
- Downgrade
- Downtrend
- Drawdown
- Durability Bias
- Efficient Markets Hypothesis
- Elliott Wave Theory
- Emerging Market Bond Index (EMBI)
- Endowment Fund
- Equity Derivatives
- Equity Futures Contract
- Equity Market
- Ethical Investing
- Eurex Exchange
- Euro To Dollar Exchange Rate
- Eurobond
- Eurostoxx 50
- Evening Star Pattern
- Ex-Ante vs. Ex-Post
- Exchange Traded Fund (ETF)
- Exercise Date
- Exercise Price
- Exotic Options
- Expected Return
- Exponential Moving Average (EMA)
- Extended Trading
- Extrinsic Value
- FAANG Stocks
- Factor Investing
- Fairly Valued Security
- Fallen Angel
- Falling Knife
- Farmland
- Fast Stochastic Indicator
- Fibonacci Numbers
- Fill or Kill (FOK)
- Financial Instrument
- Financial Markets
- FINVIZ
- Fixed Income Glossary
- Fixed Income Portfolio
- Fixed Income Securities
- Fixed Income Trading
- Flat Yield Curve
- Floating Rate Note
- Fly Spread
- Follow-On Offering
- Foreign Portfolio Investment (FPI)
- Forex Trading
- Forward Market
- Forward Spread
- Fractional Share
- Free Float
- Frothy Market
- FTSE Indices
- Fundamental Analysis
- Fund of Funds (FOF)
- Gamma (γ)
- Gilts
- Global Macro Strategy
- Golden Cross
- Growth Equity
- Growth Stocks
- Half Stock
- Hammer Candlestick
- Hamptons Effect
- Hang Seng Index (HSI)
- Hara-Kiri Swaps
- Hard Assets
- Hard vs. Soft Commodities
- Harry Markowitz
- Head and Shoulders Pattern – Technical Analysis
- Healthcare Sector
- Hedge Fund
- Hedge Ratio
- Hedging
- Heikin-Ashi Technique
- Herd Mentality
- High Beta Index
- High-Frequency Trading (HFT)
- High-Yield Bond
- Hindenburg Omen
- Historical Returns
- HODL
- Holding Period Return
- Homemade Dividends
- Homemade Leverage
- Hong Kong Monetary Authority Investment Portfolio
- Horizon Analysis
- Hospital Revenue Bond
- Hot IPO
- Hot Money
- Hot Wallet
- How to Become a Quant?
- How to Invest in the S&P 500 Index
- Hybrid Securities
- Ichimoku Cloud
- Income Investing
- Income Stocks
- Index
- Indexing
- Inefficient Market
- Index Funds
- Index Investing
- Index Option
- Inefficient Market
- Infrastructure Investments
- Initial Coin Offering (ICO)
- Insider Information
- Insider Trading
- Interbank Rate
- Intermarket Analysis
- Interest Rate Derivatives (IRD)
- Interest Rate Futures
- Interest Rate Options
- International Swaps and Derivatives Association (ISDA)
- Institutional Investor
- Investing: A Beginner's Guide
- Investing in Stocks With Dividends vs Stocks Without Dividends
- Investment Grade Bonds
- Investment Horizon
- Investment Policy Statement (IPS)
- Investment Portfolio
- Investor
- Iron Butterfly
- Iron Condor
- Japan Exchange Group
- January Effect
- Junk Bonds
- K-Ratio
- Kangaroo Bond
- Kicker Pattern
- Kiwi Bond
- Korea Investment Corporation (KIC)
- Korean Composite Stock Price Index (KOSPI)
- Large Caps
- LEAPS
- LIBOR
- Limit Down
- Limit Order
- Limit Up
- Load Fund
- Lock Limit
- Lock-Up Agreement
- Lock-Up Period
- London International Financial Futures and Options Exchange (LIFFE)
- London Stock Exchange (LSE)
- Long and Short Position
- Long Position
- Long-Term Investments
- MACD Oscillator – Technical Analysis
- Margin
- Maintenance Margin
- Managed Account
- Margin Account
- Margin Call
- Market Cycle
- Market Efficiency
- Market Exposure
- Market Index
- Market Indicator
- Market Maker
- Market Manipulation
- Market Risk
- Market Sentiment
- Market Timing
- Martingale Strategy
- Master-Feeder Structure
- Mean Reversion
- Microcap
- Mid Caps
- Minus Tick
- Modern Portfolio Theory (MPT)
- Momentum
- Momentum Indicators
- Momentum Investing
- Money Flow
- Money Manager
- Money Market
- Money Market Funds
- Money Flow Index
- Mortgage-Backed Security (MBS)
- Mortgage Servicing Rights (MSR)
- Moving Average
- MSCI Inc. (Morgan Stanley Capital International)
- Multi-Asset Class
- Multilateral Trading Facility (MTF)
- Mutual Funds
- Myopic Behavior
- Naked Call
- Naked Credit Default Swaps
- Naked Option
- Naked Put
- Naked Shorting
- NASDAQ
- NASDAQ-100 Index
- National Commodities and Derivatives Exchange (NCDEX)
- National Stock Exchange of India
- Natural Gas ETF
- Natural Hedge
- Near-The-Money
- Nest Egg
- Net Exposure
- New Fund Offer (NFO)
- New York Mercantile Exchange (NYMEX)
- New York Stock Exchange (NYSE)
- News Trader
- Nifty 50 Index
- Nikkei Index
- No-Par-Value Stock
- Non-Equity Option
- Non-Marketable Security
- North American Securities Administrators Association (NASAA)
- On-Balance Volume Indicator (OBV)
- Open
- Open-end Mutual Funds
- Open-end vs Closed-end Mutual Funds
- Option Greeks
- Options: Calls and Puts
- Options Case Study
- Order Book
- Out of the Money (OOTM)
- Over-Hedging
- Over-the-Counter (OTC)
- Over-Trading
- Overvalued
- Parabolic SAR
- Pegging
- Penny Stock
- Perpetual Bonds
- Pink Sheet
- Pivot Points
- Portfolio Planning
- Position
- Position Trader
- Preferred Habitat Theory
- Primary Market
- Private Equity Crowdfunding
- Private Equity Funds
- Probability of Default
- Proprietary Trading
- Protective Put
- Pump And Dump
- Put Call Ratio
- Put Option
- Put Swaption
- Quantitative Trading
- Quoted Price
- R-Squared
- Rally
- Random Walk Theory
- Realized Gain
- Relative Strenght Index (RSI)
- Representative Heuristic
- Repurchase Agreement (Repo)
- Resistance Line
- Retracement
- Retreat
- Reserve Calendar Spread
- Reverse Repurchase Agreement
- Rho
- Risk and Return
- Risk Factors of Investing in REITs
- Risk Tolerance
- Robo-Advisors
- Roll Yield
- Roy's Safety-first Criterion
- Rule of 72
- Russell 2000
- Scalping (Day Trading Technique)
- S&P 500 Index
- S&P 500 Dividend Aristocrats
- Safe Haven
- SEC Form S-1I
- Securities and Exchange Board of India (SEBI)
- Securities and Exchange Commission (SEC)
- Securitization
- Securitized Debt Instruments
- Security Market Line (SML)
- Seed Financing
- Sell in May and Go Away
- Series A Financing
- Series B Financing
- Series C Financing
- Selloff
- Sensex
- Share Certificate
- Shooting Star
- Short Call
- Short Covering
- Short Position
- Short Put
- Short Selling
- Short Squeeze
- Short-Term Investments
- Short-Term vs Long-Term Investors
- Simple Moving Average (SMA)
- Six Essential Skills of Master Traders
- Small Caps
- Small Cap Stock
- Smart Beta
- Smart Money
- Social Impact Bond
- Socially Responsible Investment (SRI)
- Solar Energy ETFs
- Sophisticated Investor
- Sovereign Bond
- Sovereign Wealth Fund (SWF)
- Speculation
- Speculator
- Spoofing
- Spot Market
- Spot Price
- Spread
- Stochastic Oscillator
- Stock Analysis
- Stockbroker
- Stocks, Bonds, and Mutual Funds
- Stock Exchange-Traded Fund
- Stock Index Futures
- Stock Investing: A Guide to Value Investing
- Stock Investment Strategies
- Stock Market
- Stock Market Crash
- Stock Market Index
- Stock Performance Benchmarking
- Stock Price
- Stock Promoters
- Stock Quote
- Stock Screener
- Stock Symbol
- Stock Valuation
- Stop-Limit Order
- Stop-Loss Order
- Stop Order
- Straddle
- Strike Price
- Structured Investment Vehicle (SIV)
- Sukuk
- Support Line
- Sustainable Investing
- Swap
- Swap Contracts
- Swing Trading
- Synthetic Cash
- Synthetic Position
- Technical Analysis – A Beginner's Guide
- Technical Indicator
- Ten Bagger
- Term to Maturity
- The 1933 Securities Act
- The Five Largest Robo-Advisors
- Theory of Liquidity Preference
- Theta
- Tick Size
- Ticker
- Timberland
- Trade Execution
- Trade Order
- Trader
- Trading Assets
- Trading Authorization
- Trading Channel
- Trading Curb
- Trading Plan
- Trading Psychology
- Trading Strategy
- Treasure Bills
- Treasury Bond (T-Bond)
- Trend
- Triangle Patterns – Technical Analysis
- Types of Markets – Dealers, Brokers, Exchanges
- Underlying Asset
- Underlying Security
- Upgrade
- Uptick
- USD/CAD Currency Cross
- Value at Risk (VaR)
- Value Stock
- Vanguard Exchange-Traded Funds (ETFs)
- Vanilla Option
- Vanilla Strategy
- Vega (ν)
- Vega Neutral
- Venture-Capital-Backed IPO
- Venture Capital Fund
- Venture Capital Investing
- Venture Capitalists
- Venture Philanthropy
- Vertical Spread
- Vice Fund
- VIX
- Volatility
- Volatility Ratio
- Volume
- Volume Analysis
- Volume vs Liquidity
- Volume Weighted Adjusted Price (VWAP)
- Vulture Capitalist
- Vulture Funds
- Warrant
- Wash Trading
- Wealth Effect
- Weighted Moving Average (WMA)
- Wrap Account
- Zero-Coupon Bond
- Zig Zag Indicator
Everything You Need To Master Algo Trading using Python
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