| Term | Description |
| Market Dynamics | An approach leveraging the classical sciences of motion to describe the price movement of traded securities based on their underlying influences or events such as changes in earnings per share or P/E ratio |
| Price Channel | The separation area between Target Price and Expected Price depicted over time |
| Target Price | The anticipated target price point for a security at a point in time based on all preceding events |
| Expected Price | Anticipated present time Price for a security as it moves towards its Target Price |
| Price | Actual, Observed, or Market Price at which a share in the security is trading |
| Event | An event affecting the price of a security such as change in earnings per share (EPS) or price to earnings ratio (PE) |
| Superposition | A method for combining or superposing multiple consecutive events to arrive at a cumulative result or outcome |
| Divergence | The separation between the observed market price and the Target Price indicating the potential for future price movement |
| Investment | A measure of daily or incremental investment made in a security by all investors and market participants contributing to the change in the security's Capitalization |
| Capitalization | Market Capitalization as measured by multiplying the number of outstanding shares by the observed share price |
| Event Horizon | Estimated time frame required at the current level of investment activity to fully support the expected change in Capitalization as the equity price moves towards its Target Price |
| Support | A ratio of investment in a security to its expected change in Capitalization, approaching 1 as an adequate investment level is reached |
| Support Level | A price point that is fully supported by the level of investment in a security, presenting a stable ceiling (Resistance Level) or floor around which the price may fluctuate |
| Money Flow | A term used herein to indicate the aggregate value of daily trading dollars flowing into a security since a selected start date, measured as a product of the number of traded shares by the day's price change. A good indicator of investor sentiment. |
| Volume | The number of shares in a security traded during a set period of time, typically reported on a daily basis |
| Earnings per Share | Earnings or declared profit per share for the prior reporting period, measured by dividing total earnings by the number of outstanding shares |
| Price to Earnings Ratio | A valuation ratio indicating how the security is priced relative to its earnings power, with growth equities or favored industries typically enjoying a higher PE ratio |
| PE Weight | A method to valuate the PE ratio relying on various factors, such as the security's prior PE history or the PE performance of its associated industry |
| Index | A term broadly used for a group of securities sharing a common attribute such as industry or sector association or membership in an Exchange |
| Portfolio | A selected set of securities grouped based on user preference or a user selected criteria |
| Value | An investment evaluation method that seeks underpriced or undervalued securities |
| Momentum | An investment approach that seeks high performing securities with fast rising prices |
| Trending | A term used to describe securities that appear to be staged for a near term price movement after establishing multiple recent support levels |
| Gapping | An inflection point where investor sentiment in a security changes rapidly or reverses direction, which indicates a temporary or long term price pull back or surge. |
| Yield Curve | Effective financing interest rate for various term loans, with generally higher cost for long-term borrowing. An inverted curve, with higher short or intermediate term rates relative to long term, is a potential sign of financial instability. |
| Profit Margin | The ratio of earnings to revenues indicating the profitability of business activities |
| Liquidity | An indicator of market size and ease of trading in a security, herein calculated as the monthly trade volume over the number of outstanding shares. Low liquidity indicates difficulty in buying and selling shares and possible high bid/ask spreads. |
| Money Flow Strength | MF provides a directional indicator for the prior 30 day period, with more recent weeks weighted more heavily. The multip-part notation provides Security-Industry-Sector-Exchange values. Favorable on 7+, neutral or transitioning 5-6, poor 1-4. |
| VIX | A weighted blend of options prices for the S&P 500 index. It represents expected market volatility over the next 30 days as an annualized % of current price. Values over 20% signal investor caution. |
| Top Holdings | Listing of top securities held by a fund ranked by their investment value. It may also represent the number of security holdings or their investment contribution (% fund assets). |
| MFL | Money Flow Long score, provides a measure of money flow strength over a 90 days period |