Platform Terms
| Term | What it means | Why it matters |
|---|---|---|
| Workspace | The multi-pane trading desk where you place tools such as Scanner, Chart, Watchlist, News, and Market Breadth. | Keep related views on one screen. |
| Pane | A single tile inside the workspace. Each pane hosts one tool. | Use More → Add pane… to place another tool above, right, below, or left. |
Tool Palette (Cmd/Ctrl+K) | Command box to open, replace, or search tools. | Fastest way to rearrange your workspace. |
| Linked Pane / Follow Mode | A pane that updates when the active symbol changes. | Click a scanner row and the chart follows. |
| Lists | Workspace tool for opening and managing watchlists, universes, and scans. | Find all reusable symbol sets and scan results in one place. |
| Scanner | Workspace tool for creating, testing, and editing scans with visual conditions. | Experiment freely and save a scan when the setup is useful. |
| Scan | A reusable rule-driven list whose results can refresh. | Use it for repeatable strategies and daily review. |
| Universe | A named symbol set that can be viewed directly and selected as a scan source. | Start from Market, S&P 500, or another defined set. |
| Watchlist | A manually maintained list of symbols you care about. | Scan only what matters to you; keep mental load small. |
| Condition | A rule that decides whether a stock appears in scanner results, such as RSI below 30. | Build useful scans without starting from formulas. |
| Formula | Advanced text expression such as c > sma(50). | Use when the visual builder cannot express what you need. |
Market Data Basics
| Term | Definition | Typical usage |
|---|---|---|
| Symbol / Ticker | Short code for a stock or ETF (AAPL, SPY). | Reference stocks across watchlists and scans. |
| Exchange | Marketplace where stocks trade (NASDAQ, NYSE, AMEX). | Market hours and liquidity differ by exchange. |
Price (c) | Latest traded price, often last close. | Compare against moving averages or thresholds. |
Open (o), High (h), Low (l) | Intraday or historical OHLC data. | Build candlestick-style formulas. |
Volume (v) | Shares traded during the period. | Spot unusual activity. |
| Market Cap | Company value (price × shares). | Filter for large vs small caps (f.market_cap > 5B). |
| ATR / ATR% | Average true range (absolute / percentage). | Gauge volatility. |
| ROC(n) | Rate of change over n days, in percent. | Momentum check (roc(20) > 5). |
| RSI(n) | Relative Strength Index (0-100). | Identify overbought/oversold levels. |
Formula Building Blocks
| Element | Example | Notes |
|---|---|---|
| Literals | 10, 1.5, 1B, 500M | You can use M, B, T shorthand. |
| Operators | >, <, >=, <=, =, !=, and, or, not | Combine conditions. |
| Functions | sma(20), ema(50), rsi(14), macd() | Same names you know from charting platforms. |
| Crossovers | cross_above(a, b), cross_below(a, b) | Detect when one value crosses another. |
| Parentheses | (rsi(14) < 30 and c > sma(200)) | Control evaluation order. |
Common Workflows
- Scan: Choose a universe, add conditions, and review the live results.
- Save Scan: When you like a scan, save it so you can reopen it from Lists.
- Watchlist Maintenance: Use the watchlist tool to add, rename, or reorganize tickers.
- Condition Tuning: Start simple, add one condition at a time, and watch the result count.
Indicators at a Glance
| Indicator | Quick definition | Example use |
|---|---|---|
sma(n) | Simple moving average over n days. | c > sma(50) for uptrends. |
ema(n) | Exponential moving average (faster). | ema(12) > ema(26) for momentum. |
rsi(n) | Relative Strength Index. | rsi(14) < 30 for oversold. |
macd() / macd_signal() | MACD line / signal line. | cross_above(macd(), macd_signal()) for bullish shifts. |
atrp(n) | ATR as percent of price. | atrp(14) < 2 for low-volatility squeeze. |
bb_upper/ lower(n, k) | Bollinger Bands (period n, std-dev k). | (bb_upper - bb_lower) / sma(20) for band width. |
Need a Term That’s Missing?
Let us know via support or the in-app feedback links and we’ll expand the glossary. For deeper platform context, read StockVyze in 5 Minutes or revisit Stocks & Symbols 101.