Glossary & Key Concepts

Plain-language definitions for workspaces, panes, scanner conditions, watchlists, formulas, indicators, and more.

Core Platform Terms

TermWhat it meansWhy it matters
WorkspaceThe multi-pane trading desk where you place tools such as Scanner, Chart, Watchlist, News, and Market Breadth.Keep related views on one screen.
PaneA single tile inside the workspace. Each pane hosts one tool.You can split panes horizontally/vertically.
Tool Palette (Cmd/Ctrl+K)Command box to open, replace, or search tools.Fastest way to rearrange your workspace.
Linked Pane / Follow ModeA pane that updates when the active symbol changes.Click a scanner row and the chart follows.
ScannerWorkspace tool for building scans with visual conditions before saving them.Experiment freely and save screens when the setup is useful.
ScreenA saved scanner setup.Use it for repeatable strategies and daily review.
WatchlistNamed list of symbols you care about.Scan only what matters to you; keep mental load small.
ConditionA rule that decides whether a stock appears in scanner results, such as RSI below 30.Build useful scans without starting from formulas.
FormulaAdvanced text expression such as c > sma(50).Use when the visual builder cannot express what you need.

Market Data Basics

TermDefinitionTypical usage
Symbol / TickerShort code for a stock or ETF (AAPL, SPY).Reference stocks across watchlists and scans.
ExchangeMarketplace 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 CapCompany value (price × shares).Filter for large vs small caps (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

ElementExampleNotes
Literals10, 1.5, 1B, 500MYou can use M, B, T shorthand.
Operators>, <, >=, <=, =, !=, and, or, notCombine conditions.
Functionssma(20), ema(50), rsi(14), macd()Same names you know from charting platforms.
Crossoverscross_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 as Screen: When you like a scan, save it so you can reuse it.
  • 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

IndicatorQuick definitionExample 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.

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