Trading Glossary: 50 Key Terms Explained

A beginner-friendly trading glossary with 50 essential terms explained in plain English-risk, leverage, liquidation, funding, and more.

Use this glossary to quickly understand common trading and investing terms. Each term includes a short definition and a next-step link to a relevant TradeOrbit tool or guide.

Alphabet grid with trading terms.

A

Ask (Ask Price)

The lowest price someone is willing to sell for right now (part of the bid-ask spread). Next: Bid-Ask Spread

ATR (Average True Range)

A volatility indicator that estimates typical price movement over a period. Often used for stop placement. Next: Stop-Loss Strategies

B

Backtest

Testing a trading strategy on historical data to estimate performance. Backtests can be misleading if slippage and costs are ignored. Next: Trading Slippage

Bid (Bid Price)

The highest price someone is willing to pay right now (part of the bid-ask spread). Next: Bid-Ask Spread

Break-Even Price

The price where your trade or investment is net zero after fees and costs. Next: PnL Calculator

C

CAGR (Compound Annual Growth Rate)

Annualized growth rate of an investment over time (compounded). Best for comparing different timeframes. Next: CAGR Calculator

Correlation

A measure of how similarly two assets move. High correlation means stacked risk. Next: Risk Limits & Rules

Cost Basis (Average Buy Price)

Your weighted average entry price across multiple buys. Next: Average Buy Price Calculator

D

DCA (Dollar-Cost Averaging)

Investing a fixed amount at regular intervals regardless of price to reduce timing risk. Next: DCA Strategy Explained

Drawdown

The peak-to-trough decline in your account equity. Large drawdowns require disproportionate gains to recover. Next: Trading Drawdown Recovery

E

Edge

A repeatable advantage that produces positive expectancy over many trades. Next: Risk Management in Trading

Expectancy (EV)

Expected profit per trade: (WinRate x AvgWin) - (LossRate x AvgLoss). Next: Risk/Reward Calculator

F

Fees (Maker/Taker)

Exchange costs charged when you enter/exit. Maker adds liquidity, taker removes it. Next: Trading Fees Explained

Funding Rate

Perpetual futures payment between longs and shorts, paid periodically while holding. Next: Funding Rates Explained

G

Gap

A jump in price between two levels with little or no trading in between. Can increase slippage on stops. Next: Trading Slippage

H

HODL

Crypto slang for long-term holding. DCA is often used for HODL strategies (still requires allocation rules). Next: DCA Checklist

I

Initial Margin

Collateral required to open a leveraged position (futures or margin trading). Next: Margin & Leverage Calculator

Invalidation

The price level where your trade idea is proven wrong. Often used to place a stop-loss. Next: Position Size Calculator

J

Journaling

Recording your trades, risk, and outcomes to improve discipline and decision-making. Next: Trading Journal Template

L

Liquidity

How easily an asset can be bought or sold without moving the price. Low liquidity increases spread and slippage. Next: Bid-Ask Spread

Leverage

Borrowed exposure that increases notional position size relative to margin used. Next: Leverage Explained

Liquidation

Forced close by the exchange when margin is insufficient. Not the same as a stop-loss. Next: Liquidation vs Stop-Loss

Limit Order

An order to buy or sell at a specified price or better. Often used to be a maker. Next: Maker vs Taker

M

Maker

Adds liquidity to the order book (usually lower fees). Next: Trading Fees Explained

Market Depth

How much volume is available at different price levels in the order book. Thin depth increases slippage. Next: Trading Slippage

Market Order

Executes immediately at best available price. Often pays taker fees and can slip. Next: Trading Slippage

Maintenance Margin

Minimum margin required to keep a position open. Falling below can trigger liquidation. Next: Margin & Leverage Calculator

N

Notional Value

True position exposure: units x price. Notional drives PnL and risk. Next: Futures Margin vs Notional

O

OHLC (Open, High, Low, Close)

The four key prices of a candle. Often used to read structure and volatility. Next: Stop-Loss Strategies

Order Book

The list of current buy and sell orders at each price level. Next: Maker vs Taker

Overtrading

Trading too often or without a clear edge, often leading to avoidable losses. Next: Risk Limits & Rules

P

PnL (Profit and Loss)

Profit or loss from a position, ideally including fees and funding. Next: PnL Calculator

Position Size

How many units or contracts you trade. Should be derived from risk and stop distance. Next: Position Size Calculator

Q

Quote Currency

The currency used to price a pair (e.g., BTC/USDT -> USDT is the quote). Next: ROI Explained

R

R-Multiple (R)

A performance metric where 1R equals your planned risk per trade. Next: R-Multiple Explained

Risk/Reward (R:R)

Ratio of potential reward to risk based on target and stop distance. Next: Risk/Reward Calculator

ROI (Return on Investment)

Total return over a period. Doesn't account for time-use CAGR for time-normalized comparison. Next: ROI / PnL Calculator

S

Scale In

Entering a position in multiple parts instead of all at once. Next: DCA Strategy Explained

Scale Out

Taking profit in parts to reduce risk and lock gains. Next: Risk/Reward Ratio

Slippage

When your fill price is worse than expected, common on stops during volatility. Next: Trading Slippage

Spread (Bid-Ask Spread)

The difference between bid and ask. A hidden cost you pay every trade. Next: Bid-Ask Spread

Stop-Loss

An order or level where you exit if price invalidates your trade idea. Next: Stop-Loss Strategies

Support/Resistance

Price zones where buying or selling pressure often appears. Next: Stop-Loss Strategies

T

Taker

Removes liquidity and usually pays higher fees. Next: Maker vs Taker

Take Profit (TP)

A planned exit level to lock gains. Should be aligned with R:R and structure. Next: Risk/Reward Calculator

Trailing Stop

A moving stop that follows price to lock gains while keeping downside defined. Next: Stop-Loss Strategies

U

Unrealized PnL

Profit or loss on open positions that has not been realized by selling. Next: DCA Realized vs Unrealized PnL

V

Volatility

The degree of price movement. Higher volatility usually increases spread and slippage. Next: Trading Fees Explained

W

Win Rate

Percentage of winning trades. Win rate alone doesn’t determine profitabilityâ€"expectancy does. Next: Risk/Reward Ratio

Y

Yield

Return generated by an investment or asset over time, often expressed as a percentage. Next: Compound Interest Explained