Financial Terminology

Alpha

An investing term that describes a strategies ability to beat the market.
Source: Investopedia

Dark Pool

A private financial forum for trading securities; this allows investors the ability to trade without exposure until after the trade has been executed.
Source: Investopedia

Institutional Investing

A nonbank person or organization that trades large enough share quantities or dollar amounts such that it qualifies for preferential treatment and lower commissions.
Source: Investopedia

Liquidity

The degree to which an asset or security can quickly be converted to cash.
Source: Investopedia

Name

The official name under which an individual or company chooses to do business.
Source: Investopedia

Symbol

A unique series of letters assigned to a security for trading purposes.
Source: Investopedia

Trader Terminology

Action Stream

A project-local term referring to the stream of actions required to complete a task or workflow.

Active Trade

Buying and selling securities for quick profit based on short-term movements in price.
Source: Investopedia

Algorithms

A set of instructions for solving a problem or accomplishing a task, in particular here, for executing trades under specific conditions or parameters.
Source: Investopedia

Blotter

A record of trades and the details of the trades made over a period of time; usually made by a trade software.
Source: Investopedia

Commission

A service charge assessed by a broker or investment advisor for providing investment advice or handling purchases and sales of securities for a client.
Source: Investopedia

Information Leakage

In dark pool trading, the (usually unintentional) sharing of information that should be kept anonymous or hidden in order prevent competitors from taking advantage of ones trading strategy.

Matches

Opposite requests for a security or derivative at the same price.
Source: Investopedia

Open, mid, close

Colloquial terms for the state of the market, e.g. market open, mid-day market, and market close.
Source: Investopedia

Passive Trade

Investing strategy that aims to maximize returns by minimizing buying and selling.
Source: Investopedia

Portfolio

A grouping of financial assets.
Source: Investopedia

User Experience Terminology

Cognitive Overload

When the amount of information coming in exceeds our ability to handle it, resulting in performance suffering.

Source: Nielsen Norman Group

Generative Research

Research that helps define the problem you’d like to design a solution for, data gathering related research.

Source: UserTesting

Human-Computer Interaction

Multidisciplinary field of study focusing on the design of computer technology and, in particular, the interaction between humans (the users) and computers.
Source: Interaction Design Foundation

Proxy

A substitute, in our case, usually for dark pool institutional traders.

Stakeholder

A person or organization that has an interest or concern in an organization.
Source: Business Dictionary

Swimlane

A single row within a diagram, typical in process flow diagrams and flow-charts.
Source: Lucid Chart