| 1 Month % Change | The change in price of an ETF represented as a percentage over the past month. |
| 1 Week % Change | The change in price of a cryptocurrency represented as a percentage over the past week. |
| 1 Week Change | The change in price of a cryptocurrency over the past week. |
| 1 Year % Change | The change in price of an ETF represented as a percentage over the past year. |
| 24 Hour % Change | The change in price of a cryptocurrency represented as a percentage over the past 24 hours. |
| 24 Hour Change | The change in price of a cryptocurrency over the past 24 hours. |
| 24 Hour High | The highest price of a cryptocurrency over the past 24 hours. |
| 24 Hour Low | The lowest price of a cryptocurrency over the past 24 hours. |
| 24 Hour Rolling Volume | The total amount of cryptocurrency bought and sold in a 24 hour period. |
| 3 Month % Change | The change in price of an ETF represented as a percentage over the past 3 months. |
| 5 Day % Change | The change in price of an ETF represented as a percentage over the past 5 days. |
| 5 Year % Change | The change in price of an ETF represented as a percentage over the past 5 years. |
| 52 Week High | The highest price of an asset over the past 52 weeks. |
| 52 Week Low | The lowest price of an asset over the past 52 weeks. |
| Accounts Payable | Accounts Payable (AP) is the balance of money due to another firm for goods or services delivered or used but not yet paid for by the company. AP are listed on the balance sheet as a current liability. AP is any amount of money owed by the company for purchases made on credit. |
| Accounts Receivables | Accounts Receivable (AR) is the balance of money due to a firm for goods or services delivered or used but not yet paid for by customers. AR are listed on the balance sheet as a current asset. AR is any amount of money owed by customers for purchases made on credit, such as via credit card or other credit arrangements. |
| Accrued Expenses | Accrued Expenses refer to expenses that have been recognized but not yet paid. Examples include wages that are incurred but not yet paid out and electricity used but not yet paid for. It is different from Accounts Payable as Accrued Expenses are typically built up over a period of time, whereas Accounts Payable is a current liability that will be paid in the near future. |
| Accumulated Depreciation, Total | Accumulated depreciation is the amount of cumulative depreciation that has been applied to a given asset. |
| Actual EPS | Actual EPS refers to a company’s actual, reported EPS for a given quarter or year. This contrasts with estimated EPS, or a company’s EPS as projected by the company itself or financial institutions. |
| Additional Investment Minimum | The Additional Investment Minimum indicates the smallest permissible additional purchase a fund will accept in an existing account. For example, if the Additional Investment Minimum is $10, a fund will accept follow-on investments of no less than $10. |
| Additional Paid-In Capital | "Additional paid-in capital (APIC) is the difference between the par value of a stock and the price that investors actually pay for it. To be the ""additional"" part of paid-in capital, an investor must buy the stock directly from the company during its IPO." |
| Adjusted EPS Prior Max (Estimates) | Adjusted EPS is non-GAAP since the EPS is adjusted by analysts in order to take out extraordinary events like the sale of an asset or non-recurring costs. This field represents the previous period’s highest estimated adjusted EPS from an analyst for a designated reporting period. |
| Adjusted EPS Prior Min (Estimates) | Adjusted EPS is non-GAAP since the EPS is adjusted by analysts in order to take out extraordinary events like the sale of an asset or non-recurring costs. This field represents the previous period’s lowest estimated adjusted EPS from an analyst for a designated reporting period. |
| Adjusted Max EPS (Estimates) | Adjusted EPS is non-GAAP since the EPS is adjusted by analysts in order to take out extraordinary events like the sale of an asset or non-recurring costs. This field represents the upcoming period’s highest estimated adjusted EPS from an analyst for a designated reporting period. |
| Adjusted Max Revenue (Estimates) | Adjusted revenue is non-GAAP since this revenue is usually adjusted by analysts to take out non-recurring revenue. This field represents the upcoming period’s highest estimated adjusted revenue from an analyst for a designated reporting period. |
| Adjusted Min EPS (Estimates) | Adjusted EPS is non-GAAP since the EPS is adjusted by analysts in order to take out extraordinary events like the sale of an asset or non-recurring costs. This field represents the upcoming period’s lowest estimated adjusted EPS from an analyst for a designated reporting period. |
| Adjusted Min Revenue (Estimates) | Adjusted revenue is non-GAAP since this revenue is usually adjusted by analysts to take out non-recurring revenue. This field represents the upcoming period’s lowest estimated adjusted revenue from an analyst for a designated reporting period. |
| Adjusted Revenue Prior Max (Estimates) | Adjusted revenue is non-GAAP since this revenue is usually adjusted by analysts to take out non-recurring revenue. This field represents the previous period’s highest estimated adjusted revenue from an analyst for a designated reporting period. |
| Adjusted Revenue Prior Min (Estimates) | Adjusted revenue is non-GAAP since this revenue is usually adjusted by analysts to take out non-recurring revenue. This field represents the previous period’s lowest estimated adjusted revenue from an analyst for a designated reporting period. |
| All-Time High | The highest price a cryptocurrency has reached historically. |
| All-Time Low | The lowest price a cryptocurrency has reached historically. |
| Analyst Recommendations (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. They usually derive this information from financial models that take into account historical earnings, company guidance and economic forecasts. |
| Ask Price | The lowest price of a stock that a seller is willing to sell at. |
| Asset Class | The name of the asset class. |
| Asset Class | The type of financial instrument that describes a given asset. |
| Asset Class Weight | How much a specific asset class makes up of the total fund composition. |
| Asset Name | Name of the asset. |
| Asset Subtype | A sub-segment within an asset class that provides more details on how a given financial instrument behaves. In equities this distinction can be in corporate structures for REITs or sub classes can even be defined by market capitalization. |
| Asset Type | The type of asset class that a security / currency falls under. Asset classes are defined by characteristics from regulations and other properties. |
| Assets Under Management (AUM) | Asset Under Management (AUM) refers to the total market value of the assets that a mutual fund manages. This includes both the returns that the fund has already made as well as undeployed capital that the fund manager has to make new investments. |
| ATH Date | ATH date, or all-time high date, refers to the date that a cryptocurrency reached its highest historical price. |
| ATL Date | ATL date, or all-time low date, refers to the date that a cryptocurrency reached its lowest historical price. |
| Average Daily Volume | The average daily trade volume for an Equity or ETF, taken over the last 30 days. |
| Beta | Beta is the covariant between a stock or a fund and a benchmark index, such as the S&P 500. It measures the relationship between systematic risk and expected return for the stock. A beta of 1 represents a perfect correlation between the historical returns of the stock and the benchmark index; a beta over 1 represents higher volatility and returns than the index, and a beta less than 1 represents lower volatility and returns. |
| Beta Three Year | The beta of mutual fund is derived by using 3 years of historical data to create a regression model between returns of the mutual fund and the S&P 500. |
| Bid Price | The highest price at which buyers are willing to purchase an asset. |
| Book Ratio | The Average Price to Book Ratio of a fund is the weighted average of the Price to Book Ratio of all the stocks in a fund's portfolio. The Price to Book Ratio is given by Stock Price divided by Shareholder’s Equity Per Share. This ratio measures a company’s market value relative to its book value, with lower ratios representing more attractive investments. |
| Book Value per Share | Book Value per Share refers to the ratio of a company’s common equity to its number of outstanding shares. It indicates the company’s net assets (total assets less total liabilities) on a per-share basis. It is often compared against the market stock price. |
| Book Value per Share (Estimates) | Estimated book value per share (estimates) is the estimated equity value divided by the estimated number of shares outstanding for a designated reporting period, according to equity research analysts. Adjusted revenue is non-GAAP since this revenue is usually adjusted by analysts to take out non-recurring revenue. |
| Borrow Cost | Also known as a Stock Loan Fee, the Borrowing Cost represents the annual amount a brokerage charges a short seller in order to borrow and sell shares short. |
| Brokerage Actions (Estimates) | Banks and brokerages with equity research analysts track and forecast individual companies by issuing recommendations. Usually these ratings will change as the economy and companies change. Some analysts also issue price targets for the fair value of the stock. |
| Capital Expenditure | Refers to company investment in long-term assets, such as ones captured in Plant, Property, & Equipment (PP&E). Examples include land, machinery, and buildings. |
| Capital Lease Obligations | Capital lease obligations is the amount that is owed to the entity that is leasing the asset to the company. These obligations are considered a liability on the balance sheet. |
| Cash | Cash is the most liquid current asset found on the balance sheet. Cash is raised from financing activities, sales of assets or profits from the firm’s operations |
| Cash and Cash Equivalents | Cash and Cash Equivalents are assets that are either cash or have cash-like liquidity. They are the most liquid current assets found on the balance sheet. |
| Cash And Due From Banks | Cash and due from banks is a combination of cash and receivables owed to the company by a bank for a short-term loan or other financial instrument. |
| Cash and Short-Term Investments | Cash and short-term investments is a combination of cash and other short-term investments that mature in 3-12 months such as money market accounts, treasuries or CDs. |
| Cash From Financing Activities | Cash from financing activities is the cash inflow or outflow that is derived from raising funds. For example raising debt would be a positive cash inflow while paying off debt or share buybacks would be a cash outflow. |
| Cash From Investing Activities | Cash from investing activities is the cash inflow or outflow that is derived from capital improvements and company investments. For example if a company is building a new factory that would be a cash outflow while selling a building would be a cash inflow. |
| Cash From Operating Activities | Cash from operating activities is the cash inflow or outflow that is derived from the company’s primary business. For example if a company produces a profit from their operations then it would be a cash inflow while an operating loss would be a cash outflow. |
| Cash Interest Paid | The actual amount of cash that was used to pay the interest on debt. |
| Cash Taxes Paid | The actual amount of cash that was used to pay taxes. |
| Category | The investment strategy outlined by a specific ETF. For example an ETF focused on just energy would fit under the “sector” category while an S&P 500 ETF is focused on “size and style.” |
| CEO | The CEO (Chief Executive Officer) is the most important figure for a company. They are responsible for the vision and execution of the company and reports to the board of directors who represent the shareholders. |
| Change in Net Working Capital | Change in Net Working Capital (NWC) on the cash flow statement tracks the net change in operating assets and operating liabilities across a specified period, such as a fiscal quarter or year. Net Working Capital is simply NWC = Current Assets - Current Liabilities, and the Change in NWC = NWC (current period) - NWC (prior period). It is a measure of cash flow - positive change represents a reduction in cash flow (since cash has to be spent to acquire additional working capital), whereas a negative change represents an addition to cash flow. |
| Circulating Supply | Total amount of cryptocurrency coins or tokens that are publicly available and currently circulating in the market. |
| Close Price | The closing price is the price at which a an asset closes at during a given period. For example if the period was a day then the closing price of the asset would be the final price of the security when the market closes. |
| Close Price (Historical) | The closing price is the price at which a an asset closes at during a given period. For example if the period was a day then the closing price of the asset would be the final price of the security when the market closes. |
| Common Stock | On the balance sheet, this refers to the book (or “par”) value of all outstanding common stock. This is typically far less than the actual price common stocks were initially sold for, with the difference captured by Additional Paid-In Capital (APIC). |
| Crypto Category | The name of the cryptocurrency. |
| Current Portion of Long-Term Debt/Capital Leases | Capital Lease is a contract entitling a renter to the temporary use of an asset and has the economic characteristics of asset ownership for accounting purposes. Even though a capital lease is technically a sort of rental agreement, GAAP accounting standards view it as a purchase of assets if certain criteria are met. Capital leases can have an impact on companies' financial statements, influencing interest expense, depreciation expense, assets, and liabilities. |
| Current Price | The current price of the security |
| Current Price | The current price of the security |
| Current Price | The most recent trading price of a given cryptocurrency, usually updated every 2 to 4 minutes. |
| Deferred Revenue | Deferred revenue, also known as unearned revenue, refers to advance payments a company receives for products or services that are to be delivered or performed in the future. The company that receives the prepayment records the amount as deferred revenue, a liability, on its balance sheet. It is recorded as a liability because it represents products or services that are owed to a customer. |
| Deferred Taxes | Deferred taxes represents the amount of taxes a particular company has underpaid and needs to make up in the future. This number is created from the difference between the book tax and the actual income tax. |
| Depreciation/Amoritization | Depreciation is when the company expenses an asset over the period of time when the asset is still considered useful. Amortization is similar to depreciation, but it expenses the value of an intangible asset compared to depreciation which deals with mainly physical assets. Both are considered a non-cash expense. |
| Depreciation/Depletion | Depreciation is the decline in the value of a tangible asset spread over its useful lifetime. |
| Description | A description of the security’s characteristics / operations. For example a equity will have a description that describes the company’s core operations and information. |
| Description (Sector/Industry) | A description of a broader group of assets based on the industry it is in. |
| Development Level | The maturity of a market of a particular ETF. |
| Diluted EPS Excluding Extraordinary Items | Diluted Earnings Per Share (EPS) Excluding Extraordinary Items is the total adjusted income available to common shareholders in the most recent fiscal year divided by the diluted weighted average shares. |
| Diluted Net Income | The Diluted Net Income is the Net Income after the Dilution Adjustment with the Diluted EPS calculation. This number takes into account the conversion of all preferred stock and debt. |
| Diluted Normalized EPS | The Diluted Normalized Earnings Per Share represents the company’s profit per share taking into account the issuance of stock options. Because the number of outstanding common shares and potential outstanding shares represents a larger number, the Diluted Normalized EPS will be lower but give a better picture of the profitability of a particular business. |
| Dividend Per Share | Dividends per Share refers to the amount of dividend a company issues per share. It is given by dividing the total amount of dividends issued by total number of shares outstanding. |
| Dividend Per Share (Estimates) | The Estimated Dividend Per Share is the total estimated amount of dividends issued out divided by the number of shares outstanding for a designated reporting period, according to equity research analysts. |
| Dividend Yield | The annual dividend yield of a stock or fund, expressed as a percent. This is calculated as (Annual dividend per share) / (Share price). |
| Dividends per Share - Common Stock Primary Issue | The Dividends per Share - Common Stock Primary issue is the dividends paid per share to primary common stock shareholders. This number is typically used to distinguish between other types of common shares. |
| Earnings Per Share (EPS) | Earnings per share (EPS) is the company’s net profit divided by total number of shares outstanding. It is a popular profitability measure that shows how profitable a company is on a per share basis. |
| Earnings Per Share (EPS) (Estimates) | The Estimated Earnings Per Share represents the total net income spread over the shares outstanding of a company for a designated reporting period, according to equity research analysts. The EPS is calculated by the net income remaining after subtracting the preferred dividends and dividing that total amount by the number of shares outstanding. |
| Earnings Ratio | The Average Price to Earnings Ratio of a fund is the weighted average of the Price to Earnings Ratio of all the stocks in a fund's portfolio. The Price to Earnings Ratio is given by Stock Price divided by Earnings Per Share. This ratio measures a company’s market value relative to its earnings, with lower ratios representing more attractive investments. |
| Earnings Yield | A mutual fund's Earnings Yield refers to the income returned to its investors through interest and dividends generated by the fund's investments. Mutual fund yield is expressed as a percentage based on the income amount per share divided by the share's net asset value. For example, if a mutual fund’s current market price is $1,000 and its Earnings Yield is 5%, investors can expect an annual return of $1,000 x 0.05 = $50 generated from the fund’s interest and dividends. |
| EBIT | EBIT, also known as operating income, is defined as earnings before interest and taxes. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful changes in working capital. This is a better metric than EBITDA for companies that have meaningful capital expenditures and/or finite-life intangible assets. |
| EBIT (Estimates) | EBIT, also known as operating income, is defined as earnings before interest and taxes. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful changes in working capital. This is a better metric than EBITDA for companies that have meaningful capital expenditures and/or finite-life intangible assets. |
| EBIT Growth (Estimates) | Estimated EBIT growth represents the percentage increase in estimated EBIT for a year compared to the same time in the previous fiscal year, for a designated reporting period, according to equity research analysts. |
| EBIT Margin (Estimates) | EBIT Margin is given by EBIT divided by Revenue. It shows the percentage of revenue a company retains after accounting for all direct and indirect operational costs associated with generating the revenue, such as the Cost of Goods Sold, G&A Expenses, and R&D Expenses. Notably, it does include Depreciation and Amortization Costs. |
| EBITDA | EBITDA is defined as earnings before interest, taxes, depreciation and amortization. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful capital expenditures, finite-life intangible assets, and/or changes in working capital. |
| EBITDA (Estimates) | EBITDA is defined as earnings before interest, taxes, depreciation and amortization. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful capital expenditures, finite-life intangible assets, and/or changes in working capital. |
| EBITDA Growth (Estimates) | EBITDA growth represents the percentage increase in EBITDA for a year compared to the same time in the previous fiscal year. |
| EBITDA Margin (Estimates) | EBITDA Margin is given by EBITDA divided by Revenue. It shows the percentage of revenue a company retains after accounting for most direct and indirect operational costs associated with generating the revenue, such as the Cost of Goods Sold, G&A Expenses, and R&D Expenses. Notably, it does not include Depreciation and Amortization Costs. |
| Enterprise Value | A measure of the value of a company's total core assets, which takes into account the sum of all outstanding claims on the company's assets, less the company's excess (non-core) assets. The generic formula is EV = Market Cap + Total Debt + Preferred Stock + Minority Interest - Cash - Other Non-core Assets. |
| EPS Growth (Estimates) | EPS growth represents the percentage increase in EPS for a year compared to the same time in the previous fiscal year. |
| Estimated EPS | Estimated EPS refers to a company’s EPS as projected by the company itself or outside financial institutions, typically for future quarters. This contrasts with actual EPS, which refers to a company’s actual EPS as reported by the firm. |
| EV / EBIT | The ratio of a company's Enterprise Value to its reported EBIT (Actual) or to its estimated EBIT for the upcoming fiscal year (Consensus). EBIT is defined as earnings before interest and taxes. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful changes in working capital. This is a better metric than EBITDA for companies that have meaningful capital expenditures and/or finite-life intangible assets. |
| EV / EBITDA | The ratio of a company's Enterprise Value to its reported EBITDA (Actual) or to its estimated EBITDA for the upcoming fiscal year (Consensus). EBITDA is defined as earnings before interest, taxes, depreciation and amortization. It is used as a proxy for unlevered (before interest) free cash flow for companies that do not have meaningful capital expenditures, finite-life intangible assets, and/or changes in working capital. |
| EV / Revenue | The ratio of a company's Enterprise Value to its reported Revenue (Actual) or to its estimated Revenue for the upcoming fiscal year (Consensus). This is commonly used as a valuation metric for high-growth companies, often in the technology sector. This can also be useful if a company has yet to achieve positive operating profits. |
| Extended Price | The most recent trade price of a stock in extended hours. This value will report as null if the market is open. |
| Extended Price Change % | The percentage change in price of a stock in extended hours. |
| Extended Price Change Amount | The amount change in price of a stock in the extended hours. |
| Financing Cash Flow Items | Financing |
| Fiscal Quarter | A fiscal quarter is a 3-month period that companies and governments use for accounting purposes. There are 4 fiscal quarters that comprise 1 fiscal year. Notably, a fiscal quarter can start in any month (for example in February) depending on the month which its fiscal year starts and ends. |
| Fiscal Quarter (Estimates) | A fiscal quarter is a 3-month period that companies and governments use for accounting purposes. There are 4 fiscal quarters that comprise 1 fiscal year. Notably, a fiscal quarter can start in any month (for example in February) depending on the month which its fiscal year starts and ends. |
| Fiscal Year | A fiscal year is a one-year period that companies and governments use for accounting purposes. Notably, it does not have to align with the calendar year. For instance, a company’s fiscal year can start and end in March 31st as opposed to December 31st. |
| Fiscal Year (Estimates) | A fiscal year is a one-year period that companies and governments use for accounting purposes. Notably, it does not have to align with the calendar year. For instance, a company’s fiscal year can start and end in March 31st as opposed to December 31st. |
| Focus | The focus area of a particular ETF. |
| Foreign Exchange Effects | Foreign exchange effects represents the impact of the change of assets in relative valuation to another foreign currency. This is typically used when a company is trying to invest in assets from another country that uses a different currency. |
| Free Cash Flow per Share (Estimates) | Free Cash Flow (FCF) is the total amount of cash available to the firm after paying for its operating expenses and capital expenditures. It is a measure of the amount of cash a company has available to grow its business. The generic formula is FCF = EBIT * (1 - Taxes) + D&A - CapEx - Changes in Net Working Capital. Free Cash Flow per Share is given by FCF divided by total diluted shares outstanding. |
| Fully Diluted Market Cap | Fully diluted market cap is the total value of a cryptocurrency if the entire future supply of the cryptocurrency was in circulation at today’s prices. This is relevant for cryptocurrencies that have a stipulated maximum supply. |
| Fully Diluted Shares Outstanding | Fully diluted shares are the total number of common shares of a company that will be available to trade on the open market after all possible sources of conversion, such as convertible bonds and employee stock options, are exercised. This is more than the actual number of shares outstanding as many shares are currently locked in convertible bonds and stock options. |
| Fully Diluted Valuation to Total Value Locked Ratio | The total market capitalization of all tokens if they are circulated divided by the amount of funds deposited in the DeFi protocol. Ratios under 1 are seen to be undervalued projects. |
| Fund Family | Fund Family refers to the investment company that controls the fund, which typically runs several separate funds. For example, many funds belong to the Vanguard Fund Family. |
| Fund Type | Fund Type refers to whether the fund is an Exchange-Traded Fund (ETF) or a Mutual Fund. The two share many similarities, however the main difference is that ETFs can be traded like stocks on major exchanges, whereas Mutual Funds can only be purchased at the end of each trading day. |
| GAAP EPS Max (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP EPS is found by taking the reported net income deducting preferred dividends and dividing it by the total number of shares outstanding. This field represents the upcoming period’s highest estimated EPS from an analyst. |
| GAAP EPS Min (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP EPS is found by taking the reported net income deducting preferred dividends and dividing it by the total number of shares outstanding. This field represents the upcoming period’s lowest estimated EPS from an analyst. |
| GAAP EPS Prior Max (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP EPS is found by taking the reported net income deducting preferred dividends and dividing it by the total number of shares outstanding. This field represents the previous period’s highest estimated EPS from an analyst. |
| GAAP EPS Prior Min (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP EPS is found by taking the reported net income deducting preferred dividends and dividing it by the total number of shares outstanding. This field represents the previous period’s lowest estimated EPS from an analyst. |
| GAAP Max Revenue (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP Revenue refers to revenue that is recognized when it is earned, but not exactly when cash is received. Analysts use historical financials and forecasting to estimate the company’s future revenue. This field represents the upcoming period’s highest estimated revenue from an analyst. |
| GAAP Min Revenue (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP Revenue refers to revenue that is recognized when it is earned, but not exactly when cash is received. Analysts use historical financials and forecasting to estimate the company’s future revenue. This field represents the upcoming period’s lowest estimated revenue from an analyst. |
| GAAP Revenue Prior Max (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP Revenue refers to revenue that is recognized when it is earned, but not exactly when cash is received. Analysts use historical financials and forecasting to estimate the company’s future revenue. This field represents the previous period’s highest estimated revenue from an analyst. |
| GAAP Revenue Prior Min (Estimates) | GAAP stands for generally accepted accounting principles which are procedures that are widely used by accountants when companies report their financials. GAAP Revenue refers to revenue that is recognized when it is earned, but not exactly when cash is received. Analysts use historical financials and forecasting to estimate the company’s future revenue. This field represents the previous period’s lowest estimated revenue from an analyst. |
| General & Administrative Expense (Estimates) | General and administrative expenses expended on the day-to-day operations of a business and is not tied to a specific department of a company such as sales or engineering. General expenses are expenses that tied to the overall business, while administrative expenses are expenses that are not department-specific. |
| Genesis Date | Genesis date refers to the date which the first block of a cryptocurrency was mined. |
| Goodwill | Goodwill is an accounting item that is created when a company acquires another company for higher than the sum of the net fair value of all of the assets purchased in the acquisition and the liabilities assumed in the process. It accounts for a company’s brand name, customer base, reputation, and other intangibles that is not captured by the net fair value of assets of the acquired company. |
| Gross Expense Ratio | Gross Expense Ratio (GER) is the annual cost of investing in a mutual fund or ETF, or the portion of the assets earmarked for the cost of operating the fund. GER includes all costs associated with the operation of the fund and does not account for any fee waivers or reimbursements. For example, if the Gross Expense Ratio is 0.05%, an investor can expect to pay $5 in costs over the span of a year on an investment of $10,000. |
| Gross Margin (Estimates) | Gross Margin is given by Cost of Goods Sold divided by Revenue. It shows the percentage of revenue a company retains after accounting for the direct costs associated with generating the revenue. It does not account for indirect costs, such as G&A expenses. |
| Gross Profit | Gross profit, also known as Gross Income, is measured by the profit of a company after deducting the costs of goods sold (COGS) from revenue. This number overall just includes the variable costs in production and not the fixed costs associated with operating. |
| Gross Property, Plant, and Equipment (PP&E) | Property, plant, and equipment (PP&E) are long-term assets vital to business operations. Property, plant, and equipment are tangible assets, meaning they are physical in nature or can be touched; as a result, they are not easily converted into cash. |
| Historical Price | A given cryptocurrency’s historical trading prices, generally up to the past 7 years. |
| Inception Date | The date an ETF is first listed. |
| Income Available to Common Excluding Extraordinary Items | Income Available to Common Excluding Extraordinary Items refers to the net income that is available to common stockholders excluding the effects of extraordinary items. Extraordinary items are losses or gains from abnormal events that disrupt a financial events. |
| Income Available to Common Including Extraordinary Items | Income Available to Common Excluding Extraordinary Items refers to the net income that is available to common stockholders including the effects of extraordinary items. Extraordinary items are losses or gains from abnormal events that disrupt a financial events. |
| Income Tax Expense | Refers to tax expense associated with a company’s income. |
| Industry | The industry of a stock classified by the Global Industry Classification Standard. |
| Initial Investment Minimum | The Initial Investment Minimum indicates the smallest permissible initial purchase a fund will accept to open a new account. For example, if the Initial Investment Minimum is $1,000, a fund will accept new investments of no less than $1,000. |
| Intangibles, Net | The book value of all non-physical assets for the company. |
| Interest Expense Margin (Estimates) | This margin is the total interest expense divided by revenue. It is an indicator of what percentage of revenue will be used to finance the company’s debt obligations. |
| Interest Expenses (Estimates) | Interest expenses are costs that are incurred for borrowing funds. This will be indicated as a non-operating expense on the income statement, and can represent the interest payable on any borrowing from the company including loans, bonds, debt, or lines of credit. |
| Intraday High | The Intraday High of a security, also known as the daily high, is the highest point at which a security trades on a given day. |
| Intraday Low | The Intraday Low of a security, also known as the daily low, is the highest point at which a security trades on a given day. |
| Intraday Volume | Intraday Volume is represented by trading volume of a particular stock on a given day. |
| Inventory | Inventory refers to unsold products that are stored in warehouses prior to sale. It is listed as an asset on the company balance sheet. |
| Investor Presentations | Every quarter companies will report their financials and deliver a conference call with the CEO and CFO sharing the results. In some cases they will use an investor presentation to outline the financial results while sharing guidance and other details regarding the company. |
| Issuance (Repayment) of Debt | Refers to cash flow generated from the issuance or repayment of Long-Term Debt - issuance increases cash flow, whereas repayment decreases cash flow. |
| Issuance (Retirement) of Stock | Refers to cash flow generated from the issuance or retirement of common stock - the issuance of new stock generates cash flow, whereas the retirement of existing stock reduces cash flow. |
| Issuer | The issuing company of the ETF, which are typically large investment funds like Vanguard. |
| Latest Trade | The timestamp of when the latest trade was executed. |
| List Description (Crypto Category) | A description of crypto assets based on shared characteristics, themes, or use cases |
| Listing Exchange | The exchange in which an ETF or Mutual Fund trades. Both trade on the same exchanges as regular stocks, such as the New York Stock Exchange. |
| Load Fee | Load Fee refers to the sales fee that some mutual funds charge for the purchase of a mutual fund. The term “load” mainly refers to a sales commission that is paid to a financial advisor, broker or other intermediary who helps clients make decisions about which mutual fund to purchase. Not all mutual funds have Load Fees and those that do are indicated “True” whereas those that don’t are indicated “False” on our platform. |
| Loan Loss Provision | An expense on the income statement that accounts for uncollected loans and other obligations. |
| Loan Loss Provision (Estimates) | An estimated expense on the income statement that accounts for uncollected loans and other obligations. |
| Logo | The company logo. |
| Logo (Crypto) | The cryptocurrency logo. |
| Long Term Investments | Long term investments are found under the non-current assets section of the balance sheet and are made of less liquid investments like real estate. |
| Long-Term Debt | Portion of Long-Term Debt that is payable in the near future, typically within the next 12 months. |
| Management Fee | The amount of fee the management of the fund takes to manage the fund, as a percentage of the total investment. For example, if the Management Fee is 0.01%, an investor can expect to pay $1 over the span of a year on an investment of $10,000. |
| Manager | The investment professional who actively manages the fund. They decide which investments to include and omit in the fund on a day-to-day basis. |
| Market | The market where the security trades. For example, companies listed on US exchanges will have USA as the market field. |
| Market Cap | Market Capitalization is the total value (sum) of all units of a cryptocurrency. |
| Market Cap | Market Capitalization for funds measures the total value of all of the outstanding shares of the fund. |
| Market Cap | Market Capitalization is the total value (sum) of all outstanding shares of a company’s stock. |
| Market Cap Rank | Market Capitalization Rank refers to a cryptocurrency’s current market value ranking. |
| Market Cap to Total Value Locked Ratio | The market capitalization is total value of a cryptocurrency. The total value locked is the amount of value locked into the protocol for liquidity or staking. It is believed that if the ratio of market capitalization to total value locked is below 1, then the cryptocurrency is potentially undervalued. |
| Market Price | The most recent price at which an equity has been traded at. |
| Market Sector | The GICS market sector of a stock. |
| Market Status | Current status of the market. Major exchanges are typically open from 9:30am to 4:00pm ET and the after-hour markets trade from 4:00pm to 8:00pm ET. |
| Market Value Held | The current market value of a security holding in a fund. This is the numbers of shares held by the fund multiplied by the current price of the shares. |
| Max Supply | Max supply is the maximum amount of cryptocurrency coins or tokens that a cryptocurrency is designed to supply. Some cryptocurrencies, like Bitcoin, has a defined maximum supply, whereas others, like Ether, has no defined maximum supply and can theoretically increase supply indefinitely. |
| NAV per Share | NAV per share is used as a metric for individual equities and funds. It is calculated by taking the value of all assets and subtracting it by liabilities then dividing it by shares outstanding. |
| Net Change In Cash | The change in the company’s cash balance between an accounting period. |
| Net Debt | Calculated as a company's total debt less its liquid assets. The generic formula is Net Debt = Short Term Debt (<12 months) + Long Term Debt (>12 months) - Cash & Cash Equivalents. |
| Net Expense Ratio | Net Expense Ratio (NER) is the annual cost of investing in a mutual fund or ETF, or the portion of the assets earmarked for the cost of operating the fund, net any reimbursements or waivers that reduces the actual cost of operation to investors. For example, if the Net Expense Ratio is 0.03%, an investor can expect to pay $3 in costs over the span of a year on an investment of $10,000 after accounting for reimbursements and other refunds. |
| Net Income | Also known as Accounting Profit, Net Income is the total income of a firm after subtracting out all expenses, such as Cost of Goods Sold, Sales and Administrative Expenses, Depreciation and Amortization Expenses, Taxes, and Interest Expenses. |
| Net Income (Estimates) | The estimated profit that a company will generate after all direct and indirect expenses are deducted for that period. |
| Net Income After Taxes | The profit that a company will generate after deducting all the taxes the company owes. |
| Net Income Before Extra Items | The profit that a company will generate before included any losses or gains from extraordinary items or discontinued operations. This provides a clearer sense of the net income that is expected normally. |
| Net Income Before Taxes | The profit that a company will generate before deducting all the taxes the company owes. |
| Net Income Margin (Estimates) | Net Income Margin is given by Net Income divided by Revenue. It shows the percentage of revenue a company retains after accounting for all costs associated with generating its revenue, including non-operational costs like Interest Expenses and Tax Expenses. |
| Net Interest Income | Refers to the net of interest income, generated from interest-bearing assets like cash, and interest expense, generated from holding debt. It is given from the formula Net Interest Expense = Interest Expense - Interest Income. |
| Net Interest Income (Estimates) | An estimated net interest income refers to the net of interest income, generated from interest-bearing assets like cash, and interest expense, generated from holding debt. It is given from the formula Net Interest Expense = Interest Expense - Interest Income. |
| Net Interest Income After Loan Loss Provision | This refers to the net interest income after deducting any losses that could be incurred from the loans that generate the interest income. |
| Net Investment Income (Estimates) | The estimated income from company investments like stocks, mutual funds and loans for a designated reporting period, according to equity research analysts |
| Net Loans | Reported mainly by financial institutions, net loans is the amount of interest generating money that is loaned out by a bank. |
| Net non-operating interest income/expense | Interest expense from the company’s debt obligations minus the income the company receives from money that is loaned out. |
| Net Other Income | Other net income that is not derived from the core operations of the company. |
| Net Property, Plant, and Equipment (PP&E) | Property, plant, and equipment (PP&E) are long-term assets vital to business operations. Property, plant, and equipment are tangible assets, meaning they are physical in nature or can be touched; as a result, they are not easily converted into cash. |
| Network | Network refers to the different underlying blockchain networks that different cryptocurrencies are validated on. Examples include Ethereum, Binance Smart Chain, Solana, and Stellar. |
| Next Earnings Date | The upcoming earnings release date for a stock. |
| nIEOverRevenue (Estimates) | The estimated net interest expense over revenue for a designated reporting period, according to equity research analysts |
| nIIOverRevenue (Estimates) | The estimated net interest income over revenue for a designated reporting period, according to equity research analysts |
| Non-Cash Items | Non cash items refer to expenses that are incurred on the income statement, but do not directly affect the company’s cash balance. For example depreciation is a non cash item that is deducted from net operating income as a tax shield. |
| Non-Interest Bank Expense | An expense that do not derive from interest operations. This is usually a term specifically for banks. |
| Non-Interest Bank Income | Income for banks that do not come from the primary business of deposits and lending money. |
| Non-Interest Expense (Estimates) | The estimated expenses for banks or financial institutions that are classified separately from interest activities for a designated reporting period, according to equity research analysts. |
| Non-Performing Assets (Estimates) | Loan classifications for banks when the debtor is unable to meet their obligations. |
| Number of Buy (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. A buy is the second highest recommendation. This field will return the number buy ratings from all analysts. |
| Number of Constituents | Number of assets or stocks within an ETF fund. |
| Number of Hold (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. A hold rating is a neutral recommendation that shows there is not strong conviction to buy or sell. This field will return the number hold ratings from all analysts. |
| Number of Sell (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. A sell rating is the second lowest recommendation. This field will return the number sell ratings from all analysts. |
| Number of Shares Held | The number of shares held of a specific security by a mutual fund. |
| Number of Strong Buy (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. A strong buy is the highest recommendation. This field will return the number strong buy ratings from all analysts. |
| Number of Strong Sell (Estimates) | Equity research analysts issue recommendations regarding whether they believe a company is buy, hold or sell. A strong sell is the lowest recommendation and usually can signal some weakness in the company. This field will return the number strong sell ratings from all analysts. |
| Open Price | The price at which a security is traded at when a trading period begins. For instance if the trading period is one day then the opening price will be the price when markets opens. |
| Open Price (Historical) | The price at which a security is traded at when a trading period begins. For instance if the trading period is one day then the opening price will be the price when markets opens. |
| Operating Cash Flow per Share (Estimates) | Operating Cash Flow (OCF) is a measure of the amount of cash generated by a company's normal business operations. The generic formula is OCF = Net Income + Non-Cash Expenses - Increase in Working Capital. Operating Cash Flow per Share takes OCF and divides it by total shares outstanding. |
| Operating Expense Margin (Estimates) | The operating expense margin is found by taking operating expenditures and dividing it by revenue. This margin is usually looked at historically and compared to competitors to see how efficient the company is at managing costs. |
| Operating Expenses | Refers to all the cost items associated with the operation of a company, such as the Cost of Goods Sold, Sales, General, & Administrative Expenses, as well as Depreciation and Amortization Expenses. It is the expense that leads from revenue to EBIT (hence why EBIT is also known as operating income). |
| Operating Expenses (Estimates) | Refers to all the estimated cost items associated with the operation of a company, such as the Cost of Goods Sold, Sales, General, & Administrative Expenses, as well as Depreciation and Amortization Expenses. It is the expense that leads from revenue to EBIT (hence why EBIT is also known as operating income). |
| Operating Income | Operating income is the revenue from operations deducted by the cost of goods sold and the indirect operating expenses. |
| Other Current Assets, Total | All other assets that can be converted to cash within less than a year. |
| Other Current liabilities, Total | All other assets that will be repaid within less than a year. |
| Other Equity, Total | Any securities that can be converted into ownership shares. |
| Other Fee | Any other fees associated with the operation of the fund, as a percentage of the investment size. For example, if the Other Fee is 0.01%, an investor can expect to pay $1 over the span of a year on an investment of $10,000. |
| Other Investing Cash Flow Items, Total | Other investing activities that affect the cash balance through the purchase or sale of an asset. |
| Other Liabilities, Total | Other loans, debt or obligations that mature longer than one year. |
| Other Long Term Assets, Total | Other assets that are not as liquid and have a time horizon over a year. |
| Payable Accrued | Under accrual accounting standards, payable accrued are items that have been delivered, but have not been paid for yet by the company. |
| Period (Estimates) | The fiscal quarter for which the analyst is estimating financials. |
| Period End | The ending period for a company’s earnings reporting. |
| Period High Price | The highest price a security traded at during a certain period. |
| Period Low Price | The lowest price a security traded at during a certain period. |
| Period Year (Estimates) | The period year for which the analyst is estimating the company’s financials. Period estimates will usually follow the fiscal reporting for the company. |
| Platform Name | The name of the cryptocurrency. |
| Portfolio Manager | SEC-registered investment advisors who are responsible for deciding which investments to include within particular ETF portfolios. |
| Preferred Stock - Non Redeemable, Net | Preferred stock that does not have a callable feature to buy future shares at a pre-determined price. |
| Prepaid Expenses | Refers to expenses that the company paid in advance, such as rent or tax expense. It is listed on the balance sheet as an asset. |
| Price (in BTC) | Price of the cryptocurrency in Bitcoin. |
| Price (in ETH) | Price of the cryptocurrency in Ethereum. |
| Price / Book Value | The companies’ share price to the net asset/book value per share |
| Price / Earnings | The ratio of a company's price per share to its reported earnings per share. Earnings per share (EPS) is defined as Net Income divided by the total number of outstanding shares. This measure tells you the profit of the company that each share is entitled to. The higher the ratio, the more expensive the stock is seen to be. |
| Price / Nav | The companies’ share price to the net asset/book value per share |
| Price / Tangible Book Value | The ratio of the price of a security compared to the value of tangible assets as shown on the balance sheet |
| Price Change % | The percentage difference between the opening and closing price of an equity. |
| Price Change Amount | The difference between the opening and closing price of an equity in dollars. |
| Price per Book Value (Estimates) | The market value of company shares divided by the estimated book value of the shares. A price to book value of 1, could mean that the company’s valuation is inline with the estimates, while a p/b over 1 could mean the company is overvalued. |
| Price per Earnings (Estimates) | The ratio of a company's price per share to its reported earnings per share. Earnings per share (EPS) is defined as Net Income divided by the total number of outstanding shares. This measure tells you the profit of the company that each share is entitled to. The higher the ratio, the more expensive the stock is seen to be. |
| Price per NAV (Estimates) | The ratio of a company’s price to its net asset value. Net asset value (NAV) is defined as the company’s total assets minus its total liabilities. Price per NAV is calculated as the share price divided by the company’s net asset value per share. |
| Price per Tangible Book Value (Estimates) | The ratio of the price of a security compared to the value of tangible assets as shown on the balance sheet. |
| Primary Benchmark | The main benchmark index that the fund is measured against. |
| Proxy Asset | This is the asset being used as an approximation for the returns of a market sector or factor. |
| Put/Call Ratio | The put-call ratio is a measurement that is widely used by investors to gauge the overall mood of an asset. If the ratio is above 1, it indicates negative market sentiment against the asset, whereas if the ratio is below 1 it indicates positive market sentiment for the asset. It is given by Put/Call Ratio = Number of Put Options Traded / Number of Call Options Traded. |
| Region | The geographical region a particular ETF covers. |
| Reporting Currency | The currency a company reports with in its financials. |
| Research and Development Cost | Refers to the cost associated with the research and development of new products. |
| Retained Earnings (Accumulated Deficit) | An accounting item that tracks the accumulated Net Income (or Net Loss) of a company. Every quarter, new Net Income will add to Retained Earnings, whereas Net Loss will subtract from Retained Earnings (which can go negative). |
| Return on Assets (Estimates) | Return on Assets (ROA) refers to the financial ratio that indicates how profitable a company is in relation to its total assets. It is given by the formula ROA = Net Income / Total Assets. The higher the ratio, the more profitable the company is given its asset base. |
| Return on Equity (Estimates) | Return on Equity (ROE) refers to the financial ratio that indicates how profitable a company is in relation to its net assets, since Shareholder’s Equity is Assets less Liabilities. It is given by the formula ROE = Net Income / Shareholder’s Equity. The higher the ratio, the more profitable the company is given its net assets. |
| Revenue | Revenue refers to the total amount of sales a company generates over a period of time, typically over a quarter or a year. |
| Revenue (Estimates) | Revenue refers to the total amount of sales a company generates over a period of time, typically over a quarter or a year. |
| Revenue Growth (Estimates) | The growth in the amount of sales a company generates over a period of time, typically over a quarter or year. |
| Risk Weighted Assets (Estimates) | Risk weighted assets represents the minimum amount of capital that banks need to have based on its particular risk profile determined by lending activity. The higher the risk, the more capital needed to protect its depositors. |
| SEC Filings | Not a field name, but a category within the fields |
| Sector Weight | The particular percentage an industry covers within an ETF. |
| Security Type | The particular classification of a security. |
| Selling, General and Administrative (SG&A) Expenses | Selling, General and Administrative Expenses refer to expenses a firm incur from non-production activities, such as from administrative functions or company activities not tied to any particular products. |
| Short Interest | Short interest is the number of shares that are sold short by short sellers. Short selling is a trading technique where people will profit from a stock trending down by borrowing shares and purchasing them back later at a cheaper price. |
| Short Term Investments | Short-term investments are temporary securities or investments that can be easily converted into cash within 5 years. A few examples of short-term investments are high-yield savings accounts, government bonds, Treasury bonds, and money market accounts. |
| Short-Term Debt/Notes Payable | Short term debt is debt that is created and due within an operating period, which is typically less than a year. Both principal and interest are paid at the end of the period. |
| Surprise | Surprise is the difference between the analyst expectations for a specific data point compared to the actual data point reported by the company. |
| Tangible book value per share | The ratio of the price of a security compared to the value of tangible assets as shown on the balance sheet. |
| Tangible Book Value per Share (Estimates) | The Tangible book value per share is represented by the total value of a company’s tangible assets divided by the total current outstanding shares. |
| Tax Classification | The structure of a particular ETF that determines its taxation methods. |
| Ticker | A unique set of letters assigned to a company for trading purposes. |
| Tier 1 Capital (Estimates) | Tier 1 Capital is the amount of core capital a particular financial institution has. This number is used to measure the strength of a particular bank and consists mainly of disclosed reserves and common stock. |
| Tier 1 Capital Ratio (Estimates) | The Tier 1 Capital ratio is the ratio of a bank’s core Tier 1 Capital to its total Risk Weighted Assets. |
| Total Adjustments to Net Income | Adjustments to net income are addition or deductions that are used by analysts to get a true look at the net income that is produced by normal and recurring company operations. |
| Total Assets | The total amount of assets a particular company has, both long and short term. |
| Total Bank Interest Expense | Interest expenses are costs that are incurred for borrowing funds. This will be indicated as a non-operating expense on the income statement, and can represent the interest payable on any borrowing from the company including loans, bonds, debt, or lines of credit. |
| Total Cash Dividends Paid | The total cash dividends paid is the total amount of money paid to shareholders as a part of the total current earnings. This number is obtained through multiplying the common shares outstanding with the common stock dividends per share. |
| Total Common Shares Outstanding | The total common shares outstanding is the total number of shares issued and actively held by stockholders, which include both corporate insiders and outside investors. |
| Total Cost of Revenue | Also known as Cost of Goods Sold, Cost of Revenue refers to the direct cost that is associated with the sale of products. In the case of hardware companies, Cost of Revenue would be costs associated with manufacturing the product, whereas for software companies, Cost of Revenue would be costs directly associated with the production of software. |
| Total Current Assets | Total current assets represent the amount of assets a company that can sell or use for business operations in the next 12 months. Current assets include assets such as cash, accounts receivable, inventory, liabilities, and liquid assets. |
| Total Current Liabilities | Total current liabilities represent the amount of liabilities or financial obligations that need to be settled in the next 12 months. Current liabilities include short-term debt, accounts payable, notes payable, and dividends. |
| Total Debt | The total debt is calculated by adding up all the company’s outstanding loans, both short term and long term. This data can be found on the company’s balance sheet. |
| Total Debt (Estimates) | The estimated total debt of the company for a designated reporting period, according to equity research analysts. Total Debt is calculated by adding the short and long-term debt obligations for the company. |
| Total Deposits | Total deposits is usually an item that is included in the financial statements for banks or other financial institutions. This number is the amount of money that has been deposited by a customer. |
| Total Equity | The total amount of money invested in the company’s stock in addition to all of the retained earnings. |
| Total Extraordinary Items | The total amount of revenues or losses that come from rare or one-off occurrences. An example of extraordinary items could include the sale of an asset or the settlement of a lawsuit. |
| Total Interest Expense | A non-operating expense on the income statement that represents the interest payments on the company’s obligations. |
| Total Liabilities | The total liabilities is calculated by adding up all the company’s financial obligations both short and long term. This information can be calculated through the balance sheet. |
| Total Liabilities & Shareholders' Equity | The combined total of all the company’s obligations and ownership. Total liabilities and shareholders’ equity will be equal to the total assets since assets are financed either by debt, equity or retained earnings. |
| Total Long-Term Debt | Refers to all debt with maturation period of longer than one year. |
| Total Other Assets | Total other assets are long term assets. These can be prepaid expenses or other items that are usually not easily converted to cash. |
| Total Other Earning Assets | Other earning assets are assets that generate additional passive income for the company. This could be dividends from stock, coupon payments from bonds or rental income. |
| Total Other Revenue | The total amount of revenue that comes from other activities that do not count towards the main operations of the business. |
| Total Preferred Shares Outstanding | The total shares outstanding represents the amount of shares that a corporation has issued to all of its investors, including restricted shares and share blocks. On the balance sheet they are known as “capital stock”, and this number is used for key metric calculations such as earnings per share and cash flow per share. |
| Total Receivables, Net | Total receivables represent the debts owed to a firm by its customers for products that have been delivered but not paid for. |
| Total Revenue | Total revenue is the amount of income generated through the sale of goods or services related to the primary operations. It is located on the top of the income statement. |
| Total Short Term Borrowings | The total amount of obligations a firm has that have repayment date less than 12 months. This item is usually found under the liability section of the company’s balance sheet. |
| Total Supply | Total supply is the number of cryptocurrency coins or tokens that currently exist. They can either be in circulation (as part of the circulating supply) or locked up in escrow. |
| Total Value Locked | The total value of all crypto assets that are deposited in a decentralized finance (DeFi) protocol. Examples of DeFi protocols are liquidity pools, lending and staking. |
| Total Volume (24h rolling) | Total volume refers to the total amount of a given cryptocurrency traded in the past 24 hours, in dollars. |
| Transcripts | Not a field name, but a category within the fields |
| Treasury Stock, Common | Treasury stock refers to the outstanding shares that are bought back from the stockholders by the company originally issuing. As a result, the total amount of outstanding shares on the market decreases, thus affecting the EPS calculations and dividend calculations. |
| Turnover Ratio | The Turnover Ratio is the percentage of a mutual fund or other portfolio's holdings that have been replaced in a given year. For example, if a mutual fund has 10 investments and replaced 3 of them over a year, it has a Turnover Ratio of 3 / 10 = 0.3, or 30%. |
| Unrealized Gain (Loss) | An unrealized gain or loss of a stock is the increase or decrease in the value of an asset that has not been sold |
| Volume (Historical) | The volume represents the number of shares that are traded during a given period of time. |
| Weight of Constituent Asset | The weight of a specific security in the total holdings of a fund. |
| YTD % Change | Year to data change represents the percentage change in stock price from the beginning of the year. |
