Financial terminology

Explaining all financial concepts in this manual would be too far-reaching. However, understanding these concepts is crucial for optimal usage of Portfolio Performance and this manual.

Financial terminology is a complex topic that cannot be sufficiently covered in a single guide. It is important to have a basic understanding of financial instruments and the associated financial mathematics to make the performance of investments comprehensible and analyzable. Here, we've compiled some links to help you quickly build a foundational understanding.

In this section, you can find some reliable weblinks to gain a comprehensive understanding of financial terminology. Concepts specifically related to Portfolio Performance, such as account, transaction, and purchase value, are covered elsewhere in this chapter.

• Investopedia.com has a large section about financial terms, alphabetically organized.
• Dutch-speaking readers can find an extensive alphabetically organized list at De Financiële Begrippenlijst.
• The website of the European Central Bank features an extensive glossary of financial terms and abbreviations.
• The website iotafinance.com provides translations of financial terms from/into English, French, Spanish, and German.
• The Library of Congress offers a 75-page bilingual glossary (English-Spanish).
• Securities versus stocks includes some historical context for understanding the difference between securities and stocks.

Additionally, here are some other resources to help you understand financial terminology more deeply:

• Boerse.de offers a comprehensive financial dictionary. It's the first place to check if you're unfamiliar with a term.
• Boerse-Frankfurt.de provides information on all topics related to the stock market and finance.
• Schweizer Handelszeitung gives a compact overview of the most important financial terms.
• iotafinance is your go-to resource for translating financial terms between German and English.