Excel Historical Fields

Alliance

Arrangement between two companies that have decided to share resources to undertake a specific, mutually beneficial project.

Asset Purchase

Agreement between buyer and seller to acquire an organization's assets.

Asset Sate

A sale of bank receivables by a bank to another party

BU Close

Business Unit Close

BU Purchase

Business Unit Purchase

BU Sale

Business Unit Sale

Business Expansion

Expansion is the phase of the business cycle when the economy moves from a trough to a peak.

Business Update

Buyback

The purchase by a company of its outstanding shares that reduces the number of its shares on the open market

Buyback Update

When a company buys back its own shares from the marketplace, usually because management thinks the shares are undervalued, reducing the number of outstanding shares

Buzz

CEO Change

 When the highest-ranking executive in a company is replaced with someone else

Contract Win

Credit Facility

Type of loan made in a business or corporate finance context, including revolving credit, term loans, committed facilities, letters of credit and most retail credit accounts

Credit Rating

An assessment of the creditworthiness of a borrower in general terms or with respect to a particular debt or financial obligation

Divestment

The opposite of an investment, and it is the process of selling an asset for either financial, social or political goals.

Dividend

A distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders

Downsizing

Reducing the size of a company by eliminating workers and/or divisions within the company 

Earnings Calendar

The months of the year in which a majority of quarterly corporate earnings are released to the public

Earnings Preview

Earnings expectations

Earnings Release

When let shareholders know how well they have performed over the past time period

Earnings Restatement

Corrections in financial statements

Guidance

An aid to financial analysts and the stock market in valuing the corporation, and helps prevent overvaluation

Impairments/Charges

An accounting principle that describes a permanent reduction in the value of a company's asset, normally a fixed asset

Investment

An asset or item that is purchased with the hope that it will generate income or will appreciate in the future

Issue Debt

A financial obligation that allows the issuer to raise funds by promising to repay the lender at a certain point in the future and in accordance with the terms of the contract

Issue Equity

The value of an asset less the value of all liabilities on that asset

Joint Venture

A business arrangement in which two or more parties agree to pool their resources for the purpose of accomplishing a specific task

Joint Venture close

Once a business arrangement has been agreed

Layoff

A risk reduction, made by investment bankers, that minimizes the potential downside associated with a commitment to purchase and sell a stock issue unsubscribed by stockholders holding rights

License Agreement

A written agreement entered into by the contractual owner of a property or activity giving permission to another to use that property or engage in an activity in relation to that property

M&A Announcement

The announvement of the consolidation of companies or assets

Patents & Copyrights

Ownership of intellectual property by the item's creator

Poison Pill

Tactic utilized by companies to prevent or discourage hostile takeovers

Product Recall

The process of retrieving defective goods from consumers and providing those consumers with compensation

Product/Service

The process of ensuring customer satisfaction with a product or service

Redemption

The return of an investor's principal in a fixed-income security, such as a preferred stock or bond, or the sale of units in a mutual fund

Reoarganisation

A process designed to revive a financially troubled or bankrupt firm

Sales

A transaction between two parties where the buyer receives goods, services and/or assets in exchange for money

Spin-off

The creation of an independent company through the sale or distribution of new shares of an existing business or division of a parent company

Stock Split

A corporate action in which a company divides its existing shares into multiple shares

Strategy

Strategy that typically allows consumers to purchase products that are customized to their specifications

Tender Offer

An offer to purchase some or all of shareholders' shares in a corporation

Close

The closing price of the symbol from the previous trading day. (##.######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

High

The highest price for the equity during the current trading day. (##.######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

Last

The price of the last trade of the current symbol. (##.######)

Low

The lowest price for the equity during the current trading day. (##.######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

Volume

The volume of shares traded during the current trading day. (#######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

Open

The price at which the first trade occurred during market hours. (##.######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

Open Interest

For options and futures, the open interest for the contract (##.######)

Settle

For futures, the settlement price. (##.######)

DAILY,WEEKLY,MONTHLY,QUARTERLY,SEMIANNUAL,TTM,ANNUAL

SMA

Simple Moving Average - an arithmetic moving average calculated by adding the closing price of the security for a number of time periods and then dividing this total by the number of time periods

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

EMA

Exponential Moving Average - type of moving average that is similar to a simple moving average, except that more weight is given to the latest data

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

TMA

Triangular Moving Average - A technical indicator used for smoothing price and other data. It is a composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

WMA

Weighted Moving Average -  the formula used by active traders to measure momentum

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BBUPPER

Bollinger Band Upper - when prices are thought to be overbought, the upper band comes to represent the upper price target

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BBMIDDLE

Bollinger Band Middle - Exponential moving average; the price channels are the standard deviations of the stock being studied

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BBLOWER

Bollinger Band Lower - when prices are thought to be oversold

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

SAR

Parabolic SAR - technical analysis strategy that uses a trailing stop and reverse method called "SAR," or stop-and-reversal, to determine good exit and entry points

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

TSF

Time Series Forecast - Prediction based on the assumption that the trend of variations in the value of a variable will continue to recur in the future; that tomorrow will more or less resemble yesterday and today.

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

TYPPRICE

Typical Price - arithmetic average of the high, low, and closing prices for a given period

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

WGTCLOSE

Weighted Close

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MEDPRICE

Median Price - the middle price

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

AD

Accumulation Distribution - a momentum indicator that attempts to gauge supply and demand by determining whether investors are generally "accumulating," or "distributing," a certain stock by identifying divergences between stock price and volume flow

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

ASI

Accumulation Swing Index - An indicator used by traders to gauge a security's long-term trend by comparing bars which contain its opening, closing, high and low prices throughout a specific period of time

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

ARDOWN

Aroon Down -  a technical indicator used for identifying trends in an underlying security and the likelihood that the trends will reverse, which measures the downtrend

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

ARUP

Aroon Up - a technical indicator used for identifying trends in an underlying security and the likelihood that the trends will reverse, which measures the uptrend

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

AROSC

Aroon Oscillator - technical indicator used for identifying trends in an underlying security and the likelihood that the trends will reverse

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

ADXLINE

Average Directional Index Line - indicator used in technical analysis as an objective value for the strength of a trend. ADX is non-directional so it quantifies a trend's strength regardless of whether it is up or down

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PLUSDI

Plus Directional Index - analyzes the trend of a stock or a commodity.

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MINUSDI

Minus Directional Index - analyzes the trend of a stock or a commodity.

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

ATR

Average True Range - a measure of volatility

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BETA

Beta - a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BBPCTB

Bollinger Band %

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

BBWIDTH

Bollinger Band Width %

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

CMF

Chaikin Money Flow - studies indicators that allow the investor to make sharper entry and exit points in his or her trading program

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

CHANGE

Change - the difference between the current price and the previous day's settlement price

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

CHANGEPCT

Change % - the degree of change over time

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

CCI

Commodity Channel Index - An oscillator used in technical analysis to help determine when an investment vehicle has been overbought and oversold

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

DPO

Detrended Price Oscillator - An oscillator that strips out price trends in an effort to estimate the length of price cycles from peak to peak, or trough to trough

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

EOM

Ease of Movement - A technical momentum indicator that is used to illustrate the relationship between the rate of an asset's price change and its volume

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

FI

Force Index - An indicator used in technical analysis to illustrate how strong the actual buying or selling pressure is

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

HISTVOL

Historical Volatility -Tthe realized volatility of a financial instrument over a given time period

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MACDLINE

MACD Line - A trend-following momentum indicator that shows the relationship between two moving averages of prices

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MACDEMA

MACD EMA Signal - Type of moving average that is similar to a simple moving average, except that more weight is given to the latest data

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MACDHIST

MACD Histogram - A measurement of the difference between the fast MACD line and the signal line

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MASSINDEX

Mass Index - A form of technical analysis that examines the range between high and low stock prices over a period of time

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

MFI

Money Flow Index - A momentum indicator that measures the inflow and outflow of money into a security over a specific period of time

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

NVI

Negative Volume Index - A technical indicator that relies on changes in a security’s volume to identify when smart money is driving the current trend

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

OBV

Onbalance Volume - A momentum indicator that uses volume flow to predict changes in stock price

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PPOLINE

PPO Line - The percentage price oscillator (PPO) is a technical momentum indicator showing the relationship between two moving averages

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PPOSIGNAL

PPO EMA Signal - To calculate the PPO, subtract the 26-day exponential moving average (EMA) from the nine-day EMA, and then divide this difference by the 26-day EMA

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PPOHIST

PPO Histogram - Difference between the two lines which oscillate above and below a center Zero Line

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PVI

Positive Volume Index - An indicator used in technical analysis that is based on days where trading volume has significantly increased from the previous day

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PVMA

Price times Volume SMA - Average of the cash traded on a stock over the specified period

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

PVT

Price Volume Trend - a technical analysis indicator intended to relate price and volume in the stock market

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

RSI

Relative Strength Index - A momentum indicator that compares the magnitude of recent gains and losses over a specified time period to measure speed and change of price movements of a security

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

CUTLERSRSI

Cutlers RSI - Simple moving average based version of the popular Relative Strength Index momentum oscillator

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL

REVERSERSI

Reverse RSI - It allows you to reverse engineer Relative Strength Index values

DAILY,WEEKLY,MONTHLY,QUARTERLY,  ANNUAL