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Glossary

Universe (Investment Universe)

An investment universe is the full set of stocks under consideration for a given strategy - for example, the S&P 500, the NASDAQ 100, a sector index, or a custom ticker list. Defining the universe is the first step in any screening or scoring process, since it determines the pool of candidates everything else gets applied to.

Related terms
Technical AnalysisTechnical analysis studies price and volume patterns - trends, support and resistance levels, momentum indicators - to inform trading and investment...Watchlist vs. PipelineA watchlist is a static list of stocks an analyst tracks manually, checked and updated by hand. A pipeline goes further - it does not just list the...Systematic InvestingSystematic investing applies consistent, rules-based logic across every decision, in contrast to discretionary investing, which relies on case-by-case...
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