FAQ

Terminology

• Account Number
  A unique 8 digit number, which is used to help identity individual account users. A users Account Number also provides the ability to make Private Network Link Requests.
• Compliance Disclaimer
  Individual legal disclaimer that can be automatically populated whenever a user inputs information on the Investable service. This can be used to meet any personal or professional compliance requirements.
• Contact Information
  This is the contact information that can be displayed to help other users communicate with you. It includes Work Email, Personal Email and Telephone fields.
• Country Index
  Is the main country index or indice that a security belongs to. This is typically the most widely followed market index of the country or exchange in question.
• Country Index Return
  The price return of the main country index that a particularly security belongs to, expressed in percentage return.
• Last Date / Time
  The current delayed date and time of the local exchange where a security is listed. The delay in date and time information is matched to the delay in pricing information from the relevant exchange. For example if the security pricing of a particular market is 20 minute delayed, then the Last Date / Time being used by the service will also be 20 minute delayed.
• Full Legal Name
  All users must provide their full legal first and surname as it appears on their identification. This information is used to identify users and to ensure compliance across the service.
• Holding Period
  Total days that the Investment Idea has been active for, or the days a closed Investment Idea was open for.
• Identity Information
  This is the standard information that is displayed to other users whenever an Investment Idea or Investment Post is created. It includes Full Name, Nickname, Firm, City and Country fields.
• Initiation Date / Time
  The date and time that an individual Investment Idea is stamped with. This is used for auditing purposes as a way of validating the performance of the recommendation. To confirm all date and time information is based on the local exchange time for the security in question, adjusted for any pricing delays. Therefore the Investment Idea and all subsequent post information for a particular security will be date and time stamped based on the respective time of the underlying security exchange.
• Initiation Price
  Is the price stamp given to any new Investment Idea at the time the user saves the idea for publication. Investment Ideas generated outside of the relevant market trading hours for a particular stock, will be price stamped with the opening trade price of the next trading day.
• Investment Idea
  Are individual investment recommendations submitted by Users of the service. These are submitted via the investment templates, which are used to communicate, test and share investment recommendations by users.
• Investment Post
  An Investment Post is a response to a Users Investment Ideas. These responses appear at the bottom on the Investment Idea and are reflected in time/date order.
• Network Link Request
  A request made by one account user to another account user, when the individual making the request, wishes to link accounts.
• Nickname
  This user field is elected by the account holder and is used as another way in which they can identify their account.
• Pending Status
  If an Investment Idea displays the status field at Pending, this means that the Investable database is waiting to receive the correct delayed security price, so that the Investment Idea action can be saved correctly.
• Period Dividends
  The Investable service adjusts for all corporate actions including dividends. Any dividend paid by a security during the Investment Idea holding period, will appear in this table titled Period Dividends.
• Permission Settings
  These settings can be specified in the Account Preferences section of the website. Users can nominate their own personal permission settings for their account.
• Private Network Link Request
  When an account user has set their Account Preferences to full privacy, this type of network request is used to be able to still link with their account.
• Public Link Request
  This is the standard method of linking to another users account when the account user in question allows public access to their contact information.
• Recommendation
  When submitting Investment Ideas, users must select a recommendation type as either Buy, Sell or Hold.
• Relative Return
  The relative performance of an Investment Idea security, versus the main country index that it belongs to. This is calculated by taking the differential between “Total Idea Return” and “Country Index Return”, expressed in percentage terms.
• Security Name
  The full legal name of a security, as used by the exchange where the security is listed and traded.
• Security Symbol
  The unique symbol used to identify a security, as used by the exchange where the security is listed and traded.
• Total Idea Return
  The total return of the Investment Idea, including both dividend / corporate actions and price returns of the underlying security, expressed in percentage terms.
• Username
  This user field is elected by the account holder and is used to access the service when logging in.
• User Public Profile
  This is the information that is displayed to other users/site visitors, if a user has elected for their information to be publically available.

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