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Glossary

Investing terms, defined.

Plain-English definitions of the words you will meet on Ophir Markets, from U.S. shares to Kwacha Treasury Bills.

A

Ask price
The lowest price a seller is currently willing to accept for a share. When you buy, you pay at or near the ask.

B

Bid price
The highest price a buyer is currently willing to pay for a share. When you sell, you receive at or near the bid.
Bid–ask spread
The gap between the bid and the ask. Large U.S. stocks and ETFs have very narrow spreads; thinly traded LuSE shares can have wider ones, which is a real cost of trading.
Buying power
The amount available for new orders: your U.S. Dollar cash balance plus any Kwacha that can be converted at the live rate.

C

Cost basis
What you paid for a holding, including fees. Your gain or loss is measured against it.
Custodian
The regulated institution that actually holds your securities. U.S. shares bought through Ophir Markets are held by a U.S. partner broker-dealer; LuSE shares settle through Zambia's central securities depository.

D

Diversification
Spreading your money across many securities, sectors and countries so that no single holding can sink the whole portfolio.
Dividend
A cash payment some companies make to shareholders out of profits, typically every quarter in the U.S. and once or twice a year on the LuSE.
Dollar-cost averaging
Investing a fixed amount on a regular schedule regardless of price. It removes the guesswork of timing the market.

E

ETF (exchange-traded fund)
A fund that holds many securities and trades like a single share. VOO, for example, holds the 500 companies in the S&P 500.

F

Fractional share
A slice of a single share. It lets you invest $5 in a company whose shares cost $500.
FX rate
The exchange rate between Kwacha and U.S. Dollars used when you convert a deposit into dollars or bring proceeds home.
FX spread
The small percentage added on top of the mid-market exchange rate when currency is converted. Ophir Markets shows it before you confirm.

G

Government bond
A longer-term government security that pays interest on a fixed schedule and repays the principal at maturity.

I

Index
A basket of shares used to measure a market: the S&P 500 tracks 500 large U.S. companies; the LuSE All Share Index tracks the Lusaka exchange.

K

Kwacha (ZMW)
Zambia's currency. Deposits and withdrawals on Ophir Markets are in Kwacha; U.S. investments are held in dollars.
KYC (Know Your Customer)
The identity checks required by law before an account can be funded: NRC, selfie, address and source of funds.

L

Limit order
An instruction to buy or sell only at a stated price or better. It fills only if the market reaches your price.
LuSE (Lusaka Securities Exchange)
Zambia's stock exchange, where companies such as Zanaco, Zambia Sugar and CEC are listed and traded in Kwacha.

M

Market capitalisation
A company's share price multiplied by its number of shares: the market's total valuation of the business.
Market hours
U.S. exchanges are open from 09:30 to 16:00 New York time on weekdays, which falls in the late afternoon and evening in Lusaka. The LuSE trades on weekday mornings.
Market order
An instruction to buy or sell immediately at the best available price.
Mobile money
MTN MoMo, Airtel Money and Zamtel Kwacha wallets, used to fund your account and receive withdrawals.

O

Order status
Where an order is in its life: pending (sent to the market), filled (executed), partially filled, cancelled or rejected.

P

P/E ratio
Share price divided by earnings per share. A rough gauge of how expensive a stock is relative to its profits.
Portfolio
Everything you hold on Ophir Markets: U.S. shares, LuSE shares, Treasury Bills and cash.

R

Realised and unrealised gain
A realised gain is profit locked in by selling. An unrealised gain is the paper gain on something you still own.

S

Settlement
The moment after a trade when shares and money actually change hands. U.S. stocks settle one business day after the trade; LuSE trades take a few business days.
SIPC
The U.S. Securities Investor Protection Corporation. It protects securities held at a member broker, up to $500,000, if that broker fails. It does not cover market losses.

T

Treasury Bill (T-bill)
A short-term security issued by the Government of Zambia through the Bank of Zambia, sold at a discount and repaid at face value after 91, 182, 273 or 364 days.
Two-factor authentication (2FA)
A second check at login or withdrawal, such as an authenticator-app code or SMS, on top of your password.

V

Verification tier
The level of identity verification you have completed. It sets your deposit, withdrawal and trading limits.
Volatility
How much a price moves up and down over time. Higher volatility means bigger swings and more risk.

W

Watchlist
A list of securities you follow without owning. You can set price alerts on any of them.

Y

Yield
The annual return a security pays relative to its price, such as a T-bill's discount rate or a stock's dividend yield.
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