Glossary
Trading terms, clearly defined
Every indicator, level, and Soar-specific concept defined with a real example. Same definitions you see in the dashboard tooltips when you tap a term inside a trade card.
Agentic trading
Connecting an AI agent to read trade signals (Soar) and, paired with a broker's own execution agent, act on them. Soar's MCP stays…
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API key
Credentials issued by your broker that let the trading bot place orders on your behalf. Soar never stores them — they live in your…
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ATR (Average True Range)
A measure of market volatility — how much an asset typically moves in a given period.
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Attestation
The signed agreement you accept before a Soar bot trades on your behalf. Industry-standard contract format with 13 articles. You r…
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Auto-reload
An opt-in setting that automatically purchases more tokens when your wallet drops below a threshold you set, capped by a monthly U…
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Bot heartbeat
A snapshot your bot sends Soar once per minute showing current equity, open positions, and cash. Drives the bot view dashboard and…
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Bot signal
When Soar's engine forwards a qualifying trade card to your connected bot for execution. Routing depends on your bot's configured …
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Bot view
The dashboard panel where you manage your connected trading bot — see equity, open positions, recent trades, and adjust settings.
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Bracket order
A single order submission that combines the entry, a stop loss, and a take profit. If any leg fills or cancels, the linked legs up…
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Breakeven
The underlying price at which the trade neither makes nor loses money at expiry. Call breakeven = strike + premium; put breakeven …
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Breakout
When price moves decisively above a resistance level or below a support level, often with increased volume.
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Call option
A contract that gives you the right to BUY 100 shares at a set price (the strike) before it expires. You buy calls when you expect…
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Carry Forward
When the same setup remains valid across multiple sessions, Soar carries the card forward instead of re-creating it — preserving o…
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Cloudflare Worker
A serverless function that runs on Cloudflare's edge network. Soar deploys your trading bot to YOUR Cloudflare account, so your ke…
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Community strategy
A strategy another Soar member built in the Strategy Studio and published to the community board. You can follow it, comment on it…
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Conviction Score
Soar's proprietary 0-95 point score measuring how strong a setup is across 13 independent signals.
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Conviction Tier
A banded grouping of conviction scores. Soar reports Gold (≥80), Strong (70-79), Watching (60-69), and Cautious (<60).
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Delta
How much an options price moves for every $1 move in the underlying asset.
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DTE (days to expiry)
How many days until the option expires. Fewer days = faster time decay (theta); more days = more time for the move to play out, at…
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EMA (Exponential Moving Average)
A moving average that gives more weight to recent prices, making it more responsive to new information.
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Entry Zone
The price range where entering a trade offers the best risk/reward according to the analysis.
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Expiration date
The last day the option is valid. After it, the contract is worthless unless it finished in-the-money.
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Gamma
How fast delta changes as the stock moves. High gamma means your directional exposure accelerates quickly — powerful near the stri…
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Gold Card
Soar's highest-conviction tier — only setups that pass conviction ≥80%, multi-timeframe alignment, R:R ≥2.5:1, and the quality gat…
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Implied Volatility (IV)
The market's expectation of how much an asset will move in the future, derived from options prices.
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In-the-money / out-of-the-money
ITM = the option already has exercise value (call strike below price, put strike above). OTM = no intrinsic value yet — it is pure…
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IV percentile
Where this contract's implied volatility sits versus the rest of the chain (0–100). High = options are relatively expensive; low =…
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IV Rank
Where current implied volatility sits relative to its range over the past year (0-100%).
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Key Safety
Soar's hard rule on the self-hosted options: your broker keys NEVER persist on Soar infrastructure. They live only in your own acc…
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Liquidity
How easily you can buy or sell an asset without moving the price. Major assets like BTC and SPY are highly liquid; small-cap stock…
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Live Execution Queue
A safety holding area every bot order passes through before it reaches your broker. Soar can pause execution here platform-wide — …
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Locked card
A higher-conviction Soar setup that's only fully visible to paid subscribers (Bot Pro and Bot Pro+). Free users see the asset and …
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MACD (Moving Average Convergence Divergence)
A trend-following indicator showing the relationship between two moving averages of price.
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Market hours
When a market is open for trading. Crypto trades 24/7; US stocks trade 9:30 AM–4:00 PM ET on weekdays.
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Max loss = premium
When you BUY an option (long call or long put), the most you can lose is the premium you paid — no matter how far the stock moves …
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MCP (Model Context Protocol)
An open standard that lets an AI agent connect to external tools and data. Soar exposes your signals and account as MCP tools, so …
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Multi-timeframe Alignment
When bullish or bearish signals appear consistently across multiple chart timeframes (daily, 4hr, 1hr).
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On-demand analysis
A Soar report you generate manually for any asset, instead of waiting for the scheduled engine to pick it up. Three tiers: Light, …
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Open interest
How many contracts are currently held open at this strike — a liquidity gauge. Soar only picks contracts with enough open interest…
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Options contract (OCC symbol)
The exact tradeable instrument — underlying + expiry + call/put + strike, e.g. NVDA260723C00150000. Soar resolves a REAL listed co…
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Overbought
When an asset has risen sharply and may be due for a pullback — typically indicated by RSI above 70.
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Oversold
When an asset has fallen sharply and may be due for a bounce — typically indicated by RSI below 30.
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Past T1 / Past T2
A card that has crossed its first or second profit target. Soar keeps these cards visible on the dashboard with a gold "★ PAST T1 …
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Pre-market / After-hours
Extended US stock trading sessions before (4 AM–9:30 AM ET) and after (4 PM–8 PM ET) regular hours. Lower volume, wider spreads, m…
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Premium
The price you pay (per share, ×100 per contract) to buy the option. On a Soar options card the entry, target, and stop are all pre…
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Price Target
A projected price level where the trade setup suggests taking profit.
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Public username
The handle shown next to anything you share publicly (published strategies, comments, follows). You claim a unique one in account …
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Put option
A contract that gives you the right to SELL 100 shares at a set price (the strike) before it expires. You buy puts when you expect…
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R:R (Risk/Reward Ratio)
The ratio of potential profit to potential loss on a trade.
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Re-check
Using a token to refresh an existing trade card with current market data — useful when several hours have passed since the origina…
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Read / Trade / Withdraw permission
The three scope levels for broker API keys. Soar bots need Read + Trade only — NEVER enable Withdraw permission on a key you give …
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Resistance Level
A price level where selling pressure is strong enough to prevent further advance.
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RSI (Relative Strength Index)
A momentum indicator measuring how overbought or oversold an asset is on a scale of 0-100.
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Session
One of Soar's daily engine runs that produces a fresh batch of trade cards. Soar runs up to nine sessions a day on weekdays (eight…
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Slippage
The difference between the price you expected and the price you actually got when an order filled.
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Soar Engine
Soar's intelligence engine — the multi-stage process that combines live market data, technical indicators, news sentiment, and AI-…
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Spread
The gap between the highest bid (what buyers offer) and the lowest ask (what sellers want). Wider spreads mean higher trading cost…
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Stop Loss
A predetermined price level where you exit a losing trade to limit your loss.
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Strategy Studio
The Copilot tool for building your own strategy. You pick which assets to trade and each asset's direction (long or short); Soar's…
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Strategy track record
The rolling 30-day, outcome-based record every strategy carries — win rate, average result, and how many trades it is based on. A …
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Strike price
The price at which the option lets you buy (call) or sell (put) the stock. It is fixed for the life of the contract.
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Support Level
A price level where buying interest is strong enough to prevent further decline.
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Take profit
The price level where Soar (or you) closes a winning trade to lock in gains.
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Theta (Time Decay)
How much value an option loses each day as it approaches expiration.
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Tier 1 / Light Report
The fastest on-demand report. Single-perspective view, key levels, clear thesis, costs 3 tokens.
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Tier 2 / Medium Report
On-demand report with adversarial bull-vs-bear analysis, 4 timeframe perspectives, invalidation level. Costs 6 tokens.
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Tier 3 / Full / Institutional Report
Top-tier on-demand report — 6 timeframe perspectives, Monte Carlo simulations, backtest, sensitivity matrix, scenario tree. Costs …
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Trade card
Soar's core unit of analysis — a setup containing an asset, direction (long or short), entry zone, profit targets, stop loss, and …
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Trade confirmation ref
A unique code (format SO-YYYYMMDD-XXXXXX) that identifies every trade your bot executed. Use it when contacting support or auditin…
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Trail Stop
A stop loss that moves UP behind a winning trade to lock in profits, but never moves down. Activates after T2 in Soar's pipeline.
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Vega
How much the option price moves for a 1-point change in implied volatility. Long options gain value when volatility rises.
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Volatility
How much an asset's price typically swings up and down. Higher volatility means bigger potential gains and bigger potential losses…
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Volume
How many shares or coins of an asset have traded in a given period. Higher volume often confirms the strength of a price move.
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Watching card
A setup Soar is tracking but isn't ready to act on yet — usually missing one criterion like a tight enough stop or a confirmed bre…
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