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Areas

The shelf is a sequence of names.

Each area explains one family of instruments and what a reader can learn to keep separate. None of them recommends a firm or an action.

SH-01Shares

A share is a recorded claim on a company. The area separates the legal claim, the certificate or book entry, and the price someone later prints.

You learn to ask what the record actually grants, and what it does not: not a dividend on a schedule unless a document says so, and not a result.

BD-02Bonds

A bond is a promise with a date. Someone borrows. The record names an amount, a coupon description, and a maturity. The area keeps those words from collapsing into “income.”

You learn the limit of the promise. A date can pass. A borrower can fail the terms. The note does not rank issuers.

FD-03Funds

A fund, including an ETF, is a basket held under a rule. The rule says what may enter the basket and how a unit relates to that basket. The unit is not the basket walking into your account.

You learn to look for the rule before the slogan. A ticker is a label. The methodology, if it is public, is the definition.

PR-04Prices

A listed price is a print from a market at a moment: a trade, a quote, or a calculated value, depending on the venue’s own description. It is not a certificate of fair value.

You learn to ask which print you are seeing, and what the screen left off. This area does not draw a path into the future.

DC-05Documents

A prospectus and an annual report are public texts. They define terms, list risks in their own words, and omit what they omit. Reading them is a skill of attention, not an order to act.

You learn to hold a label next to its definition. A friendly heading is still a choice made by the writer of the document.

Name
The word on the page: share, yield, diversified, safe. A name can match a definition or decorate a sentence. The lesson asks which.
Job
What the part does in the system: record a claim, date a promise, hold a basket, print a price, or define a term.

See the notes