Stocks & Fundamentals
Financial statements, valuation, dividends, growth and quality, peer comparison, screens and earnings, plus workbenches for US and Hong Kong stocks, banks, REITs and insurers.
394 report specifications in this section
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| SCR-001 | Interactive stock screener table Which stocks meet my market, size, valuation and trading criteria all at once? | Screening and watchlists (examples) | Table | Catalogue #2 P0 | Sample |
| SCR-002 | Watchlist daily overview Which changes in the stocks I follow are worth a closer look today? | Screening and watchlists (examples) | Table | Catalogue #11 P0 | Sample |
| SCR-011 | Watchlist threshold change alerts Which stocks have just met the price, valuation or risk conditions I set? | Screening and watchlists (examples) | Table | Catalogue #52 P1 | Sample |
| SCR-015 | Watchlist news and moves What recent sourced news is there on the companies I follow? | Screening and watchlists (examples) | Table | Catalogue #53 P1 | Sample |
| SCR-017 | Long-term trend turn-up list Which stocks have just moved from below to above their long-term moving average? | Screening and watchlists (examples) | Table | Catalogue #55 P1 | Sample |
| SCR-008 | Price breakout research list Which stocks have just broken out of their recent range with trading volume support? | Screening and watchlists (examples) | Table | Catalogue #78 P1 | Sample |
| SCR-019 | Oversold list with fundamental exclusions Which weak-priced stocks remain after applying the fundamental criteria set? | Screening and watchlists (examples) | Table | Catalogue #81 P1 | Sample |
| SCR-003 | Screening intent versus criteria mapping When your own investment requirements are turned into screening criteria, which are clearly defined and which remain ambiguous? | Screening and watchlists (examples) | Table | Catalogue #85 P1 | Sample |
| SCR-038 | Volatility contraction candidates Which stocks have seen their recent price range narrow noticeably? | Screening and watchlists (examples) | Table | Catalogue #411 P2 | Sample |
| SCR-033 | Insider open-market purchase screen Which US companies have verifiable records of insider open-market purchases? | Screening and watchlists (examples) | Table | Catalogue #515 P3 | Sample |
| SCR-046 | Report on why candidates were excluded Why did a stock I was following not make the final list? | Screening and watchlists (examples) | Table | Catalogue #758 P3 | Sample |
Priority is a planning estimate from the original specification workbook, not popularity or performance. Catalogue reports are ordered 1–1,000; product reports are ranked only within their own workbench.