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-016 | New-high persistence screen Which stocks making new highs are not just a one-day standout? | Screening and watchlists (examples) | Bar | Catalogue #54 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-009 | Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality? | Screening and watchlists (examples) | Scatter | Catalogue #68 P1 | Sample |
| SCR-010 | Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers? | Screening and watchlists (examples) | Scatter | Catalogue #69 P1 | Sample |
| SCR-018 | Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term? | Screening and watchlists (examples) | Scatter | Catalogue #71 P1 | Sample |
| SCR-006 | Upcoming results candidate list Which companies that meet my basic criteria are about to report results? | Screening and watchlists (examples) | Calendar | Catalogue #77 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-012 | Step-by-step stock screening funnel How many candidates remain after each added criterion, and which criterion is the strictest? | Screening and watchlists (examples) | Bar | Catalogue #79 P1 | Sample |
| SCR-014 | Performance after watchlist addition After being added to the research list, how have the share price and the benchmark changed? | Screening and watchlists (examples) | Line | Catalogue #80 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-020 | Concurrent improvement in trend and financial statements Which stocks show an improving price trend and improving published financial statements at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #124 P1 | Sample |
| SCR-007 | Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support? | Screening and watchlists (examples) | Scatter | Catalogue #167 P1 | Sample |
| SCR-004 | Research progress on candidate investments Of the companies that meet the criteria, which have completed the required research, and which still have key evidence to verify? | Screening and watchlists (examples) | Matrix | Catalogue #250 P2 | Sample |
| SCR-005 | Diversification constraints for a research shortlist Given a set number of candidates and a cap per sector, how can a more balanced research shortlist be built? | Screening and watchlists (examples) | Stacked bar | Catalogue #251 P2 | Sample |
| SCR-022 | Free cash flow yield screener Which companies with positive free cash flow look cheap relative to market capitalization? | Screening and watchlists (examples) | Bar | Catalogue #275 P2 | Sample |
| SCR-024 | Loss-to-profit turnaround screener Which companies have reported continuing earnings that turned from negative to positive? | Screening and watchlists (examples) | Bar | Catalogue #276 P2 | Sample |
| SCR-025 | Revenue growth acceleration screener Which companies have reported revenue growth rates that have risen consecutively? | Screening and watchlists (examples) | Line | Catalogue #277 P2 | Sample |
| SCR-028 | Earnings stability screener Which companies have had relatively steady past earnings, with fewer sharp swings? | Screening and watchlists (examples) | Bar | Catalogue #278 P2 | Sample |
| SCR-029 | Dividend growth record screener Which companies have a longer unbroken record of dividend per share increases? | Screening and watchlists (examples) | Bar | Catalogue #279 P2 | 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.