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 |
| CMP-001 | Peer comparison summary table When screening stocks within the same sector, which company has the edge on valuation, growth, earnings and risk? | Peer comparison | Table | Catalogue #19 P0 | Sample |
| DIV-002 | High dividend yield ranking Which dividend-paying stocks merit further research into their yield and sustainability? | Dividends and shareholder returns | Table | Catalogue #21 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 |
| CMP-049 | Latest peer financial statement updates Among companies in this industry that have just reported results, whose changes deserve a look first? | Peer comparison | Table | Catalogue #61 P1 | Sample |
| DIV-015 | Dividend cut and suspension watchlist Which regular dividend payers have recently shown income changes that need review? | Dividends and shareholder returns | Table | Catalogue #62 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 |
| FUN-003 | Full income statement comparison At which cost line do profit changes mainly occur? | Financial statements | Table | Catalogue #174 P1 | Sample |
| FUN-004 | Full balance sheet comparison Is asset expansion being funded by higher debt or equity? | Financial statements | Table | Catalogue #175 P1 | Sample |
| FUN-005 | Full cash flow statement comparison Beyond earnings, where does the company actually receive and pay cash? | Financial statements | Table | Catalogue #176 P1 | Sample |
| CMP-041 | Peer price and financial statement change priority list Which companies show the largest simultaneous changes in share price and earnings updates and merit research first? | Peer comparison | Table | Catalogue #178 P1 | Sample |
| VAL-027 | Custom target multiple valuation workbench If the company traded at the peer multiples I consider reasonable, what would the share price be? | Valuation | Table | Catalogue #191 P1 | Sample |
| DIV-046 | Ex-dividend but not yet received dividends How much cash am I entitled to through dividends but have not yet received or reconciled? | Dividends and shareholder returns | Table | Catalogue #239 P2 | 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 |
| CMP-045 | Peer candidate similarity screen In what ways are the automatically selected peers actually similar, and are they worth placing in the same comparison table? | Peer comparison | Table | Catalogue #414 P2 | Sample |
| CMP-037 | Cross-market peer valuation basis alignment Can the valuations of peers in US stocks, Hong Kong stocks and other markets really be compared directly? | Peer comparison | Table | Catalogue #463 P2 | Sample |
| ERN-034 | Loss-to-profit results radar Which companies crossed the earnings zero line in the latest quarter? | Earnings and expectations | Table | Catalogue #472 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 |
| VAL-048 | Valuation data timing gap check Does the cheap valuation I see simply reflect different update times for price and earnings data? | Valuation | Table | Catalogue #540 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.