Report library

Every report specification in the library, each with a sample-data workspace. Search by ID or title, filter by category and chart type, or start from a product workbench.

1,184 report specifications: 1,000 in the 20-category catalogue and 184 across 19 product workbenches.

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Showing 25–48 of 50

ID Title and research question Category Chart Priority Data
FUN-026 Reliance on non-operating gains and losses How much of current earnings comes from outside core operations? Financial statements Waterfall Catalogue #526 P3 Sample
FUN-036 Financing cash flow structure Is the company returning cash to shareholders or raising money from outside markets? Financial statements Waterfall Catalogue #527 P3 Sample
FUN-022 Selling and administrative expense discipline Is revenue growing faster than day-to-day operating expenses? Financial statements Multi-series Catalogue #555 P3 Sample
FUN-018 Accounts payable and purchasing funding Does the cash improvement depend on delaying payments to suppliers? Financial statements Multi-series Catalogue #585 P3 Sample
FUN-021 R&D investment history Does the company keep investing in future products and technology? Financial statements Multi-series Catalogue #586 P3 Sample
FUN-025 Income tax expense and effective tax rate Is the improvement in net income just a one-off low tax charge? Financial statements Multi-series Catalogue #587 P3 Sample
FUN-033 Deferred revenue vs. recognized revenue Do customer prepayments support future revenue recognition? Financial statements Multi-series Catalogue #588 P3 Sample
FUN-031 Composition of goodwill and intangible assets How much of a company's book assets depends on acquisitions and intangible valuations? Financial statements Stacked bar Catalogue #641 P3 Sample
FUN-035 Breakdown of investing cash flow uses Is investing outflow mainly spent on physical assets or financial investments? Financial statements Waterfall Catalogue #642 P3 Sample
FUN-049 Financial statement line item coverage heatmap Which charts can be generated reliably for this stock, and for which is the data insufficient? Financial statements Heatmap Catalogue #685 P3 Sample
FUN-040 Share count bases and stock split comparison Is the share count used for earnings per share and market capitalization consistent? Financial statements Table Catalogue #731 P3 Sample
FUN-050 Quote and reporting currency basis table Can market capitalization, earnings and per-share amounts for cross-currency stocks be divided directly? Financial statements Table Catalogue #733 P3 Sample
FUN-045 Evolution of asset allocation structure Are the company's assets becoming more liquid or more asset-heavy? Financial statements Stacked bar Catalogue #736 P3 Sample
FUN-041 Reconciliation of quarterly and cumulative reporting bases Is quarterly growth being distorted by year-to-date cumulative figures? Financial statements Table Catalogue #755 P3 Sample
FUN-023 Depreciation, amortization and asset consumption Is the consumption of book assets reflected in earnings and investment? Financial statements Multi-series Catalogue #760 P3 Sample
FUN-027 Allocation of earnings between parent and minority shareholders How much of consolidated earnings actually belongs to common shareholders? Financial statements Waterfall Catalogue #761 P3 Sample
FUN-028 Earnings from continuing and discontinued operations Is the latest earnings still generated by the businesses that will be retained? Financial statements Stacked bar Catalogue #762 P3 Sample
FUN-030 Retained earnings accumulation and distribution Is the money earned over the years staying in the company as shareholder capital? Financial statements Multi-series Catalogue #763 P3 Sample
FUN-032 Fixed assets: gross value, net value and depreciation Are the company's productive assets expanding or ageing? Financial statements Multi-series Catalogue #764 P3 Sample
FUN-039 Bridge between net borrowings and debt balance Can the increase in debt be explained by cash borrowing flows? Financial statements Waterfall Catalogue #765 P3 Sample
FUN-046 Liability composition and operating financing Are the company's liabilities mainly bank borrowings or day-to-day operating obligations? Financial statements Stacked bar Catalogue #766 P3 Sample
FUN-042 Three-statement accounting balance check Are there reconciliation differences in the current data significant enough to affect analysis? Financial statements Table Catalogue #784 P3 Sample
FUN-034 Disclosed lease obligations Are lease commitments beyond on-balance-sheet borrowings material? Financial statements Multi-series Catalogue #868 P4 Sample
FUN-047 Shareholders' equity composition Is book equity driven mainly by accumulated earnings or by shareholder capital contributions? Financial statements Stacked bar Catalogue #899 P4 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.