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.
| ID | Title and research question | Category | Chart | Priority | Data |
|---|---|---|---|---|---|
| PRT-003 | Today's holdings profit and loss ranking Which holdings made or lost the account the most today? | Portfolio (example holdings) | Bar | Catalogue #14 P0 | Sample |
| PRT-005 | Unrealized gain/loss on holdings Is each open position currently ahead of or behind its actual cost? | Portfolio (example holdings) | Bar | Catalogue #15 P0 | Sample |
| PRT-014 | Holdings performance contribution Which instruments are driving most of the overall return? | Portfolio (example holdings) | Bar | Catalogue #76 P1 | Sample |
| PRT-008 | Dividend income ledger How much in dividends and fund distributions did the portfolio actually receive? | Portfolio (example holdings) | Bar | Catalogue #146 P1 | Sample |
| PRT-020 | Holdings risk contribution Which positions have small weights yet contribute a lot of portfolio volatility? | Portfolio (example holdings) | Bar | Catalogue #179 P1 | Sample |
| PRT-028 | Months of cash coverage How long can current cash fund the planned monthly withdrawals? | Portfolio (example holdings) | Bar | Catalogue #236 P2 | Sample |
| PRT-022 | Rebalancing amount scenario How much would each asset class need to be adjusted to return to my target allocation? | Portfolio (example holdings) | Bar | Catalogue #272 P2 | Sample |
| PRT-040 | Portfolio turnover rate Is trading too frequent, and how much of the capital turns over each period? | Portfolio (example holdings) | Bar | Catalogue #514 P3 | Sample |
| PRT-036 | Portfolio tail loss In scenarios worse than the VaR threshold, how large is the average loss? | Portfolio (example holdings) | Bar | Catalogue #640 P3 | Sample |
| PRT-047 | New-money allocation scenario How much can allocation drift be reduced using new money alone? | Portfolio (example holdings) | Bar | Catalogue #756 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.