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-016 | Portfolio sector look-through Counting direct stock holdings plus ETFs, which sectors am I actually overweight? | Portfolio (example holdings) | Stacked bar | Catalogue #96 P1 | Sample |
| PRT-009 | Portfolio asset allocation Does my allocation across stocks, bonds, funds and cash match my intended targets? | Portfolio (example holdings) | Stacked bar | Catalogue #119 P1 | Sample |
| PRT-027 | Multi-account consolidated view What is the combined exposure across different brokers and household investment accounts? | Portfolio (example holdings) | Stacked bar | Catalogue #294 P2 | Sample |
| PRT-049 | Whole-portfolio staged liquidation scenario With your own daily volume participation rate and selling order, roughly how many days would it take to raise the target amount in cash? | Portfolio (example holdings) | Stacked bar | Catalogue #572 P3 | Sample |
| PRT-034 | Portfolio long and short exposure What are my gross exposure, net exposure and leverage? | Portfolio (example holdings) | Stacked bar | Catalogue #657 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.