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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 1–7 of 7

ID Title and research question Category Chart Priority Data
PRT-012 Deposit and withdrawal waterfall Which external cash flows and investment factors explain the change in assets from start to end of the period? Portfolio (example holdings) Waterfall Catalogue #66 P1 Sample
PRT-017 Portfolio return attribution How much do price, dividends, exchange rates and fees each contribute to investment results? Portfolio (example holdings) Waterfall Catalogue #97 P1 Sample
PRT-026 Account fee drag How much do commissions, platform fees and financing costs eat into my results? Portfolio (example holdings) Waterfall Catalogue #249 P2 Sample
PRT-038 Impact of exchange rates on personal investments For the same asset accounted for in HKD, how much of the profit or loss comes from exchange rates? Portfolio (example holdings) Waterfall Catalogue #551 P3 Sample
PRT-037 Historical crisis replay scenario How might valuation change if current holdings went through a past market episode again? Portfolio (example holdings) Waterfall Catalogue #658 P3 Sample
PRT-043 Sector allocation and stock selection attribution Does more of the excess return come from choosing the right sectors or from stock selection within sectors? Portfolio (example holdings) Waterfall Catalogue #840 P4 Sample
PRT-046 Worst trading day P&L breakdown Which positions caused the portfolio's largest one-day loss? Portfolio (example holdings) Waterfall Catalogue #841 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.