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-001 | One-page portfolio overview What do my assets, holdings gains and losses, and risk look like overall right now? | Portfolio (example holdings) | Multi-series | Catalogue #3 P0 | Sample |
| PRT-002 | Portfolio net asset value trend How much of the account's asset growth comes from capital contributed and how much from investment performance? | Portfolio (example holdings) | Line | Catalogue #13 P0 | Sample |
| 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-006 | Portfolio versus benchmark return After removing the effect of deposits and withdrawals, has my investment performance beaten the benchmark? | Portfolio (example holdings) | Line | Catalogue #24 P0 | Sample |
| PRT-013 | Holdings event calendar Which important announced events are coming up for the companies I hold? | Portfolio (example holdings) | Calendar | Catalogue #25 P0 | Sample |
| PRT-004 | Portfolio weights and concentration How much of my capital is concentrated in a few instruments? | Portfolio (example holdings) | Donut | Catalogue #48 P0 | Sample |
| PRT-011 | Closed-position profit and loss report How much profit or loss did completed trades actually generate? | Portfolio (example holdings) | Table | Catalogue #57 P1 | Sample |
| PRT-015 | Portfolio quote currency breakdown How much of my book assets are denominated in different currencies? | Portfolio (example holdings) | Donut | Catalogue #58 P1 | Sample |
| PRT-010 | Rebalancing drift alerts Which positions have weights outside the tolerance range you set? | Portfolio (example holdings) | Range | Catalogue #65 P1 | Sample |
| 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-019 | Portfolio underwater curve Excluding cash flows, how far below its historical high has my strategy been? | Portfolio (example holdings) | Area | Catalogue #67 P1 | Sample |
| PRT-014 | Holdings performance contribution Which instruments are driving most of the overall return? | Portfolio (example holdings) | Bar | Catalogue #76 P1 | Sample |
| PRT-007 | Portfolio monthly profit and loss table Which months performed best or worst, and do losses persist? | Portfolio (example holdings) | Heatmap | Catalogue #95 P1 | Sample |
| 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-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-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-018 | Personal money-weighted return Taking into account when I actually deposited and withdrew money, how much did my capital really earn? | Portfolio (example holdings) | Multi-series | Catalogue #123 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-025 | Portfolio relative strength Is the portfolio's advantage over its benchmark widening or narrowing? | Portfolio (example holdings) | Line | Catalogue #235 P2 | 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-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-024 | Timeline of trades and holding changes When did I buy and sell, and how did my position size change afterwards? | Portfolio (example holdings) | Multi-series | Catalogue #270 P2 | 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.