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-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-023 | Savings goal progress Based on my current assets and the user's assumptions, how far am I from my goal? | Portfolio (example holdings) | Line | Catalogue #273 P2 | Sample |
| PRT-029 | Reconciliation of holdings market value with broker valuation How does my valuation differ from what my broker shows, and why? | Portfolio (example holdings) | Table | Catalogue #274 P2 | 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-021 | Holdings correlation matrix Which holdings' prices often move in the same direction? | Portfolio (example holdings) | Matrix | Catalogue #323 P2 | Sample |
| PRT-030 | Holding age and profit and loss How do the earnings profiles of long-held positions differ from recent purchases? | Portfolio (example holdings) | Scatter | Catalogue #324 P2 | Sample |
| PRT-039 | Margin interest and its drag on returns Does the actual cost of borrowed funds erode investment results? | Portfolio (example holdings) | Line | Catalogue #513 P3 | 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-031 | Open lot cost map What is the current profit or loss on each purchase lot of the same stock? | Portfolio (example holdings) | Range | Catalogue #549 P3 | Sample |
| PRT-032 | Risk budget utilization Do the current portfolio's historical risk metrics exceed the limits I have set? | Portfolio (example holdings) | Range | Catalogue #550 P3 | 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-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-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-034 | Portfolio long and short exposure What are my gross exposure, net exposure and leverage? | Portfolio (example holdings) | Stacked bar | Catalogue #657 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-033 | Portfolio market sensitivity For each 1% move in the market, how has the portfolio reacted on average historically? | Portfolio (example holdings) | Scatter | Catalogue #667 P3 | Sample |
| PRT-035 | Portfolio historical VaR Under the specified historical sample, what is the portfolio's one-day loss quantile? | Portfolio (example holdings) | Histogram | Catalogue #668 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 |
| PRT-042 | Cash weight and opportunity gap While cash was held, what is the historical gap versus the user-selected alternative asset? | Portfolio (example holdings) | Area | Catalogue #771 P3 | Sample |
| PRT-044 | Active management information ratio Is the excess return earned over the benchmark enough to compensate for the tracking risk? | Portfolio (example holdings) | Line | Catalogue #799 P3 | Sample |
| PRT-050 | Reconcilable detail for the monthly portfolio report Can this performance report be recomputed item by item from trades, prices and exchange rates? | Portfolio (example holdings) | Table | Catalogue #800 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 |
| PRT-041 | Trade hit rate and profit/loss ratio For closed investment trades, how often do they make money, and how large are the gains and losses? | Portfolio (example holdings) | Scatter | Catalogue #855 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.