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 |
|---|---|---|---|---|---|
| SCR-001 | Interactive stock screener table Which stocks meet my market, size, valuation and trading criteria all at once? | Screening and watchlists (examples) | Table | Catalogue #2 P0 | Sample |
| SCR-002 | Watchlist daily overview Which changes in the stocks I follow are worth a closer look today? | Screening and watchlists (examples) | Table | Catalogue #11 P0 | Sample |
| SCR-011 | Watchlist threshold change alerts Which stocks have just met the price, valuation or risk conditions I set? | Screening and watchlists (examples) | Table | Catalogue #52 P1 | Sample |
| SCR-015 | Watchlist news and moves What recent sourced news is there on the companies I follow? | Screening and watchlists (examples) | Table | Catalogue #53 P1 | Sample |
| SCR-016 | New-high persistence screen Which stocks making new highs are not just a one-day standout? | Screening and watchlists (examples) | Bar | Catalogue #54 P1 | Sample |
| SCR-017 | Long-term trend turn-up list Which stocks have just moved from below to above their long-term moving average? | Screening and watchlists (examples) | Table | Catalogue #55 P1 | Sample |
| SCR-009 | Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality? | Screening and watchlists (examples) | Scatter | Catalogue #68 P1 | Sample |
| SCR-010 | Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers? | Screening and watchlists (examples) | Scatter | Catalogue #69 P1 | Sample |
| SCR-018 | Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term? | Screening and watchlists (examples) | Scatter | Catalogue #71 P1 | Sample |
| SCR-006 | Upcoming results candidate list Which companies that meet my basic criteria are about to report results? | Screening and watchlists (examples) | Calendar | Catalogue #77 P1 | Sample |
| SCR-008 | Price breakout research list Which stocks have just broken out of their recent range with trading volume support? | Screening and watchlists (examples) | Table | Catalogue #78 P1 | Sample |
| SCR-012 | Step-by-step stock screening funnel How many candidates remain after each added criterion, and which criterion is the strictest? | Screening and watchlists (examples) | Bar | Catalogue #79 P1 | Sample |
| SCR-014 | Performance after watchlist addition After being added to the research list, how have the share price and the benchmark changed? | Screening and watchlists (examples) | Line | Catalogue #80 P1 | Sample |
| SCR-019 | Oversold list with fundamental exclusions Which weak-priced stocks remain after applying the fundamental criteria set? | Screening and watchlists (examples) | Table | Catalogue #81 P1 | Sample |
| SCR-003 | Screening intent versus criteria mapping When your own investment requirements are turned into screening criteria, which are clearly defined and which remain ambiguous? | Screening and watchlists (examples) | Table | Catalogue #85 P1 | Sample |
| SCR-020 | Concurrent improvement in trend and financial statements Which stocks show an improving price trend and improving published financial statements at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #124 P1 | Sample |
| SCR-007 | Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support? | Screening and watchlists (examples) | Scatter | Catalogue #167 P1 | Sample |
| SCR-004 | Research progress on candidate investments Of the companies that meet the criteria, which have completed the required research, and which still have key evidence to verify? | Screening and watchlists (examples) | Matrix | Catalogue #250 P2 | Sample |
| SCR-005 | Diversification constraints for a research shortlist Given a set number of candidates and a cap per sector, how can a more balanced research shortlist be built? | Screening and watchlists (examples) | Stacked bar | Catalogue #251 P2 | Sample |
| SCR-022 | Free cash flow yield screener Which companies with positive free cash flow look cheap relative to market capitalization? | Screening and watchlists (examples) | Bar | Catalogue #275 P2 | Sample |
| SCR-024 | Loss-to-profit turnaround screener Which companies have reported continuing earnings that turned from negative to positive? | Screening and watchlists (examples) | Bar | Catalogue #276 P2 | Sample |
| SCR-025 | Revenue growth acceleration screener Which companies have reported revenue growth rates that have risen consecutively? | Screening and watchlists (examples) | Line | Catalogue #277 P2 | Sample |
| SCR-028 | Earnings stability screener Which companies have had relatively steady past earnings, with fewer sharp swings? | Screening and watchlists (examples) | Bar | Catalogue #278 P2 | Sample |
| SCR-029 | Dividend growth record screener Which companies have a longer unbroken record of dividend per share increases? | Screening and watchlists (examples) | Bar | Catalogue #279 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.