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 |
|---|---|---|---|---|---|
| DIV-042 | Forward dividend yield vs. actual trailing dividend yield Does the high forward yield shown by the data provider reflect recent dividend increases or special dividends? | Dividends and shareholder returns | Bar | Catalogue #160 P1 | Sample |
| ERN-003 | Earnings surprise leaderboard Which newly reporting companies beat analyst expectations by the most? | Earnings and expectations | Bar | Catalogue #161 P1 | Sample |
| VAL-004 | Earnings yield For every hundred of share market value, how much annual reported earnings does it correspond to? | Valuation | Bar | Catalogue #169 P1 | Sample |
| VAL-011 | Multiple historical valuation percentiles Is the cheap or expensive conclusion consistent across different valuation methods? | Valuation | Bar | Catalogue #170 P1 | Sample |
| SEC-015 | Market move contribution ranking Which stocks contribute most to the daily move of an index or a custom market portfolio? | Sectors and market breadth | Bar | Catalogue #171 P1 | Sample |
| SEC-017 | Industry drawdown comparison Which industries remain well below their recent highs? | Sectors and market breadth | Bar | Catalogue #172 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 |
| CMP-016 | Cash runway of loss-making peers Among comparable pre-profit companies, which are most likely to need financing soon? | Peer comparison | Bar | Catalogue #184 P1 | Sample |
| DIV-022 | Yield excluding special dividends If one-off dividends do not recur, what would the trailing dividend yield be? | Dividends and shareholder returns | Bar | Catalogue #186 P1 | Sample |
| DIV-035 | Personal dividend income concentration Does my annual income depend too heavily on a few companies? | Dividends and shareholder returns | Bar | Catalogue #187 P1 | Sample |
| MKT-015 | Winning and losing streak records Is the current up or down streak unusual? | Market and price performance | Bar | Catalogue #201 P2 | Sample |
| MKT-021 | Best and worst trading days How much do a few extreme days affect the overall investment experience? | Market and price performance | Bar | Catalogue #206 P2 | Sample |
| MKT-022 | Gain needed to break even How much must the price rise from the current decline to return to its previous high? | Market and price performance | Bar | Catalogue #207 P2 | Sample |
| VOL-010 | Intraday volume pattern Is today's trading activity high relative to the same time of day? | Volume and liquidity | Bar | Catalogue #223 P2 | Sample |
| ETF-019 | ETF defensiveness in falling markets In months when the market falls, how much does the fund typically fall? | ETFs and funds | Bar | Catalogue #229 P2 | Sample |
| ERN-004 | EPS surprise history Does the company tend to beat or miss expectations over the long run? | Earnings and expectations | Bar | Catalogue #231 P2 | Sample |
| GLB-019 | Market trend breadth by country In which countries does an uptrend genuinely involve a larger share of listed companies? | Global and cross-market comparison | Bar | Catalogue #234 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-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 |
| 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-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 |
| NEW-005 | Unusual news attention radar Which companies have suddenly received heavy coverage? | News and sentiment | Bar | Catalogue #293 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.