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 |
|---|---|---|---|---|---|
| TEC-001 | Moving average trends and crossovers Are the short-, medium- and long-term trends currently aligned? | Technical analysis | Line | Catalogue #7 P0 | Sample |
| MKT-004 | Normalized total return trends for multiple stocks Measured from the same starting point, which of several stocks outperforms? | Market and price performance | Line | Catalogue #8 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 |
| CMP-002 | Peer total return comparison including dividends Among similar companies, which one has truly built more wealth for shareholders? | Peer comparison | Line | Catalogue #20 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 |
| MKT-009 | Price return versus total return including dividends How much do dividends affect long-term returns? | Market and price performance | Line | Catalogue #31 P0 | Sample |
| MKT-010 | All-time highs and intervals between new highs Has the stock moved into price territory it has not seen before? | Market and price performance | Line | Catalogue #32 P0 | Sample |
| MKT-011 | Share price performance relative to benchmark Has this stock genuinely outperformed the market? | Market and price performance | Line | Catalogue #33 P0 | Sample |
| TEC-002 | RSI momentum and overbought/oversold levels Is momentum unusually strong or weak by historical standards? | Technical analysis | Line | Catalogue #35 P0 | Sample |
| TEC-004 | Bollinger Bands and squeeze Has price volatility narrowed into a zone where a trend change is possible? | Technical analysis | Line | Catalogue #37 P0 | Sample |
| TEC-007 | ATR volatility and risk scale How much larger is current daily volatility than before? | Technical analysis | Line | Catalogue #40 P0 | Sample |
| VOL-004 | Trading volume versus moving average Is current trading volume higher or lower than normal? | Volume and liquidity | Line | Catalogue #44 P0 | Sample |
| VOL-006 | Intraday VWAP approximation Where is price relative to the intraday volume-weighted level? | Volume and liquidity | Line | Catalogue #45 P0 | Sample |
| GLB-002 | Global equity markets from a common starting point Which markets showed stronger price performance over the selected period? | Global and cross-market comparison | Line | Catalogue #47 P0 | Sample |
| VAL-002 | P/E ratio history and range Where does current earnings pricing stand relative to the company's own usable history? | Valuation | Line | Catalogue #59 P1 | Sample |
| ETF-002 | ETF cumulative return race If the same starting capital is invested in different ETFs, how do the outcomes differ? | ETFs and funds | Line | Catalogue #72 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 |
| SEC-002 | Sector cumulative performance comparison Have the recent market-leading sectors consistently kept their advantage? | Sectors and market breadth | Line | Catalogue #82 P1 | Sample |
| SEC-004 | Share of stocks above the 200-day moving average Is the improvement in the market's long-term trend broad enough across stocks? | Sectors and market breadth | Line | Catalogue #83 P1 | Sample |
| DIV-037 | Capital required for a dividend income target Under the specified yield scenarios, how much capital do I need to reach a monthly dividend income target? | Dividends and shareholder returns | Line | Catalogue #84 P1 | Sample |
| GRW-008 | Return on equity (ROE) How much earnings does the company generate per dollar of book shareholders' equity? | Growth and financial quality | Line | Catalogue #113 P1 | Sample |
| GRW-012 | Earnings cash conversion How much of the company's reported earnings consistently converts into operating cash? | Growth and financial quality | Line | Catalogue #114 P1 | Sample |
| GRW-024 | Net debt / EBITDA leverage How heavy is the company's net debt relative to its operating earnings? | Growth and financial quality | Line | Catalogue #115 P1 | Sample |
| GRW-025 | Interest coverage ratio Can operating earnings absorb the current interest expense? | Growth and financial quality | Line | Catalogue #116 P1 | 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.