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 |
|---|---|---|---|---|---|
| GRW-043 | Loss-to-profit milestones Has the company crossed the key thresholds in gross profit, operating earnings and cash flow? | Growth and financial quality | Matrix | Catalogue #118 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 |
| RSK-004 | Asset correlation matrix Do the assets held together actually rise and fall together? | Risk and drawdown | Matrix | Catalogue #132 P1 | Sample |
| CMP-042 | Peer pair correlation and diversification effect Does holding two companies together just double up on the same price risk? | Peer comparison | Matrix | Catalogue #155 P1 | Sample |
| ETF-007 | ETF holdings overlap map Does buying several ETFs actually mean buying the same stocks repeatedly? | ETFs and funds | Matrix | Catalogue #173 P1 | Sample |
| TEC-026 | Multi-timeframe momentum matrix Are the daily, weekly and monthly signals consistent? | Technical analysis | Matrix | Catalogue #217 P2 | Sample |
| MAC-011 | Currency cross-rate matrix What is the conversion rate between any two currencies? | Macro, FX and crypto assets | Matrix | Catalogue #245 P2 | 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 |
| VAL-023 | DCF sensitivity to discount rate and perpetual growth How sensitive is the valuation conclusion to the two most critical assumptions? | Valuation | Matrix | Catalogue #265 P2 | Sample |
| GLB-012 | Global equity market correlation matrix Has investing across different national markets provided diversification in historical prices? | Global and cross-market comparison | Matrix | Catalogue #268 P2 | Sample |
| CMP-018 | Conflicting peer valuation rankings across methods Is a seemingly cheap peer cheap only on earnings multiples, and expensive on cash flow or enterprise value? | Peer comparison | Matrix | Catalogue #299 P2 | Sample |
| CMP-050 | Peer multi-factor weight sensitivity How does the stock ranking change if I favor growth, value or financial safety? | Peer comparison | Matrix | Catalogue #301 P2 | Sample |
| SCR-013 | Screening criteria conflicts and empty-result diagnosis Why are there zero screening results: do the criteria contradict each other, does the current market have no overlap, or is the data insufficient? | Screening and watchlists (examples) | Matrix | Catalogue #316 P2 | Sample |
| VAL-028 | Revenue and margin valuation matrix How much revenue and net margin are needed to reach my target share price? | Valuation | Matrix | Catalogue #320 P2 | Sample |
| PRT-021 | Holdings correlation matrix Which holdings' prices often move in the same direction? | Portfolio (example holdings) | Matrix | Catalogue #323 P2 | Sample |
| SCR-027 | Profitable growth company screen Which companies are sustaining growth, earnings and positive operating cash flow at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #326 P2 | Sample |
| SCR-030 | High-dividend risk review Which high-dividend candidates also show earnings or cash flow pressure? | Screening and watchlists (examples) | Matrix | Catalogue #327 P2 | Sample |
| QNT-044 | Strategy correlation matrix Are multiple strategies merely repeating the same risk? | Quant strategies and backtests | Matrix | Catalogue #358 P2 | Sample |
| QNT-049 | Strategy signal agreement and conflict Do multiple strategies agree today on the same stock? | Quant strategies and backtests | Matrix | Catalogue #360 P2 | Sample |
| MAC-020 | Economic data momentum matrix Are the main economic indicators for the same country improving? | Macro, FX and crypto assets | Matrix | Catalogue #375 P2 | Sample |
| DIV-038 | Dividend withholding tax assumption sensitivity How much would different withholding tax assumptions change my annual spendable income? | Dividends and shareholder returns | Matrix | Catalogue #402 P2 | Sample |
| OPT-029 | Custom multi-leg expiry scenario table What are the gains and losses of a self-selected options combination at different expiry prices? | US options | Matrix | Catalogue #490 P2 | Sample |
| VAL-040 | Cash burn and post-financing valuation If a loss-making company needs to raise funds, how much could its current valuation be diluted? | Valuation | Matrix | Catalogue #535 P3 | Sample |
| OPT-017 | Option Greeks comparison table Which contract is most sensitive to share price, time or IV? | US options | Matrix | Catalogue #575 P3 | 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.