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-001 | One-page portfolio overview What do my assets, holdings gains and losses, and risk look like overall right now? | Portfolio (example holdings) | Multi-series | Catalogue #3 P0 | Sample |
| VAL-001 | Latest company valuation overview Based on the latest available earnings, revenue and assets, where does the current share price look expensive? | Valuation | Multi-series | Catalogue #17 P0 | Sample |
| TEC-003 | MACD momentum turning points Is medium-term momentum strengthening or weakening? | Technical analysis | Multi-series | Catalogue #36 P0 | Sample |
| TEC-011 | Breakouts and volume confirmation Is a price breakout accompanied by unusual trading activity? | Technical analysis | Multi-series | Catalogue #41 P0 | Sample |
| VOL-002 | Price and volume confirmation chart Is the price direction backed by trading volume? | Volume and liquidity | Multi-series | Catalogue #42 P0 | Sample |
| VAL-032 | Analyst target price versus current price gap How far is the current share price from the data provider's average analyst target? | Valuation | Multi-series | Catalogue #49 P0 | Sample |
| FUN-001 | Company financials at a glance Do the company's revenue, earnings, cash and debt jointly support the investment thesis? | Financial statements | Multi-series | Catalogue #50 P0 | Sample |
| GRW-001 | Growth and financial quality overview While the company is growing, has the quality of earnings, cash and the balance sheet deteriorated? | Growth and financial quality | Multi-series | Catalogue #51 P1 | Sample |
| GLB-003 | Hong Kong versus US market comparison How do the Hong Kong and US markets differ in valuation, trend and risk? | Global and cross-market comparison | Multi-series | Catalogue #63 P1 | Sample |
| GRW-048 | Forward growth and estimate revisions Is analyst-expected growth improving or deteriorating across the board? | Growth and financial quality | Multi-series | Catalogue #64 P1 | Sample |
| FUN-002 | Revenue and net income dual-axis trend Is business growth translating into shareholder earnings? | Financial statements | Multi-series | Catalogue #73 P1 | Sample |
| ERN-002 | Single-stock earnings one-page overview By how much did the latest results beat expectations, and how did the market react? | Earnings and expectations | Multi-series | Catalogue #90 P1 | Sample |
| MAC-001 | Global macro markets overview How are equities, exchange rates, bond yields and crypto markets moving together today? | Macro, FX and crypto assets | Multi-series | Catalogue #93 P1 | Sample |
| DIV-005 | Earnings dividend coverage Does the current dividend consume most of common earnings? | Dividends and shareholder returns | Multi-series | Catalogue #107 P1 | Sample |
| DIV-006 | Free cash flow dividend cover Can the company's actual cash flow keep funding its current dividend? | Dividends and shareholder returns | Multi-series | Catalogue #108 P1 | Sample |
| GRW-002 | Revenue growth acceleration and deceleration Is the company's growth merely still positive, or is it accelerating? | Growth and financial quality | Multi-series | Catalogue #110 P1 | Sample |
| GRW-003 | Earnings growth acceleration and inflection points Is the earnings improvement continuing to accelerate, or nearing a peak? | Growth and financial quality | Multi-series | Catalogue #111 P1 | Sample |
| VAL-007 | Enterprise value to EBITDA multiple After accounting for debt, is the valuation of the company's cash earnings reasonable? | Valuation | Multi-series | Catalogue #120 P1 | Sample |
| VAL-009 | Free cash flow yield How strong a cash-generation base does the current valuation provide? | Valuation | Multi-series | Catalogue #121 P1 | Sample |
| PRT-018 | Personal money-weighted return Taking into account when I actually deposited and withdrew money, how much did my capital really earn? | Portfolio (example holdings) | Multi-series | Catalogue #123 P1 | Sample |
| QNT-001 | Strategy backtest performance overview Are the strategy's returns, drawdowns and after-cost results reasonable? | Quant strategies and backtests | Multi-series | Catalogue #126 P1 | Sample |
| DIV-013 | Dividend reinvestment accumulation simulation If dividends are used to buy more of the same stock, how will the share count and assets accumulate? | Dividends and shareholder returns | Multi-series | Catalogue #157 P1 | Sample |
| DIV-040 | Reinvesting vs. taking cash comparison For the same stock, how much does long-term wealth differ between taking dividends as cash and reinvesting them? | Dividends and shareholder returns | Multi-series | Catalogue #158 P1 | Sample |
| NEW-002 | Share price and news timeline What news appeared around share price turning points? | News and sentiment | Multi-series | Catalogue #165 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.