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 |
|---|---|---|---|---|---|
| NEW-003 | Daily market news digest card Which items should investors read first today? | News and sentiment | Multi-series | Catalogue #166 P1 | Sample |
| GRW-028 | Cash burn acceleration Is the cash burn rate of loss-making companies getting worse? | Growth and financial quality | Multi-series | Catalogue #189 P1 | Sample |
| ETF-016 | ETF price return and distribution contribution How much of a fund's investment result comes from price changes and how much from distributions? | ETFs and funds | Multi-series | Catalogue #195 P1 | Sample |
| VAL-022 | Discounted cash flow valuation model Under my own growth and discount rate assumptions, what is the enterprise value? | Valuation | Multi-series | Catalogue #197 P1 | Sample |
| TEC-009 | KD stochastic oscillator Where does momentum place the price within its recent range? | Technical analysis | Multi-series | Catalogue #213 P2 | Sample |
| DIV-014 | Dividend yield on personal cost basis Relative to my actual cost, what return do current dividends represent? | Dividends and shareholder returns | Multi-series | Catalogue #237 P2 | Sample |
| MAC-036 | Crypto asset market overview What does the price and market capitalization landscape of available crypto assets look like? | Macro, FX and crypto assets | Multi-series | Catalogue #247 P2 | Sample |
| CMP-035 | Peer ROE comparison that removes the leverage illusion Does the company with the seemingly highest ROE owe it merely to a very small equity denominator? | Peer comparison | Multi-series | Catalogue #259 P2 | Sample |
| GRW-011 | DuPont ROE decomposition Does a high ROE come from high margins, high turnover or high leverage? | Growth and financial quality | Multi-series | Catalogue #260 P2 | Sample |
| GRW-036 | Share-based compensation burden How much of the company's revenue is converted into employee equity compensation cost? | Growth and financial quality | Multi-series | Catalogue #263 P2 | Sample |
| GRW-045 | Free cash flow stability Is the company's cash generation consistent, or concentrated in a few years? | Growth and financial quality | Multi-series | Catalogue #264 P2 | Sample |
| PRT-024 | Timeline of trades and holding changes When did I buy and sell, and how did my position size change afterwards? | Portfolio (example holdings) | Multi-series | Catalogue #270 P2 | Sample |
| DIV-025 | Increased borrowing and cash distributions Do dividend payments and equity distributions depend on new borrowing at the same time? | Dividends and shareholder returns | Multi-series | Catalogue #282 P2 | Sample |
| DIV-030 | Equity cash flow and actual dilution When a company spends cash to net repurchase equity, does shareholders' ownership percentage actually improve? | Dividends and shareholder returns | Multi-series | Catalogue #283 P2 | Sample |
| GRW-029 | Reliance on external financing Does the company need to keep raising money from capital markets to sustain its operations? | Growth and financial quality | Multi-series | Catalogue #286 P2 | Sample |
| VAL-020 | Growth-adjusted P/E ratio (PEG) Is a higher P/E ratio matched by usable earnings growth expectations? | Valuation | Multi-series | Catalogue #296 P2 | Sample |
| VAL-034 | Analyst support at high valuations Do high-multiple companies have broad or only limited analyst support? | Valuation | Multi-series | Catalogue #297 P2 | Sample |
| CMP-044 | Sources of peer valuation gaps Can the valuation gap between two similar businesses be explained by differences in growth or margins? | Peer comparison | Multi-series | Catalogue #300 P2 | Sample |
| FUN-016 | Accounts receivable vs revenue Is revenue growth accompanied by greater collection pressure? | Financial statements | Multi-series | Catalogue #308 P2 | Sample |
| GRW-007 | Net margin and non-operating factors Is the improvement in shareholder margin driven by factors outside operations? | Growth and financial quality | Multi-series | Catalogue #309 P2 | Sample |
| GRW-044 | Earnings stability Is the company's earning power prone to sharp swings over the cycle? | Growth and financial quality | Multi-series | Catalogue #314 P2 | Sample |
| VAL-005 | P/S ratio history Is the share price rise driven mainly by revenue growth or by a higher valuation per dollar of revenue? | Valuation | Multi-series | Catalogue #317 P2 | Sample |
| OPT-019 | Holdings Greeks dashboard What risks does the whole options position carry? | US options | Multi-series | Catalogue #330 P2 | Sample |
| DIV-008 | Net shareholder cash return yield Counting dividends and net equity cash distributions together, how much return does the market price correspond to? | Dividends and shareholder returns | Multi-series | Catalogue #338 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.