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-024 | Sustainable dividend growth assumption At the current payout ratio, how fast can internally generated capital support growth? | Dividends and shareholder returns | Multi-series | Catalogue #583 P3 | Sample |
| DIV-044 | Dividend amount volatility Does the company's dividend income tend to swing up and down? | Dividends and shareholder returns | Multi-series | Catalogue #584 P3 | Sample |
| FUN-018 | Accounts payable and purchasing funding Does the cash improvement depend on delaying payments to suppliers? | Financial statements | Multi-series | Catalogue #585 P3 | Sample |
| FUN-021 | R&D investment history Does the company keep investing in future products and technology? | Financial statements | Multi-series | Catalogue #586 P3 | Sample |
| FUN-025 | Income tax expense and effective tax rate Is the improvement in net income just a one-off low tax charge? | Financial statements | Multi-series | Catalogue #587 P3 | Sample |
| FUN-033 | Deferred revenue vs. recognized revenue Do customer prepayments support future revenue recognition? | Financial statements | Multi-series | Catalogue #588 P3 | Sample |
| VAL-015 | Operating cash flow valuation When accounting earnings are less stable, how does the market price operating cash generation? | Valuation | Multi-series | Catalogue #591 P3 | Sample |
| QNT-031 | Profit factor and expectancy What is the average economic value of each trade? | Quant strategies and backtests | Multi-series | Catalogue #610 P3 | Sample |
| RSK-050 | Extreme stress replay scenario What happens if past stress periods are replayed on a given portfolio? | Risk and drawdown | Multi-series | Catalogue #628 P3 | Sample |
| TEC-023 | Aroon trend refresh speed Are recent highs or lows being renewed persistently? | Technical analysis | Multi-series | Catalogue #698 P3 | Sample |
| VOL-050 | Monthly liquidity watch report Has trading activity of watched instruments deteriorated over the whole month? | Volume and liquidity | Multi-series | Catalogue #720 P3 | Sample |
| EVT-045 | Ownership concentration and data staleness How much does the conclusion about large institutions' concentrated holdings depend on stale data? | Corporate events and insiders | Multi-series | Catalogue #744 P3 | Sample |
| DIV-032 | Share issuance funding alongside dividend payments Is the company raising funds from investors while also paying dividends? | Dividends and shareholder returns | Multi-series | Catalogue #759 P3 | Sample |
| FUN-023 | Depreciation, amortization and asset consumption Is the consumption of book assets reflected in earnings and investment? | Financial statements | Multi-series | Catalogue #760 P3 | Sample |
| FUN-030 | Retained earnings accumulation and distribution Is the money earned over the years staying in the company as shareholder capital? | Financial statements | Multi-series | Catalogue #763 P3 | Sample |
| FUN-032 | Fixed assets: gross value, net value and depreciation Are the company's productive assets expanding or ageing? | Financial statements | Multi-series | Catalogue #764 P3 | Sample |
| VAL-019 | Earnings valuation excluding net cash After stripping out excess cash, what is the market paying for operating earnings? | Valuation | Multi-series | Catalogue #768 P3 | Sample |
| VAL-021 | PEGY including dividends Are mature dividend-paying companies overlooked by the growth-only PEG? | Valuation | Multi-series | Catalogue #785 P3 | Sample |
| GRW-038 | Reinvestment efficiency of retained earnings Are earnings retained over several years followed by higher future earnings? | Growth and financial quality | Multi-series | Catalogue #805 P4 | Sample |
| VAL-026 | Residual income valuation By how much must a company's future ROE exceed its cost of equity to support its price-to-book ratio? | Valuation | Multi-series | Catalogue #806 P4 | Sample |
| ETF-050 | ETF volume anomalies and events When a fund's trading volume suddenly jumps, is it close to a distribution or market event? | ETFs and funds | Multi-series | Catalogue #808 P4 | Sample |
| MAC-005 | Yield curve change decomposition Is the change in bond yields mainly a parallel shift, a change in slope or a local distortion? | Macro, FX and crypto assets | Multi-series | Catalogue #848 P4 | Sample |
| PRT-045 | Portfolio deviation risk versus benchmark Are my active holdings diverging further from the benchmark? | Portfolio (example holdings) | Multi-series | Catalogue #856 P4 | Sample |
| PRT-048 | Risk change after reducing a position If a concentrated position is reduced, how do the allocation and historical volatility estimate change? | Portfolio (example holdings) | Multi-series | Catalogue #857 P4 | 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.