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.

Showing 1–24 of 57

ID	Title and research question	Category	Chart	Priority	Data
SEC-003	Market advancers and decliners Is the index move supported by most stocks?	Sectors and market breadth	Stacked bar	Catalogue #56 P1	Sample
PRT-016	Portfolio sector look-through Counting direct stock holdings plus ETFs, which sectors am I actually overweight?	Portfolio (example holdings)	Stacked bar	Catalogue #96 P1	Sample
SEC-005	New highs and new lows count Which tail of the market, strength or weakness, is expanding?	Sectors and market breadth	Stacked bar	Catalogue #98 P1	Sample
PRT-009	Portfolio asset allocation Does my allocation across stocks, bonds, funds and cash match my intended targets?	Portfolio (example holdings)	Stacked bar	Catalogue #119 P1	Sample
ETF-008	ETF top ten holdings concentration Is an ETF that looks diversified actually dominated by a few mega-cap companies?	ETFs and funds	Stacked bar	Catalogue #139 P1	Sample
ETF-009	ETF sector exposure comparison How do the sector allocations of the selected ETFs differ?	ETFs and funds	Stacked bar	Catalogue #140 P1	Sample
ETF-010	ETF regional exposure comparison Which regions are the assets of a global ETF actually concentrated in?	ETFs and funds	Stacked bar	Catalogue #141 P1	Sample
DIV-041	Contribution of price and dividends to holding return Does the return from holding this stock come mainly from price gains or from dividend income?	Dividends and shareholder returns	Stacked bar	Catalogue #159 P1	Sample
SEC-012	Industry trading activity Which industries has market turnover recently concentrated in?	Sectors and market breadth	Stacked bar	Catalogue #181 P1	Sample
SEC-013	Trading activity in advancing vs. declining stocks Has recent trading been concentrated more in advancing or declining stocks?	Sectors and market breadth	Stacked bar	Catalogue #182 P1	Sample
SEC-016	Market concentration of mega-cap companies How much of the whole market's market capitalization is concentrated in the top few companies?	Sectors and market breadth	Stacked bar	Catalogue #190 P1	Sample
MKT-013	Overnight vs intraday return breakdown Is most of the return generated before the open or during the trading session?	Market and price performance	Stacked bar	Catalogue #199 P1	Sample
SCR-005	Diversification constraints for a research shortlist Given a set number of candidates and a cap per sector, how can a more balanced research shortlist be built?	Screening and watchlists (examples)	Stacked bar	Catalogue #251 P2	Sample
CMP-026	Peer working capital cycles Which competitors operate with a shorter cash cycle?	Peer comparison	Stacked bar	Catalogue #257 P2	Sample
GRW-017	Cash conversion cycle (CCC) How long is the company's cash tied up, from buying inventory to collecting cash from customers?	Growth and financial quality	Stacked bar	Catalogue #261 P2	Sample
FUN-013	Short-term and long-term debt maturity structure Is there noticeable refinancing pressure over the next year?	Financial statements	Stacked bar	Catalogue #284 P2	Sample
PRT-027	Multi-account consolidated view What is the combined exposure across different brokers and household investment accounts?	Portfolio (example holdings)	Stacked bar	Catalogue #294 P2	Sample
DIV-021	Regular vs special dividend split Does a company's seemingly high payout depend on occasional special distributions?	Dividends and shareholder returns	Stacked bar	Catalogue #303 P2	Sample
FUN-011	Company sources and uses of cash Is the company's expansion funded mainly by internally generated cash or external financing?	Financial statements	Stacked bar	Catalogue #306 P2	Sample
FUN-015	Working capital composition Is cash mainly tied up in inventory or receivables, or is it financed by suppliers?	Financial statements	Stacked bar	Catalogue #307 P2	Sample
DIV-007	Dividend and net equity cash flow distribution Does the company return capital mainly through dividends or net equity cash outflows?	Dividends and shareholder returns	Stacked bar	Catalogue #337 P2	Sample
FUN-012	Debt and shareholders' equity capital structure Is a company's funding mix tilted toward shareholder capital or borrowings?	Financial statements	Stacked bar	Catalogue #381 P2	Sample
FUN-014	Cash and realizable investment structure How much of a company's seemingly ample funds is genuinely cash?	Financial statements	Stacked bar	Catalogue #382 P2	Sample
FUN-019	Cost allocation per hundred of revenue Does the cost structure improve as scale expands?	Financial statements	Stacked bar	Catalogue #383 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.