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 |
|---|---|---|---|---|---|
| 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.