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 |
|---|---|---|---|---|---|
| SCR-001 | Interactive stock screener table Which stocks meet my market, size, valuation and trading criteria all at once? | Screening and watchlists (examples) | Table | Catalogue #2 P0 | Sample |
| MKT-006 | Single-stock multi-period return card Do short-, medium- and long-term performance contradict each other? | Market and price performance | Table | Catalogue #9 P0 | Sample |
| SCR-002 | Watchlist daily overview Which changes in the stocks I follow are worth a closer look today? | Screening and watchlists (examples) | Table | Catalogue #11 P0 | Sample |
| ETF-001 | One-page ETF comparison How do several candidate ETFs differ in fees, returns and risk? | ETFs and funds | Table | Catalogue #18 P0 | Sample |
| CMP-001 | Peer comparison summary table When screening stocks within the same sector, which company has the edge on valuation, growth, earnings and risk? | Peer comparison | Table | Catalogue #19 P0 | Sample |
| DIV-002 | High dividend yield ranking Which dividend-paying stocks merit further research into their yield and sustainability? | Dividends and shareholder returns | Table | Catalogue #21 P0 | Sample |
| TEC-005 | Technical indicator overview Do the trend, momentum and volatility indicators contradict one another? | Technical analysis | Table | Catalogue #38 P0 | Sample |
| SCR-011 | Watchlist threshold change alerts Which stocks have just met the price, valuation or risk conditions I set? | Screening and watchlists (examples) | Table | Catalogue #52 P1 | Sample |
| SCR-015 | Watchlist news and moves What recent sourced news is there on the companies I follow? | Screening and watchlists (examples) | Table | Catalogue #53 P1 | Sample |
| SCR-017 | Long-term trend turn-up list Which stocks have just moved from below to above their long-term moving average? | Screening and watchlists (examples) | Table | Catalogue #55 P1 | Sample |
| PRT-011 | Closed-position profit and loss report How much profit or loss did completed trades actually generate? | Portfolio (example holdings) | Table | Catalogue #57 P1 | Sample |
| CMP-049 | Latest peer financial statement updates Among companies in this industry that have just reported results, whose changes deserve a look first? | Peer comparison | Table | Catalogue #61 P1 | Sample |
| DIV-015 | Dividend cut and suspension watchlist Which regular dividend payers have recently shown income changes that need review? | Dividends and shareholder returns | Table | Catalogue #62 P1 | Sample |
| SCR-008 | Price breakout research list Which stocks have just broken out of their recent range with trading volume support? | Screening and watchlists (examples) | Table | Catalogue #78 P1 | Sample |
| SCR-019 | Oversold list with fundamental exclusions Which weak-priced stocks remain after applying the fundamental criteria set? | Screening and watchlists (examples) | Table | Catalogue #81 P1 | Sample |
| SCR-003 | Screening intent versus criteria mapping When your own investment requirements are turned into screening criteria, which are clearly defined and which remain ambiguous? | Screening and watchlists (examples) | Table | Catalogue #85 P1 | Sample |
| NEW-001 | Watchlist stock news center What important news is there today for the companies on my watchlist? | News and sentiment | Table | Catalogue #94 P1 | Sample |
| SEC-006 | Sector leaders and laggards Which companies are driving or dragging down each sector's average performance? | Sectors and market breadth | Table | Catalogue #125 P1 | Sample |
| MKT-003 | Pre-market research readiness board Before today's open, which watchlist stocks need their market data, event and personal research checks completed first? | Market and price performance | Table | Catalogue #149 P1 | Sample |
| GLB-020 | Global momentum research ranking Which markets stay stronger across multiple common observation windows? | Global and cross-market comparison | Table | Catalogue #152 P1 | Sample |
| FUN-003 | Full income statement comparison At which cost line do profit changes mainly occur? | Financial statements | Table | Catalogue #174 P1 | Sample |
| FUN-004 | Full balance sheet comparison Is asset expansion being funded by higher debt or equity? | Financial statements | Table | Catalogue #175 P1 | Sample |
| FUN-005 | Full cash flow statement comparison Beyond earnings, where does the company actually receive and pay cash? | Financial statements | Table | Catalogue #176 P1 | Sample |
| CMP-041 | Peer price and financial statement change priority list Which companies show the largest simultaneous changes in share price and earnings updates and merit research first? | Peer comparison | Table | Catalogue #178 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.