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 |
|---|---|---|---|---|---|
| VAL-027 | Custom target multiple valuation workbench If the company traded at the peer multiples I consider reasonable, what would the share price be? | Valuation | Table | Catalogue #191 P1 | Sample |
| MKT-044 | Price target watch alerts Which watched instruments have reached the price levels I set? | Market and price performance | Table | Catalogue #211 P2 | Sample |
| VOL-027 | Liquidity screening floor Can the watched instruments meet the preset trading activity requirement? | Volume and liquidity | Table | Catalogue #225 P2 | Sample |
| ETF-015 | ETF peer candidate ranking Which peer funds are low-cost candidates with acceptable historical risk? | ETFs and funds | Table | Catalogue #226 P2 | Sample |
| GLB-017 | Cross-listed security identity mapping Do tickers in different markets represent the same security or different share classes? | Global and cross-market comparison | Table | Catalogue #233 P2 | Sample |
| DIV-046 | Ex-dividend but not yet received dividends How much cash am I entitled to through dividends but have not yet received or reconciled? | Dividends and shareholder returns | Table | Catalogue #239 P2 | Sample |
| EVT-028 | Latest insider filings center Which stock transactions have executives and directors recently reported? | Corporate events and insiders | Table | Catalogue #242 P2 | Sample |
| NEW-009 | Negative coverage risk dashboard Which watched companies have negative news that needs verifying? | News and sentiment | Table | Catalogue #248 P2 | Sample |
| OPT-001 | US stock option chain overview How are options priced across strike prices for the same expiry date? | US options | Table | Catalogue #266 P2 | Sample |
| PRT-029 | Reconciliation of holdings market value with broker valuation How does my valuation differ from what my broker shows, and why? | Portfolio (example holdings) | Table | Catalogue #274 P2 | Sample |
| OPT-021 | Cash-secured put comparison What premium and purchase cost do different put strike prices offer? | US options | Table | Catalogue #332 P2 | Sample |
| QNT-004 | Strategy trade detail report What signal triggered each trade, and how much did it make or lose? | Quant strategies and backtests | Table | Catalogue #349 P2 | Sample |
| EVT-030 | Multiple insiders buying simultaneously Have several different insiders bought together recently? | Corporate events and insiders | Table | Catalogue #387 P2 | Sample |
| EVT-049 | Holdings corporate action to-do list Which dividends and share count adjustments on my holdings need to be reconciled? | Corporate events and insiders | Table | Catalogue #388 P2 | Sample |
| NEW-022 | Share price gap news review Was there traceable news before a large gap? | News and sentiment | Table | Catalogue #389 P2 | Sample |
| NEW-027 | Regulatory event news tracker What regulatory developments might companies be facing that remain to be verified? | News and sentiment | Table | Catalogue #390 P2 | Sample |
| SCR-038 | Volatility contraction candidates Which stocks have seen their recent price range narrow noticeably? | Screening and watchlists (examples) | Table | Catalogue #411 P2 | Sample |
| CMP-045 | Peer candidate similarity screen In what ways are the automatically selected peers actually similar, and are they worth placing in the same comparison table? | Peer comparison | Table | Catalogue #414 P2 | Sample |
| MKT-037 | Quote freshness dashboard Are the compared prices from the same point in time? | Market and price performance | Table | Catalogue #424 P2 | Sample |
| CMP-037 | Cross-market peer valuation basis alignment Can the valuations of peers in US stocks, Hong Kong stocks and other markets really be compared directly? | Peer comparison | Table | Catalogue #463 P2 | Sample |
| ERN-034 | Loss-to-profit results radar Which companies crossed the earnings zero line in the latest quarter? | Earnings and expectations | Table | Catalogue #472 P2 | Sample |
| NEW-010 | Deduplicated coverage log for the same event Are multiple articles actually about just one news event? | News and sentiment | Table | Catalogue #485 P2 | Sample |
| NEW-030 | M&A coverage progress board Is the M&A news a rumor or has it made clear progress? | News and sentiment | Table | Catalogue #487 P2 | Sample |
| SCR-033 | Insider open-market purchase screen Which US companies have verifiable records of insider open-market purchases? | Screening and watchlists (examples) | Table | Catalogue #515 P3 | 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.