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 |
|---|---|---|---|---|---|
| PRT-012 | Deposit and withdrawal waterfall Which external cash flows and investment factors explain the change in assets from start to end of the period? | Portfolio (example holdings) | Waterfall | Catalogue #66 P1 | Sample |
| PRT-017 | Portfolio return attribution How much do price, dividends, exchange rates and fees each contribute to investment results? | Portfolio (example holdings) | Waterfall | Catalogue #97 P1 | Sample |
| FUN-010 | Operating cash flow to free cash flow How much distributable cash is actually left after sustaining investment? | Financial statements | Waterfall | Catalogue #109 P1 | Sample |
| GRW-004 | Sources of earnings per share growth Is the rise in EPS coming from higher earnings or from a smaller share count? | Growth and financial quality | Waterfall | Catalogue #112 P1 | Sample |
| QNT-006 | Strategy cost erosion waterfall How much of the gross return is eaten up by fees and slippage? | Quant strategies and backtests | Waterfall | Catalogue #128 P1 | Sample |
| GLB-010 | Local-currency vs. HKD investment results How much do an overseas market's own gains or losses differ from the result after conversion to HKD? | Global and cross-market comparison | Waterfall | Catalogue #164 P1 | Sample |
| FUN-009 | Net income to operating cash flow bridge Why didn't reported earnings turn into the same amount of cash? | Financial statements | Waterfall | Catalogue #177 P1 | Sample |
| DIV-012 | Personal after-tax-and-fees dividend income detail Based on the withholding tax and fee assumptions I entered, how much dividend income do I actually keep? | Dividends and shareholder returns | Waterfall | Catalogue #185 P1 | Sample |
| DIV-039 | Personal dividend cut stress test If major holdings cut their dividends, how far short of my income target would I fall? | Dividends and shareholder returns | Waterfall | Catalogue #188 P1 | Sample |
| FUN-006 | Waterfall from revenue to net income Which costs ultimately absorb each hundred units of revenue? | Financial statements | Waterfall | Catalogue #230 P2 | Sample |
| MAC-015 | Currency decomposition of overseas stock returns How much of the home-currency gain comes from the stock and how much from the exchange rate? | Macro, FX and crypto assets | Waterfall | Catalogue #246 P2 | Sample |
| PRT-026 | Account fee drag How much do commissions, platform fees and financing costs eat into my results? | Portfolio (example holdings) | Waterfall | Catalogue #249 P2 | Sample |
| SCR-021 | Free cash flow turnaround screen Which companies have recently shifted from burning cash to generating free cash flow? | Screening and watchlists (examples) | Waterfall | Catalogue #295 P2 | Sample |
| DIV-004 | Sources of annual dividend increase Is the increase in annual dividends per share due to higher regular dividends, more dividend payments, or special dividends? | Dividends and shareholder returns | Waterfall | Catalogue #302 P2 | Sample |
| FUN-008 | Bridge from annual data to latest TTM How much has the business changed over the latest four quarters since the annual report? | Financial statements | Waterfall | Catalogue #305 P2 | Sample |
| VAL-013 | Bridge from market cap to enterprise value Why is there such a large gap between enterprise value and shareholder market cap? | Valuation | Waterfall | Catalogue #318 P2 | Sample |
| VAL-049 | Attribution of valuation contraction and market capitalization decline Is the market capitalization decline driven mainly by lower earnings or by a lower multiple the market is willing to pay? | Valuation | Waterfall | Catalogue #347 P2 | Sample |
| FUN-044 | Opening-to-closing cash balance waterfall Can the change in an account's cash be fully explained by the three activity types and exchange rates? | Financial statements | Waterfall | Catalogue #384 P2 | Sample |
| DIV-026 | Dividend support from cash reserves If FCF falls short, how much cash is a company drawing down to sustain its dividend? | Dividends and shareholder returns | Waterfall | Catalogue #400 P2 | Sample |
| DIV-034 | Impact of cross-currency dividend income After converting overseas dividends back into my base currency, how much of the growth comes from exchange rates? | Dividends and shareholder returns | Waterfall | Catalogue #401 P2 | Sample |
| DIV-049 | Dual cash needs: dividends and debt repayment Is the cash buffer sufficient to pay dividends and repay near-term debt at the same time? | Dividends and shareholder returns | Waterfall | Catalogue #464 P2 | Sample |
| ERN-041 | Progress toward the earnings threshold How far are this year's reported earnings from the full-year consensus? | Earnings and expectations | Waterfall | Catalogue #473 P2 | Sample |
| MAC-016 | Account-wide FX shock profit and loss scenarios If several foreign currencies move at the same time, how much would the account's converted value lose? | Macro, FX and crypto assets | Waterfall | Catalogue #480 P2 | Sample |
| FUN-026 | Reliance on non-operating gains and losses How much of current earnings comes from outside core operations? | Financial statements | Waterfall | Catalogue #526 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.