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 |
|---|---|---|---|---|---|
| FUN-036 | Financing cash flow structure Is the company returning cash to shareholders or raising money from outside markets? | Financial statements | Waterfall | Catalogue #527 P3 | Sample |
| PRT-038 | Impact of exchange rates on personal investments For the same asset accounted for in HKD, how much of the profit or loss comes from exchange rates? | Portfolio (example holdings) | Waterfall | Catalogue #551 P3 | Sample |
| FUN-035 | Breakdown of investing cash flow uses Is investing outflow mainly spent on physical assets or financial investments? | Financial statements | Waterfall | Catalogue #642 P3 | Sample |
| ERN-049 | Simultaneous re-rating of earnings and valuation Did the share price move come from earnings expectations or from the valuation multiple? | Earnings and expectations | Waterfall | Catalogue #645 P3 | Sample |
| PRT-037 | Historical crisis replay scenario How might valuation change if current holdings went through a past market episode again? | Portfolio (example holdings) | Waterfall | Catalogue #658 P3 | Sample |
| VAL-017 | Net current asset value discount Is the stock's market capitalization below current assets less all liabilities? | Valuation | Waterfall | Catalogue #679 P3 | Sample |
| FUN-027 | Allocation of earnings between parent and minority shareholders How much of consolidated earnings actually belongs to common shareholders? | Financial statements | Waterfall | Catalogue #761 P3 | Sample |
| FUN-039 | Bridge between net borrowings and debt balance Can the increase in debt be explained by cash borrowing flows? | Financial statements | Waterfall | Catalogue #765 P3 | Sample |
| ERN-046 | Earnings growth contribution in the reporting season Which companies are driving reported earnings growth in the industry? | Earnings and expectations | Waterfall | Catalogue #775 P3 | Sample |
| DIV-031 | Contribution of share count reduction to dividend per share Is a higher dividend per share due to a larger total payout or to the payout being spread over fewer shares? | Dividends and shareholder returns | Waterfall | Catalogue #803 P4 | Sample |
| MAC-012 | Nominal GDP growth decomposition How much of the growth in nominal economic output comes from real output rather than prices? | Macro, FX and crypto assets | Waterfall | Catalogue #830 P4 | Sample |
| PRT-043 | Sector allocation and stock selection attribution Does more of the excess return come from choosing the right sectors or from stock selection within sectors? | Portfolio (example holdings) | Waterfall | Catalogue #840 P4 | Sample |
| PRT-046 | Worst trading day P&L breakdown Which positions caused the portfolio's largest one-day loss? | Portfolio (example holdings) | Waterfall | Catalogue #841 P4 | Sample |
| MAC-038 | Crypto market cap change decomposition Is a rise in market cap driven by price moves or by a change in implied supply? | Macro, FX and crypto assets | Waterfall | Catalogue #849 P4 | Sample |
| OPT-042 | Daily option P&L sensitivity decomposition Which risk factors explain the price change from yesterday to today? | US options | Waterfall | Catalogue #854 P4 | Sample |
| ETF-045 | ETF concentrated holdings stress test If an ETF's largest holdings drop sharply, how large might the direct impact on the whole be? | ETFs and funds | Waterfall | Catalogue #862 P4 | Sample |
| ETF-047 | Observing changes in ETF holdings structure How has the fund's holdings structure changed since we began saving data? | ETFs and funds | Waterfall | Catalogue #923 P4 | Sample |
| EVT-025 | IPO fundraising plan revisions How much does the deal size change after a new listing revises its price or the number of shares offered? | Corporate events and insiders | Waterfall | Catalogue #930 P4 | Sample |
| ERN-047 | Quarterly EPS and full-year reconciliation Does the sum of quarterly EPS match the annual figure? | Earnings and expectations | Waterfall | Catalogue #944 P4 | Sample |
| EVT-039 | Option exercise and share sale event reconciliation Are an executive's option exercise and a same-day sale part of the same set of events? | Corporate events and insiders | Waterfall | Catalogue #972 P4 | Sample |
| EVT-018 | Dividend and split basis reconciliation Have historical dividends per share been correctly converted to the same share-count basis? | Corporate events and insiders | Waterfall | Catalogue #987 P4 | Sample |
| crossasset_portfolio-03 | Sources of realized, unrealized and income gains and losses | Cross-asset portfolio (example holdings) | Waterfall | Workbench #3 P0 | Sample |
| ETF_COMMODITY-05 | Return attribution: spot, roll and collateral | Commodity ETFs and ETCs | Waterfall | Workbench #5 P1 | Sample |
| crossasset_portfolio-06 | Local asset return and currency contribution | Cross-asset portfolio (example holdings) | Waterfall | Workbench #6 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.