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 |
|---|---|---|---|---|---|
| MKT-001 | Single-stock market overview How have the share price, range and trading volume changed today? | Market and price performance | Candlestick | Catalogue #1 P0 | Sample |
| 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 |
| PRT-001 | One-page portfolio overview What do my assets, holdings gains and losses, and risk look like overall right now? | Portfolio (example holdings) | Multi-series | Catalogue #3 P0 | Sample |
| MKT-002 | Interactive candlesticks and trading volume How do prices form their highs, lows and closes on each trading day? | Market and price performance | Candlestick | Catalogue #4 P0 | Sample |
| MKT-005 | Daily gainers and losers ranking Which stocks in the same market moved the most today? | Market and price performance | Bar | Catalogue #5 P0 | Sample |
| VOL-001 | Unusual trading volume ranking Which stocks saw an unusual increase in trading volume today? | Volume and liquidity | Bar | Catalogue #6 P0 | Sample |
| TEC-001 | Moving average trends and crossovers Are the short-, medium- and long-term trends currently aligned? | Technical analysis | Line | Catalogue #7 P0 | Sample |
| MKT-004 | Normalized total return trends for multiple stocks Measured from the same starting point, which of several stocks outperforms? | Market and price performance | Line | Catalogue #8 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 |
| DIV-001 | Upcoming ex-dividend calendar Which watched stocks are going ex-dividend soon and need their dividend payment details checked first? | Dividends and shareholder returns | Calendar | Catalogue #10 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 |
| GLB-001 | Global market close overview How did the major global equity markets perform on their latest full trading day? | Global and cross-market comparison | Heatmap | Catalogue #12 P0 | Sample |
| PRT-002 | Portfolio net asset value trend How much of the account's asset growth comes from capital contributed and how much from investment performance? | Portfolio (example holdings) | Line | Catalogue #13 P0 | Sample |
| PRT-003 | Today's holdings profit and loss ranking Which holdings made or lost the account the most today? | Portfolio (example holdings) | Bar | Catalogue #14 P0 | Sample |
| PRT-005 | Unrealized gain/loss on holdings Is each open position currently ahead of or behind its actual cost? | Portfolio (example holdings) | Bar | Catalogue #15 P0 | Sample |
| SEC-001 | Market-wide sector performance heatmap Which sectors were strong and which were weak today, and are the gains and losses concentrated? | Sectors and market breadth | Heatmap | Catalogue #16 P0 | Sample |
| VAL-001 | Latest company valuation overview Based on the latest available earnings, revenue and assets, where does the current share price look expensive? | Valuation | Multi-series | Catalogue #17 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 |
| CMP-002 | Peer total return comparison including dividends Among similar companies, which one has truly built more wealth for shareholders? | Peer comparison | Line | Catalogue #20 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 |
| DIV-010 | Estimated annual dividend income from personal holdings How much annual income could the stocks I hold generate under known dividend assumptions? | Dividends and shareholder returns | Bar | Catalogue #22 P0 | Sample |
| DIV-011 | Expected monthly dividend cash flow for personal holdings Based on the payment dates confirmed by companies, in which months do I expect to receive cash from my holdings? | Dividends and shareholder returns | Bar | Catalogue #23 P0 | Sample |
| PRT-006 | Portfolio versus benchmark return After removing the effect of deposits and withdrawals, has my investment performance beaten the benchmark? | Portfolio (example holdings) | Line | Catalogue #24 P0 | 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.