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 |
|---|---|---|---|---|---|
| ERN-013 | Holdings earnings risk calendar What share of assets is held in companies reporting on the same day? | Earnings and expectations | Calendar | Catalogue #241 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 |
| GLB-006 | Global sector relative performance How much does stock performance in the same sector differ across regions? | Global and cross-market comparison | Heatmap | Catalogue #243 P2 | Sample |
| GLB-013 | Global equity market valuation snapshot What valuation range do covered companies in each market currently occupy? | Global and cross-market comparison | Range | Catalogue #244 P2 | Sample |
| MAC-011 | Currency cross-rate matrix What is the conversion rate between any two currencies? | Macro, FX and crypto assets | Matrix | Catalogue #245 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 |
| MAC-036 | Crypto asset market overview What does the price and market capitalization landscape of available crypto assets look like? | Macro, FX and crypto assets | Multi-series | Catalogue #247 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 |
| 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-004 | Research progress on candidate investments Of the companies that meet the criteria, which have completed the required research, and which still have key evidence to verify? | Screening and watchlists (examples) | Matrix | Catalogue #250 P2 | Sample |
| SCR-005 | Diversification constraints for a research shortlist Given a set number of candidates and a cap per sector, how can a more balanced research shortlist be built? | Screening and watchlists (examples) | Stacked bar | Catalogue #251 P2 | Sample |
| SEC-019 | Dispersion within sectors Does the sector average hide a large gap between winners and losers within it? | Sectors and market breadth | Range | Catalogue #252 P2 | Sample |
| SEC-020 | Trend breadth across large-, mid- and small-cap stocks Is the uptrend confined to large companies? | Sectors and market breadth | Heatmap | Catalogue #253 P2 | Sample |
| VAL-035 | Impact of the earnings estimate range on valuation How much can analysts' disagreement over earnings move the P/E ratio? | Valuation | Range | Catalogue #254 P2 | Sample |
| VAL-037 | Valuation change from earnings estimate revisions At an unchanged share price, how much have recent EPS downgrades pushed up the forward valuation? | Valuation | Line | Catalogue #255 P2 | Sample |
| ETF-020 | ETF participation in rising markets When the market rises, how much of the gain does the fund capture? | ETFs and funds | Scatter | Catalogue #256 P2 | Sample |
| CMP-026 | Peer working capital cycles Which competitors operate with a shorter cash cycle? | Peer comparison | Stacked bar | Catalogue #257 P2 | Sample |
| CMP-027 | Peer earnings and cash conversion At the same net margin, which company is better at turning earnings into cash? | Peer comparison | Scatter | Catalogue #258 P2 | Sample |
| CMP-035 | Peer ROE comparison that removes the leverage illusion Does the company with the seemingly highest ROE owe it merely to a very small equity denominator? | Peer comparison | Multi-series | Catalogue #259 P2 | Sample |
| GRW-011 | DuPont ROE decomposition Does a high ROE come from high margins, high turnover or high leverage? | Growth and financial quality | Multi-series | Catalogue #260 P2 | Sample |
| GRW-017 | Cash conversion cycle (CCC) How long is the company's cash tied up, from buying inventory to collecting cash from customers? | Growth and financial quality | Stacked bar | Catalogue #261 P2 | Sample |
| GRW-023 | Debt-to-equity ratio Relative to the capital that shareholders have committed, how much interest-bearing debt does the company use? | Growth and financial quality | Line | Catalogue #262 P2 | Sample |
| GRW-036 | Share-based compensation burden How much of the company's revenue is converted into employee equity compensation cost? | Growth and financial quality | Multi-series | Catalogue #263 P2 | Sample |
| GRW-045 | Free cash flow stability Is the company's cash generation consistent, or concentrated in a few years? | Growth and financial quality | Multi-series | Catalogue #264 P2 | 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.