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-032 | Analyst target price versus current price gap How far is the current share price from the data provider's average analyst target? | Valuation | Multi-series | Catalogue #49 P0 | Sample |
| FUN-001 | Company financials at a glance Do the company's revenue, earnings, cash and debt jointly support the investment thesis? | Financial statements | Multi-series | Catalogue #50 P0 | Sample |
| GRW-001 | Growth and financial quality overview While the company is growing, has the quality of earnings, cash and the balance sheet deteriorated? | Growth and financial quality | Multi-series | Catalogue #51 P1 | Sample |
| SCR-011 | Watchlist threshold change alerts Which stocks have just met the price, valuation or risk conditions I set? | Screening and watchlists (examples) | Table | Catalogue #52 P1 | Sample |
| SCR-015 | Watchlist news and moves What recent sourced news is there on the companies I follow? | Screening and watchlists (examples) | Table | Catalogue #53 P1 | Sample |
| SCR-016 | New-high persistence screen Which stocks making new highs are not just a one-day standout? | Screening and watchlists (examples) | Bar | Catalogue #54 P1 | Sample |
| SCR-017 | Long-term trend turn-up list Which stocks have just moved from below to above their long-term moving average? | Screening and watchlists (examples) | Table | Catalogue #55 P1 | Sample |
| SEC-003 | Market advancers and decliners Is the index move supported by most stocks? | Sectors and market breadth | Stacked bar | Catalogue #56 P1 | Sample |
| PRT-011 | Closed-position profit and loss report How much profit or loss did completed trades actually generate? | Portfolio (example holdings) | Table | Catalogue #57 P1 | Sample |
| PRT-015 | Portfolio quote currency breakdown How much of my book assets are denominated in different currencies? | Portfolio (example holdings) | Donut | Catalogue #58 P1 | Sample |
| VAL-002 | P/E ratio history and range Where does current earnings pricing stand relative to the company's own usable history? | Valuation | Line | Catalogue #59 P1 | Sample |
| CMP-020 | Peer earnings estimate revision breadth How many companies in the sector have recently been receiving upward earnings estimate revisions? | Peer comparison | Bar | Catalogue #60 P1 | Sample |
| CMP-049 | Latest peer financial statement updates Among companies in this industry that have just reported results, whose changes deserve a look first? | Peer comparison | Table | Catalogue #61 P1 | Sample |
| DIV-015 | Dividend cut and suspension watchlist Which regular dividend payers have recently shown income changes that need review? | Dividends and shareholder returns | Table | Catalogue #62 P1 | Sample |
| GLB-003 | Hong Kong versus US market comparison How do the Hong Kong and US markets differ in valuation, trend and risk? | Global and cross-market comparison | Multi-series | Catalogue #63 P1 | Sample |
| GRW-048 | Forward growth and estimate revisions Is analyst-expected growth improving or deteriorating across the board? | Growth and financial quality | Multi-series | Catalogue #64 P1 | Sample |
| PRT-010 | Rebalancing drift alerts Which positions have weights outside the tolerance range you set? | Portfolio (example holdings) | Range | Catalogue #65 P1 | Sample |
| 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-019 | Portfolio underwater curve Excluding cash flows, how far below its historical high has my strategy been? | Portfolio (example holdings) | Area | Catalogue #67 P1 | Sample |
| SCR-009 | Value and quality cross-screen Which relatively low-valuation companies also have better asset and earnings quality? | Screening and watchlists (examples) | Scatter | Catalogue #68 P1 | Sample |
| SCR-010 | Growth versus valuation trade-off Which companies have earnings growth while their valuation is not in the most expensive range among peers? | Screening and watchlists (examples) | Scatter | Catalogue #69 P1 | Sample |
| VAL-003 | Gap between forward and trailing P/E Is the market already relying on a future earnings recovery to support the share price? | Valuation | Bar | Catalogue #70 P1 | Sample |
| SCR-018 | Uptrend pullback list Which stocks in a long-term uptrend are pulling back in the short term? | Screening and watchlists (examples) | Scatter | Catalogue #71 P1 | Sample |
| ETF-002 | ETF cumulative return race If the same starting capital is invested in different ETFs, how do the outcomes differ? | ETFs and funds | Line | Catalogue #72 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.