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-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 |
| ETF-041 | ETFs and inflation purchasing power Have a fund's past returns offset price changes in a given region? | ETFs and funds | Line | Catalogue #842 P4 | Sample |
| ETF-043 | Is ETF correlation drifting? Have two ETFs that once complemented each other recently started moving up and down together? | ETFs and funds | Line | Catalogue #843 P4 | Sample |
| DIV-047 | Shift in peak dividend payment month Has the company recently moved its main dividend payment from one month to another? | Dividends and shareholder returns | Heatmap | Catalogue #844 P4 | Sample |
| ERN-033 | Single-stock price sensitivity to earnings surprises How sensitive is this company's share price to EPS surprises? | Earnings and expectations | Scatter | Catalogue #845 P4 | Sample |
| EVT-009 | Price reaction around dividend declarations How does the market react when a company announces a dividend increase or cut? | Corporate events and insiders | Line | Catalogue #846 P4 | Sample |
| EVT-037 | Price reaction after filing disclosure How does the share price move after insider purchase information is made public? | Corporate events and insiders | Line | Catalogue #847 P4 | Sample |
| MAC-005 | Yield curve change decomposition Is the change in bond yields mainly a parallel shift, a change in slope or a local distortion? | Macro, FX and crypto assets | Multi-series | Catalogue #848 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 |
| MAC-044 | Crypto tail-shock co-movement rate When one coin plunges, how often do other coins plunge at the same time? | Macro, FX and crypto assets | Matrix | Catalogue #850 P4 | Sample |
| MAC-048 | Macro regimes and historical asset returns How have assets performed under different annual growth and inflation combinations? | Macro, FX and crypto assets | Heatmap | Catalogue #851 P4 | Sample |
| OPT-032 | Gamma open interest distribution model Which strike prices carry the largest gamma sensitivity? | US options | Bar | Catalogue #852 P4 | Sample |
| OPT-033 | Max pain hypothetical chart If expiry payouts are calculated using only current open interest, at which price is the total lowest? | US options | Line | Catalogue #853 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 |
| PRT-041 | Trade hit rate and profit/loss ratio For closed investment trades, how often do they make money, and how large are the gains and losses? | Portfolio (example holdings) | Scatter | Catalogue #855 P4 | Sample |
| PRT-045 | Portfolio deviation risk versus benchmark Are my active holdings diverging further from the benchmark? | Portfolio (example holdings) | Multi-series | Catalogue #856 P4 | Sample |
| PRT-048 | Risk change after reducing a position If a concentrated position is reduced, how do the allocation and historical volatility estimate change? | Portfolio (example holdings) | Multi-series | Catalogue #857 P4 | Sample |
| SCR-043 | Working capital stress candidates Which companies have receivables or inventory growing faster than revenue? | Screening and watchlists (examples) | Scatter | Catalogue #858 P4 | Sample |
| SCR-050 | Research list version comparison Which candidates do the lists from two screening methods share, and which are unique to each? | Screening and watchlists (examples) | Matrix | Catalogue #859 P4 | Sample |
| GLB-044 | Global market closure and stale quote check Is a flat price on screen a real absence of change, or is the market simply not open? | Global and cross-market comparison | Table | Catalogue #860 P4 | Sample |
| SEC-043 | Industry distribution of negative shareholders' equity Which industries more often show negative shareholders' equity and need a different valuation interpretation? | Sectors and market breadth | Bar | Catalogue #861 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 |
| ERN-039 | Lag from fiscal period end to announcement Which companies take longer to report results? | Earnings and expectations | Range | Catalogue #863 P4 | Sample |
| ERN-050 | Results update review checklist After release, which core figures are still awaiting an update? | Earnings and expectations | Table | Catalogue #864 P4 | 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.