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-017 | Portfolio return attribution How much do price, dividends, exchange rates and fees each contribute to investment results? | Portfolio (example holdings) | Waterfall | Catalogue #97 P1 | Sample |
| SEC-005 | New highs and new lows count Which tail of the market, strength or weakness, is expanding? | Sectors and market breadth | Stacked bar | Catalogue #98 P1 | Sample |
| SEC-007 | Sector rotation quadrants Which sectors are shifting from weak to strong, or strong to weak, relative to the broader market? | Sectors and market breadth | Scatter | Catalogue #99 P1 | Sample |
| CMP-003 | Peer risk and return distribution Are higher-returning stocks simply taking on more volatility? | Peer comparison | Scatter | Catalogue #100 P1 | Sample |
| CMP-004 | Peer maximum drawdown and recovery speed When peers fall, which ones fall further or recover more slowly? | Peer comparison | Scatter | Catalogue #101 P1 | Sample |
| CMP-006 | Peer EV/S and operating margin Is a high revenue multiple supported by higher core profitability? | Peer comparison | Scatter | Catalogue #102 P1 | Sample |
| CMP-007 | Peer P/B and ROE Do richer book-value valuations come with higher returns on shareholders' capital? | Peer comparison | Scatter | Catalogue #103 P1 | Sample |
| CMP-008 | Peer EV/EBITDA and leverage Do cheap enterprise value multiples come with heavy debt? | Peer comparison | Scatter | Catalogue #104 P1 | Sample |
| CMP-010 | Peer growth and free cash flow margin Which companies can sustain growth and generate cash at the same time? | Peer comparison | Scatter | Catalogue #105 P1 | Sample |
| CMP-015 | Peer FCF yield and net debt When the cash yield looks attractive, how much capital structure risk comes with it? | Peer comparison | Scatter | Catalogue #106 P1 | Sample |
| DIV-005 | Earnings dividend coverage Does the current dividend consume most of common earnings? | Dividends and shareholder returns | Multi-series | Catalogue #107 P1 | Sample |
| DIV-006 | Free cash flow dividend cover Can the company's actual cash flow keep funding its current dividend? | Dividends and shareholder returns | Multi-series | Catalogue #108 P1 | Sample |
| FUN-010 | Operating cash flow to free cash flow How much distributable cash is actually left after sustaining investment? | Financial statements | Waterfall | Catalogue #109 P1 | Sample |
| GRW-002 | Revenue growth acceleration and deceleration Is the company's growth merely still positive, or is it accelerating? | Growth and financial quality | Multi-series | Catalogue #110 P1 | Sample |
| GRW-003 | Earnings growth acceleration and inflection points Is the earnings improvement continuing to accelerate, or nearing a peak? | Growth and financial quality | Multi-series | Catalogue #111 P1 | Sample |
| GRW-004 | Sources of earnings per share growth Is the rise in EPS coming from higher earnings or from a smaller share count? | Growth and financial quality | Waterfall | Catalogue #112 P1 | Sample |
| GRW-008 | Return on equity (ROE) How much earnings does the company generate per dollar of book shareholders' equity? | Growth and financial quality | Line | Catalogue #113 P1 | Sample |
| GRW-012 | Earnings cash conversion How much of the company's reported earnings consistently converts into operating cash? | Growth and financial quality | Line | Catalogue #114 P1 | Sample |
| GRW-024 | Net debt / EBITDA leverage How heavy is the company's net debt relative to its operating earnings? | Growth and financial quality | Line | Catalogue #115 P1 | Sample |
| GRW-025 | Interest coverage ratio Can operating earnings absorb the current interest expense? | Growth and financial quality | Line | Catalogue #116 P1 | Sample |
| GRW-027 | Cash runway of loss-making companies If the current cash burn rate stays unchanged, how long can the company's funds last? | Growth and financial quality | Bar | Catalogue #117 P1 | Sample |
| GRW-043 | Loss-to-profit milestones Has the company crossed the key thresholds in gross profit, operating earnings and cash flow? | Growth and financial quality | Matrix | Catalogue #118 P1 | Sample |
| PRT-009 | Portfolio asset allocation Does my allocation across stocks, bonds, funds and cash match my intended targets? | Portfolio (example holdings) | Stacked bar | Catalogue #119 P1 | Sample |
| VAL-007 | Enterprise value to EBITDA multiple After accounting for debt, is the valuation of the company's cash earnings reasonable? | Valuation | Multi-series | Catalogue #120 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.