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-009 | Free cash flow yield How strong a cash-generation base does the current valuation provide? | Valuation | Multi-series | Catalogue #121 P1 | Sample |
| VAL-010 | Valuation premium to peers How much more expensive is this company than similar companies, and is the premium worth researching further? | Valuation | Range | Catalogue #122 P1 | Sample |
| PRT-018 | Personal money-weighted return Taking into account when I actually deposited and withdrew money, how much did my capital really earn? | Portfolio (example holdings) | Multi-series | Catalogue #123 P1 | Sample |
| SCR-020 | Concurrent improvement in trend and financial statements Which stocks show an improving price trend and improving published financial statements at the same time? | Screening and watchlists (examples) | Matrix | Catalogue #124 P1 | Sample |
| SEC-006 | Sector leaders and laggards Which companies are driving or dragging down each sector's average performance? | Sectors and market breadth | Table | Catalogue #125 P1 | Sample |
| QNT-001 | Strategy backtest performance overview Are the strategy's returns, drawdowns and after-cost results reasonable? | Quant strategies and backtests | Multi-series | Catalogue #126 P1 | Sample |
| QNT-002 | Strategy vs buy-and-hold comparison Does the active rule add extra value? | Quant strategies and backtests | Line | Catalogue #127 P1 | Sample |
| QNT-006 | Strategy cost erosion waterfall How much of the gross return is eaten up by fees and slippage? | Quant strategies and backtests | Waterfall | Catalogue #128 P1 | Sample |
| QNT-007 | In-sample vs out-of-sample performance Does the strategy still work outside the sample it was designed on? | Quant strategies and backtests | Bar | Catalogue #129 P1 | Sample |
| RSK-002 | Risk-return scatter plot How much volatility must be taken on for the same return? | Risk and drawdown | Scatter | Catalogue #130 P1 | Sample |
| RSK-003 | Rolling volatility Has holding risk risen recently? | Risk and drawdown | Line | Catalogue #131 P1 | Sample |
| RSK-004 | Asset correlation matrix Do the assets held together actually rise and fall together? | Risk and drawdown | Matrix | Catalogue #132 P1 | Sample |
| RSK-005 | Beta market sensitivity How sensitive is the stock to market movements? | Risk and drawdown | Line | Catalogue #133 P1 | Sample |
| RSK-009 | Drawdown event comparison How does the latest market decline compare with the largest past declines? | Risk and drawdown | Bar | Catalogue #134 P1 | Sample |
| VAL-008 | Free cash flow multiple history Is the market paying an increasingly high price for cash-generating capacity? | Valuation | Line | Catalogue #135 P1 | Sample |
| DIV-003 | Dividend per share growth history Does the company keep increasing the cash paid on each share? | Dividends and shareholder returns | Bar | Catalogue #136 P1 | Sample |
| ETF-003 | ETF distribution calendar What are the next announced ETF ex-dividend and payment arrangements? | ETFs and funds | Calendar | Catalogue #137 P1 | Sample |
| ETF-006 | ETF maximum drawdown comparison Which ETFs suffered larger declines over the selected period? | ETFs and funds | Bar | Catalogue #138 P1 | Sample |
| ETF-008 | ETF top ten holdings concentration Is an ETF that looks diversified actually dominated by a few mega-cap companies? | ETFs and funds | Stacked bar | Catalogue #139 P1 | Sample |
| ETF-009 | ETF sector exposure comparison How do the sector allocations of the selected ETFs differ? | ETFs and funds | Stacked bar | Catalogue #140 P1 | Sample |
| ETF-010 | ETF regional exposure comparison Which regions are the assets of a global ETF actually concentrated in? | ETFs and funds | Stacked bar | Catalogue #141 P1 | Sample |
| GLB-007 | Cross-asset investment vehicle comparison How have stocks, bonds, gold and other tradable proxies performed in the past? | Global and cross-market comparison | Line | Catalogue #142 P1 | Sample |
| GLB-008 | Global market drawdown map Which markets are still far below their highs within the selected window? | Global and cross-market comparison | Bar | Catalogue #143 P1 | Sample |
| GRW-005 | Gross margin trend and changes Are the company's pricing, product mix or cost pressures improving? | Growth and financial quality | Line | Catalogue #144 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.