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 |
|---|---|---|---|---|---|
| GRW-006 | Operating margin and economies of scale As revenue grows, does the company's core operation become more efficient? | Growth and financial quality | Line | Catalogue #145 P1 | Sample |
| PRT-008 | Dividend income ledger How much in dividends and fund distributions did the portfolio actually receive? | Portfolio (example holdings) | Bar | Catalogue #146 P1 | Sample |
| SEC-009 | Median sector valuation How much do current valuations differ across sectors? | Sectors and market breadth | Bar | Catalogue #147 P1 | Sample |
| SEC-011 | Market-wide return distribution Are most stocks in the market making small moves today, or is there sharp divergence in the tails? | Sectors and market breadth | Histogram | Catalogue #148 P1 | Sample |
| MKT-003 | Pre-market research readiness board Before today's open, which watchlist stocks need their market data, event and personal research checks completed first? | Market and price performance | Table | Catalogue #149 P1 | Sample |
| ETF-012 | ETF distribution stability Have the fund's past distributions been stable or highly volatile? | ETFs and funds | Bar | Catalogue #150 P1 | Sample |
| GLB-011 | Global trading sessions and holidays When do the markets I follow open, and on which days are they closed for holidays? | Global and cross-market comparison | Calendar | Catalogue #151 P1 | Sample |
| GLB-020 | Global momentum research ranking Which markets stay stronger across multiple common observation windows? | Global and cross-market comparison | Table | Catalogue #152 P1 | Sample |
| SEC-014 | Share of the market near annual highs Is market strength spreading to more stocks near their highs? | Sectors and market breadth | Line | Catalogue #153 P1 | Sample |
| SEC-018 | Sector relative strength ranking How do sectors rank in performance relative to the same market benchmark? | Sectors and market breadth | Bar | Catalogue #154 P1 | Sample |
| CMP-042 | Peer pair correlation and diversification effect Does holding two companies together just double up on the same price risk? | Peer comparison | Matrix | Catalogue #155 P1 | Sample |
| DIV-009 | Historical dividend yield range Is the current dividend yield high relative to the company's own history? | Dividends and shareholder returns | Line | Catalogue #156 P1 | Sample |
| DIV-013 | Dividend reinvestment accumulation simulation If dividends are used to buy more of the same stock, how will the share count and assets accumulate? | Dividends and shareholder returns | Multi-series | Catalogue #157 P1 | Sample |
| DIV-040 | Reinvesting vs. taking cash comparison For the same stock, how much does long-term wealth differ between taking dividends as cash and reinvesting them? | Dividends and shareholder returns | Multi-series | Catalogue #158 P1 | Sample |
| DIV-041 | Contribution of price and dividends to holding return Does the return from holding this stock come mainly from price gains or from dividend income? | Dividends and shareholder returns | Stacked bar | Catalogue #159 P1 | Sample |
| DIV-042 | Forward dividend yield vs. actual trailing dividend yield Does the high forward yield shown by the data provider reflect recent dividend increases or special dividends? | Dividends and shareholder returns | Bar | Catalogue #160 P1 | Sample |
| ERN-003 | Earnings surprise leaderboard Which newly reporting companies beat analyst expectations by the most? | Earnings and expectations | Bar | Catalogue #161 P1 | Sample |
| ETF-004 | ETF yield and total return Does price decline in high-dividend ETFs offset the income? | ETFs and funds | Scatter | Catalogue #162 P1 | Sample |
| ETF-013 | ETF monthly return heatmap How are an ETF's monthly gains and losses distributed, and how do consecutive negative returns occur? | ETFs and funds | Heatmap | Catalogue #163 P1 | Sample |
| GLB-010 | Local-currency vs. HKD investment results How much do an overseas market's own gains or losses differ from the result after conversion to HKD? | Global and cross-market comparison | Waterfall | Catalogue #164 P1 | Sample |
| NEW-002 | Share price and news timeline What news appeared around share price turning points? | News and sentiment | Multi-series | Catalogue #165 P1 | Sample |
| NEW-003 | Daily market news digest card Which items should investors read first today? | News and sentiment | Multi-series | Catalogue #166 P1 | Sample |
| SCR-007 | Dividend and cash flow screen Which dividend-paying stocks also have observable cash flow support? | Screening and watchlists (examples) | Scatter | Catalogue #167 P1 | Sample |
| SEC-010 | Industry earnings growth map Which industries are showing improving reported earnings? | Sectors and market breadth | Heatmap | Catalogue #168 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.