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.

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Showing 25–48 of 184

ID Title and research question Category Chart Priority Data
ETF_OPTION_INCOME-02 Distribution rate and long-term market price change Option-income ETFs Multi-series Workbench #2 P0 Sample
INSURANCE-02 Premium and underwriting profit growth Insurance stocks Multi-series Workbench #2 P0 Sample
MUTUAL_FUND-02 Historical fund value and performance including distributions Mutual funds Line Workbench #2 P0 Sample
REIT-02 Distribution per unit and annual growth REITs Bar Workbench #2 P0 Sample
STOCK_HK-02 Core earnings and cash flow conversion Hong Kong operating-company stocks Bar Workbench #2 P0 Sample
STOCK_US-02 Gross margin, operating margin and cash flow conversion US operating-company stocks Line Workbench #2 P0 Sample
commodities-02 Commodity gainers and losers ranking Commodity reference prices Bar Workbench #2 P0 Sample
crossasset_portfolio-02 Time-weighted, money-weighted and benchmark performance Cross-asset portfolio (example holdings) Line Workbench #2 P0 Sample
crypto_spot-02 Spot watchlist and size ranking Crypto spot Line Workbench #2 P0 Sample
fx_spot-02 Major cross rates and change matrix FX spot Matrix Workbench #2 P0 Sample
index_benchmark-02 Single-index trend and range Indices and benchmarks Range Workbench #2 P0 Sample
listed_options_us-02 Open interest distribution by strike price × expiry US-listed stock and ETF options Heatmap Workbench #2 P0 Sample
rates_credit_reference-02 Curve slope and inversion periods Rates and credit backdrop Range Workbench #2 P0 Sample
single_bonds-02 Yield x duration bond selection chart Individual government and corporate bonds Scatter Workbench #2 P0 Sample
BANK-03 Net interest income and interest income/expense Bank stocks Multi-series Workbench #3 P0 Sample
ETF_BOND-03 Coupon, YTM and distribution rate comparison Bond ETFs Bar Workbench #3 P0 Sample
ETF_COMMODITY-03 Tracking difference and market deviation Commodity ETFs and ETCs Line Workbench #3 P0 Sample
ETF_EQUITY-03 Top ten holdings and concentration Equity ETFs Bar Workbench #3 P0 Sample
ETF_LEVERAGED-03 Return distribution across holding periods Leveraged and inverse ETFs Heatmap Workbench #3 P0 Sample
ETF_OPTION_INCOME-03 Upside capture and downside capture Option-income ETFs Bar Workbench #3 P0 Sample
INSURANCE-03 P/B, ROE and book value growth Insurance stocks Scatter Workbench #3 P0 Sample
MUTUAL_FUND-03 Expense ratio and holding cost scenarios Mutual funds Bar Workbench #3 P0 Sample
REIT-03 AFFO payout ratio and safety margin REITs Line Workbench #3 P0 Sample
STOCK_HK-03 Current P/E, P/B and peer profitability Hong Kong operating-company stocks Scatter Workbench #3 P0 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.