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-023 | DCF sensitivity to discount rate and perpetual growth How sensitive is the valuation conclusion to the two most critical assumptions? | Valuation | Matrix | Catalogue #265 P2 | Sample |
| OPT-001 | US stock option chain overview How are options priced across strike prices for the same expiry date? | US options | Table | Catalogue #266 P2 | Sample |
| ERN-006 | Revenue and EPS dual-surprise quadrant Is an earnings beat also backed by revenue? | Earnings and expectations | Scatter | Catalogue #267 P2 | Sample |
| GLB-012 | Global equity market correlation matrix Has investing across different national markets provided diversification in historical prices? | Global and cross-market comparison | Matrix | Catalogue #268 P2 | Sample |
| GLB-014 | Global dividend market comparison Which markets have broader dividend payment and higher distribution yields? | Global and cross-market comparison | Scatter | Catalogue #269 P2 | Sample |
| PRT-024 | Timeline of trades and holding changes When did I buy and sell, and how did my position size change afterwards? | Portfolio (example holdings) | Multi-series | Catalogue #270 P2 | Sample |
| DIV-016 | Dividend payment frequency and cadence Does the company pay dividends on a steady quarterly cadence, or are they concentrated in one or two payments? | Dividends and shareholder returns | Calendar | Catalogue #271 P2 | Sample |
| PRT-022 | Rebalancing amount scenario How much would each asset class need to be adjusted to return to my target allocation? | Portfolio (example holdings) | Bar | Catalogue #272 P2 | Sample |
| PRT-023 | Savings goal progress Based on my current assets and the user's assumptions, how far am I from my goal? | Portfolio (example holdings) | Line | Catalogue #273 P2 | Sample |
| PRT-029 | Reconciliation of holdings market value with broker valuation How does my valuation differ from what my broker shows, and why? | Portfolio (example holdings) | Table | Catalogue #274 P2 | Sample |
| SCR-022 | Free cash flow yield screener Which companies with positive free cash flow look cheap relative to market capitalization? | Screening and watchlists (examples) | Bar | Catalogue #275 P2 | Sample |
| SCR-024 | Loss-to-profit turnaround screener Which companies have reported continuing earnings that turned from negative to positive? | Screening and watchlists (examples) | Bar | Catalogue #276 P2 | Sample |
| SCR-025 | Revenue growth acceleration screener Which companies have reported revenue growth rates that have risen consecutively? | Screening and watchlists (examples) | Line | Catalogue #277 P2 | Sample |
| SCR-028 | Earnings stability screener Which companies have had relatively steady past earnings, with fewer sharp swings? | Screening and watchlists (examples) | Bar | Catalogue #278 P2 | Sample |
| SCR-029 | Dividend growth record screener Which companies have a longer unbroken record of dividend per share increases? | Screening and watchlists (examples) | Bar | Catalogue #279 P2 | Sample |
| CMP-025 | Peer share-based compensation and dilution Whose employee equity compensation costs place a heavier burden on common shareholders? | Peer comparison | Scatter | Catalogue #280 P2 | Sample |
| CMP-028 | Peer interest costs and interest coverage At similar leverage, which companies are more exposed to a rise in financing costs? | Peer comparison | Scatter | Catalogue #281 P2 | Sample |
| DIV-025 | Increased borrowing and cash distributions Do dividend payments and equity distributions depend on new borrowing at the same time? | Dividends and shareholder returns | Multi-series | Catalogue #282 P2 | Sample |
| DIV-030 | Equity cash flow and actual dilution When a company spends cash to net repurchase equity, does shareholders' ownership percentage actually improve? | Dividends and shareholder returns | Multi-series | Catalogue #283 P2 | Sample |
| FUN-013 | Short-term and long-term debt maturity structure Is there noticeable refinancing pressure over the next year? | Financial statements | Stacked bar | Catalogue #284 P2 | Sample |
| GRW-013 | Cash flow accruals ratio Is the extent to which earnings exceed cash actually received continuing to widen? | Growth and financial quality | Line | Catalogue #285 P2 | Sample |
| GRW-029 | Reliance on external financing Does the company need to keep raising money from capital markets to sustain its operations? | Growth and financial quality | Multi-series | Catalogue #286 P2 | Sample |
| VAL-024 | Reverse DCF implied growth How much growth does the current share price require the company to deliver? | Valuation | Line | Catalogue #287 P2 | Sample |
| GLB-009 | Global annual returns table How do the winners and losers rotate across markets from year to year? | Global and cross-market comparison | Heatmap | Catalogue #288 P2 | 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.