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 |
|---|---|---|---|---|---|
| FUN-002 | Revenue and net income dual-axis trend Is business growth translating into shareholder earnings? | Financial statements | Multi-series | Catalogue #73 P1 | Sample |
| GLB-004 | Major currency strength ranking Are different currencies appreciating or depreciating against my chosen accounting currency? | Global and cross-market comparison | Bar | Catalogue #74 P1 | Sample |
| GLB-005 | Global economic events calendar Which upcoming scheduled economic data releases could be a focus of market research? | Global and cross-market comparison | Calendar | Catalogue #75 P1 | Sample |
| PRT-014 | Holdings performance contribution Which instruments are driving most of the overall return? | Portfolio (example holdings) | Bar | Catalogue #76 P1 | Sample |
| SCR-006 | Upcoming results candidate list Which companies that meet my basic criteria are about to report results? | Screening and watchlists (examples) | Calendar | Catalogue #77 P1 | Sample |
| SCR-008 | Price breakout research list Which stocks have just broken out of their recent range with trading volume support? | Screening and watchlists (examples) | Table | Catalogue #78 P1 | Sample |
| SCR-012 | Step-by-step stock screening funnel How many candidates remain after each added criterion, and which criterion is the strictest? | Screening and watchlists (examples) | Bar | Catalogue #79 P1 | Sample |
| SCR-014 | Performance after watchlist addition After being added to the research list, how have the share price and the benchmark changed? | Screening and watchlists (examples) | Line | Catalogue #80 P1 | Sample |
| SCR-019 | Oversold list with fundamental exclusions Which weak-priced stocks remain after applying the fundamental criteria set? | Screening and watchlists (examples) | Table | Catalogue #81 P1 | Sample |
| SEC-002 | Sector cumulative performance comparison Have the recent market-leading sectors consistently kept their advantage? | Sectors and market breadth | Line | Catalogue #82 P1 | Sample |
| SEC-004 | Share of stocks above the 200-day moving average Is the improvement in the market's long-term trend broad enough across stocks? | Sectors and market breadth | Line | Catalogue #83 P1 | Sample |
| DIV-037 | Capital required for a dividend income target Under the specified yield scenarios, how much capital do I need to reach a monthly dividend income target? | Dividends and shareholder returns | Line | Catalogue #84 P1 | Sample |
| SCR-003 | Screening intent versus criteria mapping When your own investment requirements are turned into screening criteria, which are clearly defined and which remain ambiguous? | Screening and watchlists (examples) | Table | Catalogue #85 P1 | Sample |
| VAL-012 | Share price bands implied by different P/E ratios Holding earnings constant at the specified level, what price does each market multiple imply? | Valuation | Range | Catalogue #86 P1 | Sample |
| VAL-029 | Bull, base and bear valuation scenarios How wide is the valuation range when operating results and market pricing both change? | Valuation | Range | Catalogue #87 P1 | Sample |
| ERN-001 | This week's earnings calendar Which companies are about to report results? | Earnings and expectations | Calendar | Catalogue #88 P1 | Sample |
| CMP-017 | Peer price trend and fundamental growth Are companies with leading share prices also backed by revenue fundamentals? | Peer comparison | Scatter | Catalogue #89 P1 | Sample |
| ERN-002 | Single-stock earnings one-page overview By how much did the latest results beat expectations, and how did the market react? | Earnings and expectations | Multi-series | Catalogue #90 P1 | Sample |
| EVT-001 | Key corporate events calendar Which upcoming dates matter for the companies on my watchlist? | Corporate events and insiders | Calendar | Catalogue #91 P1 | Sample |
| GRW-047 | Earnings beat persistence Does the company repeatedly beat analyst expectations, or only occasionally? | Growth and financial quality | Bar | Catalogue #92 P1 | Sample |
| MAC-001 | Global macro markets overview How are equities, exchange rates, bond yields and crypto markets moving together today? | Macro, FX and crypto assets | Multi-series | Catalogue #93 P1 | Sample |
| NEW-001 | Watchlist stock news center What important news is there today for the companies on my watchlist? | News and sentiment | Table | Catalogue #94 P1 | Sample |
| PRT-007 | Portfolio monthly profit and loss table Which months performed best or worst, and do losses persist? | Portfolio (example holdings) | Heatmap | Catalogue #95 P1 | Sample |
| PRT-016 | Portfolio sector look-through Counting direct stock holdings plus ETFs, which sectors am I actually overweight? | Portfolio (example holdings) | Stacked bar | Catalogue #96 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.