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Report and Chart Library

Posted: Nov 18, 2015

The Report and Chart Library user manual was published in 2002. The manual consists of three introductory sections: The Report Library; Excel Templates; and The Chart Library. Each section is made up of chapters. In all, the manual consists of over 40 sections or chapters where each chapter and section is a PDF document. The manual's table of contents is a separate PDF, as well. The manual does not include an index. However, you can use the Table of Contents to identify topics in the manual, and the Adobe search function to locate a topic in a specific section or chapter.


Cover Page

Table of Contents

The Report Library (Pages 1 to 6)

  • Chapter 1 - Balance Sheet Report (Pages 17 to 28)
  • Chapter 2 - Cash Flow Statements (Pages 29 to 40)
  • Chapter 4 - Common Size Statements (Pages 51 to 56)
  • Chapter 6 - Credit Analysis Report (Pages 67 to 72)
  • Chapter 8 - Financial Services Report (Pages 89 to 96)
  • Chapter 9 - Float Shares Report (Pages 97 to 100)
  • Chapter 10 - Geographic Areas Report (Pages 101 to 106)
  • Chapter 12 - Insider Trading Report(Pages 121 to 124)
  • Chapter 13 - Institutional Holdings Report (Pages 125 to 128)
  • Chapter 14 - Line of Business ReportChart (Pages 129 to 140)
  • Chapter 16 - Miscellaneous ReportChart (Pages 151 to 160)
  • Chapter 17 - Ratio Report and Models (Pages 161 to 172)
  • Chapter 19 - Sector & Industry Report (Pages 179 to 190)
  • Chapter 20 - Short Interest Report (Pages 191 to 194)
  • Chapter 21 - Transfer Pricing Report (Pages 195 to 208)

Excel Templates (Pages 231 to 236)

  • Chapter 24 - Company Fundamental Analysis Templates (Pages 237 to 244)
  • Chapter 25 - Backtest Building Tools (Pages 237 to 244)
  • Chapter 26 - Backtest Model Templates (Pages 251 to 260)
  • Chapter 28 - Debt Analysis Templates (Pages 275 to 286)
  • Chapter 29 - Detailed Fundamental Templates (Pages 287 to 294)
  • Chapter 30 - Import Data to Research Insight (Pages 295 to 296)
  • Chapter 31 - Insider and Institutional Templates (Pages 297 to 300)
  • Chapter 32 - Market Charting and Performance Summary Templates (Pages 301 to 308)
  • Chapter 33 - Miscellaneous Templates (Pages 309 to 312)
  • Chapter 34 - Multiple Regression Template (Pages 313 to 314)
  • Chapter 35 - Portfolio Analysis Templates (Pages 315 to 322)
  • Chapter 36 - Snapshot Company Overview Templates (Pages 323 to 330)
  • Chapter 37 - Transfer Pricing Templates (Pages 331 to 336)
  • Chapter 38 - Valuation/Estimates Templates (Pages 337 to 356)

The Chart Library (Pages 357 to 364)

  • Chapter 39 - Charts in the Fundamental Folder (Pages 365 to 370)
  • Chapter 40 - Charts in the Line of Business Folder (Pages 371 to 374)
  • Chapter 41 - Charts in the Market Folder (Pages 375 to 386)
  • Chapter 42 - Charts in the Peer Folder (Pages 387 to 394)
  • Chapter 43 - Charts in the Pricing Folder (Pages 395 to 411)

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