Grade My Investments Technology Observatory
GMI · TECHNOLOGY OBSERVATORY // ALL SYSTEMS NOMINAL
ENGINEERED BY LEOPARD DATA

Grade My Investments Report Documentation

Comprehensive documentation of all report types, file formats, and data structures generated by the Grade My Investments platform.

REPORT ECOSYSTEM
rendering diagram…
flowchart LR
    REG[(ReportDocumentation<br/>Registry)]:::sec
    subgraph PERSYM[Per-Symbol Reports]
        PS[symbol-report-SYMBOL<br/>12 worksheets<br/>xlsx - html - json]:::app
        HRI[How-to-Read<br/>index sheet]:::app
    end
    subgraph GLOBAL[Global Statistics]
        GC[globstats-combined<br/>9 tabs]:::data
        GT[globstats-target<br/>7 tabs]:::data
        GL[globstats-ListName<br/>9 tabs per list]:::data
    end
    subgraph MLCAT[ML Forecasts]
        MF[ml-forecasts<br/>6 tabs]:::svc
        MJ[ml-forecast-data<br/>json]:::ext
    end
    subgraph RAWCAT[Raw Data Exports]
        RJ[SYMBOL-raw-data<br/>json - 13 endpoints]:::ext
    end
    REG --> PS
    REG --> HRI
    REG --> GC
    PS --> GLOBAL
    MF --> MLCAT
classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;
Four report categories and their formats, worksheet counts, and shared ReportDocumentationRegistry that keeps tooltips consistent across surfaces.

Report Categories Overview

Grade My Investments Report Ecosystem

Grade My Investments generates four categories of output, each serving different analysis needs. All reports are generated in Excel, HTML, and JSON formats for maximum compatibility and usability.

Self-Documenting Reports

Every per-symbol Excel workbook ships with a "How to Read" index sheet that explains each tab and its key columns. Column-level tooltips inside each sheet are driven by a shared ReportDocumentationRegistry, so the in-app MetricHelpIcon tooltips, the Excel column tooltips, and this documentation site all draw from the same source. If a metric definition changes in the registry, every surface picks it up.

Per-Symbol Reports

Excel + HTML + JSON per stock, with 4 forward-projection sheets

7+ sheets / symbol
Global Statistics

Combined, target, and per-list analysis

Excel + HTML
ML Forecasts

ML.NET predictive analytics

Excel + HTML + JSON
Raw Data Exports

JSON per symbol + ML data

JSON files

Portfolio-Level Reports

Global Statistics Reports

Grade My Investments generates comprehensive portfolio-level reports that aggregate and analyze multiple securities simultaneously.

Purpose & Scope

The master portfolio report that combines analysis from all symbols across all selected symbol lists, providing a comprehensive view of the entire investment portfolio with trend analysis and growth rates.

Key Features
  • Combined Analysis: Portfolio percentages, total value, and growth percentages across all metrics
  • Trend Analysis: Revenue, equity, net income, cash flow, and debt trend tracking
  • Technical Analysis: All-time growth with charts per symbol
  • Projected Analysis: Growth projections using position data and sentiment scores
  • Comparative Analysis: Side-by-side comparison of all symbols in the job
Excel Worksheets (9 tabs)
Worksheet Content Key Metrics
CombinedAnalysis Master overview Symbol, Portfolio %, TotalValue, Revenue%, Technical%, Equity%, Net Income%, CashFlow%, Debt%
RevenueAnalysis Revenue trends Symbol, Revenue Growth%, YearsCount, Avg Per Year, Trend Increasing
TechnicalAnalysis Price action Symbol, All Time Growth%, Last 12 Months%, Avg Per Day/Year/Month (includes growth chart)
EquityAnalysis Equity trends Symbol, Equity Growth%, Years Count, Avg Per Year, Trend Increasing
NetIncomeAnalysis Net income trends Symbol, Net Income Growth%, Years Count, Avg Per Year, Trend Increasing
CashFlowAnalysis Cash flow trends Symbol, Cash Flow Growth%, Years Count, Avg Per Year, Trend Increasing
DebtAnalysis Debt trends Symbol, Debt Growth%, Years Count, Avg Per Year, Trend Increasing
MarketCapAnalysis Market cap comparison Symbol, Market Cap (includes market cap chart)
ProjectedAnalysis Growth projections Symbol, Position Value, Current Price, Sentiment Score, 3m/6m/12m/Year End Projections

Also generated as an HTML report (globstats-combined.html).

Purpose & Scope

A focused report providing comparative analysis across all symbols in the job, with the same trend analysis structure as the combined report but without the combined analysis overview tab.

Target Analysis Features
  • Revenue Trends: Growth percentage and year-over-year averages per symbol
  • Technical Analysis: All-time and 12-month growth rates with charts
  • Equity Analysis: Equity growth trends and direction
  • Cash Flow & Debt: Cash flow and debt trajectory analysis
  • Market Cap: Market capitalization comparison with chart
Excel Worksheets (7 tabs)
  • RevenueAnalysis - Revenue growth trends per symbol
  • TechnicalAnalysis - Price performance with growth chart
  • EquityAnalysis - Equity growth trends
  • NetIncomeAnalysis - Net income growth trends
  • CashFlowAnalysis - Cash flow growth trends
  • DebtAnalysis - Debt growth trends
  • MarketCapAnalysis - Market capitalization comparison

Also generated as an HTML report (globstats-target.html).

Purpose & Scope

One report is generated per symbol list selected in the job, allowing users to compare only the symbols within a specific list. Uses the same structure as the Global Stats Combined report.

Key Features
  • Per-List Comparison: Compare symbols within a specific portfolio or strategy grouping
  • Same 9-Tab Structure: CombinedAnalysis through ProjectedAnalysis, identical to the combined report
  • Custom Lists: Users create symbol lists for different portfolios, sectors, or strategies
  • Projected Analysis: Uses position data for personalized growth projections

Also generated as an HTML report (globstats-{ListName}.html).

Purpose & Scope

Machine learning predictive report powered by Microsoft ML.NET, providing time-series forecasts and anomaly detection across all symbols in the job.

ML Analysis Features
  • Revenue Forecasting: 4-period revenue predictions with confidence bounds
  • Debt Forecasting: Projected debt trajectory with upper/lower bounds
  • Cash Flow Forecasting: Future cash flow estimates with confidence intervals
  • Equity Forecasting: Equity growth predictions
  • Health Scores: Composite financial health scoring with anomaly detection
  • Sentiment Forecasting: Price-action-based sentiment projections
Excel Worksheets (6 tabs)
  • Revenue Forecast - Forecasted values with lower/upper confidence bounds
  • Debt Forecast - Debt trajectory predictions
  • CashFlow Forecast - Cash flow predictions
  • Equity Forecast - Equity growth predictions
  • Health Score - Health scores with anomaly flags and magnitudes
  • Sentiment Forecast - Sentiment-based predictions

Also generated as an HTML report and ml_forecast_data.json for programmatic access.

Per-Symbol Reports

Comprehensive Single-Company Analysis

Every stock symbol in a report job gets three files: an Excel report, an interactive HTML report, and a raw JSON data export. The reports are stored in batch subfolders within each symbol list's Reports folder.

Standard Excel Report Structure (12 worksheets per symbol)

Every individual stock report (symbol-report-{SYMBOL}.xlsx) follows a consistent multi-worksheet structure:

Worksheet Analysis Type Key Data Points
CompanyInfo Company snapshot Symbol, Company Name, Industry, Sector, Exchange, Country, Website, Description, CEO, Employees
HistoricalPrices Price history Date, Open, High, Low, Close, Adj Close, Volume
IncomeYearly Annual income statements Revenue, Cost of Revenue, Gross Profit, Operating Income, Net Income, EPS, EBITDA (with chart)
IncomeQuarterly Quarterly income statements Same as IncomeYearly with quarterly chart
BalanceYearly Annual balance sheets Total Liabilities, Total Equity, Cash, Current Assets, Current Liabilities, Long Term Debt, Total Debt
BalanceQuarterly Quarterly balance sheets Same as BalanceYearly
CashFlowYearly Annual cash flow Net Income, Operating/Investing/Financing Cash Flow, Free Cash Flow, CapEx, Net Change in Cash (with chart)
CashFlowQuarterly Quarterly cash flow Same as CashFlowYearly with quarterly chart
KeyMetrics Financial ratios Revenue Per Share, Net Income Per Share, Book Value Per Share, PE Ratio, Debt to Equity, ROE, ROA
AnalystRecommendations Analyst consensus Buy, Hold, Sell, Strong Buy, Strong Sell ratings
PriceTargets Analyst price targets Published Date, Analyst Name, Analyst Company, Price Target, Price When Posted
UpcomingEvents Earnings calendar Date, EPS, EPS Estimated, Revenue, Revenue Estimated, Fiscal Date Ending
Three Formats Per Symbol: Each stock also gets an interactive HTML report (symbol-report-{SYMBOL}.html) and a raw JSON export ({SYMBOL}_raw_data.json), stored alongside the Excel file.

Raw Data Export Files

Machine-Readable JSON Data

Each individual stock analysis includes a corresponding JSON file ({SYMBOL}_raw_data.json) containing the full serialized SymbolData object with all FMP API responses. The ML Forecasts report also exports an ml_forecast_data.json file.

Per-Symbol JSON Structure

The raw data JSON contains the complete data fetched from all 13 FMP endpoints:

{
  "HistoricalPrices": [ { "Date": "...", "Open": ..., "High": ..., "Low": ..., "Close": ..., "Volume": ... } ],
  "HistoricalDataDaily": [ ... ],
  "CompanyInformation": [ { "Symbol": "AAPL", "CompanyName": "Apple Inc.", "Industry": "...", "Sector": "...", ... } ],
  "BalanceSheetsYearly": [ { "Date": "...", "TotalLiabilities": ..., "TotalEquity": ..., "TotalDebt": ..., ... } ],
  "BalanceSheetsQuarterly": [ ... ],
  "CashFlowYearly": [ { "Date": "...", "NetIncome": ..., "OperatingCashFlow": ..., "FreeCashFlow": ..., ... } ],
  "CashFlowQuarterly": [ ... ],
  "IncomeStatementYearly": [ { "Date": "...", "Revenue": ..., "NetIncome": ..., "Eps": ..., "Ebitda": ..., ... } ],
  "IncomeStatementQuarterly": [ ... ],
  "KeyMetrics": [ { "Date": "...", "RevenuePerShare": ..., "PeRatio": ..., "DebtToEquity": ..., ... } ],
  "AnalystRecommendations": [ { "Date": "...", "AnalystRatingsBuy": ..., "AnalystRatingsHold": ..., ... } ],
  "PriceTargets": [ { "PublishedDate": "...", "AnalystName": "...", "PriceTarget": ..., ... } ],
  "UpcomingEvents": [ { "Date": "...", "Eps": ..., "EpsEstimated": ..., "Revenue": ..., ... } ]
}
JSON Data Usage Scenarios
Development Integration
  • Custom dashboard development
  • API integration with other systems
  • Automated investment algorithm inputs
  • Database import and storage
Analytics & Research
  • Upload to Claude AI for analysis
  • Python/R statistical analysis
  • Machine learning model training
  • Custom visualization tools
Report Statistics
  • Worksheets per Stock: 12 tabs
  • Raw Data: 1 JSON per symbol
  • HTML Reports: per symbol + global
  • Global Stats Tabs: 9 tabs (combined)
  • ML Forecast Tabs: 6 tabs
  • FMP Endpoints: 13 per symbol
File Formats
Excel (.xlsx)
  • Multiple worksheets with formatted data
  • Charts embedded in analysis tabs
  • Generated with EPPlus library
  • Professional business presentation
HTML (.html)
  • Interactive tabbed report viewer
  • Viewable inline in browser and MAUI app
  • No software required to open
  • Generated for every report type
JSON (.json)
  • Full FMP API response data per symbol
  • ML forecast data for predictions
  • Easy parsing and integration
  • Upload to Claude AI for analysis
Data Freshness
  • On-Demand: Reports generated with live FMP data
  • Historical Prices: Up to 5 years of daily data
  • Financials: 4 years yearly, 12 quarters
  • ML Forecasts: 4-period forward projections
Quick Reference
View Sample Reports Report Organization Generation Process