Sample Reports Project

Live examples of Grade My Investments report outputs from Job #64, demonstrating real-world financial analysis and reporting capabilities.

JOB 64 FILE MAP

rendering diagram…

flowchart TB
    JOB64[Job 64<br/>March 26 2026<br/>28 files total]:::app
    subgraph PORTFOLIO[Portfolio Reports - 6 files]
        GC[globstats-combined<br/>xlsx - html]:::data
        GT[globstats-target<br/>xlsx - html]:::data
        GM[globstats-Mag7<br/>xlsx - html]:::data
    end
    subgraph MLRPT[ML Forecasts - 2 files]
        ML[ml-forecasts<br/>xlsx - html]:::svc
    end
    subgraph PERSYM[Per-Symbol Reports - 14 files]
        XLSX[7 symbol-report xlsx<br/>AAPL MSFT GOOGL META<br/>TSLA AMZN NVDA]:::app
        HTML[7 symbol-report html<br/>same 7 stocks]:::app
    end
    subgraph RAWDATA[Raw Data - 7 files]
        JSON[7 raw-data json<br/>one per symbol]:::ext
    end
    JOB64 --> PORTFOLIO
    JOB64 --> MLRPT
    JOB64 --> PERSYM
    JOB64 --> RAWDATA
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;

28 files generated for Job 64 on March 26 2026 covering 7 Magnificent 7 stocks across portfolio, per-symbol, ML forecast, and raw data categories.

Job #64 - Sample Report Collection

Real Production Output

This collection represents actual report files generated by Grade My Investments' production system on March 26, 2026 at 4:04 PM. Job #64 demonstrates the comprehensive analysis capabilities across multiple asset portfolios and individual stock analyses.

Job Execution Details

Job ID: 64
Execution Date: March 26, 2026
Execution Time: 16:04:57 (4:04 PM)

Portfolios Analyzed: 2 (Mag 7, Combined)
Individual Stocks: 7 companies (up to 25 with ML)
Files Generated: 28 total files

Report Collection Overview

Portfolio-Level Reports (6 files)

Global Stats Combined

Comprehensive portfolio analysis across all holdings

Excel HTML

Global Stats Target

Targeted analysis with specific performance metrics

Excel HTML

Mag 7 Portfolio

Analysis of the "Magnificent 7" technology stocks

Excel HTML

ML Forecasts Report - Machine Learning Analytics (2 files)

ML Forecasts Report

Advanced AI-Powered Financial Forecasting

Excel HTML

Machine Learning Forecasting & Analysis

The ML Forecasts Report leverages cutting-edge machine learning algorithms powered by ML.NET to provide predictive analytics and advanced market insights that go beyond traditional financial analysis.

Forecasting Sheets Included:

ML Revenue Forecast: Quarterly revenue predictions with 95% confidence intervals for the next 4 quarters
ML Debt Forecast: Debt trend analysis and projections using time series models
ML Cash Flow Forecast: Cash flow predictions with seasonal adjustments and annual totals
ML Equity Forecast: Equity growth predictions with calculated growth rates
ML Health Score: Comprehensive financial health assessment with risk levels and anomaly detection
ML Sentiment Forecast: Market sentiment predictions (Bullish/Bearish/Neutral) with intensity scores

ML.NET Technologies Used:

SSA Forecasting: Singular Spectrum Analysis for time series predictions
Linear Regression: Trend analysis with fallback mechanisms
Anomaly Detection: Spike detection using SSA algorithms
Multiclass Classification: SDCA Maximum Entropy for sentiment analysis
Technical Indicators: RSI, MACD, and volatility calculations
Confidence Intervals: Statistical bounds for all predictions

Key Features: The ML Forecasts Report analyzes up to 25 symbols simultaneously, processing 1,000+ days of historical data per symbol. It generates 4-week sentiment forecasts, quarterly financial forecasts, and provides real-time anomaly detection across all metrics. Each prediction includes confidence scores and risk assessments.

Revenue Predictions

+/-15% accuracy range

Sentiment Analysis

70-85% confidence

Anomaly Detection

95% confidence level

Individual Stock Analysis Reports (14 xlsx/html + 7 JSON)

Each stock receives comprehensive individual analysis with Excel reports, HTML reports, and raw JSON data files.

Technology Giants

Apple Inc. (AAPL)

Consumer technology leader

Excel HTML JSON

Microsoft Corp. (MSFT)

Cloud computing and software

Excel HTML JSON

Alphabet Inc. (GOOGL)

Search and cloud services

Excel HTML JSON

Meta Platforms (META)

Social media and metaverse

Excel HTML JSON

Innovation Leaders

Tesla Inc. (TSLA)

Electric vehicles and energy

Excel HTML JSON

Amazon.com (AMZN)

E-commerce and cloud infrastructure

Excel HTML JSON

NVIDIA Corp. (NVDA)

AI chips and GPU computing

Excel HTML JSON

Report Analysis Insights

What These Reports Demonstrate

Portfolio Management

Multi-level analysis (portfolio and individual stocks)
Comparative performance across different time periods
Risk assessment and volatility analysis
Correlation analysis between holdings

Technical Analysis

Real-time market data integration
Technical indicators and momentum metrics
Price action and trend analysis
Volume and market sentiment indicators

Fundamental Analysis

Financial ratios and valuation metrics
Earnings and revenue analysis
Market capitalization and sector comparison
Dividend yield and income generation

Data Export Capabilities

Professional Excel formatting with multiple worksheets
HTML reports for browser-based viewing
Machine-readable JSON for API integration
Structured data for custom analysis

Machine Learning Analytics

Predictive revenue and financial forecasting
Sentiment analysis with confidence scoring
Anomaly detection for risk management
Time series modeling with confidence intervals

Advanced AI Capabilities

Multi-symbol processing with 1,000+ days of data
Real-time model training and prediction
Statistical confidence bounds on all forecasts
Fallback mechanisms for robust predictions

Bulk Download Options

Complete Job Package

All 28 files from Job #64

Download All

Excel & HTML Reports

21 report files (xlsx + html)

Download Reports

JSON Data Only

7 JSON files with raw data

Download JSON

Usage Guidelines

Excel Files: Open with Microsoft Excel, Google Sheets, or LibreOffice Calc
HTML Files: Open directly in any web browser for interactive viewing
JSON Files: Use with programming languages, APIs, or data analysis tools
File Sizes: Individual files range from 50KB to 2MB
Compatibility: All files are cross-platform compatible

Sample Project Stats

Portfolio Reports: 6 files (3 xlsx + 3 html)
Symbol List Reports: 2 files (1 xlsx + 1 html)
Symbol Reports: 14 files (7 xlsx + 7 html)
ML Forecasts: 2 files (1 xlsx + 1 html)
JSON Data Files: 7 files
Companies Analyzed: 7-25 stocks
Total Files: 28
Generation Time: ~60 seconds

Featured Analysis

This sample demonstrates Grade My Investments' ability to analyze the "Magnificent 7" technology stocks - the largest and most influential companies in the modern market.

Market Cap Coverage: >$10 Trillion

Sectors: Technology, Consumer Discretionary

Analysis Depth: 50+ metrics per stock

Time Periods: Real-time, 1Y, 5Y historical

How to Use

Explore Portfolio Reports: Start with Global Stats Combined for overview
Drill Down: Review individual stock Excel or HTML files for detailed analysis
Compare Performance: Use multiple reports to identify trends
Export Data: Download JSON files for custom analysis
Reference Implementation: Use as template for understanding Grade My Investments outputs

Data Authenticity

All sample reports contain real market data as of the report generation date. Financial metrics, prices, and analysis results represent actual market conditions and are suitable for educational and demonstration purposes.

Note: Sample data is for demonstration only and should not be used for actual investment decisions.