Report Types
Finch Fusion offers multiple report types, each designed for specific analysis needs. Choosing the right type ensures your report has the appropriate structure and focus.
Available Report Types
Company Analysis
A comprehensive review of a single company’s business, financials, and market position.
Typical sections:
- Executive Summary
- Business Overview
- Financial Performance
- Competitive Position
- Risk Factors
- Outlook and Recommendations
Best for:
- Due diligence
- Investment research
- Competitor analysis
- Management presentations
Example prompt: “Generate a company analysis for Apple Inc. focusing on their services segment growth”
Industry Overview
A broad analysis of an industry sector, including market dynamics, key players, and trends.
Typical sections:
- Industry Summary
- Market Size and Growth
- Key Players
- Industry Trends
- Regulatory Environment
- Future Outlook
Best for:
- Market entry analysis
- Sector investment decisions
- Strategic planning
- Client education
Example prompt: “Create an industry overview of the electric vehicle market including major manufacturers and growth projections”
Investment Recommendation
An analysis focused on providing an investment thesis with supporting evidence.
Typical sections:
- Investment Thesis
- Company Overview
- Valuation Analysis
- Key Investment Factors
- Risk Assessment
- Recommendation
Best for:
- Investment committees
- Portfolio decisions
- Client recommendations
- Internal investment memos
Example prompt: “Prepare an investment recommendation for Microsoft considering their AI strategy and cloud growth”
Quarterly Results
Analysis of a company’s recent quarterly financial performance.
Typical sections:
- Results Summary
- Revenue Analysis
- Profitability Metrics
- Segment Performance
- Management Commentary
- Guidance and Outlook
Best for:
- Earnings analysis
- Performance tracking
- Quarterly reviews
- Investor updates
Example prompt: “Analyze Tesla’s Q4 2025 quarterly results focusing on delivery numbers and margin trends”
Market Outlook
Forward-looking analysis of market conditions and expectations.
Typical sections:
- Current Market Conditions
- Economic Indicators
- Sector Analysis
- Risk Factors
- Opportunities
- Outlook Summary
Best for:
- Strategic planning
- Investment timing
- Risk assessment
- Economic analysis
Example prompt: “Create a market outlook for the technology sector in 2026 considering interest rate impacts”
Market Research
In-depth research on a specific market, product, or service category.
Typical sections:
- Research Objectives
- Market Definition
- Market Size and Segmentation
- Consumer/Customer Analysis
- Competitive Landscape
- Key Findings
Best for:
- Product development
- Market entry decisions
- Customer understanding
- Competitive intelligence
Example prompt: “Conduct market research on the enterprise AI software market including adoption trends and key vendors”
Financial Analysis
Detailed analysis of financial statements and metrics.
Typical sections:
- Financial Summary
- Income Statement Analysis
- Balance Sheet Review
- Cash Flow Analysis
- Key Ratios
- Financial Health Assessment
Best for:
- Credit analysis
- Investment due diligence
- Financial health checks
- Benchmarking
Example prompt: “Perform a financial analysis of Amazon comparing their profitability across business segments”
Choosing the Right Report Type
Use this guide to select the appropriate report type:
| Your Goal | Recommended Type |
|---|
| Understand a company deeply | Company Analysis |
| Evaluate a sector or market | Industry Overview |
| Make an investment decision | Investment Recommendation |
| Review recent performance | Quarterly Results |
| Predict future trends | Market Outlook |
| Research a market opportunity | Market Research |
| Analyze financial statements | Financial Analysis |
Report Structure
Each report type has a predefined structure, but you can:
- Add sections - Request additional topics in your prompt
- Remove sections - Ask to exclude certain areas
- Customize focus - Emphasize specific aspects
Mention specific sections in your generation prompt to customize the output. For example: “Generate a company analysis with extra focus on ESG factors”
Custom Reports
If none of the standard types fit your needs:
- Choose the closest matching type
- Specify your requirements in detail in the prompt
- Use templates for recurring custom formats
Report Type Comparison
| Type | Focus | Depth | Typical Length |
|---|
| Company Analysis | Single company | Deep | 10-15 pages |
| Industry Overview | Entire sector | Broad | 8-12 pages |
| Investment Recommendation | Investment decision | Focused | 5-8 pages |
| Quarterly Results | Recent quarter | Specific | 4-6 pages |
| Market Outlook | Future expectations | Forward-looking | 6-10 pages |
| Market Research | Market/product | Comprehensive | 10-15 pages |
| Financial Analysis | Numbers and ratios | Technical | 6-10 pages |
Combining Report Types
For comprehensive research, generate multiple reports:
- Start with an Industry Overview to understand the landscape
- Follow with Company Analysis reports for key players
- Conclude with an Investment Recommendation based on your findings
All reports in a project share the same document library, ensuring consistency across analyses.
