Data collection, screening & reporting
Two practical ways to put analysis to use: an interactive screener and a generated Excel report.
Selected work
These examples use independent saved project outputs: an October screener result and an August Barchart workbook. They demonstrate two ways to make analysis usable, rather than a single connected dataset.
Interactive screening
Compare 26 AAPL butterfly candidates across seven expirations. Select a candidate to inspect its payoff shape and compare midpoint and ask/bid debit estimates.
The example makes an important assumption visible: changing the debit estimate changes both the cost and the maximum reward/risk.
Explore the butterfly results →
Automated reporting
A generated workbook combines contract details, pricing observations, calculated measures, and visual highlighting in a familiar working format.
Explore a filterable excerpt from the saved report and see how the worksheet brings detailed results together for review.
Explore the Excel report →The challenge
Research often starts with repeated downloads, spreadsheet preparation, and manual filtering. When those steps vary from one run to the next, comparisons become harder to reproduce.
The work
The research tools and Barchart reporting workflow collect market observations, apply defined analytical criteria, and prepare outputs for review. The butterfly explorer and Excel report show how those outputs can become an interactive comparison or a recurring working report.
Collect observations through dedicated source workflows while retaining source fields and retrieval context.
Use defined screening settings to narrow large datasets to relevant records.
Generate structured results and coverage reports for subsequent analysis.
Inside the workflow
Workflow illustration · Describes the project approach.
Collection workflows
Preserved context
Consistent criteria
Human review
Which records meet the selected screening criteria?
Where is historical coverage incomplete?
What information needs a closer look before a decision?
Keep exploring
Your data, your questions
Talk with SOLLUS about building a clearer view of your data or simplifying the work that prepares it.