Track upcoming events that may affect investments, including earnings, product launches, regulatory decisions, and economic releases. Create a sortable Excel calendar and weekly preview covering event importance, expectations, and potential effects on existing positions.
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
Review the instructions the agent will receive before you install.
For each company, identify upcoming events:
Earnings & Financial Events
Corporate Events
Industry Events
Macro Events
| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
|---|---|---|---|---|---|---|
| Earnings/Corp/Industry/Macro | Long/Short/Neutral |
Each week, generate a forward-looking summary:
This Week's Key Events:
Next Week Preview:
Position Implications:
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