Skill Tracer
Skills › Financial Services › catalyst-calendar

catalyst-calendar

skill · 84 lines · Apache-2.0 · plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md

The facts

Its description

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".

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

Someone asks for a forward-looking view of upcoming events — earnings dates, conferences, product launches, regulatory decisions or macro dates — for a set of companies they cover, or asks to keep such a calendar updated. The description's trigger phrases are all about upcoming events and event tracking, so any request to see what is coming up next for a coverage list would select it.

Things a person might say (the model's guesses)

  • “What's coming up for my coverage universe over the next month?”
  • “Build me a catalyst calendar for these tickers ahead of earnings season.”
  • “Can you put together an event calendar for the semis I follow, including conferences and Fed dates?”

A model's summary of when it is used.

A model's reading

Licence

Apache-2.0, from LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text

The text

Open on GitHub
1---
2name: catalyst-calendar
3description: 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".
4---
5
6# Catalyst Calendar
7

Catalyst Calendar

Raw lines 1 to 7
8## Workflow
9

Workflow

Raw lines 8 to 9
10### Step 1: Define Coverage Universe
12- List of companies to track (tickers or names)
13- Sector / industry focus
14- Include macro events? (Fed meetings, economic data, regulatory deadlines)
15- Time horizon (next 2 weeks, month, quarter)

Step 1: Define Coverage Universe

  • List of companies to track (tickers or names)
  • Sector / industry focus
  • Include macro events? (Fed meetings, economic data, regulatory deadlines)
  • Time horizon (next 2 weeks, month, quarter)
Raw lines 10 to 16
17### Step 2: Gather Catalysts
19For each company, identify upcoming events:
21**Earnings & Financial Events**
22- Quarterly earnings date and time (pre/post market)
23- Annual shareholder meeting
24- Investor day / analyst day
25- Capital markets day
26- Debt maturity / refinancing dates
28**Corporate Events**
29- Product launches or announcements
30- FDA approvals / regulatory decisions
31- Contract renewals or expirations
32- M&A milestones (close dates, regulatory approvals)
33- Management transitions
34- Insider trading windows (lockup expirations)
36**Industry Events**
37- Major conferences (dates, which companies presenting)
38- Trade shows and expos
39- Regulatory comment periods or rulings
40- Industry data releases (monthly sales, traffic, etc.)
42**Macro Events**
43- Fed meetings (FOMC dates)
44- Jobs report, CPI, GDP releases
45- Central bank decisions (ECB, BOJ, etc.)
46- Geopolitical events with market impact

Step 2: Gather Catalysts

For each company, identify upcoming events:

Earnings & Financial Events

  • Quarterly earnings date and time (pre/post market)
  • Annual shareholder meeting
  • Investor day / analyst day
  • Capital markets day
  • Debt maturity / refinancing dates

Corporate Events

  • Product launches or announcements
  • FDA approvals / regulatory decisions
  • Contract renewals or expirations
  • M&A milestones (close dates, regulatory approvals)
  • Management transitions
  • Insider trading windows (lockup expirations)

Industry Events

  • Major conferences (dates, which companies presenting)
  • Trade shows and expos
  • Regulatory comment periods or rulings
  • Industry data releases (monthly sales, traffic, etc.)

Macro Events

  • Fed meetings (FOMC dates)
  • Jobs report, CPI, GDP releases
  • Central bank decisions (ECB, BOJ, etc.)
  • Geopolitical events with market impact
Raw lines 17 to 47
48### Step 3: Calendar View
50| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
51|------|-------|---------------|------|-----------------|----------------|-------|
52| | | | Earnings/Corp/Industry/Macro | | Long/Short/Neutral | |

Step 3: Calendar View

DateEventCompany/SectorTypeImpact (H/M/L)Our PositioningNotes
Earnings/Corp/Industry/MacroLong/Short/Neutral
Raw lines 48 to 53
54### Step 4: Weekly Preview
56Each week, generate a forward-looking summary:
58**This Week's Key Events:**
591. [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]
602. [Day]: [Event] — why it matters for [stocks]
613. [Day]: [Macro release] — expectations and positioning
63**Next Week Preview:**
64- Early heads-up on important events coming
66**Position Implications:**
67- Events that could move specific positions
68- Any pre-positioning recommended
69- Risk management ahead of binary events

Step 4: Weekly Preview

Each week, generate a forward-looking summary:

This Week's Key Events:

  1. [Day]: [Company] Q[X] earnings — consensus [$X EPS], our estimate [$X], key focus: [metric]
  2. [Day]: [Event] — why it matters for [stocks]
  3. [Day]: [Macro release] — expectations and positioning

Next Week Preview:

  • Early heads-up on important events coming

Position Implications:

  • Events that could move specific positions
  • Any pre-positioning recommended
  • Risk management ahead of binary events
Raw lines 54 to 70
71### Step 5: Output
73- Excel workbook with calendar view and sortable columns
74- Weekly preview email/note (markdown)
75- Optional: integration with Google Calendar

Step 5: Output

  • Excel workbook with calendar view and sortable columns
  • Weekly preview email/note (markdown)
  • Optional: integration with Google Calendar
Raw lines 71 to 76
77## Important Notes
79- Earnings dates shift — verify against company IR pages and Bloomberg/FactSet closer to the date
80- Pre-announce risk: track companies with a history of pre-announcing (positive or negative)
81- Conference attendance lists are valuable — which companies are presenting and which are conspicuously absent?
82- Some catalysts are recurring (monthly industry data) — build a template and auto-populate
83- Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine
84- Archive past catalysts with the actual outcome — builds pattern recognition over time

Important Notes

  • Earnings dates shift — verify against company IR pages and Bloomberg/FactSet closer to the date
  • Pre-announce risk: track companies with a history of pre-announcing (positive or negative)
  • Conference attendance lists are valuable — which companies are presenting and which are conspicuously absent?
  • Some catalysts are recurring (monthly industry data) — build a template and auto-populate
  • Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine
  • Archive past catalysts with the actual outcome — builds pattern recognition over time
Raw lines 77 to 84

From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.