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Earnings Tracking Calendar

Track upcoming earnings reports, pre-announce trades, and analyze post-earnings moves.

Complexity: Moderate | Duration: 5-15m | Category: Finance/Investment

Tags: earnings calendar fundamental-analysis event-trading

Workflow Diagram​

Steps​

Step 1: Calendar Import​

Agent: event

tracker - Fetch earnings dates for all holdings and watchlist

Step 2: Estimate Analysis​

Agent: fundamental

analyst - Review consensus estimates and whisper numbers

Step 3: Historical Analysis​

Agent: data

analyst - Analyze past earnings reactions (average move %)

Step 4: Position Review​

Agent: risk

analyst - Flag positions with earnings in next 5 days

Step 5: Risk Assessment​

Agent: risk

analyst - Calculate potential impact on portfolio

Step 6: Strategy Planning​

Agent: trade

executor - Decide hold, trim, or close before earnings

Step 7: IV Analysis​

Agent: options

analyst - Review implied volatility vs historical volatility

Step 8: Notification​

Agent: notification

specialist - Send alerts 2 days before earnings

Step 9: Post​

Agent: Earnings Analysis

fundamental-analyst - Compare actual vs estimate, analyze reaction

Usage​

To execute this workflow:

/workflow finance/investment/earnings-tracking-calendar.workflow

See other workflows in this category for related automation patterns.