Home
cd ../playbooks
Equity ResearchBeginner

Equity Research Catalyst Calendar

Build and maintain a calendar of upcoming catalysts across your coverage universe including earnings dates, conferences, product launches, and macro events.

5 minutes
By anthropicSource
#equity research#catalyst tracking#earnings calendar#event-driven

Missing a key earnings date or regulatory decision can mean the difference between being positioned ahead of a move and scrambling to react — a structured catalyst calendar keeps your entire coverage universe organized and actionable.

Who it's for: equity research analysts, portfolio managers, buy-side analysts, sell-side associates, hedge fund analysts

Example

"Build a catalyst calendar for my tech coverage universe for Q2" → Sortable calendar with earnings dates, conference presentations, product launches, FOMC meetings, and position implications color-coded by impact level

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Catalyst Calendar

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.

## Workflow

### 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)

### 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

### Step 3: Calendar View

| Date | Event | Company/Sector | Type | Impact (H/M/L) | Our Positioning | Notes |
|------|-------|---------------|------|-----------------|----------------|-------|
| | | | Earnings/Corp/Industry/Macro | | Long/Short/Neutral | |

### 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

### Step 5: Output

- Excel workbook with calendar view and sortable columns
- Weekly preview email/note (markdown)
- Optional: integration with Google Calendar

## 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
README.md

What This Does

Creates and maintains a structured calendar of upcoming catalysts — earnings dates, conferences, product launches, regulatory decisions, and macro events — across your entire coverage universe. Generates weekly previews with position implications and risk management notes.


Quick Start

Step 1: Create a Project Folder

Create a folder for your research workspace and place the downloaded template inside as CLAUDE.md.

Step 2: Download the Template

Click Download above, then move the file into your project folder as CLAUDE.md.

Step 3: Start Working

"Build a catalyst calendar for AAPL, MSFT, GOOGL, AMZN for the next month"
"What events could move my positions this week?"
"Generate a weekly preview for my coverage universe"
"Add the Fed meeting and CPI release to the macro events"

Event Types Tracked

  • Earnings & Financial: Quarterly reports, investor days, capital markets days, debt maturities
  • Corporate: Product launches, FDA approvals, M&A milestones, management transitions
  • Industry: Conferences, trade shows, regulatory rulings, industry data releases
  • Macro: FOMC meetings, jobs reports, CPI/GDP releases, central bank decisions

Best Practices

  • Verify earnings dates against company IR pages closer to the date — they shift frequently
  • Track pre-announce risk for companies with a history of issuing warnings
  • Color-code by impact level: Red = high impact, Yellow = moderate, Green = routine
  • Archive past catalysts with actual outcomes to build pattern recognition over time
  • Conference attendance lists reveal which companies are presenting — and which are conspicuously absent

$Related Playbooks

Equity Research

Equity Research Earnings Update Report

Create professional 8-12 page earnings update reports analyzing quarterly results with beat/miss analysis, updated estimates, and revised thesis.

5 minutes
Advanced
Equity Research

Equity Research Earnings Preview

Build pre-earnings analysis with estimate models, bull/bear scenarios, key metrics to watch, and trading setup notes.

5 minutes
Intermediate
Equity Research

Equity Research Idea Generation

Systematic stock screening and investment idea sourcing combining quantitative screens, thematic research, and pattern recognition.

5 minutes
Intermediate
Equity Research

Equity Research Initiating Coverage Report

Create institutional-quality 30-50 page equity research initiation reports through a structured 5-task workflow with company research, financial modeling, valuation, charts, and report assembly.

10 minutes
Advanced
Equity Research

Equity Research Model Update

Update financial models with new quarterly earnings, guidance changes, or revised assumptions and recalculate valuations.

5 minutes
Intermediate
Equity Research

Equity Research Morning Note

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.

5 minutes
Beginner
Equity Research

Equity Research Sector Overview

Create comprehensive industry landscape reports covering market dynamics, competitive positioning, key players, valuation context, and thematic trends.

5 minutes
Intermediate
Equity Research

Equity Research Thesis Tracker

Maintain and update investment theses for portfolio positions with scorecard tracking, catalyst calendars, and conviction monitoring.

5 minutes
Beginner
Equity Research

Investment Research LLM Wiki

Co-create a personal investment-research wiki (Karpathy's LLM Wiki pattern) where your own analysis framework becomes a living CLAUDE.md — by interviewing you, not handing you a template.

20 minutes
Intermediate

Browse all Equity Research playbooks →