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.
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
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
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