Catalyst Calendar

---
name: catalyst-calendar
description: "Use this skill when the task requires catalyst calendar capabilities."
executor: LLM_BEHAVIOR
skill_id: finance.equity_research.catalyst_calendar_3
status: ADOPTED
security: {level: high, pii: false, approval_required: true}
anchors:
  - finance
  - design
tier: 2
input_schema:
  - name: code_or_task
    type: string
    description: "Code snippet, script, or task description to process"
    required: true
output_schema:
  - name: plan
    type: string
    description: "Strategic plan or design document"
  - name: next_steps
    type: array
    description: "List of recommended next steps"
---
# Catalyst Calendar

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".

## 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

---

## Why This Skill Exists

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", "ea

<!-- SR_40: auto-generated from frontmatter `purpose`/`description` (OPP-Phase3). Expand with domain-specific rationale. -->

## When to Use

Use this skill when the task requires catalyst calendar capabilities.

<!-- SR_40: auto-generated from frontmatter `when`/`description` (OPP-Phase3). -->

## What If Fails

If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.

<!-- SR_40: auto-generated from frontmatter `what_if_fails` (OPP-Phase3). -->