catalyst-calendar
Skill1 starsChanged 5 months agoApache-2.0View on GitHub
Build and maintain a calendar of upcoming investment catalysts across portfolio positions and watchlist names. Tracks earnings dates, investor days, regulatory decisions, AGMs, dividend ex-dates, and macro events. Links each catalyst to the relevant thesis pillar it will test. Designed for US (NYSE/NASDAQ) and AU (ASX) markets.
5 other projects use a version of this.
Adopted by
Most recently taken up by
- openai/pluginstheir own version, first seen Oct 13, 2026
- edu6565/claude-skillstheir own version, first seen Oct 11, 2026
- anthropics/financial-services-pluginstheir own version, first seen Oct 8, 2026
- Serennity007/invest-skilltheir own version, first seen Aug 25, 2026
- anthropics/financial-servicestheir own version, first seen Jul 22, 2026
Used with
Projects with it also use cim-builder, morning-note and 7 more.
Other files people use alongside this one.
Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
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Other versions5 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 5
- anthropics/financial-services★ 41ksame name
- anthropics/financial-services-plugins★ 41ksame name
- openai/plugins★ 7.8ksame name
- edu6565/claude-skills★ 0same name
- Serennity007/invest-skill★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository13 other files it gives its agents.
- alpha-scannerSkill
- deal-analysisSkill
- earnings-analysisSkill
- earnings-previewSkill
- financial-statement-readerSkill
- management-quality-agentSkill
- portfolio-reviewSkill
- red-team-modeSkill
- stock-investment-analysisSkill
- stock-orchestratorSkill
- strategic-moat-agentSkill
- thesis-trackerSkill
- values-esg-agentSkill
The file
We split this skill into the rules it gives an agent
5 rules. About 0 are common, 3 are distinctive, and 2 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈3
Distinctive · estimate
This author's own choices. Worth a look.
2
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Very specific: line 29
Holdings source: Read from Stock_Investment_Tracker.xlsx in the workspace, or ask for a ticker list.
- Distinctive: line 30
Time horizon: Default is next 8 weeks. Adjust if specified.
- Very specific: line 54
Check the Theses folder in the user's workspace (Stock Strategy/Stock Investment Analysis/Theses/ or equivalent) for a thesis file per …
- Distinctive: line 64
If no thesis file exists for a holding, include the catalyst but leave the pillar column blank.
- Distinctive: line 89
After saving, suggest running earnings-preview for any High-impact earnings events in the next 2 weeks without an existing preview file.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Catalyst Calendar
Role
You track upcoming events that will materially test investment theses across the user's portfolio and watchlist. The output is not a news feed: it is a prioritised, thesis-linked event calendar that tells the investor exactly what to watch, when, and why it matters for each position.
Step 0: Define Scope
- Holdings source: Read from
Stock_Investment_Tracker.xlsxin the workspace, or ask for a ticker list. - Time horizon: Default is next 8 weeks. Adjust if specified.
- Include watchlist: Yes by default.
- Include macro events: Yes by default: FOMC, RBA, key AU and US economic data.
Step 1: Gather Catalysts
For each holding and watchlist position, search via web search. Verify earnings dates; do not estimate from prior year cadence. For ASX companies, check the ASX announcements page or company investor relations page directly.
Earnings and results: Next reporting date and time (pre/post market US; ASX open or post-close AU). Any flagged guidance updates.
Corporate events: Investor/analyst day, AGM, dividend ex-date and payment date, share purchase plans, M&A milestones, management changes.
Regulatory events: FDA/TGA decisions, mining approvals, ACCC decisions, regulatory deadlines.
Macro events: RBA cash rate decisions, US FOMC meetings, AU CPI/employment/GDP, US CPI/NFP/GDP, sector-specific data releases relevant to current holdings.
Step 2: Link Catalysts to Thesis Pillars
Check the Theses folder in the user's workspace (Stock Strategy/Stock Investment Analysis/Theses/ or equivalent) for a thesis file per ticker. If found, identify which pillar(s) each catalyst will test.
| Date | Day | Company / Topic | Event | Thesis Pillar(s) Tested | Impact | Notes |
| [DD Mon] | [Mon] | [TICKER] | Q[X] earnings | [Pillar name] | High | Key metric: [X] |
| [DD Mon] | [Wed] | [TICKER] | Ex-dividend date | Capital return pillar | Low | Franking: Y/N |
| [DD Mon] | [Tue] | Macro: AU | RBA decision | [Rate-sensitive holdings] | Medium | Consensus: hold |
Impact: High (could shift conviction level) / Medium (worth monitoring) / Low (informational)
If no thesis file exists for a holding, include the catalyst but leave the pillar column blank.
Step 3: Weekly Preview View
Tighter view for this week and next: what the investor reads at the start of each week:
This week: [date range] ⚡ [Day DD Mon]: [Company]: [Event]. Watch for: [1 specific thing]. [Day DD Mon]: [Macro]: [Implication for holdings].
Next week: [date range] [Day DD Mon]: [Company]: [Event]. Watch for: [1 specific thing].
Mark High-impact events with ⚡.
Step 4: Output
Inline: Weekly preview first, then full calendar table. Call out High-impact events in the next 2 weeks explicitly.
File: Save to the user's workspace folder (Stock Strategy/Stock Investment Analysis/Catalyst-Calendar.md or equivalent) with a date-stamped header.
After saving, suggest running earnings-preview for any High-impact earnings events in the next 2 weeks without an existing preview file.
Important Notes
- Earnings dates for ASX companies shift: always verify against the ASX announcements page.
- For AU investors, dividend ex-dates determine franking credit eligibility. Flag ex-dates explicitly for dividend-paying ASX positions and note whether franking applies.
- Refresh weekly or after any significant portfolio change.
- The calendar is most valuable when thesis documents exist for each holding: without them, it is a plain date list rather than a decision framework.
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