Catalyst calendar

Skill yeshelloAB/investment-analysis-skills/skills/catalyst-calendar

Investment analysis skills for Claude. Stage-locked, red-team reviewed, built for rigour.

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npx -y skills add yeshelloAB/investment-analysis-skills --skill catalyst-calendar

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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. Triggers on: "catalyst calendar", "what's coming up", "upcoming events", "earnings calendar", "what catalysts do I have", "what's on this week for my portfolio", "catalyst tracker", "what should I be watching", "upcoming events for my positions", "refresh the calendar", or any request to identify or review upcoming events across holdings or watchlist names.

SKILL.md

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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.xlsx in 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.