anthropics/financial-services

catalyst-calendar

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

查看源码

使用方法

  1. 复制安装命令,在自己的智能体环境安装前先检查源码包。
  2. 从原始文档核对所需工具、凭据和支持的宿主。
  3. 说明输入材料与期望交付物,并对照来源检查输出。
npx skills add https://github.com/anthropics/financial-services --skill catalyst-calendar

开始前需了解

  • 安装不包含模型订阅、API 额度或访问文件的权限。
  • 仓库星数和安装量反映活跃情况,不等于独立质量或安全测试。
仓库原始内容

按源仓库内容呈现,保留标题、案例、代码、表格、链接以及原文引用的演示图片。

Catalyst Calendar

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

DateEventCompany/SectorTypeImpact (H/M/L)Our PositioningNotes
Earnings/Corp/Industry/MacroLong/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

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