Earnings Watch

Earnings Watch

Read-only. reference/READ-ONLY-POLICY.md (hard rule) and reference/RESEARCH-STANDARDS.md (freshness, data efficiency, disclosure) apply. Steps below name capabilities — resolve each against reference/BROKER-CAPABILITIES.md for the broker(s) in BROKERS.md.

No broker's MCP configured here has an earnings calendar — dates and results content come from WebSearch (NSE/BSE announcements, company IR, business press), tied back to live price and technical data (technicals are Groww-only today).

Steps

1. Scope to what's owned. Equity holdings capability, from every active broker, plus any name the user adds, anything on the PORTFOLIO-PLAN.md watchlist, and (if INDmoney is active) its saved watchlist capability — unverified, so confirm before trusting that one. Don't build a market-wide calendar. Read the plan's position theses while you're there — their invalidators are what step 3 tests.

2. Upcoming results. Date-anchored WebSearch ("Q2 FY26 results date "), batched sensibly: one sector/index results-calendar search for the larger names before per-name searches for the rest. Present as a dated calendar, nearest first.

3. For results already announced:

   • WebSearch the actual numbers — revenue/EBITDA/PAT vs. analyst consensus where findable (not just YoY/QoQ), management commentary, guidance changes. When consensus isn't findable, say so explicitly rather than silently comparing to YoY only — a beat on YoY that misses consensus is a miss, not a beat. Cite outlet + date.
   • Price reaction: batched LTP capability, and where the reaction matters to the verdict, the technical-indicators / historical-candles capabilities (daily) for the post-result move vs. the prior trend — a good result sold into is a different signal from a good result bought. Groww-only today.
   • Thesis check: test the result against the recorded invalidator in PORTFOLIO-PLAN.md — hit, approached, or clear? Quote the invalidator and the number that meets or misses it. Where none is recorded, say so and offer portfolio-plan-builder: "the thesis still holds" means nothing if it was never written down.

4. Flag what needs action. Only holdings where the result — or an imminent one plus stretched positioning — changes the picture get a view, per the completeness checklist. Routine in-line results are one line each.

5. Present: upcoming calendar first (date, name, portfolio weight), then reviewed results (one line each, detail only for flagged names), then views with the disclosure block. stock-research re-underwrites a single name. Formal version: reference/templates/earnings-watch.md.