# Catalyst Calendar

> 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: `yeshelloab/catalyst-calendar` (Agent Skill)
- Install (CLI): `npx skillmds@latest add yeshelloab/catalyst-calendar`
- Raw SKILL.md: https://api.skillmd.com/api/skills/yeshelloab/catalyst-calendar/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: yeshelloAB (https://skillmd.com/u/yeshelloab)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/yeshelloab/catalyst-calendar

---


# 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

1. **Holdings source:** Read from `Stock_Investment_Tracker.xlsx` in the workspace, or ask for a ticker list.
2. **Time horizon:** Default is next 8 weeks. Adjust if specified.
3. **Include watchlist:** Yes by default.
4. **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.