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This guide covers automating earnings tracking, so you never get blindsided by a report from a name you follow. A scheduled task can tell you each morning which of your names report soon and what to watch for, turning earnings season from chaos into a routine. The concept behind this is Scheduled Tasks, and it pairs with the Analyze before earnings workflow.

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When to use this

  • You hold or follow names that report quarterly and do not want to miss a date
  • You want a heads-up on what matters before each report
  • Earnings season tends to sneak up on you

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Step 1: Set up the daily calendar check

Each morning, tell me which of my watchlist names report earnings today or this week. For each, note the date, the time (before or after market), and the key things to watch.

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Step 2: Add the pre-earnings context

Make the alert useful, not just a date: 
For any name reporting in the next two days, include what consensus expects, what guidance matters, and what result would be bullish or bearish.
This gives you the setup ahead of time so you are not reading the release cold. See Analyze before earnings for the full pre-earnings workflow.

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Step 3: Get the post-report read

You can also schedule a follow-up that summarizes results on report days: 
On any day a watchlist name reports, send me a summary after the release: results versus expectations, guidance, key metric trends, and whether the thesis still holds.

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Step 4: Choose delivery

Route the calendar to wherever you plan your day. Telegram works well for a morning heads-up; the web app is better if you want to dig into the pre-earnings analysis right away.

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Example variations

A simple calendar: 
Every morning, list my watchlist names reporting earnings this week with dates and times. Deliver to Telegram.
A calendar with prep built in: 
Each weekday morning, tell me which of [tickers] report in the next three days, what to watch for each, and what's already priced in.

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Common mistakes

  • Date only, no context. Knowing the date is half the value. Ask what to watch.
  • No post-report follow-up. The alert that matters most is often the read right after the numbers drop.
  • Watchlist out of date. Keep your watchlist current so the calendar covers what you actually follow.