Skip to main content
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.

​
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

​
Step 1: Set up the daily calendar check

​
Step 2: Add the pre-earnings context

Make the alert useful, not just a date:
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.

​
Step 3: Get the post-report read

You can also schedule a follow-up that summarizes results on report days:

​
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.

​
Example variations

A simple calendar:
A calendar with prep built in:

​
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  • Watchlist out of date.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.