📂 MONDAY – Post-Earnings Momentum Screener: "The Second Wave Winners"
Identify companies that continue attracting institutional buying after earnings rather than fading after the initial reaction.
📂 FRIDAY – Agent Upgrade: Quality Surprise v2
Turn a quality-earnings screen into a conviction-ranked watchlist for identifying companies with improving long-term fundamentals.
📂 THURSDAY – Portfolio Audit: "Earnings Dependency Score"
Measure how dependent your portfolio is on strong earnings execution over the coming weeks.
📂 WEDNESDAY – Sector Scanner: "Guidance Breadth Monitor"
Track which sectors are broadly improving guidance during the busiest stretch of earnings season.
📂 TUESDAY – Single-Stock Deep Dive: "Pricing Power Stress Test"
Measure whether a company's pricing power remains a durable competitive advantage.
📂 MONDAY – Quality Surprise Screener: "The Hidden Beat"
Screen for companies positioned to deliver earnings reports that improve the quality of the business—not just beat estimates.
📂 FRIDAY – Agent Upgrade: Revision Momentum v2
Transform an estimate revision screen into a conviction-ranked institutional earnings watchlist.
📂 THURSDAY – Portfolio Audit: "Narrative Concentration Audit"
Reveal hidden portfolio risk by measuring exposure to dominant market narratives.
📂 WEDNESDAY – Sector Scanner: "Post-Report Leadership Tracker"
Track which sectors continue outperforming after earnings announcements.
📂 TUESDAY – Single-Stock Deep Dive: "Earnings Call Question Decoder"
Decode analyst questions to uncover what institutional investors are really focused on.
📂 MONDAY – Revision Momentum Screener: "The Quiet Consensus Shift"
Find companies where improving fundamentals may trigger the next wave of analyst upgrades.
📂 FRIDAY – Agent Upgrade: Forward Guidance v2
Upgrade a guidance-focused earnings screen into a conviction-ranked institutional watchlist.
📂 THURSDAY – Portfolio Audit: "Guidance Shock Exposure"
Measure your portfolio's exposure to guidance-driven earnings surprises before reporting season intensifies.
📂 WEDNESDAY – Sector Scanner: "Institutional Accumulation Heat Map"
Identify sectors attracting institutional capital before earnings season gains momentum.
📂 TUESDAY – Single-Stock Deep Dive: "Conference Call Decoder"
Decode management commentary to uncover subtle business changes before they become consensus.
📂 MONDAY – Forward Guidance Screener: "The Companies Raising the Bar"
Find companies positioned to raise guidance before Wall Street fully prices in improving business conditions.
📂 FRIDAY – Agent-Level Upgrade: Operating Leverage v2
A PM-grade refinement that identifies companies with the strongest and most sustainable operating leverage improvements.
📂 THURSDAY – Portfolio Audit: “Catalyst Calendar Stress Test”
A portfolio audit mapping the next 90 days of company and macro catalysts.
📂 WEDNESDAY – Sector Scanner: “Estimate Dispersion Opportunity Map”
A sector map highlighting where analyst disagreement may create the biggest earnings opportunities.
📂 TUESDAY – Single-Stock Deep Dive: “Recurring Revenue Durability Audit”
A framework for evaluating the durability and quality of recurring revenue before earnings season.