fund-catalyst-calendarlisted

# fund-catalyst-calendar — forward-looking event tracker ## Why this exists This is **portfolio-positioning-oriented**, not generic-calendar-oriented: every entry must link to either (a) a holding you own, (b) a candidate you're researching, or (c) a regime gate (CPI / Fed / NFP) you've pre-committed to act on. ## When to invoke - **Morning catalyst-prep** — the L1 brief includes "Catalysts next 14d". - **Pre-earnings positioning** — when a holding reports within 7 days. - **Macro idea-generation** — weekly forward-looking macro events. - **Ad-hoc** — "what's coming up" / "anything scheduled for X". ## The 4-step workflow ### Step 1 — Define the slice Window: today / this week / next 14d / next 30d. Scope: holdings-only / holdings + watchlist / macro-only / full. ### Step 2 — Pull events - **Earnings**: market-data calendar for the next earnings date; cross-reference the company IR page for confirmed timing (pre-market / after-hours). - **Corporate**: IR calendar (investor day, capital-markets day, AGM), filing windows. - **Regulatory + macro**: central-bank meetings, CPI, jobs reports, official-stats schedules. - **Industry-specific** (only when relevant to a held name). ### Step 3 — Position-impact tagging (the value-add) For each event, tag: | Field | Why | |---|---| | **Cluster touched** | Surfaces correlated-event risk (two holdings in one theme reporting the same week). | | **Position size (% NAV)** | Prioritizes attention — a 0.5% holding's earnings ≠ a 5% h