earnings-preview

Prepare for upcoming earnings season by following these steps:

Step 1: Call these tools in parallel to gather context:

1. terminalq_get_portfolio_live() — current portfolio holdings
2. terminalq_get_economic_calendar(14) — upcoming macro events (may include some earnings dates)

Step 2: The economic calendar focuses on macro events and may not include all corporate earnings dates. To find upcoming earnings for portfolio holdings, take the top 5-8 holdings by value and call these tools in parallel per symbol:

3. terminalq_get_earnings(symbol) — historical EPS, beat/miss pattern
4. terminalq_get_analyst_ratings(symbol) — consensus expectations and price targets
5. terminalq_get_technicals(symbol) — pre-earnings technical setup
6. terminalq_get_news(symbol, 7) — recent news and sentiment

After gathering all data, produce an earnings prep report following the Earnings Preview contract in docs/output-contracts.md:

Earnings Calendar:

• Table of portfolio holdings with known/expected earnings dates
• Sort by date (soonest first)

Per-Company Analysis (for each holding with upcoming earnings):

[SYMBOL] — [Company Name]

• Consensus: Expected EPS, revenue estimate if available
• Track Record: Beat rate (X of last Y quarters), average surprise %
• Technical Setup: Is the stock trending up/down into earnings? RSI level (overbought before earnings = risky), support/resistance levels
• Recent Sentiment: Key news themes — positive catalysts, concerns, or guidance signals
• Position Risk: Current position size * expected move (historical earnings day move %) = estimated P&L impact

Portfolio Earnings Risk Summary:

• Total portfolio exposure to upcoming earnings
• Highest-risk positions (largest position * largest expected move)
• Any positions where technical setup + sentiment suggest elevated risk

Action Items:

• Positions to consider trimming before earnings (high risk, overbought)
• Positions well-set-up for potential upside
• Hedging suggestions if total earnings exposure is high

Data Freshness: Include a table noting each data source, how recent it is, and confidence level (High/Moderate/Low per docs/output-contracts.md).

Disclaimer: End with the standard disclaimer from docs/output-contracts.md.

Keep each company analysis concise — focus on the numbers and signals, not background.

Failure Modes

Failure Mode	Signal	Response
Portfolio unavailable	terminalq_get_portfolio_live fails	Stop and instruct user to run /tq-ingest first — cannot identify holdings without portfolio data
No earnings data	terminalq_get_earnings returns empty for a symbol	Note that no earnings history is available; skip that holding's analysis
Earnings dates unknown	No upcoming earnings dates found in data	Note that earnings dates may not be announced yet; present available analysis for current quarter
Technicals fail	terminalq_get_technicals errors for a symbol	Skip Technical Setup for that holding; note in output
Few holdings	Portfolio has < 3 holdings	Analyze all holdings rather than filtering to top 5-8

When Not to Use

• Do not use for a single stock's earnings — use company-research with the symbol instead
• Do not use outside of earnings season when no portfolio holdings have upcoming earnings
• Do not use for buy/sell decisions — use trade-research for position-level decisions