What does this skill do, and when should you use it?
This skill builds and maintains a forward-looking catalyst calendar for an equity coverage universe. It covers earnings, investor events, product launches, regulatory decisions, industry conferences, data releases, and macro events. Users define the companies, sector focus, macro-event scope, and time horizon. The skill organizes events into a structured calendar and produces a weekly preview with positioning implications, with Excel, Markdown, and optional Google Calendar outputs described.
Accepts a list of companies or tickers, sector or industry focus, macro-event preference, and time horizon; organizes upcoming events into earnings and financial, corporate, industry, and macro categories; records date, event, company or sector, type, impact level, positioning, and notes; generates a current-week summary, next-week preview, and position implications; specifies an Excel workbook with sortable calendar columns, a Markdown weekly preview or note, and optional Google Calendar integration; flags the need to verify shifting earnings dates against company investor-relations pages and Bloomberg or FactSet closer to the event.
- An equity research analyst builds a two-week or quarterly calendar of earnings and corporate events for a coverage universe.
- A sector analyst prepares for a major conference by tracking presenting companies and notable absences.
- A portfolio manager reviews FDA decisions, regulatory deadlines, or M&A approvals that may create binary risk.
- A macro-aware equity team adds FOMC meetings, jobs data, CPI, GDP, and central-bank decisions to its stock-event calendar.
- A research team produces a weekly preview with consensus, internal estimates, key metrics, and positioning considerations.
How do you install this skill?
- Do not treat “Our Positioning” or “pre-positioning recommended” as validated investment advice; qualified professionals must review the output and source data.
- Before using external market data, company IR, Bloomberg/FactSet, or Google Calendar, define authorization, credential scope, data flows, privacy requirements, and failure fallback.
- The skill does not define handling for Chinese output, missing dates, date changes, conflicting sources, or inaccessible data; verify core data-source reachability in mainland-China network environments.
- Network access
- Local filesystem
The skill is located at plugins/vertical-plugins/equity-research/skills/catalyst-calendar/SKILL.md. Following the repository README, install the vertical plugin in Claude Code with: claude plugin marketplace add anthropics/financial-services; claude plugin install equity-research@claude-for-financial-services. The README does not provide a command for installing this individual skill separately.
tmp="$(mktemp -d)"
git clone --depth 1 https://github.com/anthropics/financial-services.git "$tmp"
mkdir -p ~/.claude/skills
cp -R "$tmp/plugins/vertical-plugins/equity-research/skills/catalyst-calendar" ~/.claude/skills/
rm -rf "$tmp"Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.
How do you use this skill?
Once installed, send your agent any of these to trigger it:
- what's coming up,
- Build a catalyst calendar for my technology coverage universe for the next month, including FOMC and CPI.
After installing the equity-research plugin that contains the skill, use a trigger such as “catalyst calendar,” “upcoming events,” “what's coming up,” “earnings calendar,” “event calendar,” or “catalyst tracker.” Provide the companies or tickers, sector focus, whether to include macro events, and the time horizon. Example: “Build a catalyst calendar for my technology coverage universe for the next month, including FOMC and CPI.”
What are this skill's strengths and limitations?
- Covers earnings, corporate, industry, and macro catalysts in one workflow.
- Uses structured fields including impact level and positioning.
- Includes weekly previews, next-week lookaheads, and risk management around binary events.
- Accounts for shifting earnings dates, pre-announcement risk, conference attendance, recurring data, and outcome archiving.
- The SKILL.md does not specify an automated event-data retrieval platform or scraping mechanism.
- Earnings dates still require verification against company IR pages and Bloomberg or FactSet closer to the event.
- Google Calendar integration is described as optional, but no setup instructions are provided.
- The source does not document a test suite or automated validation coverage.
How does this skill compare with similar options?
Side by side with related skills; every score comes from the same FSRS standard.
| Skill | FS score | Stars | Last updated | License |
|---|---|---|---|---|
| Equity Catalyst Calendar this page ✓ Anthropic · Official | 44 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| Earnings Update Researcher ✓ Anthropic · Official | 54 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| Financial Model Refresh ✓ Anthropic · Official | 47 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| StockValuation.io Local Valuation Workflow | 58 · Recommended | ★ 33 | 1mo ago | Apache-2.0 |
| 3-Statements-Ultra | 55 · Use with care | ★ 85 | 5mo ago | — |
How did FollowSkills review this skill?
The skill does not itself claim to execute trades, modify files, or send external messages, and the repository states that outputs require professional review. However, optional Google Calendar integration, Excel output, and email/note output lack permission boundaries, user confirmation, data-flow disclosure, sensitive-data handling, and rollback guidance, so points are deducted.
The workflow is internally coherent across inputs, catalyst categories, calendar view, weekly preview, and outputs. However, it does not specify data-source availability, handling of missing or conflicting dates, abnormal-input feedback, or key-path reproduction; the static score is conservatively capped.
Triggers, coverage dimensions, time horizon, and event categories are reasonably clear. Non-fit cases, input/output boundaries, and Chinese-language operation are not defined, while reliance on company IR and Bloomberg/FactSet is noted without reachability or fallback guidance.
The document has clear structure and includes a workflow, table template, output formats, limitation notes, and repository-level Apache-2.0 licensing. The skill itself lacks installation/dependency notes, parameter conventions, representative outputs, FAQs, versioning, changelog, maintenance ownership, and update path.
It supplies a usable structure for a catalyst calendar and weekly preview, including date verification and outcome archiving guidance. However, there is no evidence that data gathering, Excel/email generation, or calendar integration actually works, so substantial manual completion and verification remain; the static score stays at or below 7.
Evidence is limited to the skill text, README, and generic CI/secret-scanning configuration. There are no tests covering this skill's key paths, representative outputs, source citations, or third-party execution evidence, so auditability and reproducibility are weak.
Open a dimension to read why it scored that way
Evidence confidence：Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.
See the full review method →