Earnings dates, filings and IPOs, filtered to your holdings instead of presented as a market-wide calendar. See what is ahead by day, week or month.
No scheduled corporate events
Illustrative interface only. Dates and companies are hypothetical.
Earnings season arrives as a wall of dates, almost none of which belong to the positions in front of you.
The scan is simple, but tedious enough that it gets rushed or skipped. The useful date was there somewhere, surrounded by hundreds that had nothing to do with your portfolio.
Events changes the starting point. The holdings are the filter, so the first calendar you see is already narrowed to the companies you own.
This page limits the core product story to capabilities confirmed in the feature documentation.
The default view starts with connected positions rather than a market-wide calendar you have to scan for the companies you own.
Earnings reports, filings and IPO dates sit together, so the scheduled events attached to held companies do not require separate calendars.
Move between day, week and month views depending on whether you are checking today, preparing the week or scanning farther ahead.
Not another market calendar to read past. A planning view that begins with the portfolio context already applied.
What is scheduled?The corporate date and its event type.
Does it touch a holding?The connected position associated with the date.
What does it ask you to do?Nothing. A scheduled date is context, not an instruction.
See how a portfolio-filtered calendar can turn a market-wide schedule into a manageable planning view.
