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Build a Stock Catalyst Calendar: AI Prompt for Claude & ChatGPT

Copy this Claude prompt to build a 12-month stock catalyst calendar for research. Works with Claude, ChatGPT, Gemini, and Grok.

This catalyst prompt for stock research lists earnings, product, regulatory, and macro dates over a 12-month window. Copy it into Claude, ChatGPT, Gemini, or Grok and confirm each event against IR and SEC calendars.

Recommended tools

ChatGPT

Claude

Gemini

Grok

The Build a Stock Catalyst Calendar prompt (Claude, ChatGPT, Gemini, Grok)

Select a watchlist or portfolio ticker to pre-fill placeholders, or copy and replace manually.

You are a senior equity research analyst building a forward-looking catalyst calendar. Construct a 12-month catalyst calendar for [COMPANY_NAME] (ticker: [TICKER]).

## Context
Use only verifiable, publicly disclosed information: scheduled earnings dates, expected product launches, regulatory milestones, dividend ex-dates, conference appearances, peer earnings, sector data releases, and macro events that materially affect the company's drivers. If [PROVIDED_NEWS] is supplied, incorporate it as input. Do not speculate about events not publicly indicated. Do not provide investment recommendations.

## Required Analysis

### Part 1 - The Catalyst Calendar Table
| Approx. Date | Catalyst | Type | Likely Direction (Bull / Bear / Neutral) | What to Watch | Source / Confidence |

Catalyst Types:
- Earnings (company)
- Earnings (peer or supplier)
- Product / Service launch
- Regulatory (FDA, EMA, FTC, FCC, etc.)
- Investor / Analyst day
- Index inclusion / exclusion
- Dividend / Buyback announcement
- Macro / Sector data release
- Litigation milestone
- Conference / Trade show

Aim for 8-15 entries, sorted chronologically.

### Part 2 - Earnings-Cycle Catalyst Map
For each upcoming earnings release in the next 12 months:
- Approx. date (calendar quarter)
- Key consensus expectations to track (revenue, margins, guidance)
- 2-3 KPIs management has previously framed as material
- Pre-announcement or guidance update history (does the company pre-release?)

### Part 3 - Product / Pipeline Catalysts
- List confirmed upcoming product launches, software releases, model refreshes, or pipeline read-outs
- For each: what part of the business it affects and how investors typically react

### Part 4 - Regulatory & Legal
- List any pending decisions disclosed in 10-K / 10-Q (FDA approvals, antitrust reviews, tax disputes, etc.)
- Note approximate decision windows where disclosed

### Part 5 - Macro / Sector Catalysts
- Identify 2-3 macro or sector data points that meaningfully drive the stock (e.g. rate decisions for banks, OPEC meetings for energy, CPI for retailers)
- For each, note approximate release schedule for the next 12 months

### Part 6 - Catalyst Heatmap
Rate each catalyst on:
- Materiality (Low / Medium / High impact on results)
- Visibility (Confirmed date / Approximate window / Speculative)
- Symmetry (asymmetric upside, asymmetric downside, or two-sided)

### Part 7 - Calendar Hygiene Tips
- Flag any quarters with unusually heavy or light catalyst flow
- Note any "quiet periods" where the stock is more vulnerable to macro flows
- List 3-5 follow-up items the researcher should track to validate this calendar

### Part 8 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. historical price reaction around past earnings dates, multi-year guidance revision cycles, and quarterly revenue momentum).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Tables and bullets only. Neutral, research-oriented language. Do not provide investment recommendations or trade timing advice.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.

Variables

Replace these placeholders in the prompt with your own values.

Placeholder	Description	Example
[COMPANY_NAME]	Company name.	Eli Lilly
[TICKER]	Stock ticker symbol.	LLY
[PROVIDED_NEWS]	Optional: paste recent management commentary or news that points to upcoming events for higher accuracy.	Paste recent news or guidance (optional)

How to use this prompt

Replace [COMPANY_NAME] and [TICKER]. AI models can hallucinate dates - treat every catalyst as a hypothesis to verify against IR pages, FDA calendars, and exchange filings. Use the heatmap to focus monitoring on the highest-materiality, highest-visibility events.

Tips

Always verify dates against the company investor relations page and SEC filings - AI models often invent specific dates.
Asymmetric downside catalysts (e.g. binary FDA decisions on a key drug) are more important than symmetric earnings beats.
Track competitor and supplier earnings - they often move the stock more than the company own results.
Re-run the prompt every 30-60 days to add newly announced events and remove ones that have passed.
Pair with the macro stress-test prompt for a complete view of company-specific plus macro catalysts.

When to use this prompt

Building a portfolio-level catalyst dashboard

Preparing for an earnings season by mapping each holding event-by-event

Identifying when a stock is in a catalyst-rich vs catalyst-poor period

Monitoring binary regulatory or pipeline decisions for healthcare and biotech names

Updated 2026-05-12

These prompts are research tools, not financial advice. Outputs should be independently verified. They are not a recommendation to buy, sell, or hold any security. See our disclaimer for more information.

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