Portfolio event intelligence

Catalyst Radar

Every earnings date, IPO, macro print, and filing that could move your book — ranked against connected holdings, watchlists, and theses, then turned into a decision-ready preparation plan.

1. Pick a catalyst from the Impact Queue below 2. Prepare the bull, base, bear, and invalidation cases 3. Act: send the plan to Decision Stream, create an agent, or set a reminder
Calendar Plans Agents

Impact Queue

Sorted by impact, urgency, signal alignment, and uncertainty.