An earnings-season workflow

Earnings season is a firehose. Dozens of names report every day, the reactions are fast, and the move after the print often matters more than the print itself. A repeatable routine keeps you ahead of it instead of chasing. Here's one that works.

1. Set the day before the open

Start in Daily Analysis. It pulls the whole board together: who reported, who's reporting today, where money is rotating, and the names worth watching into the session. Two minutes here tells you what kind of day it is before the bell.

Note the reports on your watchlist names and anything flagged on Today's Edge, which ranks the day's events by expected edge so you can spend your attention where it's likely to pay.

2. Work the reactions

Once reports start landing, open Earnings Analysis for the read on what each company actually said, and Beats & Misses to see who cleared the bar and who didn't. The number alone rarely tells the story. A beat that the stock sells off on is often more informative than the headline.

Use the impact score and sentiment to sort the genuine surprises from the in-line prints you can skip.

3. Trade the drift, not just the gap

The first move is the reaction. The follow-through is the trade. Open the PEAD signal for post-earnings drift: the tendency of stocks that surprise to keep moving in that direction for days or weeks. A strong beat with a clean drift setup is a higher-quality entry than chasing the opening gap.

Match the drift candidates against what Daily Analysis flagged in the morning. When both point the same way, you have a plan.

4. Let alerts carry the load

You can't watch every name. Add the ones reporting this week to your Watchlist and put them in a group, for example "Reporting this week". Then create an alert rule on that group with Earnings Beats / Misses, and a second rule with Analyst Ratings, since ratings carry no impact score. Now the print, and the wave of upgrades and downgrades that follows, come to you.

TIP

Quiet hours apply to every Telegram alert, and after-hours prints often land in the evening. If you hold names that are reporting, set your quiet window to start after the late prints, or turn on the Email Digest so nothing skipped overnight is lost.

Through a heavy week the loop is the same each day: read Daily Analysis before the open, work the reactions through Earnings Analysis and Beats & Misses, look for follow-through on PEAD, and let alerts handle the names you're not staring at. Because you buy days rather than months, you can cover the busy stretch and let the subscription lapse afterward.

Next: Alerts that actually matter.