Your Portfolio Calendar
Full interactive calendar for your portfolio with filters, the timeline and every catalyst with its notes and read-throughs.
Your Portfolio Calendar
Watch the demo
I walk through how the calendar works, and how it is built, in a short video on YouTube.
Watch on YouTubeIt is a snapshot, but you can auto-refresh it
This calendar is a fixed point-in-time view and does not update on its own. You can have Claude keep it current for you:
- In Claude Cowork, drop in your portfolio calendar in whatever format you have it (HTML, Excel, a note). It becomes the template Claude works from.
- Ask Claude to refresh the data in it and set it as a recurring task.
- Schedule it weekly, on the day and time of your choice, and Claude rebuilds it for you from then on.
Built from Claude's equity plugins
The starting point is the basic /catalyst-calendar skill in Claude's equity research plugins. This version improves on that base with ex-dividend dates, peer read-throughs, a portfolio overview and an interactive timeline.
Portfolio overview
An illustrative set of seven holdings, used here to show how the calendar works. Not a real portfolio and not a recommendation. Each links to the company's investor relations page and its latest quarterly filing.