Analyst No credits
When your companies report
“Three of your names report next week.”
Who reports, when, and how much of your book has an event on it.
One of my stocks reports earnings soon. What should I expect?
Every position reporting in the next two weeks, with what the options market is pricing and where the asymmetry sits — before the print, while you can still act on it.
- 1 Scan reporters
- 2 Review each
- 3 Choose stance
- 4 Save
When to open it
Open it the weekend before a heavy earnings week. The point is to decide in advance what you'd do on a beat and on a miss, rather than reacting to a gap at 9:31. The Analyst agent will tell you the week is coming; this is where you decide what to do about it.
What you get
What Erina puts in front of you.
Per-name IV rank, the options-implied expected move against its four-quarter average, what consensus is looking for, and where the asymmetry sits if the number lands either side of it.
- 01
The reporting queue
Which of your positions report in the next two weeks, in date order, so nothing sneaks up on you. On the sample book that's seven names with MSFT first.
- 02
What's priced in
IV rank and the options-implied expected move per name, so you can see whether the market is bracing for a big number or a routine one.
- 03
The asymmetry
Where consensus sits, what the multiple already assumes, and how far the stock plausibly moves in each direction. That asymmetry is the whole decision.
- 04
Structures across the print
If you'd rather define the outcome than guess it, Erina proposes concrete collars and trims sized to the event window — with cost and boundaries attached.
Real output
What it actually says.
Lifted verbatim from this workflow running on the sample book, so you can judge the register of the reasoning before you sign up, not after. Shown as the Advanced view draws it.
workflows / earnings-prep · balanced growth Sample book
MSFT now $485.20 +$10,520 (+27.7%)
Erina's read
MSFT is up 27.7% and prints earnings in ~10 days. Azure growth decelerated last quarter and consensus is looking for a re-acceleration this print on the back of enterprise AI spend.
The setup is asymmetric: a beat probably adds 3-5%; a miss on Azure specifically could take 8-10% off, given how much AI-capex narrative is baked into the current multiple (~32× forward).
Your choices
Trim 25 shares before earnings
Reduces downside on a potentially adverse Azure print while keeping 75 shares of exposure to the AI story.
Realized +$2,630 Remaining 75 sh
Earnings collar (2-week)
Sell $510 call, buy $470 put, both expiring the Friday after earnings. Locks P&L within a ~$40 band across the print.
Floor $470 Cap $510 Cost ~$50 net
Illustrative output on sample data — not a recommendation, and not investment advice. Choosing an option in the app saves it as a tracked plan; Erina never places an order.
In the Advanced view
The agents that open this for you.
Flip to Advanced and you can put one of these on your book. It checks on its beat, writes to the queue when a line is crossed, and its row is the door to this workflow. Quiet when nothing changed.
See the Advanced view → Trader No credits
Elevated expected move on upcoming earnings
“NVDA — expected move 8.4% into next print (line 5%).”
Names in your universe whose ATM-straddle implied expected move into the next expiry is above a threshold. Useful for sizing pre-print, or spotting rich premium.
Pairs with
The questions next to this one.
Protect winners solo
A stock I own is up a lot. Sell some, protect it, or hold?
Erina looks at each big winner and lays out the three choices with numbers.
How it works → Generate income solo
Can the stocks I own earn me extra income?
Covered calls explained simply, sized to positions of 100+ shares.
How it works → Start your trial
Show Erina what you own. She'll tell you what needs a decision.
About a minute, no card, no broker login. A first read in seconds, a plain-English answer every morning after that.
No credit card · 30-day trial of the Solo surfaces · about a minute to add your positions · never trades