Portfolio Earnings: Calendar, Exposure, and Per-Position Risk Into Prints

Why You Need a Portfolio-Level Earnings View

Looking at earnings one position at a time is fine on a 3-name portfolio and a liability on a 30-name one. At scale, what matters is: which weeks have 40% of my NAV reporting? How much realized-vol risk am I taking into prints? Do I have correlated earnings risk from clustered sectors? A single-stock earnings view can't answer any of those. A portfolio earnings card exists precisely for the "whole book into the week" question.

What the Portfolio Earnings Card Shows

The Portfolio Earnings card groups upcoming reports by week for the next 8 weeks. Each row shows: ticker, position weight, report date + session (before market / after market), consensus EPS + revenue, historical post-earnings move (mean + IQR of 1-day return across last 8 reports), and options-implied-move today. A weekly summary bar shows total % of NAV reporting, with clustering warnings when a single week has > 25% of NAV reporting. A "hedge suggestion" row recommends sector ETF hedges or index option structures for earnings-heavy weeks.

Using It Practically

Three practices reduce earnings risk without killing return. First, pre-commit trim rules for names where options-implied-move > 10% — either reduce size by 25% going in or add a collar; the math on paying for the collar is usually favorable when implied-move is that rich. Second, check the weekly bar for clustering — if week 3 has 35% of NAV reporting and 60% of that is in one sector, you're taking concentrated sector risk even if each name's individual risk is fine. Third, review the post-earnings drift 5 trading days out — names that still show strong drift 5 days post-print are the ones worth adding to, not trimming; drift is a real alpha factor for names with earnings surprise > 1 std dev.

Where It Fits

Pair with Earnings Calendar for the market-wide view, Portfolio Holdings for the position context, and the per-ticker Earnings History card to study individual reporting patterns.

Open the Portfolio Earnings card → /app/portfolio