Decision Recipes

Evaluating Underlying Symbol Earnings Reporting

Evaluating underlying symbol earnings reporting allows you to choose the number of days until a security’s next earnings report. Here is how to use it.
Evaluating Underlying Symbol Earnings Reporting
Steve Henry
May 14, 2021

The decision recipe for evaluating an underlying symbol’s earnings report has three inputs:

  • Symbol
  • More than/less than/exactly
  • Days

This decision recipe allows you to choose the number of days until a security’s next earnings report.

Screenshot displaying the decision recipe for evaluating underlying symbol earnings reporting

Enter a symbol and select “Next.” The second field prompts a dropdown menu to choose if the security’s earnings report is more than, less than, or exactly the third field, where you manually input the number of days. When you have finished creating the recipe select, “Save.”

Screenshot highlighting the save button following the decision recipe inputs

NOTE: You can also create a custom input, which allows you to input the field later to make the decision recipe dynamic across all automations.

The decision will be added to the list of criteria. You have the option to add more decisions to the recipe or return to the automation editor. When finished, select “Save” again to return to the automation editor.

Screenshot highlighting the save button to return to the automation editor

The automation editor will display your completed decision criteria for evaluating the number of days until an underlying symbol’s earnings reporting.

Screenshot highlighting the decision recipe within the automation editor

You can always select the decision inside the automation editor and make changes to the criteria.

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Evaluating Underlying Symbol Price Probability
Evaluating underlying symbol price probability allows you to evaluate the probability of a symbol’s price being above or below a specific value in a certain number of days. Here is how to use it.
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FAQs

Why are earnings dates even important for me to consider in my trading?

Earnings dates are important to consider because stocks can have abnormal price movement leading up to earnings as well as after earnings are reported.

Do all stocks have earnings?

Yes, all publicly-traded companies report earnings.

Do ETF's report earnings?

No, ETF's are Exchange Traded Funds which are a basket of individual stocks and therefore do not report earnings.

Can I put a negative number in the days until earnings to give me days since earnings?

Yes

Are earnings always reported on a quarterly basis?

Usually and for almost all stocks this is true. Though exceptions do happen from time to time.

Can this criteria be used as both an entry or an exit criteria?

Yes!

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