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AI agent for traders

Earnings Season Positioning Agent

A decision for every holding with earnings ahead, with gap risk inside the trader's limits

Risk managementDecisionsFinance
See how it worksGet access
Earnings Season Positioning Agent: what goes in, what the agent does and what you get

What it does

Earnings can gap a stock far past any stop, and the dates sit in different places. This agent lists every holding with earnings in the next two weeks. For each one it pulls the options-implied move and the stock's past reactions, then works out the loss if the stock moves against the position by the implied move or the worst past reaction. It compares that loss with the trader's per-trade and weekly risk rules. If the possible loss is over the limit, it tests smaller sizes and hedges such as a put spread, and rechecks that the new loss fits. It also checks that the earnings date and time are confirmed by the company. The trader approves each decision to hold, trim or hedge. Edge case: a date marked estimated is treated as possibly sooner and gets a confirmation reminder.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekly check or new earnings date 2 USES A TOOL List holdings with earnings in the next two weeks 3 USES A TOOL Pull implied move, past reactions and confirmed date 4 DOES Estimate the gap loss for each position 5 CHECKS THE RESULT Is the possible loss inside the risk limit? If not: test smaller sizes and hedges for that position.Back to step 4. 6 USES A TOOL Price each hedge or trim using current option quotes 7 CHECKS THE RESULT Does the new loss fit the limit, including hedgecost? If not: try a different strike or a larger trim andreprice. Back to step 6. 8 DOES Mark unconfirmed dates for a reminder 9 YOU APPROVE Trader approves hold, trim or hedge for eachposition 10 RESULT Earnings positioning sheet
Read the steps as a list
  1. Weekly check or new earnings date
  2. List holdings with earnings in the next two weeks
  3. Pull implied move, past reactions and confirmed date
  4. Estimate the gap loss for each position
  5. Is the possible loss inside the risk limit?If not: test smaller sizes and hedges for that position. Back to step 4.
  6. Price each hedge or trim using current option quotes
  7. Does the new loss fit the limit, including hedge cost?If not: try a different strike or a larger trim and reprice. Back to step 6.
  8. Mark unconfirmed dates for a reminder
  9. Trader approves hold, trim or hedge for each positionThe agent waits here for your OK.
  10. Earnings positioning sheet

How it decides

Gap loss is estimated using the larger of the implied move and the average of the last four reactions. A position is acceptable when that loss is within the per-trade limit.

  • Use the larger of implied move and average past reaction as the gap estimate
  • Require loss at or under 1% of the account per position
  • Treat an estimated date as sooner by 3 days
  • Skip hedges whose cost exceeds 30% of the risk they remove

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Per-position loss limit (default 1% of account)
  • Look-ahead window (default 14 days)
  • Number of past reactions to use (default 4)
  • Hedge types allowed

What keeps you in control

It always asks you first

  • Each hold, trim or hedge decision

Hard limits

  • Never places orders or hedges
  • Does not forecast the earnings result

It stops when

  • Done: every holding has an approved decision
  • Stop: option data is unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Monday the agent found 5 holdings reporting by Friday. A software stock with 400 shares at $62 had an implied move of 11% and a past worst of 14%, so possible loss was $3,470 against a $2,000 limit. The check failed. It tested trimming to 230 shares, which fit, and a put spread, which cost $310. The trader trimmed to 250 shares and bought the spread.

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