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Risk/sizing

Event-risk calendar for open positions

Desk seat: Risk, Macro

The problem

Earnings and macro events can gap positions.

What the agent does

Lists upcoming events (earnings, dividends, macro) for each position you hold.

Copy-paste prompt

For each position [list], list upcoming known events in the next [30] days (earnings, ex-dividend, investor days, major macro releases) with dates and sources. Flag any that conflict with my rule: [rule]. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

Grok, ChatGPT, Gemini, or any similar assistant.

Linked tools

Linked roles

Risk Officer, Macro Watcher

Limitations

Event dates can shift; confirm with company IR. AI can be wrong, so verify before relying on any output.

Source

Grok

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.

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