Prepare for Earnings Season as a Retail Investor

Earnings season hits and suddenly you need to track guidance, estimates, and sentiment across 10-15 stocks. Institutional investors have teams for this. You have ClearEdge.

The Setup

Agent 1: Marcus (Financial Analysis) — "Earnings Preview"

Focus area: "Upcoming earnings for these companies: [AAPL, MSFT, GOOGL, AMZN, NVDA — list your holdings]. For each: consensus revenue/EPS estimates, recent guidance changes, analyst rating changes, and key metrics to watch."

Output: Full Report
Schedule: Run weekly during earnings season

Agent 2: Sarah (News Intelligence) — "Pre-Earnings Sentiment"

Focus area: "Market sentiment and analyst commentary ahead of earnings for [your holdings list]. Track upgrades/downgrades, whisper numbers, options activity, and management comments."

Output: Bullet Points
Schedule: Daily during earnings week

What You Get

Marcus delivers:

• Per-stock earnings cards with consensus estimates
• Revenue and EPS trend charts (described in data)
• Key metrics to watch for each company
• Historical beat/miss patterns

Sarah delivers:

• Daily sentiment shifts
• Analyst rating changes
• Unusual options activity mentions
• Management commentary from conferences

The Edge

You're seeing the same intelligence that sell-side analysts use to brief their institutional clients — automated, structured, and delivered to your inbox.