Documentation / Investment calendar
Investment Calendar
The Investment Calendar is a shared timeline for important financial dates — earnings releases, ex-dividend dates, economic reports, and personal deadlines. You add events manually; the Advisor and research agents can also add events automatically from articles and conversations.
Before you start
- No setup required — the calendar is ready to use immediately.
- The Advisor can read and write events, so ask it to add dates it discovers during research.
How to use it
- Go to Calendar and click "Add Event" to create a new event.
- Fill in the title (required) and date (required). Optionally add a kind (Earnings, Dividend, Ex-Dividend…), tickers, importance level, and a description.
- The Advisor can add events for you — just ask: "Add Apple earnings on July 30th."
- Ask the Advisor about upcoming dates: "What events do I have next week?" or "Show me all Apple calendar events."
- Filter events by kind, date range, or ticker using the filter bar at the top.
- Toggle between List view and Grid view (monthly calendar) using the view switcher.
What comes next
- The research and X curation agents automatically extract specific dates from articles and posts — check the Calendar after an agent run to see what was added.
- Events marked with "advisor" or "research_agent" as source can be verified and edited manually.
Tips
- Use the Importance filter to focus on High events near earnings season.
- Tag events with tickers (e.g. "AAPL") to quickly filter all Apple-related dates.
This page describes a paid feature
Everything documented here is included in the single €19/month plan.