skills/bigdata-catalyst-monitor/assets/report-template.md

# Catalyst monitor — report template

Follow this structure. Keep the section order. Every catalyst carries a date or window — where the date is unknown, write the expected quarter and mark it as undated. Add inline citations `[1]`, `[2]` immediately after claims, hyperlinked to the document URL.

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```markdown
# Catalyst Monitor: [Company Name] ([Ticker])
Report Date: [Date]
Horizon: [Next 2-4 quarters, through [Date]]

## Executive Summary
[2-3 sentences: the 2-3 catalysts that dominate the horizon and what each would change. Not a list — a ranking.]

## What's Already Priced
[Brief: consensus estimates, current multiples, sentiment. Every catalyst below is framed against this baseline.]

## Catalysts Ranked by Expected Impact

| # | Catalyst | Date / window | Type | Direction | Magnitude | Confidence (date / outcome) | What to watch |
|---|----------|---------------|------|-----------|-----------|------------------------------|---------------|
| 1 | | | Scheduled / Foreseeable | Positive / Negative / Two-sided | High / Med / Low | | |
| 2 | | | | | | | |
| 3 | | | | | | | |
| 4 | | | | | | | |
| 5 | | | | | | | |

### Catalyst 1: [Name]
- **Date:** [Exact or window; note if undated but expected]
- **What happens:** [The event itself, factually]
- **Why it matters:** [Tied to a value driver — revenue, margin bps, overhang, multiple]
- **Bull resolution:** [What a good outcome looks like and what it implies]
- **Bear resolution:** [What a bad outcome looks like and what it implies]
- **Watch signal:** [The specific indicator that tells you which way it went]

### Catalyst 2: [Name]
[Same structure]

### Catalyst 3: [Name]
[Same structure]

## Chronological Calendar

| Date | Event | Type | Expected impact |
|------|-------|------|-----------------|
| | | Scheduled / Foreseeable | High / Med / Low |

## Scheduled Events
[Earnings dates, investor days, conferences, index reviews, lock-up expiries — from the events calendar and filings]

## Foreseeable Unscheduled Events
[Regulatory decisions, litigation milestones, product cycles, contract renewals, refinancings — with expected windows and the basis for each estimate]

## Undated but Material
[Events that are likely but have no timetable. Say why they are expected and what would put a date on them.]

## Net Assessment
**Closing (structured):** Net assessment: [Positive/Negative/Neutral] because [specific]; key risk: [X]; next catalyst: [Y] ([date]).

## Sources
  ALWAYS include a "Sources" section listing ALL documents referenced with:
   - Reference number matching the inline superscript number
   - Source name and publication date (MMM DD, YYYY) hyperlinked to the URL

   **Example:**
   [1] (NVIDIA Q3 2026 Earnings Call - Nov 19, 2025)[https://www.benzinga.com/node/...]
   [2] (Benzinga - Nov 20, 2025)[https://www.benzinga.com/node/...]

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## Disclaimer

This output is for informational and research-assistance purposes only. It does **not** constitute investment, legal, tax, accounting, or other professional advice, and it is **not** a recommendation to buy, sell, or hold any security or instrument or to pursue any strategy. Information may be incomplete, estimated, delayed, or inaccurate. Past performance does not guarantee future results. Verify material facts independently and consult qualified advisors before making decisions.
```

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## Footer rule

The **Powered by Bigdata.com** line and the **Disclaimer** block above are mandatory and must be reproduced **verbatim**, after the Sources section, in every user-facing deliverable.