How to get earnings reminders for the stocks you own

The simplest way to get earnings reminders for the stocks you own is to use a tool that knows your holdings and the earnings calendar, then set one reminder that covers everything, for example "notify me the day before anything I own reports." You can do this in some investing apps, and with a connector you can ask your AI assistant to set it up in a sentence.

Here's why the dates matter, the different ways to get reminded, and what to do when the reminder arrives.

Why earnings dates matter

Earnings reports are some of the biggest scheduled events for a stock. Prices can move sharply in a single day as investors react to the results and the company's outlook.

Knowing the date in advance helps you:

• Avoid surprises. A big move is less unsettling when you knew a report was coming.
• Prepare. You can remind yourself why you own the stock and what the market expects.
• Read the results promptly, while the news is fresh and before headlines shape your view.
• Avoid accidental timing. If you're planning to buy or sell anyway, you might prefer not to do it the afternoon before a report without realising.

When do companies report?

Most US and Canadian public companies report four times a year. Reports tend to cluster in the weeks after each calendar quarter ends, which is why people talk about "earnings season." Companies with fiscal years that don't match the calendar year report on their own schedule.

Companies usually announce the exact date and time a few weeks in advance on their investor relations page. Until then, calendars may show an estimated date. Some companies report before the market opens, others after it closes.

Ways to get earnings reminders

The key feature to look for is coverage by holdings, not by ticker. If a reminder is tied to "everything I own," it stays correct when you buy something new. If it's tied to individual tickers, you have to remember to add each one.

Setting reminders with an AI assistant

With a connector like Bywell, you can manage reminders in the same chat where you ask about your portfolio. Bywell's reminder tool supports four scopes:

• One specific ticker.
• All your holdings.
• All your watchlists.
• Everything, holdings and watchlists together.

You choose how many days before the report you want to hear, from the same day up to two weeks ahead. The reminder arrives as a push notification from the Bywell app on iOS or Android.

Example requests:

• "Remind me the day before anything I own reports earnings."
• "Set a reminder three days before earnings for everything on my watchlist."
• "Which reminders do I have set? Delete the one for this ticker."
• "What reports in the next 14 days across my holdings and watchlists?"

The free plan includes three reminders. Pro includes unlimited reminders, plus alerts.

What to do when the reminder arrives

A reminder is only useful if you do something with it. Here's a short routine for the day before a report.

1. Re-read your thesis. Why do you own this, and what would change your mind? If you haven't written it down, now is a good time.
2. Check what's expected. What revenue and EPS are analysts expecting? Has the company given guidance? Ask your assistant: "What are the expectations going into this company's earnings?"
3. Look at the last few quarters. Has the company tended to beat or miss? How did the stock react?
4. Decide what you'll look for. One or two things that matter for your thesis, like a specific segment or guidance for the year.
5. Don't pre-commit to a reaction. Plan to read before you act.

Then, after the report:

• "Walk me through the results for this company against estimates, and what guidance said."
• "What's the bull reading and the bear reading of this report? Cite sources and dates."

If the stock moves the opposite way to what you'd expect, Why did my stock drop on good earnings? explains the usual reasons. For a full walk-through of the report, see How to read an earnings report.

Earnings season without the stress

During the busiest weeks of earnings season, several of your holdings may report within days of each other. A few ways to keep it manageable:

• Ask for the whole week at once. "What reports this week across my holdings and watchlist, and on which days?" gives you a simple schedule.
• Prioritise by weight. Your largest positions deserve the closest reading. Bywell's holdings tool includes portfolio weights, so you can ask the assistant to sort upcoming reports by how much of your portfolio each one represents.
• Batch the reading. Rather than reacting to each report as it lands, set aside one time to go through the results together.
• Keep notes. A line or two per report, like "beat, guidance raised, thesis intact," builds a record you'll appreciate next quarter.

A few tips

• Set a single broad reminder rather than many narrow ones. "Everything I own, one day before" covers most needs.
• Add your watchlist too. Earnings reports are a good time to learn about companies you're considering, without owning them.
• Check dates again as they approach. Estimated dates can change when companies confirm.
• Mind the time zone and timing. A report after the close means the reaction happens the next trading morning.

This is general information, not investment advice.

Get started

If you'd like reminders that follow your actual holdings, Bywell connects your brokerage read-only and can remind you before anything you own reports. It's coming soon to iPhone and Android: join the launch list.