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Earnings & Fundamentals Check

Official

Before reading a stock's chart, check what the company is, its size, and whether an earnings date sits inside the window being analysed.

Updated Oct 17, 2026 · earnings, fundamentals, stocks, calendar

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What it is

For a tokenized stock or ETF, a chart sits on top of a company. This check gathers what the platform knows about it, so a breakout is not read without knowing an earnings release is two days away. It reads facts; it does not value the company.

What to look for

  • What it is. get_asset_profile: name, class, listing date, 52-week range and returns. Where the profile carries company data (sector from its SIC code, shares outstanding, an estimated market cap), quote it with its date.
  • Fundamentals. If a company-fundamentals tool such as get_company_fundamentals is available, read revenue, earnings and their trend from it and quote the period. If no such tool is available, say that statements and valuation are not available here and do not estimate them.
  • Earnings date. get_macro_snapshot lists earnings dates in its calendar. Is one inside the next days? Name it and its session (before or after the market).
  • Reaction history. On the daily chart, the candles after past earnings dates the user names: how large were the gaps compared with the asset's normal daily range (analyze_asset volatility)?
  • Tokenized versus listed. A tokenized stock trades around the clock while its listing does not. Weekend and overnight moves can reverse at the next session.

How to mark it

  • marker on past earnings candles, labelled ER, above or below.
  • zone kind range for the pre-earnings range, if price has been compressing into the date.
  • level for the prior earnings gap's edges, labelled Gap.

Scenario logic (analysis, not advice)

  • With an earnings date inside the window, any technical scenario carries event risk: say that a gap can skip a level entirely.
  • Without one, read the chart with the playbook the user chose, and add the company context in one line.

Invalidation

A fundamental read changes with the next filing or release. A chart read made before an earnings date should be re-read after it.

Pitfalls

Do not invent numbers the tools did not return. Market cap from shares outstanding and the last price is an estimate; say so. Quarterly figures out of context (one strong quarter) are not a trend.