# Catalyst Calendar — earnings, IPO & lockup dates (`brandon_nava/catalyst-calendar`) Actor

Provenance-stamped US-equity catalyst calendar for AI agents: upcoming earnings, IPOs, and computed lockup expiries. Every row cites its primary source.

- **URL**: https://apify.com/brandon\_nava/catalyst-calendar.md
- **Developed by:** [Brandon Nava](https://apify.com/brandon_nava) (community)
- **Categories:** AI
- **Stats:** 2 total users, 1 monthly users, 0.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $2.00 / 1,000 catalyst events

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event

## What's an Apify Actor?

Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md).

If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).


# README

## Catalyst Calendar — earnings, IPO & lockup-expiry dates with provenance

A US-equity **catalyst calendar built for AI agents and quant workflows**:
upcoming earnings dates, recent IPOs, and computed **lockup-expiry dates —
parsed from the actual SEC prospectus clause**, not assumed. Every row cites
its primary source and carries a deterministic version stamp.

No API keys to manage: run it on Apify, pay per event returned. Works with
agent stacks out of the box (MCP tool discovery, x402 agentic payments via
Apify's integration).

### What one event looks like

```json
{
  "symbol": "SGP",
  "event_type": "lockup_expiry",
  "event_date": "2026-08-06",
  "status": "confirmed",
  "detail": {
    "ipo_date": "2026-02-06",
    "lockup_days": 181,
    "lockup_basis": "parsed",
    "evidence": "…beginning 181 days after the date of this prospectus, subject to the terms of the lock-up and market standoff agreements…",
    "spac": false
  },
  "provenance": {
    "sources": ["https://www.sec.gov/Archives/edgar/data/1778922/000162828026006068/spyglass-424b4.htm"],
    "first_seen": "2026-07-09T20:02:11+00:00",
    "last_verified": "2026-07-09T20:02:11+00:00",
    "model_version": "catalyst-v0.3.0-p2",
    "inputs_hash": "9c1a4f0e2b7d6a31"
  }
}
````

Yes — that lockup is **181 days, not 180**, because that's what the filing
says. Blind 180-day assumptions ship wrong dates; this Actor reads the clause
and shows you the evidence.

### Why this calendar

- **Provenance on every row** — the SEC filing URL, seen/verified timestamps,
  model version, and a deterministic input hash. Auditable by machine.
- **Parsed lockup terms** — expiry computed from the prospectus lock-up
  clause (with the quoted evidence). Unparseable clauses fall back to 180
  days and are *labeled* `estimated` / `assumed` — never passed off as fact.
- **Honest earnings estimates** — next expected earnings date from each
  company's own 8-K reporting cadence, always `status: estimated`, with the
  sample size and interval spread included so you can judge the confidence.
- **Measured accuracy, published** — hold-out backtest on 30 large caps:
  **median error 2 days, 90% within ±7 days, 12/30 exact**. Lockup terms:
  **75% parsed directly from prospectuses.** These numbers will be
  re-published monthly.
- **SPACs tagged** — blank-check IPOs are flagged (`detail.spac`) so you can
  filter them.
- **Primary sources only** — SEC EDGAR (public domain). No aggregator
  scraping, no licensing time-bombs in your pipeline.

### Event types

| type | what | status |
|---|---|---|
| `earnings` | Next expected earnings date per symbol (8-K item-2.02 cadence model) | `estimated` |
| `ipo` | IPO pricing events from 424(b)(4) filings, follow-on offerings excluded | `confirmed` |
| `lockup_expiry` | IPO date + parsed lock-up term | `confirmed` when parsed, `estimated` when assumed |

### Input

| field | default | notes |
|---|---|---|
| `symbols` | *(empty)* | Empty = full universe: ~90 US large caps ∪ all recent IPOs. Pass tickers to target. |
| `event_types` | all | Any of `earnings`, `ipo`, `lockup_expiry` |
| `days_ahead` | 90 | Horizon for upcoming events (past IPOs are kept — they anchor lockup rows) |
| `include_estimated` | true | `false` = confirmed rows only |
| `next_event_only` | false | One nearest event per symbol, with `days_out` — built for position-holding agents |
| `changed_since` | — | Delta mode (ISO timestamp). Note: until the event-history store ships, each run is a fresh fetch and past cutoffs return all current rows |

### Typical costs (pay per event, $0.002/event)

- Full default pull (~550 events): **≈ $1.15**
- One symbol, `next_event_only`: **≈ $0.01**
- Targeted watchlist of 20 symbols: **≈ $0.05–0.15**

### Limitations (read this)

- Earnings dates are **estimates** until IR-confirmed sources ship (roadmap):
  cadence models miss when companies move reporting weeks (worst backtest
  case: 16 days). The `interval_spread_days` field tells you how regular each
  company's cadence is.
- US-listed equities only. Foreign private issuers (6-K filers) and ETFs get
  no earnings estimates. Recent IPOs need 3+ reported quarters first.
- \~Half of recent 424(b)(4) IPOs are SPACs — filter with `detail.spac`.
- Not investment advice. This is calendar structure — dates and provenance —
  not signals or recommendations.

### Roadmap

Lockup **early-release detection** (8-K/S-3 waiver monitoring), IR-confirmed
earnings dates, macro release calendar, true `changed_since` deltas backed by
an event-history store, monthly accuracy self-reports in this README.

***

### Development

Monorepo: `actors/catalyst-calendar/` in `agent-market-api`. `src/events.py`,
`src/earnings.py`, `src/lockup.py` are pure compute (no SDK, no I/O);
`src/sources/edgar.py` is the only network layer (throttled ≤4 req/s, bounded
5xx retry, fail-open per chunk). Requires `EDGAR_USER_AGENT` env var
(descriptive UA with contact email — SEC fair-access policy).

```bash
pytest                                        # unit tests, no network
python -m scripts.validate_earnings_cadence   # accuracy backtest (network)
apify run --purge                             # local run
```

# Actor input Schema

## `symbols` (type: `array`):

Ticker symbols to include. Empty = full covered universe.

## `event_types` (type: `array`):

Any of: earnings, ipo, lockup\_expiry. Empty = all types.

## `days_ahead` (type: `integer`):

Horizon in days for upcoming events.

## `include_estimated` (type: `boolean`):

Include events whose date is estimated (not yet confirmed by a primary source). Estimated rows are always labeled.

## `changed_since` (type: `string`):

ISO-8601 timestamp. Return only events that are new, moved, or status-changed since this time. Designed for daily polling.

## `next_event_only` (type: `boolean`):

Return only the nearest upcoming event per symbol, with days\_out.

## Actor input object example

```json
{
  "days_ahead": 90,
  "include_estimated": true,
  "next_event_only": false
}
```

# Actor output Schema

## `events` (type: `string`):

All catalyst event rows returned by this run.

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {};

// Run the Actor and wait for it to finish
const run = await client.actor("brandon_nava/catalyst-calendar").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {}

# Run the Actor and wait for it to finish
run = client.actor("brandon_nava/catalyst-calendar").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{}' |
apify call brandon_nava/catalyst-calendar --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=brandon_nava/catalyst-calendar",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "Catalyst Calendar — earnings, IPO & lockup dates",
        "description": "Provenance-stamped US-equity catalyst calendar for AI agents: upcoming earnings, IPOs, and computed lockup expiries. Every row cites its primary source.",
        "version": "0.2",
        "x-build-id": "yA5y2LsL683af77tB"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/brandon_nava~catalyst-calendar/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-brandon_nava-catalyst-calendar",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/brandon_nava~catalyst-calendar/runs": {
            "post": {
                "operationId": "runs-sync-brandon_nava-catalyst-calendar",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/brandon_nava~catalyst-calendar/run-sync": {
            "post": {
                "operationId": "run-sync-brandon_nava-catalyst-calendar",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "properties": {
                    "symbols": {
                        "title": "Symbols",
                        "type": "array",
                        "description": "Ticker symbols to include. Empty = full covered universe.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "event_types": {
                        "title": "Event types",
                        "type": "array",
                        "description": "Any of: earnings, ipo, lockup_expiry. Empty = all types.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "days_ahead": {
                        "title": "Days ahead",
                        "minimum": 1,
                        "maximum": 365,
                        "type": "integer",
                        "description": "Horizon in days for upcoming events.",
                        "default": 90
                    },
                    "include_estimated": {
                        "title": "Include estimated dates",
                        "type": "boolean",
                        "description": "Include events whose date is estimated (not yet confirmed by a primary source). Estimated rows are always labeled.",
                        "default": true
                    },
                    "changed_since": {
                        "title": "Changed since (delta mode)",
                        "type": "string",
                        "description": "ISO-8601 timestamp. Return only events that are new, moved, or status-changed since this time. Designed for daily polling."
                    },
                    "next_event_only": {
                        "title": "Next event only",
                        "type": "boolean",
                        "description": "Return only the nearest upcoming event per symbol, with days_out.",
                        "default": false
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
