📺 Watch the full video here:
It doesn’t matter if you’re focused on one stock or working through a full watchlist — here's a simple way to look back at earnings, in a way that actually helps you prepare your charts for the next announcement.
And AI tools make this process faster than it’s ever been!
Use AI to Find Past Earnings Dates
Start by using Perplexity AI to pull the earnings report dates for the stock (or stocks) you’re watching over the past four quarters.
You can see the exact type of prompt I use in the video. It’s simple and will likely give you a clean table or list to work from. You can double-check the sources if you want, but for chart prep, this is usually enough to get started.
Plot Those Dates on Your Chart
Take those earnings dates and plot them directly on your chart.
I like to do this manually using vertical lines, and I keep them transparent so I can still see the price action clearly. As you go through each date, you’ll start to see how the stock behaved going into earnings and what happened right after — especially the next day if the report came out after the close.
Review the Linear Earnings Effect
Now shift your focus to the most recent earnings cycle and how it connects to the current setup.
Look at what the stock did going into the last earnings, what happened after, and how price developed in the weeks that followed. Then compare that to where the stock is now as it heads into the next report.
This gives you a sense of how the stock is progressing from one quarter to the next.
Compare the Seasonal Earnings Pattern
Finally, go back to the same earnings quarter from last year and compare it to what you’re seeing now.
Look at the trend and price behavior going into that earnings period, and then compare it to the current setup. Sometimes the conditions are similar, and sometimes they’re completely different — and that contrast can be really useful when you’re preparing your charts.
As you get more comfortable with this, you can go further back and look at multiple years to see if there’s any kind of seasonal rhythm around earnings.
Putting It All Together
Once you’ve gone through this process, you’re coming into earnings with a lot more context on your chart.
You’ve seen how the stock has reacted in the past.
You’ve compared the most recent cycle to the current setup.
And you’ve looked at how similar time periods have played out before.
From there, you can go in with your usual tools — like I do with price action, market timing, momentum — and look for opportunities as they develop.
If you found value in this, go ahead and watch the full video and hit the Like button on YouTube.
🚨 PS — Watch the Replay: Last Night’s Weekly Trading Show
We had our 16th broadcast of Ticker Request Live yesterday!
📺Catch the Apr 28th replay on Youtube (will come down without notice):
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