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Market IntelligenceLighthouse Ops Agents

Earnings Monitor

Track earnings season across your clients' holdings with surprise analysis and guidance revisions.

30-120 seconds
Avg. Duration
On-demand or scheduled
Schedule
4 systems
Integrations
earnings-season-monitor

Input Schema

FieldTypeRequired
asset_classesstring[]
watchlistTicker[]optional
depthenum(summary|detailed)optional

Output Schema

FieldTypeDescription
analysisMarketAnalysisCross-asset market overview
signalsSignal[]Actionable trading signals
portfolio_impactImpactMapImpact on managed portfolios

Sample NAIA Conversation

Advisor

Run earnings monitor for my book.

NAIA

Starting Earnings Monitor. I'll pull data from your connected systems and have results ready in about 30 seconds.

NAIA

Earnings Monitor complete. Track earnings season across your clients' holdings with surprise analysis and guidance revisions. I found 3 items that need your attention. Want me to walk through them?

Advisor

Yes, start with the highest priority.

NAIA

The top priority item has been flagged for review. I've prepared a detailed analysis with recommended next steps. Shall I draft a client communication or schedule a follow-up?

Connected Systems

Market Data (Bloomberg, Refinitiv, FactSet)
Portfolio Management (Orion, Black Diamond, Tamarac)
Research (Morningstar, S&P Capital IQ)
News (Dow Jones, Reuters)

Execution

ScheduleOn-demand or scheduled (pre-market, intraday, post-close)
Avg. Duration30-120 seconds

Compliance

Research attribution and sourcing
Fair dealing documentation
Audit trail for recommendations

Less busywork. More advising.