Stock events
Available on: Web · iOS · Android
On this page
A stock event filter finds stocks that had something happen, or have it scheduled, inside a window of days around today: a reverse split last month, earnings next week, an IPO in the last quarter. Most stock filters read a number such as price or volume. An event filter checks a date.
The window moves with the calendar. "The last 30 days" keeps meaning the last 30 days in a saved scan, an alert or a preset, so you never re-enter dates.
Tour
One row holds the event kind, its own options and the window.
- Stock event: the filter's name. Click it to switch to another stock filter.
- Event: the kind of event. Stock split, Earnings, Dividend, IPO / new listing or Record volume.
- Kind options: settings that belong to one kind, such as Reverse split or Since IPO.
- in the last / in the next: which side of today the window covers.
- days: how wide the window is, up to 366.
- Calendar icon: opens Common windows, one-click windows of 7d, 14d, 30d and 90d.
Create and configure
- Click + on a filter group (or Add filter in an empty group), then Stock filter.
- Click the filter's name and pick Stock event. To go straight to earnings, pick Earnings.
- Pick the Event kind, then its options, if it has any.
- Pick in the last or in the next, and type the number of days. Or click the calendar icon and pick one of the Common windows.
- Click Scan.
The window counts calendar days from today in New York, today included. Results change at midnight ET as days enter and leave it.
Reference
Event kinds
Earnings EPS filters
Click Add EPS filter to compare the report's earnings per share:
A report that hasn't come out yet has 0 in Reported EPS, EPS Difference and Surprise EPS Percent. Use the EPS filters with in the last, not in the next.
IPO / new listing
Units, warrants, rights, preferreds, funds and OTC names never match. Neither do renames, moves between exchanges or uplistings from OTC. SPACs only keeps blank-check company shares. Operating companies keeps every other listing, including a SPAC that has merged and trades under its new ticker.
Upcoming IPOs aren't in the scanner: a company that hasn't listed has no stock to scan.
Record volume
- Since IPO is the highest volume since the stock listed. 52 weeks is the highest in the past year. All-time is the highest in all stored history.
- A session has to trade more than the record. Matching it doesn't count.
- A stock needs 20 earlier sessions in the scope, so a new listing doesn't set a record every day.
- A window that ends today also checks today's regular-session volume so far, so a stock shows up as soon as it passes the record during the session.
- The session on a split's ex-date never counts.
On the Free plan, today's volume in Record volume is 15 minutes late.
Time Machine
A Time Machine scan looks back from a past date, so in the next isn't available on one. On the Time Machine date itself, only earnings reported before the open count.
Recipes
Earnings this week
Stocks that report earnings in the next 7 days and trade over $10M a day.
Filters
- earnings report in the next 7 days
- SMA(bar_dollar_volume,50)>10M
- How to use it
Use it to plan the week. Check whether each report comes before the open or after the close, and size positions for the gap.
- Warning
Report dates can move. Run it again the day before you trade.
Ex-dividend this week
Stocks with a regular cash dividend going ex in the next 7 days, trading over $10M a day.
Filters
- regular dividend going ex in the next 7 days
- SMA(bar_dollar_volume,50)>10M
- How to use it
You must own the stock before the ex-date to get the dividend. Expect the price to drop by about the dividend on that day.
Recent reverse splits
Stocks that did a reverse split in the last 30 days and trade over $5M a day.
Filters
- reverse split in the last 30 days
- SMA(bar_dollar_volume,50)>5M
- How to use it
Watch for weakness after the split. Many companies reverse split to stay above an exchange's minimum price.
- Warning
Volume figures from before the split use a different share count. Compare price action, not share volume.
Recent IPOs: operating companies over $1B
Operating companies that listed in the last 90 days, worth over $1B and trading over $5M a day.
Filters
- IPO in the last 90 days excluding SPACs
- Market cap>$1B
- SMA(bar_dollar_volume,5)>5M
- How to use it
Watch for the first base after the listing. The early weeks are often volatile with little price history to read.
Highest volume since IPO
Stocks that set their highest daily volume since listing in the last 10 days, among names trading over $2M a day.
Filters
- highest volume since IPO in the last 10 days
- SMA(bar_dollar_volume,20)>2M
- How to use it
Open the chart and see what drove the volume: earnings, news or a breakout. A record-volume breakout from a base is the setup to look for.
- Warning
Record volume can mark a top as easily as a start. Read it with the price move.
Quick reference
Tips
- Pair an event with a liquidity filter. Every preset here sets a floor on average dollar volume, so thin names don't crowd the list.
- Use in the last for anything you want to react to, and in the next for things you want to plan around.
- Keep the window short for setups that fade, like earnings gaps: 5 to 10 days.
- Add a Record volume row to an IPO scan to find new listings with fresh demand.