Titan guide · 3 min read
The Calendar in Titan
The Calendar is your financial agenda. It brings together your positions, your theses and the market’s own dates, so you can see what is coming before it arrives.
In this guide
What it is for
This is a screen for reading and organising. Nothing on it acts on your portfolio.
What it gives you is a way to plan the work: which companies report this month, when your dividends land, what you told yourself to look at and when. Used properly it answers a question that is hard to answer any other way: what actually deserves your attention right now.
The value of that is mostly in the timing. Most investing mistakes are made by rushing, reacting to something that had a date on it all along. A calendar you check regularly becomes your best tool for avoiding surprises.
Titan does not tell you what to buy or sell, and it does not promise any return. It processes the information you give it so you can make informed decisions. The decisions are yours.
How the screen is laid out
Three parts that work together:
- The calendar itself, in monthly view
- Beside it, a list of everything coming up over the next three months
- Below, the events for whichever day you have selected
The monthly view is for spotting clusters, the three-month list is for planning, and the day panel is for detail. Most people end up living in the three-month list.
What shows up on it
| Event | What it is |
|---|---|
| Dividend dates | The date associated with the dividend for that holding |
| Earnings | When a company presents its results. Listed companies usually report quarterly or half-yearly, and that day tends to be the most eventful one for the share |
| Splits | When a company divides each share into several, or the other way round in a reverse split, when it merges several shares into one |
| Your own events | Anything you want to note down, whether or not it is tied to a company |
| Dates from your theses | Dates you marked inside a thesis, which show up as personal events |
Check your dividend dates
Two dates matter for a dividend: the ex-dividend date, which is the cut-off for owning the share if you want to be paid, and the payment date, when the money actually arrives. They are days or weeks apart. Before you act on a dividend date, confirm which one you are looking at.
What it covers
Here is the part worth knowing, because it is unusual.
The Calendar covers the companies you hold and the companies you have written a thesis on, even if you have never bought a single share of them. It is the calendar of what you are studying, not only of what you own.
That matters because the work of deciding happens before you buy. If you are following a company through two or three quarters to see whether it does what you expect, those results dates are the whole exercise, and there is no reason your agenda should ignore them until you own the stock.
Filtering what you see
You can choose which types of event are shown by selecting the ones you want. Turn off whatever you are not working on and the calendar stops showing you noise.
Make it a habit
This screen pays off if you use it often, not intensely. A couple of minutes at the start of each week is enough to know what is coming, arrive prepared, and avoid finding out about something the day it has already happened.
Knowing what is coming makes the difference between deciding and reacting.
Ran into a problem with this section in the platform? Write to help@titanmanager.io and we will look into it.