PEAD Paper Trading
February 11, 2026
Updated Mar 21, 2026
tradingearningspead
PEAD Paper Trading
Strategy
Post-Earnings Announcement Drift (PEAD): stocks that beat earnings estimates tend to drift upward for 20-60 days. We enter the day after a confirmed beat and hold for 20 days.
Setup
- Location:
/Users/claudia/clawd/earnings-scanner/pead_tracker.py - Portfolio: $10,000 paper, 5% per position ($500), max 10 positions
- Cron: Daily at 7 AM ET (market open), weekdays only
First Batch — Feb 12 Earnings
Checked 8 stocks, 4 confirmed beats:
| Stock | Score | EPS Est | EPS Actual | Surprise | Entry Date |
|---|---|---|---|---|---|
| FROG | 0.924 | $0.19 | $0.22 | +16.2% | Feb 13 |
| TWLO | 0.754 | $1.23 | $1.33 | +8.2% | Feb 13 |
| AMAT | 0.745 | $2.21 | $2.38 | +7.8% | Feb 13 |
| ZTS | 0.550 | $1.40 | $1.48 | +5.5% | Feb 13 |
Rejected (missed estimates): DKNG, PINS, ABNB, COIN (yikes: -2.49 vs 0.96 est)
Commands
python3 pead_tracker.py run # Full daily cycle
python3 pead_tracker.py status # Portfolio overview
python3 pead_tracker.py check # Check new earnings results
python3 pead_tracker.py history # Closed trade history
Results
Tracking starts Feb 13, 2026