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update-weekly-dashboard

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Automate your weekly stock review.

Finance & Accounting#automation#dashboard update#portfolio management#stock analysis#weekly review#catalyst scan
AuthorKhushal17ad
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the end-of-week financial reporting and planning process, saving significant time and ensuring consistency in portfolio analysis.

Core Features & Use Cases

  • Automated Performance Summary: Calculates realized/unrealized P&L, win rates, and identifies best/worst performers.
  • AI-Driven Insights: Generates actionable lessons learned from the week's trading activity.
  • Catalyst Scanning: Scans for upcoming market events and company catalysts for the next 2-4 weeks.
  • Dashboard Updates: Automatically updates key portfolio dashboards (weekly-dashboard.md and daily-price-watch.md).
  • Use Case: At the end of each trading week, run this Skill to get a comprehensive summary of your portfolio's performance, insights into what worked and what didn't, and a clear plan for the upcoming week, all automatically populated into your dashboards.

Quick Start

Run the update weekly dashboard skill to perform the end-of-week automation.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: update-weekly-dashboard
Download link: https://github.com/Khushal17ad/ai-stock-analysis/archive/main.zip#update-weekly-dashboard

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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