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weekly-rollup

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Automate weekly stock analysis rollup.

Finance & Accounting#automation#reporting#portfolio management#stock analysis#data synchronization#watchlist
AuthorKhushal17ad
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the post-weekly-dashboard process, ensuring your master watchlist and individual stock analyses are consistently updated with the latest performance data and insights.

Core Features & Use Cases

  • Master Watchlist Sync: Updates the central stock overview table with weekly performance metrics.
  • Stock File Updates: Creates dated snapshots and updates individual stock "brain" files (CLAUDE.md) with new information.
  • Use Case: After completing your weekly dashboard review, this Skill will automatically reflect the week's P&L, price changes, and any significant stock movements in your master watchlist and detailed stock analysis files, saving you manual data entry and consolidation time.

Quick Start

Run the weekly-rollup skill to update your master watchlist and individual stock files based on the latest weekly dashboard.

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: weekly-rollup
Download link: https://github.com/Khushal17ad/ai-stock-analysis/archive/main.zip#weekly-rollup

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