update-weekly-dashboard

You can automate your weekly stock portfolio review by running this Skill to extract transaction data, calculate realized and unrealized P&L, and identify your best and worst performers. It automatically populates your dashboards with current positions and performance metrics.

Scanning for upcoming market catalysts is handled automatically during the weekly review process. The Skill analyzes market observations to identify upcoming company catalysts and market events for the next 2-4 weeks, adding them directly to your dashboard.

Yes, you can generate AI-driven insights from your weekly trading activity. The Skill analyzes your transaction history and market observations to produce actionable lessons learned, populating your weekly dashboard with a clear plan for the upcoming week.

To update your weekly dashboard and daily price watch, you simply run the end-of-week automation. It automatically populates the weekly-dashboard.md and daily-price-watch.md files with current positions, P&L metrics, and actionable checklists.

Yes, the weekly dashboard update requires strict adherence to financial calculation protocols and performs data integrity checks. This ensures your transaction history is preserved accurately while calculating your portfolio performance metrics.

You need to run the end-of-week stock review at the close of each trading week. This triggers the extraction of transaction data, calculation of win rates, and generation of an actionable checklist for your upcoming trading activities.