weekly-rollup

To automate weekly stock analysis rollup, you need to parse your markdown weekly dashboard to extract performance data. The process updates your master watchlist table and individual stock brain files, generating dated snapshots to ensure data consistency and historical record-keeping.

The best way to synchronize a master watchlist with weekly portfolio performance data is by parsing markdown dashboards and executing update scripts. This automatically reflects weekly P&L and price changes into your central stock overview table.

Updating individual stock analysis files works by performing hybrid updates on stock brain files like CLAUDE.md. It parses weekly dashboard data to create dated snapshot files, ensuring historical records and data consistency for each stock.

Yes, a completed weekly dashboard is required. The automation process depends on parsing the markdown dashboard to extract weekly performance metrics and price changes before synchronizing your master watchlist and stock brain files.

Limitations include strict dependency on the markdown dashboard's structure for parsing. If the weekly performance data format deviates, the update scripts may fail to generate accurate snapshots or properly synchronize stock brain files.