weekly-rollup

Parse weekly dashboards and update master watchlist and stock brain files.

Updated Aug 23, 2026

Search Tags:#automation #reporting #portfolio management #stock analysis #data synchronization #watchlist

Ready to run

npx skills add https://github.com/Khushal17ad/ai-stock-analysis --skill weekly-rollup

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: weekly-rollup
Source: https://github.com/Khushal17ad/ai-stock-analysis/tree/main/.claude/skills/weekly-rollup
Command: npx skills add https://github.com/Khushal17ad/ai-stock-analysis --skill weekly-rollup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about weekly-rollup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I automate weekly stock analysis rollup after generating my performance dashboard?▼

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.

What is the best way to synchronize a master watchlist with weekly portfolio performance data?▼

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.

How does updating individual stock analysis files with weekly performance data work?▼

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.

Do I need a completed weekly dashboard to update my stock watchlist and analysis files?▼

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.

What are the limitations of automating stock data synchronization from markdown dashboards?▼

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.