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feat: add weekly financial digest#993

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xinku1234 wants to merge 1 commit into
rohitdash08:mainfrom
xinku1234:feat/weekly-financial-digest
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feat: add weekly financial digest#993
xinku1234 wants to merge 1 commit into
rohitdash08:mainfrom
xinku1234:feat/weekly-financial-digest

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@xinku1234 xinku1234 commented May 12, 2026

Summary

  • Add weekly financial digest data helpers with computed totals, risk breakdowns, AI insights, and recommended actions.
  • Add a /weekly-digest dashboard page with summary cards, portfolio distribution, daily trend, risk table, holdings, and AI recommendations.
  • Add navigation entry, README documentation, and focused tests for digest calculations.

Test Plan

  • npm test -- --runInBand src/__tests__/weeklyDigest.test.ts
  • npm test -- --runInBand
  • npm run build

Closes #121

/claim #121

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Smart digest with weekly financial summary

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