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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
Open

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 xinku1234 commented May 12, 2026

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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

@xinku1234

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Demo evidence update:

  • Added /weekly-digest route for the Weekly Financial Digest UI.
  • Verified the Vite local preview is reachable at http://127.0.0.1:5173/.
  • Opened the route locally and confirmed the page renders with the weekly digest cards/sections.
  • Ran the focused frontend verification successfully.

This PR body already includes /claim #121 for the bounty claim.

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Smart digest with weekly financial summary

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