dividend-manager

Track dividend payments and forecast reinvestment-driven income for a portfolio.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/datagridSolution/forex-trading-ai-agent --skill dividend-manager-datagridsolution
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dividend-manager
Source: https://github.com/datagridSolution/forex-trading-ai-agent/tree/main/skills/dividend-manager
Command: npx skills add https://github.com/datagridSolution/forex-trading-ai-agent --skill dividend-manager-datagridsolution

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, pandas, requests, and includes scripts (resource) components.

What problem does it solve?

The dividend-manager Skill helps investors stop manually juggling dividend tracking, DRIP reinvestment decisions, and income forecasting by consolidating the workflow into an automated, data-driven process.

Core Features & Use Cases

  • Dividend Tracking & Yield Calculation: Collects dividend rates and yields for holdings and aggregates annual and monthly income expectations.
  • DRIP Automation: Supports reinvesting dividends using configurable modes like same-stock, diversify, and accumulate-cash with alerting and optional approval gating.
  • Forecasting & Portfolio Optimization: Projects future income over a horizon and applies target-yield and concentration limits to guide rebalancing behavior.
  • Use Case: A long-term investor wants a weekly check that shows upcoming ex-dates, calculates expected income for the next 12 months, and (when eligible) reinvests dividends according to a DRIP policy.

Quick Start

Use the dividend-manager skill to forecast your next 12 months of dividend income from your dividend portfolio.

Frequently Asked Questions about dividend-manager

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

FAQPage Schema
How do I automate DRIP reinvestment and forecast dividend income for my portfolio?

You can automate DRIP reinvestment and forecast dividend income by using YAML-configured autopilot rules combined with Python computations to project 12-month income and calculate reinvested shares. This tracks dividend payments and applies configurable modes like same-stock or diversify.

How do I calculate expected dividend income for the next 12 months from holdings with monthly or quarterly payouts?

To calculate expected dividend income for the next 12 months, the Skill aggregates dividend rates and ex-dividend dates to project scheduled income for both monthly and quarterly payout frequencies. It uses Python-based analytics driven by your holdings data.

What is the best way to track dividend yields and apply concentration limits for portfolio rebalancing?

The best way to track dividend yields and apply concentration limits is to monitor aggregated annual and monthly income expectations against target-yield rules. This guides your rebalancing behavior by projecting future income over a set horizon.

Do I need to manually approve DRIP reinvestments or can they run on autopilot?

DRIP reinvestments can run on autopilot using YAML-configured rules, but they also support optional approval gating and alerting. This allows you to automate reinvestment modes like accumulate-cash while maintaining oversight when needed.

Can I use yfinance and pandas to monitor upcoming ex-dividend dates and calculate portfolio metrics?

Yes, you can use yfinance and pandas to monitor upcoming ex-dividend dates and calculate portfolio metrics. The Skill leverages these dependencies to fetch dividend rates, track yields, and run scheduled dividend analytics for your holdings.