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dividend-tracking

Sync Fidelity dividend CSV data into the Dividends sheet and trigger Apps Script processing.

317|108|Updated Oct 18, 2025
Search Tags:#automation#finance#csv#tracking#google-sheets#dividends#apps-script
One-click install
npx skills add https://github.com/AojdevStudio/Finance-Guru --skill dividend-tracking
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dividend-tracking
Source: https://github.com/AojdevStudio/Finance-Guru/tree/main/.claude/skills/dividend-tracking
Command: npx skills add https://github.com/AojdevStudio/Finance-Guru --skill dividend-tracking

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Dividend tracking automates importing Fidelity dividend data into the Dividends sheet, calculating totals, and kicking off processing so accurate records are kept without manual data entry.

Core Features & Use Cases

  • Read Fidelity CSV: Import symbols, quantities, and pay dates from notebooks/updates/dividend.csv.
  • Calculate Dividends: Compute Dividends Received as Quantity × Amount per share, aggregating by ticker and past-pay dates.
  • Write & Process: Write records into the Dividends input area (A2:D43) and trigger Apps Script to update the historical log.
  • Automation & Validation: Ensure input area has available slots, enforce max 42 records, and clear after processing.

Quick Start

Sync dividends by running the SyncDividends workflow to import the Fidelity dividend CSV, compute totals, and update the Dividends sheet.

Frequently Asked Questions about dividend-tracking

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

FAQPage Schema
How do I automate importing Fidelity dividend data into Google Sheets?▼

Automate Fidelity dividend data importing by reading symbols and pay dates from a CSV file, calculating totals, and writing records into the Google Sheets input area to trigger processing.

How are dividends calculated when syncing CSV data?▼

Dividends are calculated by multiplying the Quantity of shares by the Amount per share. The system aggregates these dividend receipts by ticker and pay date before writing them to the tracker.

Does the dividend tracker support CSV files from other brokers besides Fidelity?▼

The dividend tracker is specifically designed to read Fidelity dividend CSV data from a designated file path. It processes symbols, quantities, and pay dates formatted to match Fidelity exports.

What is the maximum number of dividend records I can process at once?▼

The maximum number of dividend records processed at once is 42. The automation validates available slots in the input area before writing and clears the records after processing.

How does the automation trigger the Google Apps Script for dividend logging?▼

The automation triggers the Google Apps Script by using browser automation to execute the "Add Dividend" script after writing the calculated dividend records into the input area.

Why does my dividend sync fail when writing to the tracker?▼

Dividend sync fails if the input area lacks available slots or exceeds the 42 record maximum. The automation validates the sheet capacity before writing and triggering the Apps Script.

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