kanchi-dividend-sop

Automating US dividend stock screening applies an eight-step process to evaluate yield filters, growth, safety checks, and valuation, producing standardized artifacts like screening summaries and limit-order plans for repeatable investment decisions.

A dividend stock SOP is a deterministic workflow covering mandate definition, universe selection, yield filters, growth and safety checks, valuation, one-off event filters, and entry timing to turn ad-hoc picks into defensible, auditable decisions.

Creating an underwriting memo and limit-order plan involves running a scripted SOP on a ticker list to evaluate growth and safety metrics, outputting a one-page stock memo and a structured buy-on-weakness limit-order plan.

Yes, you can provide a JSON input or a list of tickers to run the stock planning script, which processes the US equities through the eight-step workflow and generates the corresponding screening, memo, and limit-order artifacts.

Automated dividend stock planning includes post-purchase monitoring memos as the final step of the eight-step workflow, enabling clean handoffs to tax and account-location tracking workflows after the entry timing plan is executed.

The deterministic SOP focuses strictly on US equities and applies a fixed eight-step methodology for dividend underwriting, meaning it may not accommodate non-US markets or dynamic strategies outside its structured screening and valuation filters.