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kanchi-dividend-sop

Automates an eight-step Kanchi dividend stock screening workflow for US equities, generating three planning artifacts.

Updated Mar 25, 2026

Search Tags:#automation #risk-management #portfolio-management #investment-analysis #dividends #dividend-sop #stock-planning

Ready to run

npx skills add https://github.com/MileniumTick/skills --skill kanchi-dividend-sop-mileniumtick

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: kanchi-dividend-sop
Source: https://github.com/MileniumTick/skills/tree/main/skills/kanchi-dividend-sop
Command: npx skills add https://github.com/MileniumTick/skills --skill kanchi-dividend-sop-mileniumtick

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Screens users with a structured, auditable process to select US dividend stocks using Kanchi's eight-step methodology, turning ad-hoc picks into repeatable, defensible decisions.

Core Features & Use Cases

deterministic eight-step workflow covering mandate, universe, yield filters, growth/safety checks, valuation, one-off checks, entry timing, and post-purchase monitoring memos
produces standardized artifacts: a screening summary, a one-page stock memo, and a limit-order plan
enables clean handoffs to monitoring and tax/account-location workflows

Quick Start

Provide a tickers list or a JSON input and run the SOP plan script to generate outputs in the reports/ folder.

Frequently Asked Questions about kanchi-dividend-sop

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

FAQPage Schema

How do I automate US dividend stock screening and valuation analysis?▼

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.

What is a dividend stock SOP and how does it structure portfolio management?▼

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.

How do I create an underwriting memo and limit-order plan for dividend equities?▼

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.

Can I use a JSON file as input for dividend investment analysis and stock planning?▼

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.

Does automated dividend stock planning support post-purchase monitoring handoffs?▼

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.

What are the limitations of using a deterministic SOP for dividend stock selection?▼

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.