kanchi-dividend-sop

Generate Kanchi-style dividend screening tables, stock memos, and limit-order entry plans for US-listed stocks.

Updated Apr 17, 2026
One-click install
npx skills add https://github.com/pasie15/claude-trading-skills-marketplace --skill kanchi-dividend-sop-pasie15
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: kanchi-dividend-sop
Source: https://github.com/pasie15/claude-trading-skills-marketplace/tree/main/plugins/trading-dividend-investing/skills/kanchi-dividend-sop
Command: npx skills add https://github.com/pasie15/claude-trading-skills-marketplace --skill kanchi-dividend-sop-pasie15

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Provide a deterministic, repeatable operating procedure to screen, underwrite, and plan entries for US dividend-focused stocks so investors avoid ad-hoc decisions and yield traps.

Core Features & Use Cases

  • Implements Kanchi's five-step dividend workflow: yield filter, growth & safety checks, sector-aware valuation, one-off event filtering, and mechanical buy-on-weakness entry planning.
  • Produces three standardized artifacts: screening table (PASS / HOLD-FOR-REVIEW / FAIL with evidence), one-page underwriting memos, and limit-order entry plans with split sizing and invalidation conditions.
  • Integrates inputs from other screener outputs or manual ticker lists and optionally uses FMP API data for deterministic plan and entry-signal generation.
  • Includes guardrails and cadence recommendations for weekly, monthly, and quarterly monitoring and handoff points to downstream monitoring and tax/accounting skills.

Quick Start

Run the Kanchi SOP with a list of US tickers to generate screening results, one-page underwriting memos, and a limit-order entry plan.

Frequently Asked Questions about kanchi-dividend-sop

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

FAQPage Schema
How do I build a repeatable screening and entry plan for US dividend stocks?

You can screen US dividend stocks by applying a five-step workflow: yield filter, growth and safety checks, sector-aware valuation, one-off event filtering, and mechanical buy-on-weakness entry planning to produce standardized screening tables and limit-order plans.

What is a buy-on-weakness entry plan for dividend investing?

A buy-on-weakness entry plan establishes limit orders with split sizing and invalidation conditions to execute dividend stock entries during price dips, avoiding ad-hoc decisions and yield traps.

Can I use FMP API data to generate deterministic dividend screening outputs?

Yes, FMP API data can optionally be used to generate deterministic screening tables, one-page stock memos, and limit-order entry plans for US dividend stock candidate lists.

Does this dividend screening SOP work with manual ticker lists?

Yes, the SOP integrates inputs from external dividend screener outputs or manual ticker lists to produce PASS, HOLD-FOR-REVIEW, or FAIL screening tables with supporting evidence.

What is the best way to avoid yield traps when screening dividend stocks?

The best way to avoid yield traps is applying a deterministic operating procedure that checks dividend growth, safety metrics, and one-off events before planning entries, ensuring decisions are based on standardized underwriting evidence.

What monitoring cadence should I use after executing a dividend stock entry plan?

After executing entry plans, the SOP recommends guardrails and cadence for weekly, monthly, and quarterly monitoring, including handoff points to downstream monitoring and tax or accounting skills.