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.