dividend-tracking

Import Fidelity dividend CSV data into the Dividends sheet input area, then trigger the Apps Script to process records into the historical log.

When executing this workflow, output this notification:

```

Running the SyncDividends workflow from the dividend-tracking skill...

```

| Workflow | Trigger | Action |

|----------|---------|--------|

| SyncDividends | "sync dividends", "update dividends", "dividend tracker" | CSV → Input Area → Click Button |

The Dividends tab has TWO SECTIONS:

Left Side: INPUT AREA (Columns A-D, Rows 2-43)

This is where YOU write dividend records.

| Column | Field | Source |

|--------|-------|--------|

| A | Ticket | CSV Symbol |

| B | Dividends Received | Calculated: Quantity × Amount per share |

| C | Date | CSV Pay date (MM/DD/YYYY format) |

| D | DRIP | TRUE/FALSE |

RULES:

• ✅ Write to rows 2-43 ONLY (row 1 is header)
• ✅ Maximum 42 records per batch
• ❌ NEVER write past row 43
• After writing, click "Add Dividend" button to process

Right Side: HISTORICAL LOG (Columns G-U, Rows 4+)

This is populated by the Apps Script - DO NOT WRITE HERE.

| Column | Field |

|--------|-------|

| G | Fund Name |

| H | Ticker |

| I-T | Monthly amounts (JAN-DEC) |

| U | Total |

The Apps Script reads from the input area (A-D) and appends to the historical log (G onwards).

1. Read Dividend CSV

File Location: notebooks/updates/dividend.csv

Key CSV Columns:

| CSV Column | Use |

|------------|-----|

| Symbol | → Column A (Ticket) |

| Quantity | Used to calculate dividend received |

| Amount per share | Used to calculate dividend received |

| Pay date | → Column C (Date) - format as MM/DD/YYYY |

| Type | Margin/Cash (for aggregation) |

2. Calculate Dividends Received

```

Dividends Received = Quantity × Amount per share

```

Aggregation Rules:

• Sum quantities for same ticker (Margin + Cash accounts)
• Use single row per ticker
• Skip rows with -- in Amount per share (non-dividend payers)
• Only include pay dates that have PASSED (already received)

3. Check Input Area Status

Read current input area:

```javascript

mcp__gdrive__sheets(

operation: "readSheet",

params: {

spreadsheetId: "1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4",

range: "Dividends!A2:D43"

}

)

```

Determine:

• First empty row (where to start writing)
• Available slots (max 45 - current entries)
• If full, STOP and alert user to click button first

4. Write to Input Area

Write starting at first empty row:

```javascript

mcp__gdrive__sheets(

operation: "updateCells",

params: {

spreadsheetId: "1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4",

range: "Dividends!A2:D13", // Adjust range based on record count

values: [

["JEPI", "$51.63", "01/05/2026", "TRUE"],

["JEPQ", "$78.62", "01/05/2026", "TRUE"],

// ... more records

]

}

)

```

5. Click "Add Dividend" Button (Browser Automation)

After writing records, use browser automation to process them:

```javascript

// 1. Open Google Sheets

mcp__claude-in-chrome__tabs_create_mcp({

url: "https://docs.google.com/spreadsheets/d/1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4/edit#gid=2068577140"

})

// 2. Wait for sheet to load

// 3. Look for "Add Dividend" button or custom menu

// 4. Click to trigger Apps Script

```

Alternative: Use Apps Script Menu

• Extensions → Apps Script macros
• Or custom menu added by the script

6. Verify Processing

After clicking button:

• Input area (A2:D43) should be cleared
• Historical log should have new entries
• Monthly totals should update

```

┌─────────────────────────────────┐

│ dividend.csv (Fidelity export) │

│ - Symbol, Quantity │

│ - Amount per share, Pay date │

└──────────────┬──────────────────┘

│

▼

┌─────────────────────────────────┐

│ Calculate Dividends Received │

│ Qty × Amount = Total Dividend │

│ Aggregate by ticker │

│ Filter: only PAST pay dates │

└──────────────┬──────────────────┘

│

▼

┌─────────────────────────────────┐

│ INPUT AREA (A2:D43) │

│ Write calculated dividends │

│ Max 42 records per batch │

└──────────────┬──────────────────┘

│

▼

┌─────────────────────────────────┐

│ CLICK "Add Dividend" BUTTON │

│ (Browser automation or manual) │

└──────────────┬──────────────────┘

│

▼

┌─────────────────────────────────┐

│ HISTORICAL LOG (G4+) │

│ Apps Script processes input │

│ Appends to monthly columns │

└─────────────────────────────────┘

```

The Dividends sheet has Apps Script automation that:

• Reads records from input area (A2:D43)
• Parses ticker, amount, date, DRIP status
• Appends to historical log with proper date formatting
• Updates monthly income columns (I-T)
• Clears input area after processing

Script Location: scripts/google-sheets/portfolio-optimizer/Dividend.js

Custom Menu: "Portfolio Optimizer" → (dividend-related options)

WRITABLE Area

• ✅ Columns A-D, Rows 2-43 (input area)
• ✅ Maximum 42 records per batch
• ✅ Must click "Add Dividend" button after writing

DO NOT MODIFY

• ❌ Row 1 (header)
• ❌ Rows 44+ in columns A-D
• ❌ Columns G-U (historical log - Apps Script managed)
• ❌ Any formulas

Date Format

• Use MM/DD/YYYY (e.g., "01/05/2026")
• Match existing entries in the sheet

DRIP Status

• TRUE = dividend was reinvested (shares increased)
• FALSE = dividend paid as cash
• Default TRUE for accumulation phase

Before syncing dividends:

• [ ] dividend.csv exists in notebooks/updates/
• [ ] CSV is recent (check "Date downloaded" at bottom)
• [ ] Input area (A2:D43) has available slots
• [ ] If input area has data, click button first to clear it
• [ ] Browser automation available for button click

User: "sync dividends"

Agent workflow:

1. ✅ Read CSV - found 40 rows
2. ✅ Filter - 12 tickers with dividend data for past pay dates
3. ✅ Aggregate - combined Margin/Cash positions
4. ✅ Calculate - total dividends: $786.86
5. ✅ Check input area - rows 2-43 empty, 42 slots available
6. ✅ Write records - added 12 rows to A2:D13
7. ✅ Open browser - navigate to Dividends sheet
8. ✅ Click button - trigger "Add Dividend" Apps Script
9. ✅ Verify - input area cleared, historical log updated
10. ✅ LOG: "Synced 12 dividend records totaling $786.86"

Spreadsheet ID: 1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4

Dividends Sheet ID: 2068577140

Direct URL: https://docs.google.com/spreadsheets/d/1HtHRP3CbnOePb8RQ0RwzFYOQxk0uWC6L8ZMJeQYfWk4/edit#gid=2068577140

• Dividend CSV: notebooks/updates/dividend.csv
• Apps Script: scripts/google-sheets/portfolio-optimizer/Dividend.js
• Spreadsheet: Finance Guru Portfolio Tracker (Dividends tab)

---

Skill Type: Domain (workflow guidance)

Enforcement: SUGGEST (high priority advisory)

Priority: High