Your dividend holdings, flagged for human review.
Flags dividend-portfolio risk signals and produces a prioritized queue for human review rather than automated selling.
When to use it
Use for periodic dividend-holding risk checks, forced review queues, or portfolio-linked filing and governance scans.
Give it normalized portfolio JSON; it saves a review queue and Markdown dashboard and provides immediate human-review tickets.
What you provide
Requires Python 3 to run the bundled review-queue engine.
Consumes its ticker universe and baseline assumptions, then hands REVIEW results back for re-underwriting and position-size review; installation requirements are unstated.
Shares account-type context with this skill when risk events imply account relocation decisions; whether it is required to complete those decisions is unstated.
This skill
SEC
Reads recent SEC filings