Lightlines
By tradermonty

kanchi-dividend-review-monitor

tradermonty2.9k installs

Your dividend holdings, flagged for human review.

What it does

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.

How to use it

Give it normalized portfolio JSON; it saves a review queue and Markdown dashboard and provides immediate human-review tickets.

What you provide

  • Your files

Uses

Latest review

What you need · 3

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.


Access · 1

This skill

SEC

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Reads recent SEC filings