Dividend Tracking

This is where YOU write dividend records.

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.

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

Core Workflow

1. Read Dividend CSV

File Location: notebooks/updates/dividend.csv

Key CSV Columns:

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:

mcp__gdrive__sheets(
    operation: "readSheet",
    params: {
        spreadsheetId: "{spreadsheet_id}",
        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:

mcp__gdrive__sheets(
    operation: "updateCells",
    params: {
        spreadsheetId: "{spreadsheet_id}",
        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:

// 1. Open Google Sheets
mcp__claude-in-chrome__tabs_create_mcp({
    url: "https://docs.google.com/spreadsheets/d/{spreadsheet_id}/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

Data Flow Diagram

┌─────────────────────────────────┐
│  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     │
└─────────────────────────────────┘

Apps Script Integration

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)

Critical Rules

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

Pre-Flight Checklist

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

Example Scenario

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"

Google Sheets Integration

Spreadsheet ID: {spreadsheet_id} Dividends Sheet ID: 2068577140 Direct URL: https://docs.google.com/spreadsheets/d/{spreadsheet_id}/edit#gid=2068577140

Reference Files

• 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