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Dividend Tracking Automation

Automated tracking of dividend payments, reinvestment calculations, and yield-on-cost analysis.

Complexity: Moderate | Duration: 5-15m | Category: Finance/Investment

Tags: dividends passive-income yield drip tax-planning

Workflow Diagram​

Steps​

Step 1: Data Collection​

Agent: financial

analyst - Fetch dividend announcements and payment dates

Step 2: Payment Tracking​

Agent: data

analyst - Record ex-dates, payment dates, amounts received

Step 3: Yield Calculation​

Agent: financial

analyst - Calculate current yield, yield-on-cost, dividend growth rate

Step 4: Reinvestment Planning​

Agent: financial

analyst - Calculate DRIP shares or alternative investments

Step 5: Tax Analysis​

Agent: financial

analyst - Categorize qualified vs non-qualified dividends

Step 6: Notification​

Agent: notification

specialist - Send alerts for upcoming dividend payments

Step 7: Report Update​

Agent: documentation

writer - Update dividend tracking spreadsheet/dashboard

Step 8: Validation​

Agent: qa

specialist - Verify payment amounts match expectations

Usage​

To execute this workflow:

/workflow finance/investment/dividend-tracking-automation.workflow

See other workflows in this category for related automation patterns.