dividend-tracking
Dividend Tracking
Purpose
Import Fidelity dividend CSV data into the Dividends sheet input area, then trigger the Apps Script to process records into the historical log.
Workflow Routing
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 |
Dividends Sheet Architecture
More from aojdevstudio/finance-guru
financereport
Generate institutional-quality PDF analysis reports for stocks and ETFs. USE WHEN user mentions generate report, create pdf, stock analysis, ticker report, watchlist analysis, OR regenerate reports. Includes VGT-style headers, embedded charts, portfolio sizing, and Perplexity sentiment integration.
591montecarlo
Run Monte Carlo simulations for Finance Guru portfolio strategy. USE WHEN user mentions monte carlo OR run simulation OR stress test portfolio OR probability analysis OR income projections OR margin safety analysis. Supports 4-layer portfolio (Growth, Income, Hedge, GOOGL) with auto-detection of current values from Fidelity CSV.
40portfoliosyncing
Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports Fidelity (automated) with multi-broker planned. USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR ingest positions OR bring in positions OR downloaded from Fidelity OR working with Portfolio_Positions CSVs. Handles file ingestion from Downloads, position updates, SPAXX/margin validation, safety checks, and formula protection.
28fin-core
|
27transactionsyncing
Import and manage Fidelity transaction history CSVs. Two workflows - IngestTransactions (local rolling archive from Downloads) and SyncTransactions (Google Sheets push). USE WHEN user mentions "sync transactions", "import transactions", "ingest transactions", "transaction history", OR wants to import Fidelity History CSV.
23retirement-syncing
Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.
22