dividend-research

Dividend research

Assemble the dividend picture from payment history, ratios, cash flow, and the forward event calendar - and keep two unit scales apart while doing it, because this data can express the same yield two different ways.

Read references/data-policy.md first, then the dividend checklist for the coverage arithmetic and the reporting shape.

MCP tools used

• get_dividends - payment history plus a provider summary row (yield, payout ratio, annualized payout, five-year growth, next date)
• get_ratios - canonical yield and payout metrics, alongside legacy metric IDs that keep the provider's own scale
• get_financials - cash flow and income statement figures used for coverage
• get_company_events - forward EX_DIVIDEND, DIVIDEND_PAY, and earnings dates
• get_quote - stored price, currency, syncedAt, and the quote-level dividend summary
• sync_stock - when the dividend rows are missing or stale

Workflow

1. Collect the history. Call get_dividends. Record how many rows came back, their date range, and their source; then read the summary row if it exists.
2. Handle a null summary as normal. summary is often null because the summary row is supplied by the Investing side and is not always synced. That is a missing dimension to disclose, not an error, and the payment rows may still be usable.
3. Add the ratio view. Call get_ratios and pick out the yield and payout metrics. Read each metric ID literally and check its scale before using it (see Two scales below).
4. Establish currency and price. Call get_quote for currency and the stored price with its date. Per-share amounts are in the instrument's currency; do not total them across instruments.
5. Check the forward calendar. Call get_company_events for the next EX_DIVIDEND and DIVIDEND_PAY rows. These are dated events with a source; prefer them over an undated summary field, and show both when they disagree.
6. Test coverage deliberately. Call get_financials for cash flow (and the income statement when you need earnings) and compute coverage only with inputs you can name. See the checklist.