kanchi-dividend-sop

Kanchi Dividend Sop

Overview

Implement Kanchi's 5-step method as a deterministic workflow for US dividend investing. Prioritize safety and repeatability over aggressive yield chasing.

When to Use

Use this skill when the user needs:

• Kanchi-style dividend stock selection adapted for US equities.
• A repeatable screening and pullback-entry process instead of ad-hoc picks.
• One-page underwriting memos with explicit invalidation conditions.
• A handoff package for monitoring and tax/account-location workflows.

Prerequisites

API Key Setup

The entry signal script requires FMP API access:

export FMP_API_KEY=your_api_key_here

Input Sources

Prepare one of the following inputs before running the workflow:

1. Output from skills/value-dividend-screener/scripts/screen_dividend_stocks.py.
2. Output from skills/dividend-growth-pullback-screener/scripts/screen_dividend_growth_rsi.py.
3. User-provided ticker list (broker export or manual list).

Expected JSON Input Format

When using --input, provide JSON in one of these formats:

{
  "profile": "balanced",
  "candidates": [
    {"ticker": "JNJ", "bucket": "core"},
    {"ticker": "O", "bucket": "satellite"}
  ]
}

Or simplified:

{
  "tickers": ["JNJ", "PG", "KO"]
}

The optional value-dividend-screener and dividend-growth-pullback-screener handoffs use stocks[].symbol. Both build_sop_plan.py --input and build_entry_signals.py --input accept that shape directly, as well as the native candidates[].ticker and tickers[] shapes above.

For deterministic artifact generation, provide tickers to:

python3 skills/kanchi-dividend-sop/scripts/build_sop_plan.py \
  --tickers "JNJ,PG,KO" \
  --output-dir reports/

For Step 5 entry timing artifacts. --yield-floor is mandatory — it is the Step-1 yield gate; without it every row fail-safes to STEP1-RECHECK (a row can never reach a PASS tier without Step 1). Pass --profile / --safety-bias for run_context, and --events-json for the Step 4b scan (absent ⇒ every row is treated as SKIPPED and a TRIGGERED name is capped to HOLD-REVIEW — never silently clean):