kanchi-dividend-review-monitor

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Monitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. Use when users ask for 減配検知, 8-Kガバナンス監視, 配当安全性モニタリング, REVIEWキュー自動化, or periodic dividend risk checks.

2installs

Sourcetradermonty/claude-trading-skills

Added on2026-02-24

NPX Install

npx skill4agent add tradermonty/claude-trading-skills kanchi-dividend-review-monitor

SKILL.md Content

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Kanchi Dividend Review Monitor

Overview

Detect abnormal dividend-risk signals and route them into a human review queue. Treat automation as anomaly detection, not automated trade execution.

When to Use

Use this skill when the user needs:

Daily/weekly/quarterly anomaly detection for dividend holdings.
Forced review queueing for T1-T5 risk triggers.
8-K/governance keyword scans tied to portfolio tickers.
Deterministic
```
OK/WARN/REVIEW
```
output before manual decision making.

Prerequisites

Provide normalized input JSON that follows:

skills/kanchi-dividend-review-monitor/references/input-schema.md

If upstream data is unavailable, provide at least:

```
ticker
```
```
instrument_type
```
```
dividend.latest_regular
```
```
dividend.prior_regular
```

Non-Negotiable Rule

Never auto-sell based only on machine triggers. Always create

WARN

or

REVIEW

evidence for human confirmation first.

State Machine

```
OK
```
: no action.
```
WARN
```
: add to next check cycle and pause optional adds.
```
REVIEW
```
: immediate human review ticket + pause adds.

Use

skills/kanchi-dividend-review-monitor/references/trigger-matrix.md

for trigger thresholds and actions.

Monitoring Cadence

Daily:
- T1 dividend cut/suspension.
- T4 SEC filing keyword scan (8-K oriented).
Weekly:
- T3 proxy credit stress checks.
Quarterly:
- T2 coverage deterioration and T5 structural decline scoring.

Workflow

1) Normalize input dataset

Collect per ticker fields in one JSON document:

Dividend points (latest regular, prior regular, missing/zero flag).
Coverage fields (FCF or FFO or NII, dividends paid, ratio history).
Balance-sheet trend fields (net debt, interest coverage, buybacks/dividends).
Filing text snippets (especially recent 8-K or equivalent alert text).
Operations trend fields (revenue CAGR, margin trend, guidance trend).

Use

skills/kanchi-dividend-review-monitor/references/input-schema.md

for field definitions and sample payload.

2) Run the rule engine

Run:

bash

python3 skills/kanchi-dividend-review-monitor/scripts/build_review_queue.py \
  --input /path/to/monitor_input.json \
  --output /path/to/review_queue.json \
  --markdown /path/to/review_queue.md

The script maps each ticker to

OK/WARN/REVIEW

based on T1-T5.

3) Prioritize and deduplicate

If multiple triggers fire:

Keep all findings for audit trail.
Escalate final state to highest severity only.
Store trigger reasons as single-line evidence.

4) Generate human review tickets

For each

REVIEW

ticker, include:

Trigger IDs and evidence.
Suspected failure mode.
Required manual checks for next decision.

Use

skills/kanchi-dividend-review-monitor/references/review-ticket-template.md

output format.

SEC Filing Guardrail

When implementing live SEC fetchers:

Include a compliant
```
User-Agent
```
string (name + email).
Use caching and throttling.
Respect SEC fair-access guidance.

Output Contract

Always return:

Queue JSON with summary counts and ticker-level findings.
Markdown dashboard for quick triage.
List of immediate
```
REVIEW
```
tickets.

Multi-Skill Handoff

Consume ticker universe and baseline assumptions from
```
kanchi-dividend-sop
```
.
Feed
```
REVIEW
```
results back to
```
kanchi-dividend-sop
```
for re-underwriting and position-size review.
Share account-type context with
```
kanchi-dividend-us-tax-accounting
```
when risk events imply account relocation decisions.

Resources

```
scripts/build_review_queue.py
```
: local rule engine for T1-T5.
```
scripts/tests/test_build_review_queue.py
```
: unit tests for T1-T5 and report rendering.

skills/kanchi-dividend-review-monitor/references/trigger-matrix.md

: trigger definitions, cadence, and actions.

skills/kanchi-dividend-review-monitor/references/input-schema.md

: normalized input schema and sample JSON.

skills/kanchi-dividend-review-monitor/references/review-ticket-template.md

: standardized manual-review ticket layout.