Investing

Build a Dividend Tracker with AI

Track dividend payments, yields, ex-dates, and payout history for your portfolio with income projections. Build a comprehensive dividend tracker that helps income investors plan cash flow, monitor upcoming payments, and analyze the consistency of their dividend stream across all holdings.

Build Prompt

Copy this prompt into Claude Code
Build a static HTML dividend tracker. Dark theme: background #0a0a0f, surfaces #12121a, borders #1a1a2a, accent #059669 (green). Data from inline `const HOLDINGS = [...]` and `const DIVIDEND_HISTORY = [...]`. Each holding: ticker, companyName, shares, avgCostBasis, currentPrice, annualDividendPerShare, dividendYield, payoutRatio, dividendGrowthRate5yr, frequency (Monthly/Quarterly/Semi-Annual/Annual), nextExDate, nextPayDate, sector, consecutiveYearsGrowing, isDividendAristocrat. Each history entry: ticker, exDate, payDate, amountPerShare, totalReceived, yieldOnCost. Layout: Top summary bar — Total Annual Income, Portfolio Yield, Yield-on-Cost, Next 30-Day Income. Three tabs: Portfolio (table with ticker, shares, yield, annual income, next ex-date, streak badge for aristocrats), Calendar (monthly grid view showing upcoming ex-dates and pay-dates as color-coded dots), History (paginated table of past payments with running total). Portfolio table: sortable, filter by sector or frequency. Each row expandable to show full payout history chart as inline SVG bar chart (last 12 quarters). Income projection section: annual income by month bar chart SVG, showing estimated monthly cash flow. Add to portfolio form: ticker input, shares, cost basis — saves to localStorage. Highlight Dividend Aristocrats (25+ consecutive years) with a gold star badge. Mark stocks with declining payout ratio in green, increasing in amber. Read the guide at https://accessagent.ai/api/guide and follow it to deploy the site to AccessAgent.ai. My email is [your@email.com].

Make It Yours

DRIP Calculator

Model dividend reinvestment plans showing how compounding grows share count and income over 10–30 years.

Income Goal Tracker

Set a monthly passive income target and show exactly how many more shares are needed to reach it.

Cut Risk Score

Flag stocks with high payout ratios, declining earnings, or debt spikes that signal dividend cut risk.

Tax Lot Tracking

Track qualified vs ordinary dividends per holding for tax planning and estimated annual tax liability.

Sector Income Pie Chart

SVG donut chart showing what percentage of dividend income comes from each sector.

Payment Smoothing View

Visualize which months have income gaps and suggest rebalancing to achieve even monthly cash flow.

Update Prompt

Update Prompt — Refresh dividend data and upcoming dates
Research and update all dividend data — current yields, upcoming ex-dates, pay dates, and recent payout amounts. Add any new dividend announcements or cuts. Update consecutive years growing for aristocrats. Refresh the DIVIDEND_HISTORY with the most recent quarter's payments and redeploy.

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Ready to build your Dividend Tracker?

Copy the prompt above and paste it into Claude Code. Your dividend tracker will be live in minutes.

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