| name | dividend-screen |
| description | Screen for high-yield dividend stocks with sustainable payouts, or deep-dive a single ticker for income analysis. |
| argument-hint | ["TICKER"] |
Dividend Income Screen
Overview
Act as an income portfolio analyst. Identify high-quality dividend stocks with sustainable yields, or analyze a single ticker for income suitability. Operates in two modes: screen (no argument) or deep-dive (ticker provided).
Announce at start: "Running dividend screen..." or "Analyzing [TICKER] for income suitability..."
Input
Parse $ARGUMENTS to determine mode:
- Empty -- Run screen mode across the market.
- Single ticker -- Run deep-dive mode on that ticker.
Normalize any ticker to uppercase. Strip any leading $ character.
Data Collection
Screen Mode -- Wave 1 -- FIRE ALL IN PARALLEL
| Tool | Parameters | Priority |
|---|
tradingview_scan | filters: dividend_yield > 2, market_cap > 5B, price_earnings_ttm > 0. Columns: close, change, dividend_yield_recent, price_earnings_ttm, earnings_per_share_basic_ttm, name, description, market_cap_basic. limit=20, sort by dividend_yield desc | REQUIRED |
tradingview_market_indices | (none) | ENRICHMENT |
fred_indicator | series_id=DGS10 (10-Year Treasury) | ENRICHMENT |
Deep-Dive Mode -- Wave 1 -- FIRE ALL IN PARALLEL
| Tool | Parameters | Priority |
|---|
alphavantage_dividend_history | symbol=ticker | ENRICHMENT |
alphavantage_overview | symbols=ticker | ENRICHMENT |
alphavantage_earnings_history | symbol=ticker, limit=8 | ENRICHMENT |
edgar_company_facts | ticker=ticker | ENRICHMENT |
tradingview_technicals | tickers=[ticker] | ENRICHMENT |
Analysis
Screen Mode
Rank results by yield but apply these filters to eliminate yield traps:
- Earnings trend -- Remove stocks with declining EPS over the last 2+ years. A high yield from a falling stock price is a trap.
- Payout ratio -- Calculate dividend per share / EPS. Remove any stock with payout ratio > 80%. It signals unsustainable dividends. Note: REITs and utilities commonly have payout ratios above 80% -- exclude them from the payout ratio filter.
- Positive earnings -- The PE filter in the scan should handle this, but verify no negative-EPS stocks slipped through.
- Treasury comparison -- Compare each yield to the 10-Year Treasury rate. Stocks should have a yield spread above the 10Y Treasury of at least 1.5 percentage points to justify the equity risk.
Deep-Dive Mode
Assess dividend quality across four dimensions:
- Dividend growth -- Is the dividend growing year-over-year? Calculate CAGR over available history. Flat or declining dividends are a red flag.
- Payout sustainability -- Compare annual dividend to EPS for each year. A rising payout ratio trending toward 80%+ signals future cuts.
- Earnings coverage -- Are earnings stable enough to support the dividend through a downturn? Look at worst-quarter EPS vs quarterly dividend.
- Valuation and trend -- Is the stock in an uptrend or downtrend? A dividend stock in a downtrend may offer better entry points but also signals risk.
DO NOT reproduce raw tool output. Synthesize and rank.
Output Format
Screen Mode
Treasury Benchmark
One line: current 10Y Treasury yield as the risk-free baseline.
Dividend Stocks
| Rank | Ticker | Name | Price | Yield% | PE | Est. Payout% | vs Treasury |
|---|
| (Max 15 rows, filtered and ranked) | | | | | | | |
Top 5 Highlights
For each of the top 5 ranked stocks, one sentence on why it stands out (growth, stability, sector, valuation).
Deep-Dive Mode
Dividend History
| Year | Annual Div | Yield% | YoY Growth |
|---|
| (Last 5 years or available history) | | | |
- Dividend CAGR: [X]% over [N] years
Payout Analysis
| Year | EPS | Dividend | Payout Ratio |
|---|
| (Last 4-5 years) | | | |
Fundamentals Snapshot
Key metrics in a compact block: market cap, PE, forward PE, profit margin, debt/equity, sector.
Technical Trend
One line: current trend direction and key support/resistance levels.
Verdict: INCOME BUY / HOLD / AVOID
State the verdict with 2-3 sentences. Address:
- Yield attractiveness vs risk-free rate
- Dividend sustainability and growth trajectory
- Key risk (if any) that could threaten the dividend
Limitations
Data from TradingView and Yahoo Finance is 15-minute delayed. CBOE and sentiment data is end-of-day. Verify critical levels with real-time data before executing trades.
Common Mistakes
- Ranking purely by yield without checking payout sustainability. HIGH YIELD WITHOUT EARNINGS SUPPORT IS A TRAP.
- Omitting the Treasury comparison. Income investors always benchmark against risk-free alternatives.
- Presenting 20 unfiltered scan results. FILTER to quality names before presenting.
- In deep-dive mode, failing to calculate payout ratio. The ratio is the single most important metric for dividend safety.
