u/Electronic-Ad9583

I download my Traditional IRA, Roth IRA, and Watchlist daily to a folder. I have a daily automation report that goes thru the CSVs and provides me my type of analysis.

1. Remove from watchlist if already in one of my actual accounts
2. Identify any potential closure news on securities.
3. Identify any K1 issuers
4. Go thru top active, gainers, losers to identify if anything meets my style
5. Identify any red day pullback/120 day moving average opportunities.
6. Show next 10 business days of dividend payouts with ex-div dates for equities with current price, day change, ex div, div date, yield

I love it so far. Will keep tweaking it to perfection.

I download my Traditional IRA, Roth IRA, and Watchlist daily to a folder. I have a daily automation report that goes thru the CSVs and provides me my type of analysis.

1. Remove from watchlist if already in one of my actual accounts
2. Identify any potential closure news on securities.
3. Identify any K1 issuers
4. Go thru top active, gainers, losers to identify if anything meets my style
5. Identify any red day pullback/120 day moving average opportunities.
6. Show next 10 business days of dividend payouts with ex-div dates for equities with current price, day change, ex div, div date, yield

I love it so far. Will keep tweaking it to perfection.