# Dividend Capture Strategy Engine AI Agent Connect

> Identify and validate profitable dividend capture opportunities with deterministic modeling.

## Overview
- **Category:** finance
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_IsuoESk8ilui4s4lDJbhZb6D3Dg7ASntrT0IPi2x/ai-agent-connect
- **Tags:** dividend, stock-market, trading-strategy, quantitative-finance, investment

## Description

This MCP server provides a deterministic analysis engine to identify profitable dividend capture opportunities. It models the timing of trades relative to ex-dividend dates, accounting for price adjustments, transaction costs, and tax implications. Use `analyze_dividend_opportunities` to generate buy/sell signals based on liquidity and yield filters, `calculate_tax_adjusted_returns` to model net profit after tax, and `evaluate_strategy_performance` to aggregate win rates and total returns. It is designed to help investors capture dividends while managing risks like price drops and short interest spikes.

## Tools

### analyze_dividend_opportunities
Identifies specific buy/sell signals and calculates the financial outcome for every qualifying dividend event

### calculate_tax_adjusted_returns
Adjusts the gross profit of a capture opportunity to reflect the specific tax environment

### evaluate_strategy_performance
Aggregates all identified signals to provide a high-level summary of the strategy performance

## Prompt Examples

**Prompt:** 
```
Analyze these dividend opportunities for a stock with these prices and schedule.
```

**Response:** 
```
The analysis identified 3 qualifying signals. The most profitable trade occurs on 2024-05-15 with an expected net profit of $0.45 per share.
```

**Prompt:** 
```
Calculate the tax-adjusted return for a $500 profit with a 15% tax rate on a qualified dividend.
```

**Response:** 
```
The net profit after tax is $425.00, with a tax amount paid of $75.00.
```

**Prompt:** 
```
What was the overall win rate for the provided signals?
```

**Response:** 
```
The strategy achieved a win rate of 65% with a total net profit of $1,240.50 across 20 trades.
```

## Frequently Asked Questions

**What is a dividend capture strategy?**
It is a strategy where an investor buys a stock shortly before the ex-dividend date and sells it shortly after to capture the dividend payment.

**How does the engine handle tax implications?**
You can use the `calculate_tax_adjusted_returns` tool to adjust gross profits based on whether dividends are qualified or non-qualified and the specific tax rate applied.

**What filters are applied to the trade signals?**
The engine filters for liquidity (average daily volume > $5M), minimum annualized yield (> 1%), and low short interest to avoid high borrow costs.