Tip

Ask your agent about dividends

2 min read
list_investment_transactions filtered to type 'dividend' shows every payment. Sum YTD, compute yield against portfolio value, and see which positions are your income engines.

How the agent answers this

Your agent calls list_investment_transactions.

Dividends are separate from buys/sells. The tool surfaces all types; the agent filters.

Variant prompts

  • “Total dividends YTD across all my brokerage accounts.”
  • “Which positions pay the most dividends?”
  • “Dividend income month-over-month for the last 12 months.”

Setup

Sign in at bankbridge.money, connect your bank, paste the pre-filled snippet into your agent of choice (see setup guide), then ask one of the prompts above.