---
title: "Ask your agent about dividends"
slug: ask-your-agent-about-dividends
url: https://bankbridge.money/guides/ask-your-agent-about-dividends
category: tip
published: 2026-04-23
updated: 2026-04-23
---
# Ask your agent about dividends

> 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.

Ask Your Agent About Dividends | BankBridge | BankBridge 

[Tip](/guides/tips)

# Ask your agent about dividends

Updated Apr 23, 2026·2 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](/login), connect your bank, paste the pre-filled snippet into your agent of choice (see [setup guide](/guides/how-to-connect-your-bank-to-claude)), then ask one of the prompts above.