Dividend Capture Pro Reader Resources

Welcome

You found it. This is the companion page for Dividend Capture Pro — the one place where the book’s tools, updates, and corrections live.

Before you download anything, one reminder from the book itself: you don’t need any of this. The book is self-contained. Everything in the system can be run with a spreadsheet, a calendar, and a notebook — plain paper works fine. Traders ran disciplined operations on paper for decades before spreadsheets existed.

What these downloads do is save you setup time. The tracker arrives with its columns already built. The checklists arrive already formatted. That’s the entire promise — less typing, not better trades. No file on this page makes a trade succeed, replaces your judgment, or substitutes for qualified financial, tax, or legal advice.

The discipline is the product. You already own it. These are just the containers.

Start Here

If you just finished the book, don’t download everything — download these, in this order:

1. Quick Start Checklist — your first steps, including the first-30-days sequence. Read it before you touch anything else.
2. Dividend Capture Pro Trade Tracker (Enhanced) — the system’s central tool. Build the habit before you need it.
3. Dividend Stock Selection Checklist — the candidate screen from the book, ready to print.

That’s enough to run the entire system. Come back for the rest when you actually need it.

Available Downloads

Resource Descriptions

Dividend Capture Pro Trade Tracker (Enhanced)

The central tool of the whole system — the spreadsheet where every trade gets recorded in numbers that don’t care how you feel about them. It logs your entry and exit, the dividend or distribution cash you actually received, the fees, the whole-number result, the recovery days, and your review notes, including the rule each trade bought or confirmed.

Two doctrines from the book are built into how you should use it. First: the tracker outranks memory — when your recollection and the spreadsheet disagree, the spreadsheet wins. Second: the brokerage record outranks the tracker — reconcile every row against your broker’s actual transaction history, because actual fills, fees, and cash flows are the final authority. A row isn’t finished until it’s reconciled.

Any spreadsheet with the same columns is the same tool. This one just arrives pre-built.

Quick Start Checklist

What to do after you finish the book, in order — including the first-30-days sequence. The short version: build before trading. Set up the tracker, build your calendar, paper-review several candidates through the full checklist, and reject weak trades on purpose, all before risking a dollar. Your first month is for building the operation, not the account balance. This one page keeps the sequence honest.

Dividend Stock Selection Checklist

The candidate screen from the book, formatted for use. It walks each potential trade through the questions that matter — and it’s built on the book’s shortest rule: yield is not a thesis. A big payment is a reason to look, never a reason to buy.

Fair warning about how this checklist should feel: most candidates should fail it. That’s not the checklist malfunctioning; that’s the checklist working. Its real job is to make “no trade” easier to choose — because in this system, the best trade is often the rejected trade.

Capture Chain Calendar

A simple calendar format for mapping upcoming ex-dividend dates and the review dates that go with them, so you see each trade as part of a planned chain instead of a morning impulse. The calendar is what makes the operation proactive: you decide in advance which dates matter and what would have to be true before you act.

Completely optional — if you already run a calendar you trust, use yours. The format matters less than the habit.

Loss-Review Checklist

The book’s post-loss review, step by step: what the plan said, what actually happened, where they diverged, and — the part that matters — what rule this loss buys. In this system a loss you learn nothing from is pure cost; a loss that buys a rule is tuition.

To be clear about the spirit of it: this is not punishment. It’s a learning tool, and it’s the mechanism that makes losses smaller, clearer, reviewable, and less likely to repeat for the same reason. Run it on every loss, including the small ones.

Exception Memo

For the occasional trade that doesn’t fit the normal rules cleanly but might still be worth considering. The memo forces the discipline the book teaches: name exactly which rule the trade doesn’t fit, why you’re considering it anyway, and what stricter conditions apply — in writing, before entry.

Remember the two doctrines that govern this form: exceptions require stricter review, not looser — and a winning exception does not become a rule. If the memo is hard to write honestly, the trade just failed its review. That’s the memo doing its job.

Seven Deadly Sins Poster

The seven most common dividend-capture mistakes from the book, on one printable page. Stick it near your desk or wherever you place trades. The sins are cheap to review and expensive to commit — and recognizing one in the moment is the only moment recognition helps.

Taxable-Account Checklist

Status: Under Review. This checklist covers the extra questions a capture trade must answer before being attempted in a regular taxable account — because the taxable lane is a separate and harder lane, with tax friction, holding-period complications, and paperwork stacked on top of a strategy that already runs on thin margins.

It will be posted here only after professional review is complete, and even then it is not tax advice — its final item is talking to a qualified tax professional, and no checklist substitutes for one. Until it’s posted, the guidance stands as the book states it: stay IRA-first while you learn, and bring a professional into the conversation before attempting the taxable lane.

Updates and Corrections

Here’s a promise that comes straight from the book’s own spine: if something on this page or in these files turns out to be wrong, it gets corrected here, visibly.

Readers of the book know that its case studies were corrected against brokerage records during fact-checking — and that the corrected, less flattering numbers are the ones in print, because the record outranks the story. The same principle applies to everything on this page. If an error or a needed clarification is found in the book or in any companion file, the correction gets posted here, the file gets updated, and the change gets logged below with a date. No silent fixes.

Transparency isn’t a marketing feature of this system. It is the system.

Update log:

Version Notes

Companion files may carry version dates (for example, a “last updated” date inside the file or in the download listing). A few simple rules:

• Always use the newest version posted here. If your copy predates the one on this page, replace it.
• Older versions may be archived rather than deleted, but the current version is always the one linked above.
• Any material correction — anything that changes a number, a rule, or an instruction rather than a typo — will be noted in the update log, not just quietly swapped.

If you’re ever unsure whether your file is current, re-download it. They’re free.

Want to Know When Files Are Updated?

(Entirely optional — the downloads above are free and require nothing.)

If you’d like an email when a resource is corrected, updated, or added — or when future book-related material is released — you can sign up below. That’s all the list is for. To be explicit about what you will not receive: no investment recommendations, no trading alerts, no stock picks, and no personalized advice. Just resource updates, corrections, and occasional book news. Unsubscribe anytime.

Important Disclaimer

Plain English, because that’s how this book does everything:

Everything on this page — the book, the downloads, the examples — is for educational purposes only. None of it is personalized financial advice, investment advice, tax advice, or legal advice, and none of it is a recommendation to buy, sell, or hold any security. The tickers and trades discussed in the book are historical examples used to teach a process; they are not suggestions, and past results — the author’s or anyone’s — do not predict future results.

The tools on this page are aids, not answers. No spreadsheet, checklist, calendar, or poster creates trading success. They organize your work; they don’t do your thinking, and they don’t remove risk. Markets involve risk, including the loss of money you invest.

Your decisions, your accounts, and your results are your own responsibility. Before acting on anything here — and especially before attempting anything involving a taxable account, where the tax consequences are real and personal — consult qualified financial, tax, and legal professionals who know your situation.

Contact and Corrections

Found a broken link, a file that won’t open, a typo, an unclear instruction, or — in the spirit of the book — an actual error worth correcting? Please say so. Reader corrections are treated exactly like brokerage-record reconciliations: the report gets checked, and if it’s right, the fix gets made and logged above.

Reach out at: contact@dividendcapturepro.com

One boundary, kindly but firmly: please don’t send questions like “should I buy X?” or “what do you think of my portfolio?” Bob Wayne Ink isn’t a licensed advisor and doesn’t give personalized investment, tax, or legal advice — those questions deserve a qualified professional who knows your situation, and answering them here would violate everything the book stands for.