Report template for Stock yields

[SWPanton]

I want to build a report that allows me to select from an individual account, an individual stock, its company name, total cost and current value.

I then want to show the dividends received for previous 6 months, previous 12 months, previous calendar year, previous 36 months and from outset, by selecting the sub category for the dividends for that stock.

I then want to show as a percent, total dividends received divided by cost of stock and total dividends received divided by stock value as a percent.

I then want to draw a chart showing dividends received over the selected time period.

I then want to be able to use this template to show dividends paid into the cash ledger for each stock. Presently there is no link between dividends being paid and the individual stock other than by naming a subcatagory representative of the company name for the stock. So I have a category called dividends and within that subcategories for each stock that pays dividends.

I used AI to generate a template (attached) but get error messages about tables not being valid and columns not existing. Can anyone assist please?

Stock dividend yield template.zip

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[SWPanton]

Since I posted the topic below I have managed to write the SQL template to show the link between stocks and dividends (see attached SQL test).
I have also tried to use a template created by AI to show the report and tried to use the same AI to correct the report display. When I did the latter the SQL script failed.
Attached is the SQL and template zip file
Screenshot of the SQL test to show its working
Screenshot of the template to show the data is not pulling through into the report.

Are you able to assist?

Stock dividend yield template.zip

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Report screenshot.pdf

(174.65 KiB) Downloaded 3 times

SQL screenshot test.pdf

(242.19 KiB) Downloaded 3 times

[Renato]

Please send me your .mmb file to info@mmex.ch so I can take a look at it.
P.S. I don't have any securities and can't test this.