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Imports to take historical stock split into consideration

Completed

When importing from transactions (eg. exported from Interactive Brokers) the data typically contains the as-at-price and number of shares. There should be a flag to choose whether the information being imported should be pre-stock splits or post-stock split.

3 votes

Discussion (2 comments)

  • rob
    Allinvestview-Rob
    Sep 30, 2024 15:43

    Hi!
    Currently we have a dedicated page for Corporate Actions:
    https://www.allinvestview.com/corporate_action_trades/

    When a portfolio contains stocks prior to a corporate action (such as a stock split), the platform will automatically detect and suggest a transaction to account for the post-stock split.
    More details in the help page:
    https://www.allinvestview.com/help/#corporateactions

    Would this feature currently meets your needs for handling stock splits in imported transactions?
    Otherwise, we will explore your suggestion further and work on implementing it.

  • pavel
    Sep 30, 2024 16:22

    Yes, it does! Didn't see this before, thank you!

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