FAQ - How will I know if a Corporate Action has affected my account?

Question

How will I know if a Corporate Action has affected my account?

 

Answer

GainsKeeper automatically processes corporate action adjustments in your portfolio. If a stock split occurred, your share amount will increase, your overall cost will remain the same, and your per share cost will change. If a merger occurred, you will no longer see the security that was acquired in your account, you will see the new security. The corporate action will also display in your symbol history. You can view this history by selecting GainsTracker>Symbol Details. Using this feature, you can view all of your transactions that have occurred for this particular symbol, such as buys, sells, corporate actions and wash sale adjustments.

 

 

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