Corporate Actions

Content also available for tax entities or on our global site.

Corporate actions are typically automated in your portfolio by Sharesight. This includes dividend payments, name changes, listings, code changes, splits, consolidations and more.

Important note! Every so often highly complicated corporate actions do not get automated. The reason for this is that there is the need for you to make an important and personal financial decision. An example of such a corporate action is the issue of renounceable rights. Sharesight cannot know whether you wish to take up your rights or if you would like to sell them.

Sharesight is a software service and we do not human verify our data to keep the pricing of our plans affordable. It is important to check your portfolio for new corporate actions on a regular basis. We help speed up the process by notifying you via a Sharesight portfolio email and showing you a notification in the corporate event section once you’ve logged into your account.

Types of corporate actions

Last modified on August 19, 2021 UTC

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