About tracking corporate actions

Each of the topics in this section walks you through a specific type of corporate action. See Entering investment transactions for general information on manual investment tracking.

What can I do to track corporate actions?

How do I record a stock split?

Record a corporate name change

How do I record a corporate spin-off of new securities?

How do I record a corporate acquisition (stock-for-stock)?

How do I enter a share class conversion for a mutual fund?

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