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Stock Splits: Easily record a split

Stock Splits: Easily record a split

Stock Splits: Easily record a split

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Recording a stock split used to mean recalculating every affected position by hand. Now you enter the split once and your unit counts update on their own.

Split ratio or share adjustment: Enter a split ratio like 2-for-1 or make a direct share adjustment, adding or removing units, with a guardrail that won't let you remove more than the position holds.

Tied to the right position: Book the split against a specific fund, security, and round so it flows straight into holdings and the transaction log with the correct class and units.

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