Record a Split, Merger, Spin-off, or Acquisition

To record a split, you can add a new transaction, change the 'Type' to 'Split' and enter the ratio for the split. After adding this transaction, your historical transactions will be automatically adjusted.

To record a merger, spin-off, or acquisition:

1. Edit the quote and rename it to the new symbol

2. Add a new transaction, change the 'Type' to 'Split' and enter the ratio that the shares were adjusted.

We are working to automate splits in the future.