Are bonuses, splits, mergers and demergers automatically adjusted in my portfolio : Trendlyne

Are bonuses, splits, mergers and demergers automatically adjusted in my portfolio? Print

Modified on: Thu, 24 Aug, 2023 at 4:27 PM

Bonuses and splits are auto-adjusted on Trendlyne but mergers and demergers are not. However, bonuses and splits are adjusted only if you select the ‘Auto Adjust FUTURE Bonus Splits’ option, which is indicated by a blue tick, when adding your portfolio account, as shown below.

To check if the 'Auto Adjust FUTURE Bonus Splits' option is set to 'Yes' or 'No', go to your portfolio page and look for the option as shown below. If it is not checked, you can edit it from the 'Edit portfolio' page.

‘Submit’ your portfolio with this option checked, as shown below, to auto-adjust bonuses and splits.

If you import your portfolio via Excel import, please note that bonuses and splits will not be automatically adjusted.

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Are bonuses, splits, mergers and demergers automatically adjusted in my portfolio? Print

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