Transactions missing in CSV export

Past year I got some shares via corporate actions. Like O (where you got shares Orion) and T (where you got Warner). However those aren’t in a CSV export. Imported everything in Portfolio Performance, but now the amount of shares isn’t right.

Is there a reason why such shares aren’t included?


Here’s the thing - The CSV file only includes orders initiated by you, and since no actual buy order occurs when acquiring shares through corporate actions, such are not included in the report.

Nonetheless, we’re already working on optimizing this aspect of the service for future events to come, so I’ll keep you posted


Thanks. Dividends are also not initiated by yourself. :wink:

1 Like