GLOSSARY

Corporate action

IN PLAIN ENGLISH

A company event that changes your shares — a split, consolidation, spin-off, rights issue or takeover.

WHERE YOU MEET IT

Not handled automatically by the app. Edit the holding's buy lots to reflect it.

WATCH OUT FOR

It's the most common reason a cost basis goes wrong.

EXPLAINED IN

What your cost basis is, and why it moves

Educational content only. It is not personal financial advice.