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Portfolio & CalculationsStocks
How Dividend Reinvestment works
How FolioSync handles reinvested stock dividends, fractional accumulation, and automatic buy entries.
Common symptoms
- You enabled Dividend Reinvestment and want to know what changes.
- A dividend did not immediately create a buy transaction.
- You see reinvestment or fractional holding behavior after a dividend.
What to try first
- 1Dividend Reinvestment is portfolio-level behavior and works only when the portfolio is compatible with cash tracking.
- 2When a stock dividend is added, FolioSync checks whether dividend reinvestment is enabled for that portfolio.
- 3If the dividend amount is too small to buy a whole share at the current stock price, FolioSync keeps it as accumulated fractional value.
- 4When accumulated dividend value is enough to buy one or more whole shares, FolioSync creates a buy transaction marked as dividend reinvestment.
- 5The reinvestment buy uses the current stock price available to the app and does not add broker charges.
- 6The new buy increases share quantity and can change average price because it becomes part of the holding.
- 7If the stock price is unavailable, FolioSync cannot convert the dividend into reinvested shares at that time.
- 8Deleting or editing the original dividend may also reverse related reinvestment handling.
When opening a ticket
- Send the portfolio name, stock symbol, dividend transaction, reinvestment setting, and screenshot of the fractional or buy entry.
- Attach an Excel export if average price, cash, or share quantity looks wrong after reinvestment.