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Stocks

Stock split or bonus shares were not applied

What to do when automatic bonus/split handling misses a corporate action.

Common symptoms

  • Quantity did not change after a split.
  • Bonus shares are missing.
  • Average price or holding quantity looks wrong after a corporate action.

What to try first

  1. 1Check that Auto Dividends and auto-create bonus transactions are enabled if you expect FolioSync to create bonus entries from announcements.
  2. 2Open the stock holding and verify whether a bonus or adjustment entry already exists.
  3. 3If a bonus issue was missed, add bonus shares manually. Bonus shares increase quantity and dilute average price without changing total invested amount.
  4. 4If it was a stock split, use the stock split action instead of bonus shares. The split action stores the split ratio, increases quantity, and recalculates average price from the same total invested amount.
  5. 5Android battery optimization can delay or stop scheduled workers, so allow background usage for FolioSync if automatic processing is frequently missed.

When opening a ticket

  • Send the symbol, corporate action details, expected quantity, current quantity, and backup export.
  • Mention whether Auto Dividends was enabled before the split/bonus date.

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