As of now Corporate Actions are listed on a separate page just as information and are then removed.
But the impact of a particular CA is not reflected on our portfolio entries. So in case of Bonus / Spilt (Reliance Industries as the latest example) The entries of âTradesâ in the folio and âTotal Number of sharesâ does not match. The total number of shared are in sync with shares in Demat, but there is no corresponding entry / reference of the same on âTradesâ tab.
It is important to see the impact of each CAs on our folio and tally the number of shares held with these entries. Some of the free âPortfolioâ management portals have this functionality available since many years.
A few years down the line & with 10s of shares in the folio, itâs unthinkable to tally impact of multiple CAs manually on my folio. For an end user like me itâs a MUST have function for a trading portal.
Looking forward to see a quick response & positive resolution. Thanks.
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Hi @Sachin_Karandikar
Thanks for your feedback!
As rightly mentioned, we currently display only the trades/transactions placed via the Dhan App/Web in the âTradesâ tab.
We will evaluate your suggestion to incorporate Corporate Action (CA) adjustments in the trades. However, the primary intent of the Trades tab is to provide users with a clear view of their transactions executed through the platform, allowing them to track their trade history at a glance.
Thanks Mahima.
I referred to âTradesâ tab as I felt that it will be an appropriate place to show impact of CAs along with trade history. How and where to display CAs impact is your design decision.
Do note that itâs not just a suggestion but an important and basic functionality.
Itâs critical for an investor to see CA calculation on their folio over all the years. As in absence of this investors wonât be comfortable to build their long term folio on this platform and then keep using some other means to track CA calculations.
Thanks.