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Why haven’t my trades imported correctly into my Stock Doctor portfolio?

Most online broker export files usually only contain executed buy and sell transactions and generally do not accommodate for the following events:

  • Transfers of holdings from another broker
  • Off-market transfers
  • Shares obtained in a float, dividend reinvestment plan, share purchase plan, bonus issues, or rights issue
  • Shares buybacks
  • Reconstructions (mergers, acquisitions and spin-offs)
  • Splits and consolidations

These events need to be manually entered into Stock Doctor, for assistance with corporate actions please refer to the Advanced Reconstruction section.