Download AllMyShares User Guide

Transcript
Fig (iii)
Modifying your trading data
Modification of data can be achieved using the “Edit” button to place the application in an editing
mode.
Stock Splits
A stock split or stock divide increases the number of shares in a public company. The price is
adjusted such that the before and after market capitalization of the company remains the same
and dilution does not occur. To enter data for a stock split in AllMyShares, add a BUY transaction
for the number of extra shares that you have been issued (using the process described in this
document). Use a zero unit price for these new shares. All reports and charts will remain
accurate because AllMyShares will pick up the latest unit price from the internet. It is useful to
use the Notes section to enter the reason for the transaction (a stock split).
A reverse stock split is a process by a company of issuing to each shareholder in that company a
smaller number of new shares in proportion to that shareholder's original shareholding which is
cancelled. It is the opposite of a stock split, i.e. it is a stock merge — a reduction in the number of
issued shares and an accompanying increase in the share price. To enter data for a reverse
stock split in AllMyShares, add a SELL transaction for the number of units that your holding was
reduced by. Use a zero unit price for this parcel of shares. Again, it is useful to use the Notes
section, and all reports and charts will remain accurate.
Deleting your trading data
Deleting data can be done by using the standard swipe gesture, or by pressing the “Edit” button
and then by pressing the standard red circle with a minus sign for a particular row.