Sharesight - How to handle invalid holdings and corporate action

In this video, we'll cover the steps for managing invalid holdings and corporate actions within Sharesight.

0:00 - Intro
0:13 - Invalid holding definition
1:13 - Do you need to fix invalid holdings?
2:04 - Pros & cons of fixing invalid holdings
2:32 - How to fix invalid holdings
3:00 - 4 reasons that cause invalid holdings: incomplete file
3:26 - 4 reasons that cause invalid holdings: dividend reinvestment
3:51 - 4 reasons that cause invalid holdings: broker transfer
4:45 - 4 reasons that cause invalid holdings: corporate action
8:06 - Closing
8:21 - Outro

For more information, please visit:
How to fix invalid holdings: https://help.sharesight.com/au/invalid-holdings/
Automated Corporate Actions: https://help.sharesight.com/au/corporate-actions/
Tracking dividend reinvestment plans: https://youtu.be/TEPxEoen7QQ

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https://www.sharesight.com

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https://help.sharesight.com

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Видео Sharesight - How to handle invalid holdings and corporate action канала Sharesight