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Adding/editing a Consolidation
Adding/editing a Consolidation
Navarre Trousselot avatar
Written by Navarre Trousselot
Updated over a week ago

Consolidations are just but one of the different corporate actions that can affect your holdings.

Fortunately, Navexa handles adding these to our holdings automatically.

However, sometimes you need to make manual adjustments, or add these manually in some instances.

Adding a Consolidation manually

  1. Click into the holding, you would like to add a Split for.

  1. Go to the 'Trades' tab.

  1. Click the 'Add' button.

  1. Click on the 'Trade type' dropdown.

  1. Select 'Consolidation'.

  1. Enter the 'Date' of the split and the number of subtracted shares. Then click 'Add Trade'.

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