How can I manually update corporate actions in bulk in MProfit?

Modified on Thu, 30 May 2024 at 08:34 PM


In this tutorial, we will explain how you can update corporate actions (manually) in bulk with MProfit


This feature is particularly helpful if you have the same security in multiple portfolios and want to apply the same corporate action across all of them.

With MProfit, you can make these changes in bulk, saving you time and ensuring consistency across all your portfolios.


Follow the steps below:


Step 1: Login to your MProfit account and navigate to the Tools tab.


Image


Step 2: Select Corporate Actions from the drop-down menu.


Image


Step 3: Click Add Manually.


Image


Step 4: Ensure the Asset Class is set to Stocks


From the drop-down menu, select the relevant corporate action and click on Select.


Image


Step 5: Enter the Date and Asset Name


Select the asset name from the drop-down list.


Image


Step 6: Click Existing Quantity and then Bonus Quantity.


Image


Step 7: This process will result in twice the quantity of what you currently have. 


Click Confirm to proceed.


Image


Step 8: Once completed, the portfolio's name and the applied effect will be visible. 


Click Add Selected Records.


Image


Step 9: Once the process is complete, click cancel (X).


Image


Step 10: You are now done. Click Back to Portfolio.


Image


This is how you can seamlessly update corporate actions (manually) in bulk with MProfit!

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article