How can I auto-apply corporate actions in MProfit?

Modified on Thu, 25 Apr 2024 at 06:15 PM


In this tutorial, we will explain how you can auto-apply corporate actions in MProfit.


Corporate actions include splits, bonuses, dividends, mergers, and demergers, and recording them in your portfolio is crucial to keeping your portfolio updated.


With MProfit's user-friendly interface, you can easily apply these corporate actions to your portfolio. Here's how:


Steps to Auto-Apply Corporate Actions in MProfit :

Step 1: Login to your MProfit account and select the portfolio where you wish to apply corporate actions.

Then click the Actions tab.


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Step 2: Click Auto Corporate Actions.


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Step 3: Choose whether you wish to apply corporate actions for the Entire Family or just the Current Portfolio.



Step 4: Click Apply.


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Step 5: A confirmation prompt will appear; click Yes.


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Step 6: Your corporate actions will now be auto-applied.

Review the applied corporate actions in the next screen and then click Continue.



Step 7: You are now done. Click Back to Portfolio.



This is how you can seamlessly auto-apply corporate actions in MProfit!

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