No new company after Creotech Instruments split (Creotech Quantum)

Support Questions
1

Hi,

I’m having an issue with correctly displaying my portfolio after the Split of Creotech Instruments S.A.

In my brokerage account I currently hold two companies:

  • Creotech Instruments S.A. — ticker: CREOTECH, ISIN: PLCRTCH00017

  • Creotech Quantum S.A. — ticker: CRQUANTUM, ISIN: PLCTHQM00018

Creotech Quantum was created as a result of a demerger by separation of the quantum segment from Creotech Instruments, and the shares of the new company were automatically allocated to shareholders at a 1:1 ratio (a standard corporate action on the Warsaw Stock Exchange).

In my brokerage office both companies are displayed correctly, but in Capitally I only see the “old” company Creotech Instruments in the portfolio. Creotech Quantum does not appear at all, which causes the total portfolio value and historical returns to be understated.

Thanks in advance for your help!

2

You need to add the spin off transaction manually - check the help on Corporate actions.

We currently don’t have the Quantum ticker yet, but I requested it from our data provider and should be available tomorrow.