Some of the below is not being imported correctly
things like:
- old SPACs
- mergers/conversions
- delisted stocks
- non-tradeable shares
- CVRs
- old/new ISINs for the same company
- ticker changes
- corporate actions
Some of the below is not being imported correctly
things like:
Such situations are very often underreported by brokers in their export files, so it’s very hard to reconstruct the right history from the file alone. So some transactions or assets require more manual approach.
I see you also contacted us via email, so I’ll move our discussion there, as the only way for us to improve such situations is to “learn” from an actual sample.