Stock Splits

Stock splits are handled automatically by MoneyPeak — there's nothing you need to do. Here's how it works.


What Are Stock Splits?

In a stock split, a company divides its existing shares into a larger number of new shares. The total value stays the same, but the share count increases and the price drops proportionally.

Forward split example (3:1): One share becomes three. The price divides by three. The value in your portfolio stays identical.

There are also reverse splits (e.g. 1:10), where multiple shares are consolidated into one — and the price rises accordingly.

How MoneyPeak Handles Stock Splits

Everything happens automatically in the background:

  • Your original transactions are preserved unchanged
  • On the split date, a new transaction is automatically added
  • Performance calculations are retroactively adjusted to stay accurate
Example: Tesla 3:1 Split (22 Aug 2022)
You hold 1 Tesla share in your portfolio.
On 22 Aug 2022, the 3:1 split takes effect.
MoneyPeak automatically creates a transaction: +2 Tesla shares (at no cost).
Result: 3 shares each at one third of the original price — portfolio value unchanged.

Where to See Splits

On the security detail page of the affected stock, you'll find all historical splits with their dates and ratios.

What Do You Need to Do?

Nothing. Splits are applied automatically at the start of the trading day. If we ever miss a split, you can submit feedback directly on the platform.

Portfolio Performance imports: If you import data via Portfolio Performance, splits are already factored in there — no further action needed.