This article explains how to manually add a split to a holding in Navexa when the split has not already been applied automatically.
What Is A Split?
A split increases the number of shares or units you hold without changing the overall value of the holding at the time of the split.
For example, in a 10-for-1 split, every 1 share becomes 10 shares. If you held 5 shares before the split, you would hold 50 shares after the split.
Navexa records this as a corporate action in the holding’s Trades tab. The split adds the extra shares needed to bring your holding quantity in line with the official split.
When Navexa Adds Splits Automatically
Navexa can automatically apply many splits when the corporate action data is available.
You may need to add a split manually if:
The split has not appeared in your holding.
Your share quantity does not match your broker or statement after the split.
Your holding value or performance looks incorrect around the split date.
You are entering historical transactions manually.
Before adding a split manually, check the official company announcement or your broker statement so you have the correct split date and ratio.
Add A Split Manually
To manually add a split in Navexa:
Open Portfolio from the left-hand menu.
Select the holding you want to update.
Open the Trades tab.
Select Add Trade.
Open the Type dropdown.
Select Split.
Enter the Date of the split.
Enter the number of Additional Shares received.
Add the broker, notes, or an attachment if needed.
Select Add Trade.
The split will appear in the holding’s Trades tab once it has been added.
What To Enter As Additional Shares
In Navexa, Additional Shares means the number of extra shares or units you received from the split.
Use this calculation:
Old shares after applying split ratio − Old shares before split = Additional Shares
Example: 10-For-1 Split
If you held 5 shares before a 10-for-1 split:
Old shares before split: 5
New shares after split: 5 × 10 = 50
Additional Shares: 50 − 5 = 45
You would enter 45 as the Additional Shares amount.
Splits Are Not Added From Add Merger
Splits are added from the holding’s Trades tab, not from Actions > Add Merger.
Use Actions > Add Merger only when you need to record one of these corporate actions:
Merger — two companies combine into one.
Acquisition — a company is acquired or bought out.
Demerger — a company splits into separate entities.
For a normal stock split, use Trades > Add Trade > Split.
For a reverse split or consolidation, use Trades > Add Trade > Consolidation.
What Happens To Original Trade Prices?
Navexa does not rewrite your original historical buy or sell prices after a split.
Your original trades stay unchanged so your transaction history remains accurate and auditable. Instead, Navexa records the split as a separate corporate action. This adjusts the quantity held and the effective cost base per share from that point forward.
For example, if you originally bought 5 shares at $1,000 each, that original trade remains visible as 5 shares at $1,000 each. If a 10-for-1 split later applies, Navexa records the extra 45 shares as a split adjustment.
The total cost base is spread across the larger number of shares, but the original transaction is not changed.
Why The Chart May Look Different
A holding chart may look unusual around a split date if the extra shares are recorded before the market price has adjusted.
This can happen when the additional shares are distributed on one date, but split-adjusted trading begins on a later trading day.
Some finance websites smooth this out by retroactively adjusting historical prices.
Navexa preserves your original transaction history and records the split separately, so you may see the real sequence of events in your holding around the split date.
How To Edit Or Remove A Split
To edit or remove a split:
Open the holding.
Go to the Trades tab.
Find the Split entry.
Open the entry to edit it, or remove it if it was added incorrectly.
Save your changes.
Refresh the holding and check that the quantity and performance now look correct.
If The Split Still Looks Wrong
If the split still looks incorrect after adding it:
Check that you used the correct split date.
Confirm the split ratio from the official announcement or your broker statement.
Make sure you entered only the additional shares, not the final total shares.
Check whether there is already another split entry for the same holding.
Check whether the event was actually a consolidation, merger, acquisition, or demerger instead of a split.