The Event History page can show you different corporate and TradeSmith Finance actions for your positions.

Corporate actions include items such as:

• Dividends
• Splits
• Spin-Offs
• Stock Distributions

TradeSmith Finance actions include those actions made by users within their account and include items such as:

• Alerts Created, Cancelled, Edited, and Triggered
• Positions Copied, Edited, Moved, Deleted, Purchased, and Sold
• Portfolio Created, Edited, and Deleted

You can access event history by clicking on More and then selecting Events.

This then displays the Event History page.  At the top left, you can select the portfolio you want to view.

You may notice that sometimes, this page is blank. That is because the “Period” is set to today, and we didn’t take any actions today. As you navigate the Event History page, keep your “Period” in mind. You can use the “Period” drop-down box to look for actions taken as far back as last year or even a custom date range.

Search this page lets you look for a specific position from your portfolio to see what actions have been taken.  Event Types allow you to select between corporate and TradeSmith Finance actions.

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.