How do I install the Corporate Actions skill?

Run npx skillmds@latest add getlost01/corporate-actions in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Corporate Actions safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Corporate Actions?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Corporate Actions free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Corporate Actions?

getlost01 (@getlost01) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Corporate Actions by getlost01 — Agent Skill

Name: Corporate Actions
Author: getlost01

Corporate Actions

Track dividends, splits, bonuses, buybacks, rights issues, and demergers on the user's holdings — key dates, cost-basis and tax impact, hold/tender decisions. Use when the user asks about any of those, record or ex-dates, or "any corporate actions coming up". Read-only.

getlost01 0f0b314 2.6 KB Updated Sep 17, 2026

File contents

Corporate Actions Tracker

Read-only. reference/READ-ONLY-POLICY.md (hard rule) and reference/RESEARCH-STANDARDS.md (freshness, disclosure when a tender/don't-tender view is given) apply. Steps below name capabilities — resolve each against reference/BROKER-CAPABILITIES.md for the broker(s) in BROKERS.md.

No broker's MCP configured here has a corporate-actions feed, so this is WebSearch-driven — NSE/BSE announcement pages primary, business press secondary — anchored to real holdings.

Steps

Scope to holdings. Equity holdings capability (every active broker) for equity and ETFs, plus PORTFOLIO-PLAN.md's fund list for fund-level actions like scheme mergers (Groww returns no fund data; INDmoney's holdings/MF capabilities may cover this, if active — see unverified). Only search names actually held unless the user names another.
Search announced and upcoming actions. Date-anchored WebSearch against NSE/BSE announcements. Per action: type, ratio/amount, ex-date and record date (exact and sourced — they determine eligibility), and payment/credit date where known.
Explain the mechanics, tied to the user's actual quantity and cost basis:
- Dividend — amount × qty, taxed as income at slab.
- Split/bonus — new qty and adjusted per-share cost. Bonus shares reset the holding-period clock on the bonus portion; flag the interplay with tax-capital-gains.
- Buyback — tender price vs. LTP (batched LTP capability), realistic acceptance ratio for small shareholders, tax treatment, and an explicit tender/don't-tender view per the completeness checklist. Check the plan's tax context and selling constraints first: a tender is a sale, so a lock-in or LTCG-threshold hold changes the answer.
- Rights issue — price vs. market, dilution if not subscribed, and that entitlements trade separately.
- Demerger/merger — entitlement ratio and cost-basis split.
Present: a dated table first (action, name, type, key dates, per-holding ₹ impact), then detail only where a decision exists (tender, rights). Views carry the disclosure block; the user applies or tenders themselves. Formal version: reference/templates/corporate-actions.md.

---name: corporate-actionsdescription: Track dividends, splits, bonuses, buybacks, rights issues, and demergers on the user's holdings — key dates, cost-basis and tax impact, hold/tender decisions. Use when the user asks about any of those, record or ex-dates, or "any corporate actions coming up". Read-only.---# Corporate Actions TrackerRead-only. `reference/READ-ONLY-POLICY.md` (hard rule) and`reference/RESEARCH-STANDARDS.md` (freshness, disclosure when atender/don't-tender view is given) apply. Steps below name capabilities —resolve each against `reference/BROKER-CAPABILITIES.md` for thebroker(s) in `BROKERS.md`.No broker's MCP configured here has a corporate-actions feed, so this is`WebSearch`-driven — NSE/BSE announcement pages primary, business presssecondary — anchored to real holdings.## Steps1. **Scope to holdings.** Equity holdings capability (every active broker) for equity and ETFs, plus `PORTFOLIO-PLAN.md`'s fund list for fund-level actions like scheme mergers (Groww returns no fund data; INDmoney's holdings/MF capabilities may cover this, if active — see unverified). Only search names actually held unless the user names another.2. **Search announced and upcoming actions.** Date-anchored `WebSearch` against NSE/BSE announcements. Per action: type, ratio/amount, **ex-date and record date** (exact and sourced — they determine eligibility), and payment/credit date where known.3. **Explain the mechanics**, tied to the user's actual quantity and cost basis: - **Dividend** — amount × qty, taxed as income at slab. - **Split/bonus** — new qty and adjusted per-share cost. Bonus shares reset the holding-period clock on the bonus portion; flag the interplay with `tax-capital-gains`. - **Buyback** — tender price vs. LTP (batched LTP capability), realistic acceptance ratio for small shareholders, tax treatment, and an explicit tender/don't-tender view per the completeness checklist. Check the plan's tax context and selling constraints first: a tender is a sale, so a lock-in or LTCG-threshold hold changes the answer. - **Rights issue** — price vs. market, dilution if not subscribed, and that entitlements trade separately. - **Demerger/merger** — entitlement ratio and cost-basis split.4. **Present:** a dated table first (action, name, type, key dates, per-holding ₹ impact), then detail only where a decision exists (tender, rights). Views carry the disclosure block; the user applies or tenders themselves. Formal version: `reference/templates/corporate-actions.md`.

Frequently asked questions