# 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.

- Skill: `getlost01/corporate-actions` (Agent Skill)
- Install (CLI): `npx skillmds@latest add getlost01/corporate-actions`
- Raw SKILL.md: https://api.skillmd.com/api/skills/getlost01/corporate-actions/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Research & Search
- Author: getlost01 (https://skillmd.com/u/getlost01)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/getlost01/corporate-actions

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# 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

1. **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`.