STRATxAI
There are a few events which will trigger STRATxAI to automatically add a transaction to your STRATxAI portfolio. These can be summarised as Corporate Actions and they are explained in detail below.
A delisting occurs when a stock is removed from an exchange, this can happen for a variety of reasons including mergers, liquidation, or even lawsuits.
When this event occurs, your broker will automatically sell off the position for you – STRATxAI mirrors this event and adds a sell transaction to your portfolio to keep it inline with your broker.
This means you could have some extra cash lying about in your broker – the next rebalance will fix this and bring your portfolio back up to the number of stocks it is supposed to have.
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