corporate-actionslisted

# 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. LT