Part of my algo prep process runs a reconcilliation between the local DB and IB to identify discrepancies that can be adjusted manually if necessary. ?Some corporate actions like splits are available via Polygon who I use for market data. ?But I¡¯ve been running this for 7 ish months and haven¡¯t had an issue caused by corporate action yet. ?My average hold period is 60 days and typically hold 20 positions in my portfolio, all equity right now.
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On Jan 22, 2022, at 3:48 PM, zb3886@... wrote:
?How would you deal with edge cases such as stock split/merge, options exercise/assignment, etc. For those events I don't think execution information will be received via API, but the portfolio will change, risking out of sync between portfolio and local DB.
