Hire an AI stock split and rights EPS checker

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A split factor ledger, with restated shares and EPS for each past year beside the originals
• The theoretical ex-rights price and bonus factor, applied only to the years before the issue
• This year's weighted average shares, with days and fractions shown
• A check that total earnings are the same before and after
• A list of what is MISSING and which checks were missed

How it does the job well

• Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.
• Show the calculation, inputs and period for every figure.
• Label actuals, estimates and forecasts clearly.
• Send tax, legal and regulatory questions to a qualified professional.

Mistakes it avoids

• Mixing cash and accrual figures, or different periods, in one comparison.
• Rounding or formula errors that do not tie back to totals.
• Giving personal investment advice.

What a good result looks like

An example, not your task: Your annual report shows EPS for several years, and a split or rights issue happened in between.

• outputs/step-1-stock-split-eps-restatement.md. The split factor ledger and restated shares and EPS for each past year, with the earnings check.
• outputs/step-2-rights-issue-eps-adjustment.md. The theoretical ex-rights price, the bonus factor and the years it applies to.
• outputs/step-3-weighted-average-share-schedule.md. This year's dated share timeline, weighted average shares and the tie to reported EPS.
• Workbook. Linked sheets for inputs, calculations and reconciliations. Made only if your AI has a spreadsheet tool.
• HAND-BACK SUMMARY. Files saved, sources used, assumptions, MISSING lines and checks missed.

How the work is checked

• Total earnings are unchanged by the restatement. Every factor and dated interval reconciles to the company's EPS note. No cash issue is applied backwards without a bonus basis.
• Each material input traces to its source, date, currency, scale, sign and period. Unresolved items stay as MISSING: lines.
• Real zeros, unavailable evidence and inapplicable ratios are told apart. No statement is forced to tie with an unexplained plug.
• Original source locations, assumptions, formula conventions, failed checks and actual verification results are saved. End with CHECKS MISSED: none, or the exact outstanding checks.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Stock-split EPS restatement. Builds the split factor ledger from the confirmed terms. Restates earlier shares and EPS and keeps the originals beside them. Hands step 2 the adjusted shares and EPS with their event dates. Check before moving on: each factor matches the announcement.
• Rights-issue EPS adjustment. Works out the theoretical ex-rights price and the bonus factor, apart from any split. Applies the factor only to years before the issue, or writes factor one when there is no bonus part. Hands step 3 the restated pre-event share counts.
• Weighted-average share schedule. Uses the restated opening shares and the dated issues to build this year's weighted average. A cash issue is weighted by date and never treated as a retrospective split. Check before you finish: the result ties to the company's EPS note.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id restate-eps-after-splits-and-rights only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/restate-eps-after-splits-and-rights/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The split terms, such as 2 new shares for each old share
• For a rights issue: the share price just before it, the subscription price, and the old and new share counts
• The date each event took effect
• Each past year's reported EPS and weighted average shares, from the annual report
• This year's share issues and buybacks, with dates
• The currency and scale, such as USD millions
• The company's own EPS note, to check against (optional)

Helpful context (optional)

• The company's own EPS note, so the result can be tied to it.
• The rights or split announcement, with its dates.

Tools and access

• A chat AI with a spreadsheet tool: It can build, recalculate and reopen the workbook. In plain chat you get the tables as text.
• Any good chat AI: The sums are short, so the AI can show the table in the chat.
• A file-capable AI or a spreadsheet app: Needed only if you want an editable workbook with a checks tab.
• Node.js 20 or later (optional): Runs the bundled script that repeats the sums, as a second check.
• A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.
• Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.
• Excel or Google Sheets: Holds the share ledger so you can check every row and rerun the sums with your own dates.
• An AI that can make files: Builds and reopens an editable workbook. Without it you get a table to paste into a sheet.
• Node.js 20 or later (optional): Runs the bundled script as a cross-check on a case with one share issue.

Functions and deliverables

• Stock split and rights EPS checker: Share confirmed share-event terms, transaction dates and prior EPS. Get restated comparisons, share weights and a source-linked workbook.
  • A split factor ledger, with restated shares and EPS for each past year beside the originals
  • The theoretical ex-rights price and bonus factor, applied only to the years before the issue
  • This year's weighted average shares, with days and fractions shown
  • A check that total earnings are the same before and after
  • A list of what is MISSING and which checks were missed
• Stock split earnings adjustment calculator: Share the confirmed split and past earnings figures. Get restated shares and earnings per share on one basis.
  • The split factor, in new shares per old share
  • Restated weighted shares and restated EPS for each year, beside the originals
  • A check that earnings are the same before and after
  • Notes on any year where the split falls before or after the period
  • A list of missing figures and terms to confirm
• Rights issue earnings adjustment calculator: Share rights issue terms and past earnings per share. Get the theoretical price and comparative earnings adjustment.
  • A theoretical ex-rights price and retrospective bonus-factor workpaper.
  • An editable workbook of the rights issue adjustment, with its inputs, formulas and test cases to rerun.
  • A tie-out of the ex-rights price and the bonus factor, the inputs still missing and the checks that ran.
• Weighted share count calculator: Share dated share changes and earnings. Get weighted-average shares and basic earnings per share with timing checks.
  • A dated share timeline, one row for each stretch with the same share count
  • The weighted-average share count, with the day fractions shown and checked to add to one
  • Basic EPS with the working
  • A timing test showing EPS if the biggest transaction date moves earlier or later
  • A tie-out to the filing, and a list of what is missing
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• Your annual report shows EPS for several years, and a split or rights issue happened in between.
• You are building a model and old per-share figures no longer match the new ones.
• A company sold rights at a discount and you need the bonus factor for earlier years.
• A reviewer asks you to tie your restated EPS to the company's own EPS note.

Limits to check before starting

• The company issued shares for cash at the full market price: use the Weighted share count calculator on its own.
• You want basic and diluted EPS for options and convertibles: use the Basic and diluted earnings per share checker workflow.
• You want EPS before and after a buyback: use the Cash buyback EPS checker.
• You have no confirmed split or rights terms yet: get the company's announcement or filing first.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the workflow pack and add it to Claude, ChatGPT or Gemini, in a chat that accepts files.
• Attach the annual report pages, the split or rights announcement and the company's EPS note. Give the reporting date, currency and scale.
• Ask your AI to follow the pack, save a file for each step and stop a step when an input is missing.
• After steps 1 and 2, compare each factor with the announcement. A wrong factor carries into every later year.
• Before you use the result, check that restated EPS times restated shares gives the same earnings as before. A spreadsheet tool is needed for the workbook. Without one, your AI gives the tables in chat.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/restate-eps-after-splits-and-rights for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.