I do this. The date spec allows the original date to be retained:
2020-02-02 * "Convert"
Assets:Stock-Options -12.000 ORNG {12.12 USD, 2009-01-02}
Assets:Stock-Options -17.123 ORNG {14.14 USD, 2009-02-23}
; .... you can get the entire list through bean-doctor context
Assets:Stock-Options 12.000 BLUE {12.12 USD, 2009-01-02}
Assets:Stock-Options 17.123 BLUE {14.14 USD, 2009-02-23}
On Sunday, February 14, 2021 at 11:38:02 AM UTC-8 TRS-80 wrote:
> On 2021-02-14 11:44, Silvano Cerza wrote:
> > Hello People!
> >
> > I have a peculiar situation, I had some stocks for company A that have
> > been converted 1:1 to a new stock for company C due to company A and B
> > merging together. So there's been no change of price, just a change in
> > the stock name really.
> >
> > How would you handle this? I checked the beancount docs on how to
> > handle stocks conversions but I've only found information about
> > vesting, so not my situation.
> >
> > I thought about simply renaming all historic transaction with stock A
> > to B and call it a day but I'd like to know if there are more elegant
> > ways to handle this.
>
> I feel like renaming the historic transactions would be wrong, as that
> does not accurately represent reality (which is all we are trying to do
> here).
>
> I don't even deal with stocks, but it seems to me you would want to do
> something like (perhaps other(s) can confirm):
>
> 2021-02-14 * "(self)" "convert stock from A to C"
> Assets:Invest -100 COMPANY_A {23.00 USD}
> Assets:Invest 100 COMPANY_C {23.00 USD}
>
> Date it as of the date they were renamed.
>
> Cheers,
> TRS-80
>
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