> On Jul 25, 2022, at 5:58 AM, David T. via gnucash-user
> <gnucash-user@gnucash.org> wrote:
>
> Hello,
>
> I'm seeking advice from the group about the best way to handle a ticker/name
> change for a held stock.
>
> For example, Facebook renamed itself Meta a while back, and in June they
> changed their ticker from FB to META. Naturally, I wish the Gnucash books to
> reflect these changes; I also want price retrieval to continue to work.
>
> The simple approach is to edit the account name and the security info and
> change them to the new name. Facebook, the Gnucash security and the account
> entries, get changed to META. This approach seemingly works fine; the
> holdings change in the CoA and retrieval of prices resumes.
>
> However, something about this feels incomplete. It feels like some
> information about the holdings gets lost this way. Or am I over thinking
> this?
That's what I've always done, so I think that you're over-thinking it. After
all, the name change has no material effect on the underlying asset. If it
really bugs you you could create a new security and account and transfer the
shares. When you get around to selling the stock you'll have to look at the
original account to get the basis, but that's not that big a deal; a bigger one
might be that it will probably break the Advanced Portfolio Report. I don't use
that, but if you do you'll probably prefer to just change the name on the
existing security and account.
Regards,
John Ralls
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