To me, the former name and the date of the change are important. It is easy to add a dummy transaction in the register to record those pieces of information plus whatever other details might be important. Then editing the stock names and tickers allow price downloads to resume.
However, sometimes I want reports to show the old names for periods before the change. Then I go to the trouble to create a new security under the new ticker and make buy and sell transaction s as if it were a stock split or buyout. That can also be used if desired to convert unrealized gains into realized gains or perhaps just move unrealized gains to the new ticker. I do not use the GnuCash lots feature as I prefer to track lots manual ly, so I don't know how that would fit in. On Mon, Jul 25, 2022, 8:00 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? > > Cheers, > David T. > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
