[GNC] Stock Name Change Best Practices

David T. sunfish62 at yahoo.com
Mon Jul 25 08:58:38 EDT 2022


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.


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