[GNC] Stock Name Change Best Practices

[David Carlson]

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 at 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.
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