[GNC] Stock Name Change Best Practices

[David T.]

Thanks for your perspective on this. With my recent experiences with lots, I think I'll keep this simple. 

On July 25, 2022 7:01:41 PM GMT+03:00, David Carlson <david.carlson.417 at gmail.com> wrote:
>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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