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Stock in Portfolio changes symbol

General questions about using Fund Manager that do not fit into any other forum.

Postby hmacwilliams » Mon Dec 02, 2013 4:53 pm

I own shares in the old Washington Post Co. (WPO) which is now Graham Holdings Co. (GHC) after the sale of the paper to Jeff Bezos. How can I switch to the new trading symbol without losing all my history?
Heber
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Postby Mark » Mon Dec 02, 2013 5:11 pm

Hi Heber,

Just right mouse click on the investment, and select "Properties..." and you can change the name and symbol. If you have a different number of shares due to this action, you can record a split transaction with a ratio of <New shares> for <Old shares>.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby hmacwilliams » Mon Dec 02, 2013 5:30 pm

Thanks, Mark. Why didn't I think of that? It's good to have your blessing.
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