I'd probably just rename the history and call it a day. Or manually make a
transaction that zeroes out the old holdings at cost, then manually
recreates every lot with the new commodity name (but with the previous
cost, date attached).
v3 has a plan <https://beancount.github.io/docs/beancount_v3.html>to add
easier transfer of lots held at cost basis between accounts, a frequent ask
of crypto users.
That feature might make it easier in this scenario too but it's not been
designed yet AFAIK.


On Sun, Feb 14, 2021 at 11:38 AM TRS-80 <[email protected]>
wrote:

> On 2021-02-14 11:44, Silvano Cerza wrote:
> > Hello People!
> >
> > I have a peculiar situation, I had some stocks for company A that have
> > been converted 1:1 to a new stock for company C due to company A and B
> > merging together. So there's been no change of price, just a change in
> > the stock name really.
> >
> > How would you handle this? I checked the beancount docs on how to
> > handle stocks conversions but I've only found information about
> > vesting, so not my situation.
> >
> > I thought about simply renaming all historic transaction with stock A
> > to B and call it a day but I'd like to know if there are more elegant
> > ways to handle this.
>
> I feel like renaming the historic transactions would be wrong, as that
> does not accurately represent reality (which is all we are trying to do
> here).
>
> I don't even deal with stocks, but it seems to me you would want to do
> something like (perhaps other(s) can confirm):
>
> 2021-02-14 * "(self)" "convert stock from A to C"
>    Assets:Invest        -100 COMPANY_A {23.00 USD}
>    Assets:Invest         100 COMPANY_C {23.00 USD}
>
> Date it as of the date they were renamed.
>
> Cheers,
> TRS-80
>
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