+1

On Sun, Feb 14, 2021 at 9:14 PM [email protected] <[email protected]>
wrote:

> I do this. The date spec allows the original date to be retained:
>
> 2020-02-02 * "Convert"
>   Assets:Stock-Options -12.000  ORNG {12.12 USD, 2009-01-02}
>   Assets:Stock-Options -17.123  ORNG {14.14 USD, 2009-02-23}
>     ; .... you can get the entire list through bean-doctor context
>   Assets:Stock-Options  12.000  BLUE {12.12 USD, 2009-01-02}
>   Assets:Stock-Options  17.123  BLUE {14.14 USD, 2009-02-23}
>
>
> On Sunday, February 14, 2021 at 11:38:02 AM UTC-8 TRS-80 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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