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Investment Name Change

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Postby Juergen » Sat May 13, 2017 11:17 am

Manitowoc Foods (MFS) changed its name to Welbilt (WBT)
What is the easiest way to make this change without losing history in MFS?
Thanks.
Juergen
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Postby Mark » Sat May 13, 2017 4:37 pm

Hi Juergen,

You can just change the name/symbol property of the investment. You might also like to record a "Note" transaction so that you remember the details of this change.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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