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Name and symbol change

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

Postby raysk » Tue Jun 28, 2022 8:56 am

Anthem ANTM is changing their name and symbol to Elevance and ELV.
How do I go about making these changes in Fund Manager ?
raysk
 
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Postby Mark » Tue Jun 28, 2022 9:34 am

Hi raysk,

You can just change the name/symbol in the properties of the investment. You might want to also record an investment note to remember the old name, and date of the change.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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