Wrong ticker symbol! ;-(

doulos564's Avatar


24 Jan, 2019 06:10 PM

I've just discovered that an investment that I've held for a number of years was originally defined with the wrong ticker symbol (wrong share class)! Obviously, I can create a new investment and go back and change every transaction along the history. I that my only option? What alternatives do I have for correcting this situation?

  1. 1 Posted by doulos564 on 25 Jan, 2019 01:40 AM

    doulos564's Avatar

    I realized that there is no easy or elegant way to do this. Just brute force, updating each transaction with the new security and appropriate NAV for that date. It was ugly, but it is done.

  2. doulos564 closed this discussion on 25 Jan, 2019 01:40 AM.

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