tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/921-the-exchange-of-stocksInfinite Kind: Discussion 2018-03-17T03:30:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/396907932016-04-20T14:48:05Z2016-04-20T14:50:00ZThe Exchange of Stocks<div><p>Stocks are sometimes exchanged - i.e. your old stock is swapped
for another stock with a different name and different number of
shares (type of stock changes, companies bought out, etc). I have
not been able to find how Moneydance handles this type of
transaction. I do not want to lose my history with the old stock
and I do not want any Capital Gains to be recorded.</p>
<p>What is the technique used to handle this transaction?</p></div>Craig Weightmantag:infinitekind.tenderapp.com,2009-01-14:Comment/396907932016-04-20T21:32:00Z2016-04-20T21:32:00ZThe Exchange of Stocks<div><p>I'm afraid that a Stock-for-Stock transaction type is another
missing feature from Moneydance. As you have indicated it is often
used with mergers and take-overs, for what it is worth it is also
used for stock conversions (e.g. preference to ordinary shares)</p>
<p>I'm afraid that using sell and buy transactions is the only
option in MD but as you said it loses all history. To stop capital
gains reporting you would have to sell at the original purchase
price and buy after manually doing the calculations for a different
number of shares using the original total buy price.</p>
<p>Yes very messy and not really satisfactory..</p></div>dwg