UPDATING YOUR PORTFOLIO: COMPANY NAME CHANGES
If a company that you own shares in changes its name, you will need to adjust
your portfolio to ensure that you can accurately record your past and future
trading activities in that company.
FEATURED EXAMPLE:
Glengarry Resources (GGY.ASX) has changed its name to Centaurus
Minerals Limited (CTM.ASX)
- STEP 1 -
|
TAKE A COPY OF YOUR OLD MOVEMENTS
In this example, you would need to copy each GGY.ASX (GGY) movement and replace
it with an identical CTM.ASX (CTM) movement.
But before creating the new movments for CTM, we advise you to take a copy of
your GGY movements by following the steps below.
To view all movements for GGY, click on the [movements] link at the end of the
GGY line in your potfolio, as circled below.
|
From here, you can take a screen shot of all GGY movements by holding Ctrl +
Alt + Print Scrn and then pasting the resulting image into a Word document. Taking a screen shot is like taking a photo of your computer
screen.
Or, you can use your mouse to click, drag and highlight the contents of the
movement table for GGY, copy the selected text and then paste it into a Word document.
Alternatively, just use Ctrl +"P" to print the web page straight from your
printer. |
|
|
- STEP 2 -
|
CREATE NEW MOVEMENTS TO MIRROR THE OLD MOVEMENTS
After taking a copy of your old movements, return to the main Portfolio page
and create new movements under the new stock code, CTM.
To create a new movement, click on the red "New Movement" button circled below
and follow the steps from here - referring to your old GGY data as required.
|
When entering a new movement, ensure that you copy the exact details from the
GGY lines into the new CTM lines - e.g. movement type, - e.g. movement type,
movement date, quantity, currency, fees etc.
Please note that you will need to repeat this process for each individual GGY
movement.
|
|
|
- STEP 3 -
|
DELETE OLD MOVEMENTS
When the new movements for CTM mirror the old movements for GGY, you can go
back to each GGY movement and remove them from your portfolio by clicking
the [delete] button, as circled below.
To delete the GGY movements, click on the [movements] link at the end of the
GGY line in your main portfolio view and then click on the corresponding
[delete] link for each GGY movement.for each GGY movement.
|
When you trade in CTM from this point onwards, your trading activities will be
represented in your portfolio under the correct company name and stock code.*
Please feel free to contact Direct Broking if you would like assistance with
this process or read the online tutorial for My Portfolio.
Please feel free to contact Direct Broking if you would like assistance with
this process.
> 0800 805 777
>
help@directbroking.co.nz
* Please note that the Direct Broking online portfolio can only be relied upon
to obtain and view data for the shares that you have traded via our DIY trading
service and the resulting Corporate Actions. The Direct Broking online
portoflio does not necessarily display an accurate representation of your
entire share holdings and this should be confirmed with the appropriate share
registries.
|
