Hi there
With the recent name change and ticker of Cromwell REIT (SGX:CW8U) to Stoneweg (SGX:SET), any way to monitor the performance across both tickers? Both share price and dividend.
I tried to perform the renaming as per Stock Split but this does not transfer over the previous data (and dividends received).
Thanks for your help and enjoying this platform so far!
Hi there,
Sorry, this is one limitation of the system. We treat each ticker as unique hence once they change ticker or perform stock split, the performance is not transferable although the overall P&L is since it will assume 0 P&L during the transfer hence passing over all the gains and losses to the new ticker.
Cheers,
Evan
perhaps we can do a manual “dividend” for realised profit from cromwell eg 50k. then we +50k manually to stoneweg and -50k on cromwell. this way we perhaps have a choice to view the performance across 2 ticker. may not be accurate for all those time weighted feature (but not something i monitor personally). Be interested to see how other people manage this. I do appreciate the functionality here saving me hours of manual spreadsheeting weekly.