Handling of OTC Stocks

Q&A
1

Hi Evan,

Could you advise what is the best way to record the transactions after a stock has been delisted and is trading over the counter? I have tried creating SELL and BUY transactions for the 2 different tickers at $0.00, but the past P&L information, etc will not be tracked under the new ticker.

Thanks!

2

Hi,

In this case, it is considered to be an asset not trackable under portfolio.

You would have to use “Other Assets” feature instead.

Cheers,
Evan

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