Sometimes, investments you own change their name and ticker symbol. This can happen for a variety of reasons — from a simple company rebrand to a move to a different stock exchange or other corporate actions.
When this happens, it’s essential to keep your Navexa portfolio up to date so your performance data remains accurate.
We’ve made it quick and straightforward to update a holding’s ticker symbol in your account.
Before You Begin
If the ticker change is due to a merger or acquisition, use our Merger Tool instead of the steps below — this ensures your new holding reflects the correct cost base and history.
1. Navigate to the Holding You Want to Update
Go to your portfolio and click the holding you need to change. This will open the Holding Screen.
2. Click the Actions Dropdown and Select ‘Rename Symbol’
You’ll find the Actions dropdown menu in the top right of your Holding Screen (just below your username).
Select Rename Symbol from the list.
3. Enter the New Ticker Symbol
Type in the new ticker symbol.
Tip: You should receive updates about company name or ticker symbol changes directly from the company — via email, investor announcements, or shareholder correspondence. This is the most reliable way to ensure you have the correct new code.
4. Click ‘Update’ to Save the Change
Once you click Update, your holding will appear under its new symbol next time you view it.
Your historical trades and performance data will remain unchanged.
When a Company Moves to a Different Exchange
If the change involves the company moving from one exchange to another — for example, from the ASX to the Nasdaq — there are extra details to be aware of:
Currency Change: The share price will now be quoted in the new exchange’s currency (e.g., USD for Nasdaq instead of AUD for ASX).
Share Quantity Adjustment: In some cases, the company may change the number of shares you hold. For example, when Incannex Healthcare (ASX: IHL) moved to the Nasdaq (Nasdaq: IXHL), it began trading as American Depositary Shares (ADSs), with 1 ADS representing 25 ordinary shares. This meant investors had to adjust the quantity of shares in their portfolio to match the new ratio.
Price per Unit Difference: Because of these adjustments, the price per share will look different — but your overall holding value remains the same once currency and share quantities are updated.
Important: Rename Symbol Rules
The Rename Symbol action is designed to keep a holding aligned with the correct data source, not to change what type of investment it is.
Because of this, there are some rules:
Exchange-listed investments
Stocks and ETFs can only be renamed to other exchange-listed securities
You can rename a stock to an ETF, or an ETF to a stock
You cannot rename an exchange-listed holding to:
Crypto
A Custom investment
Crypto investments
Crypto holdings can only be renamed to other crypto symbols
You cannot rename crypto to a stock, ETF, or custom investment
Custom investments
Renaming a custom investment only changes the label
Custom investments are not connected to live pricing or data feeds
Renaming does not link the holding to any market data
If the investment has fundamentally changed type (for example, a stock becoming crypto, or moving off an exchange entirely), Rename Symbol is not the correct action. In these cases, the holding should be closed and recreated using the correct investment type.
Best Practice
Always read the official company correspondence or announcements before making changes. They will explain:
The exact new ticker symbol
Whether the share quantity will change
The currency in which the new shares will be quoted
Any conversion or ratio details
By following these steps and verifying information directly from the source, you can ensure your portfolio remains accurate after any corporate action.