Report date ranges and the amount of data
Posted by Henry Gage on 29 September 2010 11:15 PM
Regarding report date ranges and the amount of data.

For older date ranges that don't appear in the drop down window, change the date range type into "From & To Dates".

You can import or enter data in any order. When you select the groups screen or tax reports then TA will match opening and closing trades (except for those that you have already manually grouped). Then TA presents a report based on the date range.

Because TA recalculates groups and retains the data in memory it starts getting slower as you add more transactions (for example 40,000). There is a work around for this. You can use File/Save As Backup and File/Export Transactions and File/Export Symbols to capture all of the data in TA. The backup file is in TA format and contains trades and symbols. The Symbol and Transactions files are .csv files for viewing in Excel.

After you have saved a copy of your data then you can delete data by going to the Transactions screen, select an old date range and then decide what you want to remove. Let’s say you want to remove 2,000 transactions. While in the Transactions screen, make sure it is sorted by date and then click on the first trade in the list, then scroll down, hold the shift key and click on row number 2,000. Then select delete.

At some point we will consider some engineering changes to allow larger data sets but this is actually more of a need for fund managers with lots of accounts and lots of trades. If this is you and you love TA but want to scale up, let us know. Maybe we can work out a deal to start this work sooner.

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