QWin 2016 Premier: Removing old option trades
Thissubject has come up before but it continues to be an irritation. I do a lot of options trading and over thelast 15 years, my QDF file gets loaded up with stale security symbols and oldtransactions that add little to the understanding of one’s investmentperformance but add a lot to unnecessary processing time when switching betweenaccounts that carry these old transactions. Hiding the old security symbols in the security list does nothing tospeed up processing.
Inan attempt to reduce this problem, I plan to delete these options transactionsolder than 2 years; followed by deleting the related security symbols. I have archived prior years’ databases on aregular basis so can go back and reconstruct the trades if absolutelynecessary. I will replace the values ofthe trades with imputed cash reconciliations where necessary. It’s a lot of manual work but worth it.
Doesanyone know of any quick methods of doing such a clean up and would there be away of retaining some of the reports so that I can review an amalgamated historicperformance when I need to?
I am on QWin 2016 Premier running in a Parallels environment on the Mac.
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