Keep the years and filter for them in closed trades

[Flippo24]

I don't think it is necessary to delete old years. You could keep the old trades and use a filter to select the period under Closed Trades, as was already done under Transactions. If statistics or charts are added later, then you can analyze your time periods.

[PaulSquires]

Yes, I agree. The program is very lightweight so I decided not to include and over complicate the design with a dedicated database engine. I assume that most users would not have tens of thousands of trades every year, so I simply load ALL of the trades directly into memory at program startup. I added a Year End Close feature in case the load of transactions became too great and the user wanted to cull out older ones.

I performed my Year End procedure yesterday for my trades. I copied the whole folder (including the TradeTracker exe) to a backup folder and renamed it "2023-archive", so if I ever need to look at my 2023 data I can easily access it.

In the current year folder, I ran TradeTracker and performed the Year End procedure removing all CLOSED trades from Dec 31, 2023, or earlier.

I will think about this more. I do like the idea of expanding the Closed Trades filters to be more like the Transactions filters.

[Flippo24]

Maybe a tag system makes sense in this context. You can give the trades 1-x tags when creating them and then include these tags in the filter criteria. The categories go in a similar direction, but you have to choose one. I can assign countless tags for a trade. Possibly also a full test search for searching in comments and notes. I have used this so far at Stonkjournal.com.