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Performance & Caching

With thousands of transactions, rebuilding your entire trading history on every update can get slow. tradeGIST stays fast by remembering the work it has already done, through optional speed features you can switch on in ⚙️ Settings.

1. Trades Caching​

With the Trades cache on, tradeGIST doesn't start from scratch every time: only the transactions added since the last update are processed, and only the trade rows that changed are rewritten. Your results come out exactly as they would from a full rebuild — just much faster.

To enable it:

  1. Open the tradeGIST menu and click ⚙️ Settings.
  2. Go to the Caching / performance section.
  3. Enable Trades cache and save.

You don't need to do anything special when you change your data: edits to existing transactions are picked up on the next update, and inserted, deleted, or moved rows are detected the next time Generate Trades runs.

Automatic trade updates​

With the Trades cache enabled, you can also turn on Automatic trade updates (in the same section of ⚙️ Settings). tradeGIST then regenerates your trades on its own, a few seconds after you stop editing the Transactions sheet — your Trades sheets and Dashboard simply stay up to date, no Generate Trades click needed. Configuration changes are covered too: editing the Configuration sheet, or saving Settings that affect your trades (base currency, matching method, wash sale rules), refreshes your trades the same way.

Off by default; requires the Trades cache to be on.

Deleted rows don't trigger an automatic update

Automatic updates react to edits inside cells only. After deleting rows (or moving them around, e.g. with cut/paste or sorting), run Transactions > Generate Trades from the tradeGIST menu — it spots the change and rebuilds your trades.

2. Configuration Caching​

Every trade update relies on the data in your Configuration sheet — your assets, option contracts, tax rates and groups, stock splits, and wash-sale groups. With the Configuration cache on (same Caching / performance section of ⚙️ Settings), tradeGIST remembers those values between runs instead of re-reading them, which makes trade generation noticeably faster.

Changes you make to the Configuration sheet are picked up automatically. As with transactions, deleting whole rows from a section isn't — clear the configuration cache afterwards.

Cache Management Tools​

The caches look after themselves, but the tradeGIST > Cache menu gives you a safety net if your sheets ever look out of sync:

Menu OptionWhen to use it
Clear trades cacheIf your Trades sheets ever look out of sync with your Transactions.
Clear configuration cacheAfter deleting whole rows from a Configuration-sheet section, or if a change doesn't take effect.
Clear all cachesThe "nuclear option" — a perfectly clean rebuild of everything.
Important

After clearing a cache, always click Generate Trades so your sheets are rebuilt with the most recent data and settings.