PowerShell script to archive quotes

Overview

ArchiveOldQuotes.ps1 helps reduce the size of active quote history files by moving older detailed records into archive files.

This makes the active local quote files easier to manage while still preserving older history separately.

Why Quote Archiving Exists

Portfolio Slicer usually needs:

  • detailed recent quote history
  • long-term historical values for older periods

Keeping full daily detail forever in the active quote files can make them unnecessarily large.

The archive script solves this by keeping the main quote file smaller and moving older detailed records into a separate archive file.

How It Works

For each symbol:

  • the active quote file stays in the Quotes folder
  • the older records are moved into the corresponding _Archive.txt file

This works together with these settings in psConfig.txt:

  • ArchiveQuotes
  • IncludeQuoteArchiveFolder

ArchiveQuotes

Controls whether archiving is used at all.

IncludeQuoteArchiveFolder

Controls whether archived quotes are included when the final Quotes.csv file is assembled.

Why This Matters

If archived quotes are not included when the final file is built, then very old history may disappear from the workbook.

That means you should understand both the archiving setting and the archive-include setting before changing them.

Practical Use

This script is most useful when:

  • quote history has grown large
  • you track many symbols over long periods
  • you want to keep active quote files more manageable