Now that I have successfully imported positions as of 12/31/2016 from TD Ameritrade Institutional and all transactions since I want to know is it possible to go back to an earlier date and enter a position file and then transactions. For example, can I go back to 12/31/2015 enter the positions from the TD File and start importing 2016 transactions. Is that possible or will it cause a problem come 12/31/16 (the date of the original position import). Thanks in advance.
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