Free Book: How To Generate Consistent Retirement Income Using "SuperAI-Designed" Trading Strategies

Introducing Portfolio Boss. The Only Multi-Strategy Platform Built From The Ground Up By Traders, For Traders.

Point and click strategy builder

“Oracle Orders”

Built in historical quotes

Built in strategies

Unique strategy stacking capability

Dynamic portfolios

Portfolio Boss gives you everything you need to build your perfect multi-layered trading strategy without any programming experience.

Works with Windows

And much more…

trading strategies without programming a single line of code.

Easy to use point and click strategy builder. Use our built in strategies, or learn how to build or modify your own. Absolutely no programming knowledge required.

  • Use our unique, proven indicators not found in any other trading platform.
  • Built in Ranking Engine, so you can trade only the top stocks and ETFs, and skip the rest.


With Portfolio Boss, we don’t just give you a supercar without the keys. You also get several ready to use out of the box trading strategies built in.

  • Smart Money ETF trading strategy
  • Training on how to use the software to build your own trading strategies. Portfolio Boss was built from the ground up by traders for traders.

Trading Webinars

Introducing Strategy Stacking…

Strategy Stacking

A novel new way to automatically switch between your favorite trading strategies so you can profit in up, down, and even sideways markets.

  • Move from stock trading strategies during the good times, then to commodity and bonds ETF strategies before a 2008-style bear market.

Legally Spy on Stock Market Insiders with the Smart Money Indicator. 

Since 1986, an obscure US Government report has revealed the inner workings of the S&P 500 stock index. Use this  “insider” knowledge to sidestep bear markets, and boost your trading consistency and profits.

  • Drop this one of a kind “Smart Money Indicator” directly into any strategy.
  • Use the “Smart Money Indicator” for buy/sell signals in the bond market so you can switch out of stocks and into bonds during potential downturns.

Built in Quotes and Dynamic Portfolios

We’ve contracted with the most extensive and accurate quote provider for historical US end of day stock and ETF quotes going back to 1986.

  • Over 20,000 instruments, including de-listed stocks for the most accurate strategy testing possible.
  • Say goodbye to wasting time! Over 100 stock indices and sectors automatically updated. That way you don’t have to keep track of the stocks moving in and out of indices like the S&P 500.  Let the tools do the work.
  • Build your own custom portfolios with your favorite stocks and ETFs, and let Portfolio Boss generate buy/sell signals.

How to Profit With “Oracle Orders”?

Warren Buffett is famous for buying stocks selling at a huge discount. But those deals only come around every 1-2 years. Did you know it’s possible to buy stocks at a discount almost everyday? It’s called an “Oracle Order.”

  • Simply allow Portfolio Boss to suggest a limit order below a stocks selling price and you can boost your profits, consistency, and every trader’s nightmare: Slippage (bad fills on your order). 
  • Slippage can potentially be costing you thousands per year, and is far more important than today’s deep discount commissions. It’s the hidden tax caused by high frequency traders (HFTs).


All Portfolio Boss users have access to our private trading community website that will allow you to meet other traders with similar goals as your own. Discuss the latest trading strategies and interact with private messages.



Dan I wanted to say thanks again for creating this monster software. In the past month I have had 5 different strategies hitting all time highs with real trading. For any naysayers out there that call BS see screenshot from one of my top 5 performers this year. Cheers to you all.

Chris S.

I made over 100% in the last 12 months and I couldn’t have done it without PB so I wanted to say thanks for it.  I’m also really looking forward to all the advances you’ve been posting about recently and for project 88. Happy Thanksgiving!

David G.

I am an original PB member since 2014. You have no idea how grateful I am to you. Very very grateful. So appreciative. I believe that you have invented the best trading strategy or one of the best trading strategies that has ever been created . So simple yet it genius. I was a loosing trader before I met you. Now I beat the market every year and have total confidence and I can relax and stop worrying. And the very thing best thing is that you keep giving of yourself to those us who paid a one-time fee 4 years ago. The emails that you send to us with your very accurate and insightful assessment of the Market is invaluable. Especially the SMI signal that you share with us. I, like you, love to give back to others, because humanity certainly needs help right now. You are selflessly giving to us and I will never take it for granted. I hope you will allow us to follow you for the rest of your trading days. Thank you Dan, you are very smart man and a very good person. The best to you always.

Peter S.

Things are going great. My strategy is at 48% return YTD. Gotta like it! I look forward to the next updates. Thanks!


PB has been a blessing for me. I manage two charitable trust accounts using strategies that PB has allowed me to back test and refine. PB has helped me sleep at night. Thanks to you and your team. Blessings.

Owen S.

Hi Dan, my main focus is buying NDX-100 andNXTQ-50 stocks selected using a strategy developed in PB.I am up just over 28pc ytd. I started trading it in 2015 and my numbers are +7 (2015), +42 (2016) and +44(2017). PB is the best investment I ever made. Thanks to Dan and thanks to Sir Ruud best system programmer in the known Universe

Pat H.

Dan, I am one of the original purchasers of Portfolio Boss and have been using it ever since. I must be a conservative investor since I am 73, retired for 10 years, and no new major sources of income. In 2016 I made 14.7% and 27.4% in 2017.  It has helped buy another boat and a fancy fish finder.

Art A.


Check Portfolio Boss now. You receive full access to our built in “Smart Money” stock and bond indicators. Free training on how to “Strategy Stack” so you can profit in up, down, and even sideways markets. Build your own strategies using our one of a kind indicators without any programming experience.

Stop spending endless hours pouring over useless charts, and late nights looking at company balance sheets. Turn off the financial TV, and use Portfolio Boss to scientifically prove your trading ideas.

Start using Portfolio Boss today!

Requirements: Portfolio Boss is built for Windows 8 and above, and runs on most modern PCs.

Works with Windows


What’s the best way to trade GBTC?

Trade signals for all our end of day strategies come the night before and are meant for trading during the first few minutes of the regular session. Most liquidity comes during the regular session from 9:30AM to 4PM Eastern. Millions of shares are traded at that time. If you dump a market order or market-on-open (MOO) onto the market, you can still move it.
I like to use IB’s Accumulation/Distribution algo to scale in and out of trades using limit or REL orders. It makes the process automated, and helps save you money in the long run. Look into using a very short-term moving average to enter/exit trades so you’re always getting a tiny deal. Those pennies and up! Totally worth the added complexity for me. Learn it once and save the rest of your life. Learn more here:

Is GBTC a “penny stock”?

No. It trades on the OTCQX which is heavily regulated like NYSE and NASDAQ. It’s not “pink sheet” or “OTCBB” trading. Back in the 90’s when I started trading, OTC stocks were known for BS scams. Things have changed quite a bit. I’d like to see Grayscale move over to other exchanges like NASDAQ or NYSE to make traders more comfortable.

What do I need to do in order to trade GBTC on Interactive Brokers?

For some reason, they required 100 option trades for “penny stock” access. Then you can automatically request “penny stock” trading permission. You should be auto-approved in a couple minutes. For real-time quotes, enable North America->Penny Stocks data.

Which broker do you recommend?

Interactive Brokers. They offer more tools to get better prices on orders. The downside is that their software is harder to use. All major brokers can trade GBTC except for Robinhood. I don’t recommend Robinhood because they make most of their money selling your orders to HFTs.

Is Grayscale (GBTC) safe to trade?

Grayscale Bitcoin Trust is the largest of its kind with a market cap over $20 billion. It uses Coinbase for cold storage, which means the Bitcoin data is stored offline and can’t be hacked through the Internet like so many others have. See

Can I trade inside an IRA?

Yes! Brokers like Interactive Brokers allow you to open a margin IRA so you can trade on unsettled funds. Please consult your tax professional.

Is this legal?

Yes, perfectly. While we have an advantage, it’s not an unfair advantage.

How many signals will I receive each day?

If you’re trading a maximum of 10 stocks at once, then you’ll receive 1-2 signals per day on average. You can test different settings inside Portfolio Boss.

What time do I receive trade signals?

Typically after 5PM Pacific/8PM Eastern when quotes are updated. Simply place your orders with your broker for execution the next morning.

How do I receive the trade signals?

You receive the Oracle Orders trade signals inside our trading platform, Portfolio Boss. You can also receive the signals automatically by email.

How Do I Contact Portfolio Boss?

Please visit our contact page by clicking here to reach the Portfolio Boss staff for any questions or support needed with your Portfolio Boss software. Portfolio Boss is a US based company located in the state of California.

What Are The Terms Of Using Portfolio Boss?

You can review the entire terms of use for the Portfolio Boss software and Portfolio Boss website by visiting our terms and conditions page by clicking here.

How Does Portfolio Boss Deal With Data Privacy?

We take data privacy very seriously and respect your right to privacy. For our current privacy policy please visit our privacy policy page by clicking here.

How Will Portfolio Boss Software Be Delivered?

All Portfolio Software purchases are delivered online as a download. There is no shipped software disk or other shipped product. You will have instant access to the Portfolio Boss software download after your purchase has been completed.

What If I Don’t Like Portfolio Boss?

If you are unhappy for any reason we offer a no questions asked 30 day refund policy.

What Devices Can I Use The Portfolio Boss On?

You can use the Portfolio Boss software on any Windows based computer or on a Mac running Windows through Apple's boot camp or using virtualization software tools like VM Ware Fusion or Parallels.

Government required disclaimer: The results listed herein are based on hypothetical trades. Plainly speaking, these trades were not actually executed. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under (or over) compensated for the impact, if any, of certain market factors such as lack of liquidity. You may have done better or worse than the results portrayed.