These answers point to the current Portfolio Boss workflow. Start with the Quick Start Guide if you are new, then use the focused article for the task you are doing.
Where should a new user start?
Follow the Quick Start Guide. The Evo Engine Template is included in every edition, including free, so you can start with a guided machine-learning template immediately. Make a working copy, review its configuration and learn how its test results are presented.
Where did the Backtest Strategy page go?
The workspace is now called Strategy Builder. Open it from Strategy Management using the Backtest action for a selected strategy. See Strategy Builder Overview.
Can Portfolio Boss manage automated trading?
Yes. The Trading Dashboard is the current account-management workspace for APM, including automation through connected Interactive Brokers accounts. Read Connect Accounts and verify the intended account and operating mode before deploying a strategy. Backtesting a strategy by itself does not connect or fund an account.
Where do I enable trading emails, and when do they arrive?
Use Settings → Automation, enable notifications for strategies on the trading dashboard, review recipients and test delivery. The older Daily Emails checkbox instructions no longer describe the current Strategy panel.
Delivery depends on data availability and the late-data cutoff; there is no universal fixed evening email time. The Automation guide explains the current EOD and TAP timing estimates and the hours-before-market-open cutoff. Check the inbox, spam folder, recipient list and test-email result when diagnosing delivery.
Where is the current order-management workflow?
Use the Trading Dashboard guides for funding and rebalancing, order settings and orders and reconciliation. Older Trade Plan Calculator instructions are not the current setup route.
Why do dates or results differ from what I expected?
Check the benchmark, instrument history, indicator lookback, data synchronization and effective dates in the Backtest panel. Also check whether the run ends before the reserved Super out-of-sample period. A historical result can change when settings or data change; it is not a promise of future account performance.
Why did a manual rerun not add another result row?
An unchanged manual configuration updates its existing result record. A run after a configuration modification creates a new record. See Manual Results for favorites, memos and Load Parameters.
Is Yahoo a supported market-data feed?
The current application says Yahoo instrument data is not officially supported because an official API is unavailable. The optional Include Yahoo instrument data setting is under Miscellaneous → Data. Use Sync Details to inspect actual synchronization messages instead of assuming a provider is current.
How do I change colors, resize text or restore missing panels?
Use Appearance for theme, percentage scale and trading-state or position colors. Use Settings → Miscellaneous → Reset Layout when the panel arrangement needs to be restored. F2 toggles tutorial icons.
What should I back up?
The essential working database is PortfolioBoss.master.db. Close Portfolio Boss normally before copying it, and follow the journal-file guidance in Database. The article also explains restoring and moving to another computer.
Where can I get more help?
Use the Help page and guide index. For a version-specific issue, include the installed version, steps and exact message. Hide private identifiers before sharing a screenshot. Broker-account eligibility, tax treatment and account-specific restrictions should be confirmed with the relevant broker or qualified adviser rather than inferred from a software example.
