Portfolio Boss

Sync Details/Search Results Panel

    These panels are hidden by default. They’re located at the bottom of the Portfolio Management page, both occupying the same space. So if…

Instrument Chart Panel

    Located at the right area of the Portfolio Management page, this panel shows the Price and Volume Charts of an instrument. First you…

Portfolio Instruments Panel

    As the name suggests, this panel shows the instruments contained within a selected Portfolio (the one you selected from the Portfolios Panel previously).…

Portfolios Panel

    This panel lists all Portfolios you have; the ones bundled with the software or those Portfolios you created yourself.     1.  The…

Portfolio Management Page Overview

    This page allows you to view and manage various Portfolios (baskets of instruments). Open this page by clicking the “Portfolio Management” button  at…

Portfolio Management Page Overview

  This page allows you to view and manage various Portfolios (baskets of instruments). Open this page by clicking the “Portfolio Management” button  at the…