Strategy Management Page Overview

    This page lists all the strategies you have, either the ones bundled with your license, or those you created yourself. To open this…

Managing Your Strategies

    At the top of the “Strategy Management” page, there are buttons for managing your strategies: create a new strategy, create a new group…

Types of Strategy

     Portfolio Boss has three strategy types:  1.  Basic Strategy:  this is the default strategy type, the meat of Portfolio Boss. A basic strategy contains Buy Filters,…

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