Manual Results Tab

    This tab contains the history of modifications to the strategy; very much the “undo” feature of Portfolio Boss. Each time you pressed the…

Exporting the Backtest Results

    It’s possible to export the strategy’s backtest results (statistical reports) as spreadsheets, which can then be viewed with Microsoft Excel, Google Sheets, and…

Buy Filters Panel

    This panel contains various technical indicators, that select instruments to be entered as Positions. These technical indicators are known as the “Buy Filters”.…

Strategy Panel

    This panel is located at the top-left corner of the Backtest Strategy page. It’s the “identification” panel of the strategy, where you can…

Backtest Strategy Page Overview

  The “Backtest Strategy” page is the heart of Portfolio Boss. To access this page, click on the “Backtest Strategy” button   at the left of…

Sell Filters Panel

    This panel allows you to add various technical indicators, which determine the conditions to exit a Position. These are known in Portfolio Boss…

Stats Tab

THIS PAGE IS BEING RENOVATED     This tab shows the performance of those instruments traded by the strategy during the whole backtest period. It…

Trade Signals Tab

    This tab shows you the latest trade signals generated by the strategy (usually the current date, but can also be set from the…

Positions Tab

    This tab shows you the latest Positions held by the strategy (i.e. today’s Positions, or any date set with the “Date to” property…

Performance Tab

  This tab shows the monthly and yearly performance-history (profit or loss) for the whole backtest period. The tab is located at the Reports Area…

>