Exporting the Backtest Result

    It is possible to export the strategy’s backtest result as a worksheet, which contains the various backtest statistics. But make sure you have…

Buy Filters Panel

    This panel is located at the Rules Area of the “Backtest Strategy” page. By default, this panel is collapsed; you can press the…

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 Tab shows the performance of all Positions that have been entered by the strategy. It shows the gain and duration statistics for…

Trade Signals Tab

    This Panel lists the trading signals generated by the strategy on the latest backtest date (usually the current date). These trading signals are…

Positions Tab

    This panel shows the Positions held during the latest backtest date (or today’s date, if the strategy is already put to use). It…

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…

Trade Plan Calculator

    Trade Plan Calculator helps you calculate the number of shares you need to buy and sell, instead of researching the price and calculating…

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