Portfolio Boss

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…

Backtest Panel

    This Panel is used for defining the strategy’s backtest range (time period), and the index (benchmark) to compare against. You can also define…

Chart Tab

    The Chart Tab is located at the Reports Area of the “Backtest Strategy” page. It shows the performance graph of the strategy against…

Metrics Tab

    This tab is at the top-middle area of the Backtest Strategy page, and it shows the performance of a strategy in various statistical…

Instruments Panel

    This panel is located at the Rules Area of the “Backtest Strategy” page. Here you can add the various portfolios for the strategy.…

Instrument Tab

    The Instrument Tab shows the historical price chart of an instrument, as well as the technical indicators (from rules and filters of the…

A Strategy for Short Selling

    Portfolio Boss is generally used for trading Long Positions, but if you’re a short seller, you can still use this Platform to help…

System Settings Panel

    This panel is located at the Rules Area. It’s used for defining the general rules of the strategy: whether it enters fresh new…

Ranking Panel

    This Panel is located at the Rules Area of the “Backtest Strategy” page. It contains the Rules used for ranking your instruments. So,…

History Tab

    This tab shows the day-by-day trading history since the beginning of the backtest period. Here you can see the Positions held every single…