Portfolio Boss

Instrument Public Age Filter

    This filter only exists as a Buy Filter. It allows you to select instruments which have been publicly traded within a certain period.…

Goldilocks Filter

    This filter will exit any positions that go out of the “Goldilocks Zone”. Goldilocks Zone is the price range that’s neither too high…

Average Currency Volume Filter

    This filter is all about the liquidity of an instrument. It looks at an instrument’s “average currency volume” for the past several days/months…

PB Pattern Score Rule

    This rule ranks your instruments based on their “PB Velocity” and/or “PB Pattern” scores. “PB Velocity” is the instrument’s percentage return during a…

Lowest Close Rule

    This rule looks at an instrument’s lowest closing-price during the specified period, and then calculates how much the instrument has gained since that…

Index ATR Spread Rule

    This rule is similar to the “Index ATR Spread Filter”, but instead of excluding instruments that don’t meet the threshold ATR Spread, it…

Correlation Rule

    This rule ranks your instruments based on how correlated they are to an index. In other words, if an instrument moves perfectly in…

ATR Distance Below SMA Rule

    This rule ranks your instruments based on how far they have gone below their SMA. So, it looks at how far the instrument’s…

Volatility Range Filter

    This filter looks at an instrument’s volatility (the ups and downs of its price) to determine whether it will be bought or sold.…