Settings Page Overview

    The “Settings” page allows you to:   set up the email or text notifications on your strategies, define Portfolio Boss appearance such as…

Miscellaneous Tab

    This Tab allows you to:   define the amount of RAM used by Portfolio Boss, resetting the interface to its default state, and…

Database Tab

    This Tab allows you to access PB’s database files. Just click the button “Open database folder”, and Windows Explorer will open the folder…

Appearance Tab

    This Tab allows you to change Portfolio Boss’s appearance.     1.  “Colors”: You can pick any colors here to change the color…

Automation Tab

    This Tab allows you to define:   the email (or text) notification settings, whether Portfolio Boss automatically runs at Windows start-up, and how…

Interactive Brokers Tab

    This Tab allows Portfolio Boss to connect to “Trader Workstation” (a trading platform by Interactive Brokers) and use its price data (either live…

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