Chapter 8 - Settings Page
Settings Page Overview
Last Updated: November 6, 2026Find every current Settings tab and choose the right guide for appearance, notifications, database backups, trading defaults and testing preferences.
Automation Tab
Last Updated: November 6, 2026Configure startup and trading-dashboard email delivery, choose a mail service, send a test email and understand the late-data cutoff.
Appearance Tab
Last Updated: November 6, 2026Customize the theme, percentage scale, trading-state colors and position colors, including individual color pickers and reset controls.
Database Tab
Last Updated: November 6, 2026Understand PortfolioBoss.master.db, PortfolioBoss.user.db, PortfolioBoss.data.db and journal files; safely back up, restore and transfer Portfolio Boss data.
Trading Tab — Global Order Defaults
Last Updated: November 6, 2026Review global order merging, entry and exit order defaults, and follow the current Trading Dashboard guide for account and strategy overrides.
Miscellaneous Tab
Last Updated: November 6, 2026Cover every Miscellaneous group: caching, queue resumption, naming tokens, confirmations, cloud credits, tutorial icons, Yahoo data and layout reset.
