Chapter 8 - Settings Page
Interactive Brokers Tab
Last Updated: September 28, 2022This Tab allows Portfolio Boss to connect to Trader Workstation (a trading platform by Interactive Brokers) and use its price data. The integrated...
Automation Tab
Last Updated: January 13, 2023This Tab allows you to define: the email (or text) notification settings, whether Portfolio Boss automatically runs at Windows start-up, and how...
Appearance Tab
Last Updated: August 27, 2022This Tab allows you to change Portfolio Boss’s appearance. 1. “Colors”: You can pick any colors here to change the color...
Miscellaneous Tab
Last Updated: December 14, 2022This Tab allows you to set various miscellaneous settings of Portfolio Boss, such as: the amount of memory (RAM) it uses, whether to...
Settings Page Overview
Last Updated: August 27, 2022The “Settings” page allows you to: set up the email or text notifications on your strategies, define Portfolio Boss appearance such as...
Database Tab
Last Updated: October 21, 2026This Tab allows you to access PB’s database files. Just click the button “Open database folder”, and Windows Explorer will open the folder...
