Manual Results Tab

    This tab contains the history of modifications to the strategy; very much the “undo” feature of Portfolio Boss. Each time you pressed the…

Portfolio Boss Forum

  You can visit our forum by clicking the “Globe” button at the top-right corner of the interface. It will take you to https://portfolioboss.com/forums/ where…

Software Version and Updates

    The “About” screen for Portfolio Boss can be accessed by clicking the “About” button (at the top-right corner of the interface). This shows…

Help Page Overview

  This page contains Portfolio Boss’s Frequently Asked Questions and video tutorials (deprecated). You can access this page by clicking the “Help” button at the…

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…

Volatility Rule

    This rule ranks your instruments based on their price volatility. So, if you want to be safe, look for instruments that have the…

Impulse Score Rule

    This rule ranks your instruments based on their percentage gain during the past certain period. For example, if you’re looking for instruments that…

SMI Filter

    This filter allows you to enter or exit positions based on the Smart Money activities, as these activities give a clue whether the…

Return Index Filter

Note: This filter has been superseded by the Rate of Change (ROC) Index Filter.          

>