Portfolio Boss stores its working data locally. Open Settings → Database to locate that data and read the built-in backup, restore and transfer instructions. The most important routine backup is PortfolioBoss.master.db.
Know which files matter
| File | Purpose | Backup significance |
|---|---|---|
PortfolioBoss.master.db | Strategies, portfolios, accounts and Divine Engine tests. | The essential working database. Back it up regularly. |
PortfolioBoss.user.db | Application preferences, such as the last page, colors and window size. | Can be recreated. It is not a substitute for PortfolioBoss.master.db. |
PortfolioBoss.data.db | Downloaded historical market data. | Can be downloaded again; a routine master backup does not need this large data file. |
*.db-wal and *.db-shm | SQLite journal and shared-memory companion files. | Normal while the application is running. Do not discard them from an unfinished database state. |
*.bak-auto | Automatic backups made before an application update changes a database. | Useful for recovery from an unsuccessful upgrade; they do not replace regular backups. |
Click Open Database Folder to find the folder used by this installation. The usual location is under %LocalAppData%\PortfolioBoss\Data, but use the folder displayed in your application as the authority.
Make a safe backup
- Locate the database folder from Settings. Keep the folder open, then close Portfolio Boss normally.
- Make sure the application has finished shutting down before copying its files.
- Copy
PortfolioBoss.master.dbto a separate backup location. Give the backup a clear date so you can distinguish several recovery points. - Keep backups private: PortfolioBoss.master.db contains your working strategies, portfolios, accounts and tests.
Restore a backup
- Close Portfolio Boss and open its database folder.
- Preserve the current database as a separate backup before replacing anything.
- Replace
PortfolioBoss.master.dbwith the backup you intend to restore, using the application’s Database instructions for any companion files. - As directed by the current restore card, remove
PortfolioBoss.data.dbso Portfolio Boss can recreate and download data that matches the restored master database. - Open Portfolio Boss and allow data synchronization to complete before relying on new calculations.
Restoring replaces the working state with the state in that backup. Changes made after that backup will not be in the restored master database. Do not use the older procedure of deleting all database files as a routine backup method.
Move to another computer
The database is machine-independent. Back up the source computer, then follow the restore procedure on the target computer. Keep Portfolio Boss closed while copying or replacing database files. Historical data can be downloaded again on the target. After opening the transferred database, verify its contents and account connections before using it for trading.
