This Tab allows you to open Portfolio Boss's database folder so you can backup these things:

• the strategies and portfolios,
• the interface settings,
• and the historic price data.

Just click the button “Open database folder”, and Windows Explorer will open the database folder.

In the database folder, you'll find three essential files for Portfolio Boss:

• PortfolioBoss.user.db (contains the interface settings, such as panels' sizes, colors, scale, etc),
• PortfolioBoss.data.db (contains the historic price data for your instruments), and
• PortfolioBoss.master.db (contains your Strategies and Portfolios).

You can copy all these files into a backup folder (even on another computer). And should you want to revert to them again, simply replace the current files on the database folder with the backup files. Just make sure PB is not running while you're doing the backup and replace procedures.

It is recommended that you do a backup periodically, especially before updating Portfolio Boss to the newest version.

Keep in mind that the file “PortfolioBoss.data.db” is usually very large; it's okay not to backup this file, since Portfolio Boss will re-download all price data should this file get corrupted or deleted.

By default, the database folder is located at: %localappdata%\PortfolioBoss\Data. But you can change it to another folder, for example if your Drive C is full. To do so:

• First make sure you close Portfolio Boss.
• Then move the files in %localappdata%\PortfolioBoss\Data to where you want to store them.
• Create a text file in %localappdata%\PortfolioBoss\Data and name it redirect.txt
• In that text file, write the path to the new location. It's not necessary to use quotation marks (“…”) if the path contains blank space.
• Start Portfolio Boss. It will read the path from that text file. You're essentially “redirecting” Portfolio Boss to use that path.

Notes:

• Pro-tip (don't use it if you can't tell a mouse from a printer): Inside that text file, you can write comments by appending # before the comment. For example, the comment line looks like # This folder contains the the 2nd version of the database files. The actual path can then be written on another line. Portfolio Boss will ignore whatever you wrote after that # character. But the real purpose is, if you're experimenting with different versions of the database files (for example, different PB layouts & settings, etc). Thus to switch back and forth between the two database folders, you can add or remove the # character in front of the path.
• When you want to replace the  PortfolioBoss.master.db  with your backup, you must delete the current  PortfolioBoss.data.db  before doing the replacement. But if you also have a backup for that  PortfolioBoss.data.db, simply replace both files with your backup. This is to avoid synchronization error between both files.