This Tab allows you to access PB's database files. Just click the button “Open database folder”, and Windows Explorer will open the folder for you:
In the database folder, you'll find three essential files for Portfolio Boss. Note, the extension .db (on those files) may not show up depending on your Windows Explorer settings. It doesn't matter, the files are the same:
In this help page, we'll discuss the most common scenarios in using the database files:
Note, the file PortfolioBoss.data.db is usually very large. It is okay not to backup this file if you don't have enough space. But it is highly recommended that you backup that file as well, to prevent a possible synchronization error later down the road.
Note, deleting the current database files is the most important step to avoid synchronization error. For example if you don't backup the PortfolioBoss.data.db. That way, Portfolio Boss will automatically re-download all historic price data if that file can't be found. If you simply use the current PortfolioBoss.data.db, there's a possible synchronization error between your backup files and the current historic price data.
The steps are similar to the previous scenario: as long as you can transfer the backup files from one machine to the other, it's fine. You can use the USB stick route, as shown above; or you can upload those files to a cloud storage, and download them to the other machine; or use a LAN connection for direct transfer between the machines.
Note, Portfolio Boss's database are machine independent: you can have all your strategies & portfolios on both machines.
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:
%localappdata%\PortfolioBoss\Datato where you want to store them. Make sure previous folder is now empty.
%localappdata%\PortfolioBoss\Dataand name it redirect.txt
# G:\PortfolioBoss 2nd Database. Portfolio Boss will ignore anything after that # character. It's useful 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.