Portfolio Boss

Return Index Filter

Note: This filter has been superseded by the Rate of Change (ROC) Index Filter.          

Price Range Index Filter

    This filter looks at an index’s last closing value, and if it falls within the specified threshold value, your strategy is allowed to…

Portfolio Threshold Filter

    This filter exists only as a Buy Filter. It looks at a Portfolio, and if at least N percent of the Portfolio is…

Portfolio Position Limit Filter

    This filter only exists as a Buy Filter. It allows you to limit the number of positions originating from the same Portfolio. So…

Octane Indicator Filter

    This filter allows you to look for instruments that are more volatile than the market, thus you may have a higher return (but…

Lowest Close Position Filter

    This filter looks at an instrument’s lowest closing-price during the past certain days (or months) that you specified, and if the instrument’s last…

Instrument Public Age Filter

    This filter only exists as a Buy Filter. It allows you to select instruments which have been publicly traded within a certain period.…

Goldilocks Filter

    This filter will exit any positions that go out of the “Goldilocks Zone”. Goldilocks Zone is the price range that’s neither too high…

Average Currency Volume Filter

    This filter is all about the liquidity of an instrument. It looks at an instrument’s “average currency volume” for the past several days/months…

System Requirements & Installation

    System Requirements   Portfolio Boss is lightweight, it can even run on the cheapest hardware. But if you plan on trading complicated strategies…