Miscellaneous Tab

    This Tab allows you to set various miscellaneous settings of Portfolio Boss, such as: the amount of memory (RAM) it uses, whether to…

Database Tab

    This Tab allows you to access PB’s database files. Just click the button “Open database folder”, and Windows Explorer will open the folder…

Appearance Tab

    This Tab allows you to change Portfolio Boss’s appearance.     1.  “Colors”: You can pick any colors here to change the color…

Automation Tab

    This Tab allows you to define:   the email (or text) notification settings, whether Portfolio Boss automatically runs at Windows start-up, and how…

PB Pattern Score Rule

    This rule ranks your instruments based on their “PB Velocity” and/or “PB Pattern” scores. “PB Velocity” is the instrument’s percentage return during a…

Lowest Close Rule

    This rule looks at an instrument’s lowest closing-price during the specified period, and then calculates how much the instrument has gained since that…

Index ATR Spread Rule

    This rule is similar to the “Index ATR Spread Filter”, but instead of excluding instruments that don’t meet the threshold ATR Spread, it…

Correlation Rule

    This rule ranks your instruments based on how correlated they are to an index. In other words, if an instrument moves perfectly in…

ATR Distance Below SMA Rule

    This rule ranks your instruments based on how far they have gone below their SMA. So, it looks at how far the instrument’s…