Index ATR Spread Filter

    This filter looks at the ATR Spread between an instrument and an index, and if such ATR Spread falls within a certain threshold,…

Meta-Strategy

      Introduction to Meta-Strategy   In Portfolio Boss, you can treat each strategy as if it were an Exchange Traded Fund (ETF). That…

Multi-Strategy

    In Portfolio Boss, you can combine two or more strategies into a hierarchy contained within a Multi-Strategy. In essence, you’re stacking the strategies…

Exporting the Backtest Results

    It’s possible to export the strategy’s backtest results (statistical reports) as spreadsheets, which can then be viewed with Microsoft Excel, Google Sheets, and…

Buy Filters Panel

    This panel contains various technical indicators, that select instruments to be entered as Positions. These technical indicators are known as the “Buy Filters”.…

Strategy Panel

    This panel is located at the top-left corner of the Backtest Strategy page. It’s the “identification” panel of the strategy, where you can…

Backtest Strategy Page Overview

  The “Backtest Strategy” page is the heart of Portfolio Boss. To access this page, click on the “Backtest Strategy” button   at the left of…

Strategy Management Page Overview

    This page lists all the strategies you have, either the ones bundled with your license, or those you created yourself. To open this…

Sync Details/Search Results Panel

    These panels are hidden by default. They’re located at the bottom of the Portfolio Management page, both occupying the same space. So if…

Instrument Chart Panel

    Located at the right area of the Portfolio Management page, this panel shows the Price and Volume Charts of an instrument. First you…