Portfolio Instruments Panel

    As the name suggests, this panel shows the instruments contained within a selected Portfolio (the one you selected from the Portfolios Panel previously).…

Portfolios Panel

    This panel lists all Portfolios you have; the ones bundled with the software or those Portfolios you created yourself.     1.  The…

Moving Average Cross Over Filter

    This filter looks at two different Moving Averages for considering an instrument as a buy/sell. One Moving Average usually has a shorter duration…

Sell Filters Panel

    This panel allows you to add various technical indicators, which determine the conditions to exit a Position. These are known in Portfolio Boss…

Application Log Page

    You can access this page by clicking the “Application Logs” button at the bottom left of the interface. All Portfolio Boss activities are…

Managing Your Strategies

    At the top of the “Strategy Management” page, there are buttons for managing your strategies: create a new strategy, create a new group…

N ATR Above/Below SMA Filter

    This filter will consider an instrument based on how far the last closing-price of that instrument goes above or below the Simple Moving…

Position Duration Filter

    This filter only exists as a Sell Filter. It will automatically exit any Positions that have been held for a certain period. This…

Tutorials

    This Tab contains video tutorials for some of Portfolio Boss’s features. You can click on one of the topics here, and a video…

Volatility Range Percentile Filter

    This filter looks at an instrument’s volatility, and if such volatility falls within the specified threshold percentile (in relation to all other instruments…