Documentations Archive - Page 8 of 12 - Portfolio Boss

Performance Tab

This tab shows the monthly and yearly performance-history (profit or loss) for the whole backtest period. The tab is located at the Reports Area…

Trade Plan Calculator

Trade Plan Calculator helps you calculate the number of shares you need to buy and sell, instead of researching the price and calculating…

Interactive Brokers Tab

This Tab allows Portfolio Boss to connect to Trader Workstation (a trading platform by Interactive Brokers) and use its price data. The integrated…

Quick Start Guide

Let’s learn the essential features, and make money right away without diving too deep! You can click the links scattered throughout this page, and…

User Guide Overview

Welcome to the comprehensive user guide for Portfolio Boss! The user guide walks you through all the functionalities of Portfolio Boss. We’ll begin…

Portfolio Management Page Overview

This page allows you to view and manage various Portfolios (baskets of instruments). Open this page by clicking the “Portfolio Management” button at…

Backtest Panel

This Panel is used for defining the strategy’s backtest range (time period), and the index (benchmark) to compare against. You can also define…

Chart Tab

The Chart Tab is located at the Reports Area of the “Backtest Strategy” page. It shows the performance graph of the strategy against…

Metrics Tab

This tab is at the top-middle area of the Backtest Strategy page, and it shows the performance of a strategy in various statistical…

Cash Equivalent Score Filter

This filter looks at the ranking of the cash-equivalent (that you set on the “Cash Equivalent” rule), as well as the ranking of…

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*Earnings Disclaimer - Click to read*

EARNINGS DISCLAIMER: I like to provide full transparency and not blow smoke up your behind, so listen up.100% Club members in general are seeing between 91%-100% winning months in back tests just using the Instant Start templates I created for them. These results are out-of-sample (unseen in the optimization phase), so I put a lot of weight into that fact.

I don’t yet have a statistic for the average member as far as gains are concerned. There are a lot of variables because this is not a cookie-cutter program. I do have dozens of brokerage statements on file, and the majority are looking positive.

There were a couple outliers that weren’t good because they went off track. I believe I convinced them of where they went wrong and they are back on track (too much leverage, and some over-fitting to the past). That’s my job :)

There are other factors in play as well such as: Are you actually making the trades? Account size. Is your broker any good or are they fleecing you? Are you using all the leverage available to you, or are you dialing it back like I recommend?

Simply put, I believe the reason we’re seeing the highest preliminary success rate of any program EVER is because:

a) you’re selecting from 100+ supercomputer-built strategies, and the odds of them all failing at once are extremely low.

b) the strategies take advantage of highly unusual edges that very few if any know about.

c) Our Meta ML technology is completely unique in the trading world. Very few understand that all strategies have cycles, and that there are opportune times to trade them. This allows you to treat trading more like a business rather than a hobby.

d) The daily instructions are brain-dead simple to follow, and can be accomplished in just a few minutes.

Government required disclaimer: The results listed herein are based on hypothetical trades. Plainly speaking, these trades were not actually executed. Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under (or over) compensated for the impact, if any, of certain market factors such as lack of liquidity. You may have done better or worse than the results portrayed.