In Portfolio Boss, a portfolio is a collection of instruments that a strategy can use. Portfolio Management organizes those instrument collections. Broker accounts, account values and strategy funding belong in the Trading Dashboard.
Read the workspace
| Area | Purpose |
|---|---|
| Portfolios panel | Find, create and organize portfolios and folders. |
| Portfolio Instruments panel | Inspect the instruments belonging to the selected portfolio. |
| Show tree | Show or hide the folder hierarchy, including the Dynamic folder. |
| List search | Filter the portfolios displayed in this management page. |
Choose the task you need
- Create, select, copy, merge, back up or restore portfolios
- Inspect a portfolio’s instruments
- Find an instrument, portfolio or strategy with global search
- View a broker account’s value and allocation
Dynamic portfolios are maintained from their data source rather than edited as ordinary manual instrument lists. Their membership can change as the source updates.
