Portfolio Boss Documentation

System Requirements & Installation



System Requirements


Portfolio Boss is lightweight, it can even run on the cheapest hardware. But if you plan on trading complicated strategies with huge Portfolios, we recommend a mainstream multi-core system with at least 8 GB of RAM. The more CPU core and memory you have, the merrier.

Portfolio Boss runs natively in Windows operating-system. It also works on Mac with a virtualization app that runs Windows (Apple's Boot Camp, VM Ware Fusion, or Parallels).



Installing Portfolio Boss


1. Head over to Portfolio Boss download page.

2. Choose your plan and fill out the necessary information.

3. Download the installer with the download link provided.

4. Once it's downloaded, double-click to start the installation.

5. Follow the installation procedure.

6. When you launch Portfolio Boss for the first time, you need to enter the email and password that you've entered previously.

You're done!





  • You have essentially 30 days to try out Portfolio Boss, during which you may request a full refund. No questions asked! Please refer to our Refund Policy page.