Portfolio Boss Documentation

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 with the Quickstart Guide so you get up to speed with the fundamental features. Then, we'll explore each functionality in great detail:

 

 

In short, Portfolio Boss takes all the heavy lifting, so you can sleep well at night and do things that you love. It is a versatile Systematic Trading platform built from the ground up by traders, for traders.

Please note, some features explained in this guide may not be available to you, depending on your license. If you wish to upgrade your license, please contact our Customer Support at support@portfolioboss.com.

 


 

The user guide is divided into nine chapters.
Use the “Search” button (at the bottom-right of this page) to search for topics, or click any of these pages:

 

Chapter 1:  Introduction
 
Chapter 2:  Portfolio Management Page
 
Chapter 3:  Strategy Management Page
 
Chapter 4:  Backtest Strategy Page
 
Chapter 5:  The Divine Engine & The Boss

 

Chapter 6:  Combine, Stack, and Trade Entire Strategies
 
Chapter 7:  Filters & Rules
 
Chapter 8:  Settings Page
 
Chapter 9:  Help Page
 
Miscellaneous Functions

 

 


 

Comprehensive User Guide for Portfolio Boss

Copyright © 2021 Portfolio Boss, Inc.

User Guide author: Zain Abe

 


Copyright © 2019 Portfolio Boss, Inc.

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