The Boss - Super AIBuild Trading Strategies from Scratch Using A.I and a $30 Million Network
All Features in Starter Plan
Evolutionary Strategy Builder "The Boss"
"Cyber Code" indicator-less strategy design for complete A.I trading
Day Trading Plugin (Coming soon)
Weekly Group calls with Dan
Custom packages and financing available
Portfolio Boss UniteOur Most Exclusive Program. All of Dan's Trading Strategies for Life
All Features in Starter Plan
Swing/intraday/monthly trading strategies on stocks, crypto, and ETFs
Advanced Multi-Strategy Focus
Project 88 Prediction Engine (Coming soon)
Advanced order types for saving up to tens of thousands per year on slippage. This is how you piss off the HFTs!
Custom packages and financing available
WHAT ARE PEOPLE SAYING ABOUT PORTFOLIO BOSS?
Lee Greer - Portfolio Boss Member Testimonial Video
Dan Carey - Portfolio Boss Member Testimonial Video
Gary Hoff - Portfolio Boss Member Testimonial Video
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More Testimonials From Portfolio Boss Founders Club Members
Thank you for the founder’s plaque. It was my honor to be able to be one of the first on the team. I have been watching you and reading your sound advice since 2011. I was that investor you show in the progression from caveman investor to AI. I progressed through each of those steps in my trading evolution and made all the mistakes along the way. Then I found "Million Dollar Target” and have been with you ever since. You have taught me so much about investing the right way, and it has paid off big with PortfolioBoss and “The Boss”, in particular. This past year, I doubled my investment and 401K accounts and have been able to help both my adult children’s families through this tough economic time. In addition, I have been able to continue my charitable giving and am on a trajectory to fulfill my plan to retire this year (2021) so I can dedicate more of my time to my family and volunteer more of my time to my non-profit interests. I look forward to the cyber code and intraday trading enhancements to PortfolioBoss and our continued trading success.
Dan, I'm a very long time member going back to your early strategies. I'veseen all the progress along the way in both knowledge and my portfolio size. When you described the use of Artificial Intelligence, I knew it was the logical way to grow and compete in the constantly changing investment world. It is the next generation and it is here now! ”Grow or Fall Behind“. I am very anxious to work with the cryptocurrencies, BitCoin in particular.I have traded some Grayscale [GBTC] and done very well. The excitement of trading is very stimulating! I want to help my son buy his first home and this appears to be a very good way. THANK YOU for this opportunity!
Aloha Dan and team! I'm very blessed to be one of the founding members! I'm also thankful to Adam, who worked with me during an acute medical issue to make sure I was a member. Ironically, when I first learned about you, Dan (the relaxed investor), I thought you were too proud and hesitated to buy any of your programs. But after reading through your free reports, attending seminars, and listening closely to your investing nuances and experience, it became clear that we both shared similar things, one of which is proof! Honestly, I believe it is priceless to have an evidence-based trading system that can also be updated as necessary to verify its algorithm or strategy is still working efficiently. I have purchased a different company's product years ago, and even though it is also algorithm-based and capable of backtests, it is NOT in the same league in regards to customizations, testing and real results … and that's prior to salivating over the 1/2-hour data and cyber code coming soon. My desire for truth has led me to improve in many areas of my life and now has led me to you and my financial growth… and my trade account has been growing quickly. I am now cautiously optimistic. Aloha, and God bless.
Hi Dan, My portfolio is only small and frankly i did not do very well.I more and more stepped out of the market and let the bank manage my money. Only recently, using the Portfolio Boss Devine Engine i shrugged off some of the fears and got back. Back into this crazy market we are in right now. And i am very happy that i did. My portfolio gained 9.8% in the first 6 weeks of 2021, even while i am only 60% invested. I am not the day trader type and stick to a strategy with periodically switching. I very much admire your approach and love your tried and tested strategies. Thanx for your commitment!
Good morning, Dan. Nice job on the call yesterday. I am very excited for the cyber-code deployment. It is amazing what you and your team have accomplished in such a short amount of time. You have given the small investor a chance to make money consistently and safely. Before purchasing Portfolioboss, I never had a strategy. I was consistently moving from one shiny thing to another. Buying access to strategy after strategy, news letter after news letter I had come to the realization that no matter what I did, the cards were stacked against me. Then one day, I stumbled across your website “Million Dollar Target.”. For whatever reason, I started following your posts and blogs. Always looking forward to the next. They resonated with me. They were so different from everything else that was out there at the time. I slowly started subscribing to your solutions over the years and slowly started building confidence and, most importantly, making money. Oh, how far you have come! As a member of Unite and the Founders Club, I feel there is no limit to what we can accomplish together. The only fear I have is: is there a world where you sell Portfolioboss to a hedge fund or private investor and me and the other founders lose access? I know you have said that you would never do that, but the thought is always on my mind. 2020 has been a banner year! With the launch of the founders club and the ability to let the “boss” create the strategies for me, I have made about $80,000. Recouping my investment in the boss and much more From a percentage standpoint, I am up about 80% for the year. Need I say more? Dan, thank you for everything!
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So when I purchased the initial BOSS (before AI was added), I was very conservative, using smaller amounts traded in DB transactions, Oracle, and SMI (SPY) stocks. Anyway, I made back in the first year the cost of the subscription. 2020 turned out to be a great trading year, although FEB again made me have my doubts, but I had faith in the concept and models, back testing, and consistency over the years of what was possible. So I got back on the horse and, like Seabiscuit, closed the year up over 30%. Would have been even larger, but I did not cease trading SMI and SMI stocks, which held me back since I was in bonds when the market took off. Also only invested a fixed amount rather than reinvesting winnings. However, from December 1, 2020, through today, I have made $50,000 each month (including February) in 3 days. A couple of reasons – DB transaction was gang busters, I for some reason started using ATLAS orders again, and I created using the Boss a couple of my own models using a created portfolio ( from another service who list 26 relative best performers each month ( If we have the 1 on 1 can give you more info.) So from using only $400,000 (and adding about $200,000 towards the end of 2020), I have made over $250,000 in 13 months. I continue to trade seven strategies now; some trade once per month, others every day. The key is fully trusting that in some models' there were no losing years or very few, and that gives me the confidence to look at the long rule. One final thing: you asked if your folks were not making money if they followed the models they should have, unless they got locked into the SMI indicator and other models that use SMI. I dropped using SMI and related models when you provided the Boss 100 and Boss 100/500 models, which I switched to. Anyway, thanks to you and the team for what you do and for the training you provide, and hopefully we will report to you by the end of the year that we made FY money. Stay safe.
I honestly can’t imagine not having Portfolio Boss in my life—and I pray it never goes away—since it has made such an impact on my trading success. I have a robust set of 29 strategies running that gives me the peace of mind that even in a crazy volatile market, I can count on stable returns for as long as I’m alive. I love that Portfolio Boss continues to evolve and provides the opportunity to continue creating strategies that pull money from the market!
2020 was truly a breakout trading year for me: 72% in a Roth IRA – giving thanks to God for William Roth! Tax-free! I have also been trading an SPY/QQQ multi-strategy using micro e-minis with ever so slight leverage. I have been burned in the past using too much leverage. I'm very curious to see whether the cyber code can find some tradable SPY and/or QQQ strategies. I have started working on a framework for increased charitable giving and very excited about the possibilities. Looking forward to 2021. Thank you for the Founders Club plaque and for a truly tremendous trading tool, Dan and team! Best regards.
Dear Dan, I couldn't be happier working with Portfolio Boss. I have been with your team since its inception. I go way back and I can tell you that I have had many subscriptions and many money managers throughout my trading career of over 30 years. What I learned from all of them combined pales in comparison to what I learn from you. I love your core ideas of: – Relaxed Trading– Rigorous BackTesting– AI evaluation – Portfolio & Strategy Switching (with so many levers to tweak and experiment with.)– Addition of new Instruments like Crypto Currency & BitCoins– While continually honing in on efficient trading by minimizing draw-downs and maximizing returns. I get far better sleep and am even pursuing my PhD in Quantum Integrated Medicine while trading with your fabulous tool and incredible observations that you continue to share with us. Thanks is too small a word – but since I can't come up with much else. So, I'll just say many thanks. Also, I've attached a copy of my picture with the founder's plaque your team sent me. Warm Regards & Best Wishes to everyone on your team and most of all to you.
Hi Dan, Am currently trading a couple of Systems that “THE BOSS” came up with, And am more than happy with the current results and the performance / results achieved to date. Trading as a business, and as in any having the correct tools makes all the difference. Find the type of trading that suits you, whether it’s day trading in chat rooms trading stocks like Gamestop. GME, or whether a slightly longer term approach works for you. A funny story there is a company on the ASX ( Australian Stock Exchange ) with the same stock code as Gamestop (GME.ASX) this company is not related in anyway in to Gamestop. In fact this company Mines Nickel and yet this stock almost doubled just because it had the same ticker GME as GameStop and had to be placed in a trading halt. My point I prefer to be removed from the daily NOISE of chat rooms and the like. When I came across Portfolio Boss the thing that intrigued me was that the software was different It had the ability to rank Stocks based on different criteria. The rest as they say is history. Thanks Dan, keep up the good work.
Hey Dan, Here is a quick photo of me with my plaque. I also have been meaning to send you a note about my story, which I certainly owe you after all the money you have helped me make over the years. When I started trading with you a few years ago I had never bought or sold a stock on my own before. Back then you were doing swing trades on the S&P, and that got me started with some very clear signals that earned me some nice early profits. I continued following your services as you evolved over the next few years from the S&P focus to trading various indexes and stocks with programs like Crash Canary and Atlas Order and finally landed on DB Transactions, which has served me well for several years. Then you came up with Portfolio Boss and I learned how to use it to generate my signals and saw my profits get more consistent. My trading moved to the next level when I decided to join the Unite program and become a member of the Founder’s Club. That opened up the full set of PB tools and all your available programs for me. I started trying them out over time with good results and a few ups and downs with the market the last couple of years. This past July I decided to ramp up the focus on my trading by tracking my daily progress across all my strategies. The timing couldn’t have been better as the market was just taking off after the COVID crash. I experimented with a few different strategies until I landed on one that stood out above the rest and focused my efforts on it for the remainder of the year. The results were amazing. I saw my account increase by 50% between July and December. I actually made significantly more money during this time from trading than I did from my regular job, which pays quite well itself. I know it was a unique time in the market with the central banks blowing a very big bubble, but the point is that by applying The Boss I was able to turn that event into a stunning profit. I am now seriously considering the possibility of retiring soon and just focusing on trading if I continue to see results like these. I would not have thought I would be in that position yet, and it is thanks in large part to these tools that you have so generously shared. Dan, I really can’t thank you enough for the financial difference that you have made for me and my family. All the best!
Hi Dan, Big shout out from Canada eh. Been doing very well following The Boss. I used The Boss to build a strategy that trades the Canadian Index TSX for part of my account. Its been doing very well averaging 18-20%. As we know the DB strategies, Ping Pong, and others are killing it, with returns over 40%. On a personal note, I retired in 2020, after successfully hitting my number. Thanks to Portfolio Boss. In March 2020, during that drop in the market, we had some losses in February and March, I stopped trading because I was so close to retirement. I didn’t want to suffer heavy losses. That said I missed the summer and fall rally. I deviated from a winning strategy and missed part of the most amazing rally ever. It is tough trying to ignore those pesky personal biases. Thanks The Boss Team for all you do.
Dan, I have been following you for quite a few years. I struggled along most of those years but your videos and letters gave me hope and guidance. Since the boss has come out things are a lot more consistent but I am still very cautious and limit my exposure. Too many hard lessons learned in the past I guess. I wish I was the profit machine some of your members are but… I run a business of my own so can’t dedicate as much time to your training as I would like or need but I am confident when I retire soon that a constant income will be there. Your DB Platinum is working great. I try to develop my own strategies but have now found the right set up yet. It is fun to try though. Thank you for your willingness to help others and your dedication to them.
Hi Dan, I have been significantly distracted because of covid from learning all the possibilities of the Boss, but what I have used and learnt helped me to have my best 7 digit year! What impresses me most is that I was able to do this while only being 2/3 invested at one anytime. I bought my first shares 43 years ago at the age of fifteen. Over those years I have found to be a successful trader it requires a disciplined approach to all the various steps in a trade. Your simplest SPY system helps me deal with my largest trading weakness and that is to stay in the trade until it’s done. The structure in your trading systems would help any trader. Thank you!
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And Even More Testimonials From Our Clients...
Frequently Asked Question
What’s the best way to trade GBTC?
Trade signals for all our end of day strategies come the night before and are meant for trading during the first few minutes of the regular session. Most liquidity comes during the regular session from 9:30AM to 4PM Eastern. Millions of shares are traded at that time. If you dump a market order or market-on-open (MOO) onto the market, you can still move it.
I like to use IB’s Accumulation/Distribution algo to scale in and out of trades using limit or REL orders. It makes the process automated, and helps save you money in the long run. Look into using a very short-term moving average to enter/exit trades so you’re always getting a tiny deal. Those pennies and up! Totally worth the added complexity for me. Learn it once and save the rest of your life. Learn more here: https://www.interactivebrokers.com/en/index.php?f=1088
Is GBTC a “penny stock”?
No. It trades on the OTCQX which is heavily regulated like NYSE and NASDAQ. It’s not “pink sheet” or “OTCBB” trading. Back in the 90’s when I started trading, OTC stocks were known for BS scams. Things have changed quite a bit. I’d like to see Grayscale move over to other exchanges like NASDAQ or NYSE to make traders more comfortable.
What do I need to do in order to trade GBTC on Interactive Brokers?
For some reason, they required 100 option trades for “penny stock” access. Then you can automatically request “penny stock” trading permission. You should be auto-approved in a couple minutes. For real-time quotes, enable North America->Penny Stocks data.
Which broker do you recommend?
Interactive Brokers. They offer more tools to get better prices on orders. The downside is that their software is harder to use. All major brokers can trade GBTC except for Robinhood. I don’t recommend Robinhood because they make most of their money selling your orders to HFTs.
Is Grayscale (GBTC) safe to trade?
Grayscale Bitcoin Trust is the largest of its kind with a market cap over $20 billion. It uses Coinbase for cold storage, which means the Bitcoin data is stored offline and can’t be hacked through the Internet like so many others have. See https://grayscale.com/products/grayscale-bitcoin-trust/
Can I trade inside an IRA?
Yes! Brokers like Interactive Brokers allow you to open a margin IRA so you can trade on unsettled funds. Please consult your tax professional.
Is this legal?
Yes, perfectly. While we have an advantage, it’s not an unfair advantage.
How many signals will I receive each day?
If you’re trading a maximum of 10 stocks at once, then you’ll receive 1-2 signals per day on average. You can test different settings inside Portfolio Boss.
What time do I receive trade signals?
Typically after 5PM Pacific/8PM Eastern when quotes are updated. Simply place your orders with your broker for execution the next morning.
How do I receive the trade signals?
You receive the Oracle Orders trade signals inside our trading platform, Portfolio Boss. You can also receive the signals automatically by email.
How Do I Contact Portfolio Boss?
Please visit our contact page by clicking here to reach the Portfolio Boss staff for any questions or support needed with your Portfolio Boss software. Portfolio Boss is a US based company located in the state of California.
What Are The Terms Of Using Portfolio Boss?
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How Will Portfolio Boss Software Be Delivered?
All Portfolio Software purchases are delivered online as a download. There is no shipped software disk or other shipped product. You will have instant access to the Portfolio Boss software download after your purchase has been completed.
What If I Don't Like Portfolio Boss?
If you are unhappy for any reason we offer a no questions asked 30 day refund policy.