Up to $250,000
$250K Automation
$499 / month
5 IBKR accountsTrade simultaneously
- Mega Cap Trader
- Evo Automation Pack
- Alpha Autopilot
- Live autonomous trading
Portfolio Boss account upgrades
Choose the capacity that fits your portfolio.
Four straightforward monthly plans for Autonomous Portfolio Management. As your capacity grows, so do the number of Interactive Brokers accounts and the strategies included.
Choose your monthly plan.
All four plans include live Autonomous Portfolio Management through Interactive Brokers.
Up to $100,000
$100K Automation
$299 / month
3 IBKR accountsTrade simultaneously
- Mega Cap Trader
- Evo Automation Pack
- Alpha Autopilot
- Live autonomous trading
Up to $50,000
$50K Automation
$179 / month
2 IBKR accountsTrade simultaneously
- Mega Cap Trader
- Evo Automation Pack
- Live autonomous trading
Up to $25,000
$25K Automation
$97 / month
1 IBKR accountLive automation
- Mega Cap Trader
- Live autonomous trading
The differences are simple
Move up when your capital—or your operation—gets bigger.
More automation capacity
Each paid tier raises the maximum amount you can autonomously trade through Portfolio Boss, from $25,000 to $250,000.
More Interactive Brokers accounts
Trade one account at the entry tier, then expand to as many as five simultaneous IBKR accounts at the $499 tier.
Stronger strategy packages
The $179 tier adds the Evo Automation Pack. The $299 tier adds Alpha Autopilot. Above $250,000, Private Quant Office adds the Outlier Method and a custom plan.
Portfolio Boss is educational software, not investment advice. Trading involves substantial risk, including possible loss of principal. Automation can help enforce a process, but it cannot guarantee results.
