Tarun S.
Dan Murphy and Portfolio Boss is great
Dan Murphy and Portfolio Boss is great! Not enough good things to say.
Response from portfolioboss.comAug 10, 2026
Much appreciated!

Why are so many members raving about Portfolio Boss?We spent $6.2 million building and perfecting AI to beat the markets. And now you can download it free for life! No card required.Download now >>
portfolioboss.com (portfolioboss.com) has 128 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listingInternet & Software · El Monte, California
Excellent

Internet & Software · Los Angeles, California
Excellent

Internet & Software · San Francisco, California
Excellent

Internet & Software · San Francisco, California
Excellent
128 approved reviews, newest moderated first
Tarun S.
Dan Murphy and Portfolio Boss is great! Not enough good things to say.
Response from portfolioboss.comAug 10, 2026
Much appreciated!
Seb
Way overdue review from me. I have been with Dan since Portfolio Boss' humble beginnings back in 2014. I believed from the jump in Dan's motivation, rock solid work ethics and vision to deliver on a groundbreaking piece of trading software. I committed 5-figures to fund the early versions that came out. Best decision I ever made. The innovative value of this app has blown past every single expectation that I had. I would give it 6 stars if I could. I will refrain from bringing social proof to back up my opinion and go straight to the numbers. Over the years, PB allowed me to retire at 40, buy a penthouse with my extra profits, get funded, and rank in the top percentile (as high as top 0.11%) of traders in world renown third-party audit databases, whether with live-money or sim accounts, such as FundSeeder/RQSI, Collective2 or Darwinex. What else could you ask for? I have traded quantitatively for nearly 25 years now. And no piece of software comes even close to PB. I was able to remove myself from the hassle of coding and finally be able to backtest decades of multi-system portfolios on a dime, seamlessly transposing math into rules and getting the results instantly, all the while enforcing algorithmic robustness by avoiding reliance on brute force optimization. I am rather old school in my approach and have used the latest innovation (TAP data, AI) only sparingly. But I have no doubt that new school traders will equally find as much value in it as I did with the earlier features. And last thing I will say, Dan is a man of his word. He is a straight-shooter who has always delivered on his promises, which is EXTREMELY rare in this space, especially when it comes to retail trading. And did I mention the stellar customer service with Ellen always available on quick notice; and Ruud, the lead programmer, who is an absolute wizard at what he does. The speed of the data processing in PB is a testament to his mastery of his C++ craft. Portfolio Boss truly deserves more publicity and be allowed to decimate the entire competition. I was and continue to be blown away by the entire package and would recommend it to anyone. As a retail trader, PB offers you your best shot at success, and also removes any excuses that you still had for failing. It's on you now!
Response from portfolioboss.comSep 18, 2025
Wow, what an amazing testimonial! That's awesome you were able to retire early. I recall the picture you sent over of the penthouse...I think it had my name on it lol. PB is basically an R&D company constantly making new discoveries so the edges are very unique.
David
Love the idea of portfolio boss! Love momentum trading
Response from portfolioboss.comJan 24, 2025
You should try the new stuff David. Much better.
Mark
Kudos to Dan and his team for creating, backtesting and making available a wide range of strategies that produce amazing results with low risk, whether the market is going up, down or sideways. This year, I'm looking forward to combining several of the strategies together to produce even smoother returns.
Response from portfolioboss.comJan 24, 2025
Thank you Mark. You get it. I appreciate the 5-star review.
Bob G.
I have been a student of Dan’s for many years and his software and advise has helped me greatly to grow my Fidelity account into a nice 7 figure trading-account. To best describe Dan I have Copy n Paste from .. OUTFOXING WALL STREET Dan Murphy is a veteran trader with 26 years of experience in the financial markets. He hails from the stunning Napa Valley in California, and his passion for trading has driven him to become an accomplished author of three books on the topic, including the wildly popular The Relaxed Investor, which has been downloaded over 500,000 times. In addition to being a successful trader and author, Dan is also the founder of PortfolioBoss Inc, an A.I company that has brought hedge fund level tools to everyday kitchen counter traders. His innovative venture has revolutionized the trading world, making advanced technology and trading strategies accessible to traders of all levels of experience. Dan's dedication to helping others achieve financial freedom through trading is truly remarkable. He is a gifted teacher, and many of his students have gone on to achieve incredible results in the markets. One of Dan's unique strengths is his ability to foresee the need for using rare and exclusive data. He has access to data that is not widely available to the public, and he uses this information to make well-informed trading decisions. Dan's focus on using data to drive his trading decisions has been key to his success as a trader and his ability to teach others to achieve similar results.
Response from portfolioboss.comJan 24, 2025
Jeez Bob, the check is in the mail. Thank you for the glowing 5-star review. You know what's funny is that Outfoxing Wall St strategy from the book has crushed the performance of most fund managers. At this point, the machine is doing the hard work. I just follow the signals. I hope you crush it this year. Let's go!
Russ L.
I’ve successfully traded the markets for over 4 decades and watched Dan make many discoveries over the last 10 years. His structured, systematic, data driven system is proven and without a doubt the answer for trading the markets. Lastly and most important to know. Dan strives to find edges to beat the market, but his real motivation and passion is tirelessly trying to help others succeed. You’ll enjoy having him as a partner.
Response from portfolioboss.comJan 24, 2025
Thank you for the 5-stars Russ. You're like family at this point. Glad you've been onboard all these years. I'm thinking 2025 could be another big money maker.
Sandy
I've been with PB since the Atlas days. I sorta have a love hate relationship. I started because I loved the concept and I liked Atlas--still do. But sorta got left behind with all the updates and discussions which assume knowledge I don't/didn't have without time to keep trying to learn it. I know my fault. I have reached out a couple of times for assistance but always give up afterwards. Tried looking through the videos and usually stop at each step but don't use much to be truthful. Would like to start over and try again.
Response from portfolioboss.comJan 24, 2025
We have a concierge Sandy. He can do a complete walk-through. I'll have Alexander reach out to you.
Go F.
Long time follower of Dan- finally took the dive into Porfolio Boss recently. The training and education Dan provides is fresh, practical, upfront, focused on AI involvement and backtest results. Appreciate all your input and insightful comments.
Response from portfolioboss.comJan 24, 2025
There's a lot to cover, but once you spend the time, you have a new set of skills to last a lifetime. Thank you for the review.