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portfolioboss.com (portfolioboss.com) has 128 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
Website
portfolioboss.com
Category
Internet & Software
Location
Newport Beach, California
Listed on Five Star Index
2026
About these reviews
Replies
The company replied to 100% of reviews.
Latest
Most recent review: March 2026.
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Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
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I love that the product continues to evolve. Dan is persistent in his hunt for better. This system is for traders not investors. Big difference.
Response from portfolioboss.comJan 21, 2025
Thank you Conrado. Speaking of evolving, a new Dashboard is coming soon!
DM
Daniel M.
Two month review
I have only been trading the Easy A I for two months but I am extremely happy with the results. My total return is just less than 1% but this is just the beginning. Not a lot of trades to deal with and very easy to manage. This is perfect for small or medium size accounts and highly recommend Portfolio Boss.
Response from portfolioboss.comJan 21, 2025
That's good news Daniel. I hope 2025 is your best year ever. Thank you for the kind review.
EH
Edward H.
Portfolio Boss meta strategy.
Portfolio Boss meta strategy capability is terrific. The best part is that automatically adjusts to market conditions by selecting the strategies that are doing the best in the present market conditions.
Response from portfolioboss.comJan 21, 2025
Right on Edward. Glad you're enjoying Wall Street's only free lunch.
AN
Anthony
PB is the Boss
I have been with PB for many years. Software is constantly being upgraded and improved and well worth it once you understand how to use it.
Response from portfolioboss.comJul 24, 2024
Thank you Anthony. More features coming!
HR
Hector R.
simple and effective
I discovered Dan's work several years ago after trying many other strategies. It was like seeing a light at the end of the tunnel. The wonderful thing is how simple and effective it can be. The evolution in development doesn't stop. As a business owner planning to retire in a few years, Portfolio Boss is my partner on this new path.
Response from portfolioboss.comJul 24, 2024
Thank you Hector. Trade smart.
MK
Mr K.
Build Your Own
Using several strategies (models) will improve your effectiveness as a trader as timing for entering and exiting and how to enter and exit will all be made for you. You can build your own models or use already built models.
Response from portfolioboss.comJul 23, 2024
Thank you for the review.
JJ
Jerry J.
I have been following Dan & P.B
I have been following Dan & P.B. for over ten Years
Keep it up Dan !!
Response from portfolioboss.comJul 22, 2024
Great to hear Jerry. What an adventure it has been. Trade smart.
JE
justyn E.
It is a powerful trading computer that virtually has no limits.
Believe it or not, I have followed Dan Murphy since 2009. I've never met him but I found him through a random ad saying he would turn $10,000 into $1,000,000. At that time he was programming strategies on Tradestation and talking about the benefits of machine generated executions. It was just a few years later, after he turned $10,000 into $1,000,000, that he created Portfoliosboss. I have watched him transform Portfolio Boss into what it is today.
It is a powerful trading computer that virtually has no limits.
I was trading with portfolio boss in 2016. At that time strategy returns were; Average CAGR between 7% and 16% and Max Drawdown between 20% and 40%. That was for each individual strategy.
Now in 2024, Dan has gotten PortfolioBoss to produce phenomenal returns. After creating strategies for different symbols, the strategies are then combined to produce a single strategy that has all the downside protection you need to consistently trust it and watch your account grow. Low Max Drawdown, and MASSIVE Average CAGR.
I personally trade a strategy that combines 7 symbols and that strategy has an average CAGR of 41.8% and a Max Drawdown of 18.4%. (Seriously) Every year since 2007 has been positive and it beats the market many times over. I use it every day.
If you are serious about creating wealth, I highly recommend Dan and Portfolio Boss. He genuinely cares about you making money.
Response from portfolioboss.comJul 22, 2024
Thank you Justyn. Wow, I didn't know you followed my work since the MDT days. Nice to hear about your Meta crushing it! AI picking AI-built strategies is the bees knees. Take care.