Enter a symbol, press Start, and let machine learning automatically build rules-based trading strategies for stocks and ETFs. Portfolio Boss Evo gives traders a free, no-code way to discover strategy ideas from market data—then Strategy Mill can take that discovery process across entire symbol lists.
100,000-member campaign: Claim Evo during the campaign and keep it free for life. Educational research software. Trading involves risk. Backtested and hypothetical results have important limitations and do not guarantee future results.
Watch how Portfolio Boss Evo helps traders discover strategies with machine learning.
Backtests show how a strategy behaved in the historical record. These member-supplied brokerage statement excerpts show that serious traders are putting Portfolio Boss strategies to work with real capital.
Individual results vary and are not typical or guaranteed. Account size, strategy selection, risk settings, leverage, execution, timing, and whether a member follows the process can materially affect results. These excerpts are presented as real-account examples, not as a representation of what any new user should expect.
Evo is your free entry point into Portfolio Boss: software you can keep, use, and learn from while you build strategies, backtest ideas, and see why rules beat hunches.
Generate and evolve rule-based strategy ideas without writing code or staring at charts all night.
Work from decades of data, daily quotes, broad universes, and delisted symbols for more honest testing.
Open the software, choose a starting point, press Start, and review the evidence instead of guessing.
No credit card. No countdown. No “gotcha” trial. Get in and start building a process.
Portfolio Boss is more than a strategy builder. It is a research and automation ecosystem: Evo, Divine Engine, Strategy Mill, alternative data, Meta ML, Agent Alpha, and more compute for traders who want to search wider and automate smarter.
Dan Murphy began trading in 1997. After blowing out three accounts and seeing how easily traders can fool themselves, he committed to rules that could be tested, challenged, and rejected. Portfolio Boss 1.0 launched in 2014 and has continued evolving into a complete research and automation platform.
Evo helps you build and test the plan. Agent Alpha handles the execution layer—the part that usually turns a good system into screen-watching, hesitation, late clicks, and second-guessing.
Built for a portfolio of strategies, not one brittle system that has to be perfect.
Built around IBKR with practical checks for real trading conditions.
Designed for traders managing brokerage, retirement, and other accounts at the same time.
Built with real-world issues in mind: disconnects, data delays, platform hiccups, and order oddities.
The heavy lifting happens in the background, so the trader experience stays simple.
What it did, what filled, what changed—read it when your life gives you a minute.
Amateurs fixate on how high the line ended. Professionals care about how painful the ride was along the way. That is why multi-strategy trading matters: one strategy may work, but a stack of stronger strategies can often make the path easier to live with.
A lone strategy can hit flat spots, drawdowns, and emotional swings that make it harder to keep following the plan.
When one strategy cools off, another can step up. That can help reduce bumpiness and make the overall process easier to stay with.
Illustrative examples only. These charts show the concept behind single-strategy vs. multi-strategy trading and are not actual performance reports.
The challenge turns curiosity into action. Download Portfolio Boss Evo, build a rules-based strategy, submit your best entry, and follow the leaderboard as traders compete with evidence instead of opinions.
Start free, expand the research process, select the strongest strategies, and automate execution. The homepage is the map; Evo is the easiest front door.
Enter a symbol and let machine learning build and test complete rules-based strategy ideas without coding.
Build your first strategy →Run strategy discovery across large symbol universes, filter weak candidates, and keep attention on the survivors.
Explore Strategy Mill →Build across multiple edge families, alternative datasets, machine-created indicators, and advanced templates.
Broaden the search spaceEvaluate the full strategy lineup each month and choose which strategies deserve capital while others sit out.
Conduct the strategy lineupPrepare or transmit multi-strategy trades through Interactive Brokers, then report what happened.
See the automation layer →Strategy Mill is the natural next step after Evo. Instead of hand-testing symbols one by one, you can launch strategy discovery across hundreds or thousands of symbols, then filter out weak results so your time goes to the survivors.
That matters because the old way can turn into 100+ hours of digging through tests. Strategy Mill is built for the multi-strategy approach: find the strongest candidates, combine the best survivors, and aim for a smoother equity curve than any single strategy can usually deliver on its own.
Run discovery across hundreds—or even thousands—of symbols instead of babysitting one narrow test at a time.
Bad candidates are not where your attention belongs. Keep your attention focused on the strategies that survive.
Build a bench of strategy candidates worth deeper review, instead of drowning in a spreadsheet of everything.
Multi-strategy trading lets you combine stronger candidates and reduce dependence on one market behavior.
Common indicators can be useful, but they should not be the whole meal. Portfolio Boss brings alternative data and machine-built rule discovery into the same platform.
Study market-structure signals that can point to activity most chart-only traders never examine.
Explore gaps between an ETF's market price and the value of what it holds, where dislocations can create repeatable opportunities.
Add inputs beyond price-only tricks so your strategies are not trapped inside the same crowded signals.
Let the machine evolve rule sets, keep what passes testing, discard what fails, and keep iterating.
Each tool removes a different kind of friction: idea generation, testing, ranking, large-scale discovery, monthly strategy rotation, execution, and peace of mind.
The free-for-life machine learning strategy builder that lets new users start with rules, data, backtesting, and a real strategy-building platform.
Download Evo →Batch strategy searches across large symbol lists, filter out the weak results, and keep only the candidates worth deeper review.
Explore Strategy Mill →Acts like the conductor of an orchestra. Each month it evaluates the full lineup and selects which strategies should trade, while the rest sit out.
The automation operator: multi-account, multi-strategy execution through Interactive Brokers with monitoring, reporting, and practical safeguards.
Explore Alpha Autopilot →Build strategies across multiple edge families, including Dark Pool Short Sale, ETF mispricing, alternative data, indicators, and more advanced templates.
More backtesting firepower for traders who want to search wider, test deeper, and compare larger sets of strategy candidates.
The old way keeps you chained to the screen. Portfolio Boss is built for rules, evidence, and automation—so the system does the repetitive work and you keep the life you were trying to fund in the first place.
Test the rule before you trust it, instead of chasing a hot setup because it looks good today.
Execution rules do not get tired, distracted, excited, or scared at the worst possible moment.
Agent Alpha is designed to monitor orders, positions, and real-world edge cases in the background.
A trading process should support the life you want, not quietly replace it with another job. The goal is to open a simple report after the round, after dinner, or whenever it fits your day.
Meta ML, strategy rules, and automation help keep the plan from turning into an emotional decision loop.
Portfolio Boss Evo gives you real strategy-building software at no cost. From there, the ecosystem can grow with you—from Strategy Mill to Meta ML to Agent Alpha autotrading.
Yes. Evo is free for life: no credit card, no trial clock, and no forced countdown.
No. Evo is meant to get traders into real Portfolio Boss strategy research: building, testing, daily quotes, and historical context.
Strategy Mill is the next upgrade for traders who want to batch strategy discovery across large symbol lists, filter out weak results, and focus on the survivors.
Meta ML is the monthly conductor. It evaluates the strategy lineup and selects which strategies deserve to trade for the month.
Evo is the free research on-ramp. Agent Alpha and Alpha Autopilot are advanced automation paths for traders who want multi-account, multi-strategy execution.
Agent Alpha is built around Interactive Brokers execution.
No. The point is to make strategy building and testing accessible without programming.
No. Trading involves risk, including possible loss of principal. Automation can help enforce a process, but it cannot guarantee results.
Portfolio Boss is using Evo as the front door during its campaign to reach 100,000 members. Evo introduces traders to the platform, while advanced research, data, compute, strategy selection, and automation remain paid upgrade paths.
No. They are individual real-account examples, not an average or promise. Results depend on account size, strategies, weighting, leverage, execution, market conditions, and whether the trader follows the process.
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