Discussing the article: "From Novice to Expert: Reporting EA — Setting up the work flow"
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Check out the new article: From Novice to Expert: Reporting EA — Setting up the work flow.
Brokerages often provide trading account reports at regular intervals, based on a predefined schedule. These firms, through their API technologies, have access to your account activity and trading history, allowing them to generate performance reports on your behalf. Similarly, the MetaTrader 5 terminal stores detailed records of your trading activity, which can be leveraged using MQL5 to create fully customized reports and define personalized delivery methods.
Currently, reports in MetaTrader 5 are typically obtained through manual navigation. However, when working with Expert Advisors (EAs), we have the opportunity to programmatically control the generation and delivery of these reports. While some brokers already send these automatically, our goal in this discussion is to develop a system that allows us to schedule report delivery according to our own preferences—customizing both the frequency and content.
As we work toward solving this, we'll explore the practical importance of trading reports using one of my own experiences as an example. We'll also examine common terms found in these reports and discuss how they can be used to improve both manual trading strategies and Expert Advisor performance evaluation.
In MetaTrader 5, you can access trading reports by selecting Reports from the View menu or by using the shortcut Alt+E. The report window displays various aspects of your trading activity in a clear, organized format. From this window, you also have the option to save your reports in either HTML or PDF format, as shown in the image below:
Author: Clemence Benjamin