Halberd Portfolio Monitor
- Utilities
- Version: 1.0
- Activations: 10
See what each Expert Advisor on your account really earns. Halberd Portfolio Monitor splits your account history by magic number and shows trades, win rate, profit factor, net result, drawdown, open positions and a health status for every strategy. It is read-only and never trades.
When several Expert Advisors run on one account, MetaTrader shows one balance for all of them. A strategy that is quietly losing can hide behind one that is winning. Halberd Portfolio Monitor reads your account history and puts each Expert Advisor on its own row, so you can see which one carries the account and which one has started to break down.
The program does not open, modify or close trades. It only reads the history and the open positions of your own account. No data leaves the terminal.
What you see for each strategy
- Trades, win rate and profit factor.
- Net result, maximum drawdown and the current drawdown from its own peak (closed trades, account currency).
- The result of the recent window (30 days by default).
- Open positions and their floating profit or loss.
- A small equity curve of the strategy.
- A totals row for the whole account.
Trades are grouped by the magic number of the order that opened the position, so a position that you close by hand still counts for the Expert Advisor that opened it. Manual trades (magic 0) have their own row. You can also group by magic number and symbol, or by symbol, and give each magic number a readable name.
Health status
Each strategy gets one status, so a problem is visible at a glance:
- ALERT: the current drawdown is deeper than any drawdown the strategy had before the recent window. This is the moment to look at it.
- WATCH: the recent profit factor is below 1, or the current drawdown is more than half of the maximum.
- IDLE: no trades and no open positions for a number of days (14 by default).
- OK: none of the above.
When a strategy turns ALERT, the program can show a popup and send a push notification to the MetaTrader mobile app.
Periods and export
- Buttons on the panel switch between all history, the last 90 days and the last 30 days.
- The CSV button saves the table to MQL5\Files\HalberdPortfolioMonitor, ready for a spreadsheet.
Free demo in the Strategy Tester
The Strategy Tester has no account history of your own to read, so in the tester the panel shows clearly labelled SAMPLE DATA. This lets you see the layout, the status colours and the buttons before you buy. On a live or demo account the panel shows your real history. A preview input can also show the sample data on a normal chart.
How to use
- Attach Halberd Portfolio Monitor to any chart (any symbol and timeframe). Use a separate chart from your trading Expert Advisors.
- Optionally enter names for your magic numbers, for example 710001=Gold EA;12345=Scalper.
- Keep the terminal running if you want the ALERT notifications.
Inputs
Data: group trades by (magic number, magic number and symbol, or symbol), default period, include manual trades, names for magic numbers.
Health status: recent window in days, idle days, minimum recent trades for the profit factor check, popup alert, push notification.
Display: panel position, font size, maximum rows, refresh interval, preview with sample data.
Notes
- Works on hedging and netting accounts and with any broker. Results are shown in the account currency and include swap, commission and fees.
- Deposits, withdrawals and other balance operations are not counted as trading results.
- The drawdown is measured on closed trades. Floating results are shown separately.
- No DLLs and no WebRequest. Updates are free. Questions are answered in the product comments and by MQL5 private messages.
