Version 5.5
2021.05.17
Bug fix on RecoveryEngine.
Version 5.4
2021.05.17
Minor improvements and a bug fix.
_SendImportantNotificationsToMetaQuotesID
PortfolioX will notify on your mobile when important events occour.
_closeSymbolPositionsOnLossPercent
This control is a cross group protection, useful when you run multiple strategies on a same symbol.
_hoursToSuspendAfterSymbolLossPercentReached
This parameter creates a delay to start trading again after the _closeSymbolPositionsOnLossPercent is reached.
Bug fix on:
_minTradeHoursIntervalPerSymbolDirection
Version 5.3
2021.05.11
Important bug fixes and minor improvements.
Version 5.2
2021.04.29
PortfolioX 5.2 fixes minor bugs and add a few new parameters
Per group parameters
_closeGroupPositionsOnLossPercent and _closeGroupPositionsOnProfitPercent
Formula adjusted, replacing Account Balance with Account FreeMargin.
_Recovery_mode = PURE_GRID
When using _Recovery_mode = PURE_GRID, also if using _operatingMethod = VERIFY_EXIT_FILTERS, PortfolioX now ignores any exit signal to close a position, but continues to read them prior to open a new position.
_Recovery_Use_ExitPositionTrigger_AsDeny
If true, new positions on RecoveryEngine needs to pass on ExitTriggers to be oppened.
Two additional filter on Recovery Engine.
_A_Recovery_GridPositionsFilter3 and _A_Recovery_GridPositionsFilter4
General parameters
_minPositionRunMinutes
It avoids closing a position in a very short time, which is denied by some brokers and financed accounts.
_globalVolumeCoeficient
Allow us to change the volume of all strategies at once, to simplify some adjusts and backtests. Default = 1.0 , if set as 0.5 , so every new main positions will have the volume as 50% if using 1.0. Note that there are minimum lot value on symbols. To trade with low balance, below USD $10,000 , consider using cent accounts.
_CommissionPerLot
Allows the EA to compute the commission on profit related features, like _closeAllPositionsOnProfitPercent or RecoveryEngine internal functions.
_EquityAbortLimit_max and _EquityAbortLimit_min
The EA will close all trades and suspend new ones since the account equity reaches any of these limits.
Other changes
Bug fix on formula for SL_TP_BY_POINTS and SL_TP_BY_ATR.
Please verify on backtest any old strategy prior to run it on this version.
More StringCode groups are available
New options on the first value of StringCodes. We have the two options ON and OFF, and new ones as following:
1 or ON => OPEN_ALL_POSITIONS
2 or OPEN_NONE => OPEN_NONE
3 or OPEN_RECOVERY_POSITIONS_ONLY => OPEN_RECOVERY_POSITIONS_ONLY
4 or CLOSE_ALL_POSITIONS_AND_STOP => CLOSE_ALL_POSITIONS_AND_STOP
Any other value => OFF (StringCode ignored)
These actions are related to group positions only, does not affect other group positions and trades.
To have these actions on all groups/positions, look at Input parameter _OpenNewPositions.
Version 5.1
2021.03.25
PortfolioX 5.1 brings some minor improvements, but pretty effective.
Per group parameters
_closeGroupPositionsOnLossPercent
New parameter to force closing all group positions if a percent of the account balance is reached.
_ExitPositionTrigger0-G (zero to letter G)
Added 8 new Exit filter fields.
_ExitTriggerType has two new options
_ANY_1to9_OR_OnProfit_ANY_OTHER
_ANY_1to9_OR_OnProfit_ANY_OTHER_AlsoOnEnter
These are powerful options and have this behavior:
_ANY_1to9: This part set PortfolioX to close group positions if any of the ExitTrigger filters from zero to nine give a signal.
OR_OnProfit_ANY_OTHER: This part set PortfolioX to close group positions if any of ALL the ExitTrigger filters give a signal, and the position is in Profit.
OR_OnProfit_ANY_OTHER_AlsoOnEnter: The same as above, but prior to opening a position all ExitTrigger filters are verified to allow it, not only the zero to nine filters.
General parameters
_AllowHedgingOnSymbols
If false, this option makes it easier for US residents to run PortfolioX on US FOREX rules.
_ReserveMarginPercent_AutoUpdateMonthly
Name changed to fix a typo.
Other changes
Some parameters and options were renamed to have better meaning.
CONSERVATIVE renamed to VERIFY_EXIT_FILTERS
BACKTESTING TOOLS - CUSTOM MAX
New tool to allow custom parameters when optimizing using Genetic Algorithm.
StringCode compressed to remove useless zero values. This resolves the problem with text getting truncated.
Internal filter cache feature added to speed up optimization with TRADE_BY_FILTERS
Moved Strategy info on Experts/Journal tabs to the end of backtest.
Version 5.0
2021.03.11
PortfolioX 5.0 is the biggest update ever.
Two amazing new features have been added:
- Trading By Filters
- Recovery Engine
Read about the new features and many other enhancements to this version on our website. The address can be obtained from our Telegram group or from EA parameters.
Version 4.18
2021.01.12
We are pleased to announce PortfolioX version 4.18
The default set file comes with all strategy sets enabled, and some strategies selected. After a while we will have the opportunity to try out the new strategies added and create better lists for our use.
This new set file basically uses native strategy parameters, we do not configure Break Even, trailing, ATR or filters in groups. Only a few filters in NZDUSD were used. PortfolioX retain all these features, only the new set file had these unused.
The default set file comes with _VolumeByRisk = false, to pass the mql5 validation, we recommend setting it to be true in your real account or backtests.
New Strategy Sets
This version got six new packs of strategies, here are they:
CADCHF_H1_STRATEGY_SET_01 (88 strategies)
EURAUD_H1_STRATEGY_SET_01 (137 strategie)
GBPCAD_H1_STRATEGY_SET_01 (156 strategie)
GBPCHF_H1_STRATEGY_SET_01 (120 strategie)
GBPUSD_H1_STRATEGY_SET_01 (127 strategie)
NZDUSD_H1_STRATEGY_SET_01 (116 strategie)
Modifications
New filters
MagicNumber now is built using group number, and not anymore strategySet. This new formula enable the usage of same StrategySet and strategies on multiple groups, without conflicting.
CloseAllPositions, in case of overall profit was improved to catch missing opened positions.
Removed second Break Even on groups, to make EA settings easier to handle, since trailing can do it’s job.
Removed option created on 4.17, that negative triggers would use ATR Stop Loss distance as starting point. The new feature “BE_Trailing_Triggers” makes it clear and powerful.
Break Even and Trailing triggers can now have negative starting point.
New feature on groups, BE_Trailing_Triggers, enable you to configure the triggers starting point to be one of these:
ENTER_PRICE – regular usage
SL_PLUS_SPREAD_DISTANCE – starting from the same distance of the Stop Loss + spread
STRATEGY_TP – starting from the Take Profit distance.
The last two option remove the positions Take Profit, and can also have strategy TP/SL overwrited by ATR, if desired.
New parameter _ATR_SL_bars. When using SL or TP by ATR, this allow you to set the number os bars used to calculate the ATR value.
New parameters _ReserveMargin and _ReserveMarginPercent_AutoUpdateMontly. Intended for money management, when using _VolumeByRisk=true, _ReserveMargin will be deduct from FreeMargin, so PortfolioX will calculate positions volume considering the available margin as (FreeMargin – _ReserveMargin ). Ex: you have $10.000 as FreeMargin and wants $8.000 as reserved. So PortfolioX will calculate new positions volume considering only $2.000 of margin.
_ReserveMarginPercent_AutoUpdateMontly enable PortfolioX to auto update the _ReserveMargin value at the beginning of each month, to the percent here entered. Ex: A _ReserveMargin of 80 means that PortfolioX will update once a month the _ReserveMargin to 80% of your account FreeMargin.
Version 4.17
2020.11.30
Break Even and Trailing can have the trigger starting at the same distance as SL_by_ATR, plus #n points. See settings page for usage.
Minor bug fixes.
Version 4.16
2020.11.20
New features by strategy group:
- A_SL_by_ATR
Replace the Stop Loss with a new value based on ATR.
- A_TP_by_ATR
Similar to A_SL_by_ATR , but for Take Profit.
- A_ignoreExitSignal
Exit strategy Signal can be ignored.
- Three open position filters
A_OpenPositionFilter1 / A_OpenPositionFilter1_bars
A_OpenPositionFilter2 / A_OpenPositionFilter2_bars
A_OpenPositionFilter3 / A_OpenPositionFilter3_bars
Small bugs fixed.
Version 4.15
2020.10.25
_closeAllPositionsOnProfitPercent
This parameter configures the EA to close all open positions, in all symbols, when that percentage of profit is reached.
_maxPositionsPerSymbol
Limit the maximum number of open positions on the same symbol, for all strategies, all groups.
Version 4.14
2020.10.23
- Trailing Stop per Strategy Group
Great new feature, applying trailing stop to all positions in the desired groups.
If used, the standard trailing stop of the strategy is disabled and the group trailing stop takes place.
The group's trailing stop works well in conjunction with the double Break Even levels.
- Added more Strategy Groups.
Increased strategy groups from 7 to 16. Groups are now from A to P.
- SHORT and LONG filter per strategy group
Each group now have the parameter _OpenPositionType
You can select it as SHORT, LONG or BOTH, to allow any group to trade on a single direction or not.
- custom flexible comment
New parameter _customCommentStype, allows you to have only the _customComment or all strategy details on positions comment field.
- New Symbol AUDUSD
Added Strategy Set AUDUSD_D1_STRATEGY_SET_01 with 37 new and unique strategies.
- Rearranged input parameters for better organization.
Version 4.13
2020.10.01
- New parameter: _ignoreMidnightNewBarMinutes
Similar to OpenPositionMinutesDelayD1, this new one allow the EA to ignore the first bar on midnight (00:00 broker time), for strategies on other timeframes than D1.
This avoid Enter/Exit signals when brokers have higher spreads or market closed.
- MaxSpread per Strategy Group
This enable you to use different max spread per symbol.
- New Symbol AUDUSD
Added Strategy Set AUDUSD_H1_STRATEGY_SET_01 with 154 new and unique strategies.
Version 4.12
2020.09.28
Bonus code now embed into the EA for all, so all Strategies Groups are enabled by default.
Version 4.11
2020.09.25
Hourly stats enabled
Version 4.10
2020.09.19
Changed the name of some constants, to make it easier to understand:
SET_DEFAULT_SYMBOL => STRATEGY_SYMBOL
STRATEGY_SET_EMPTY => UNUSED_GROUP
STRATEGY_SET_symbol => symbol_STRATEGY_SET
SET_DEFAULT_TIMEFRAME => STRATEGY_TIMEFRAME
CURRENT_CHART_TIMEFRAME => CHART_TIMEFRAME
CURRENT_CHART_SYMBOL => CHART_SYMBOL
Added two Break Even levels per strategy group.
This feature helps the EA to guarantee profit, once the pre-established limits are reached.
All strategies are the same, but when using the new Break Even feature, I selected a new list per Strategy Set.
The new feature opens up new possibilities for building customized portfolios.
New input parameter: customComment
Version 4.9
2020.09.07
New Strategy Set "STRATEGY_SET_USDCHF_H1_01", with 106 new and unique strategies on USD x CHF.
Better strategy list selection for default settings on EURUSD D1 and H4.
Version 4.8
2020.09.04
Fixed USDJPY logic error.
Version 4.7
2020.09.03
New set of Strategies: STRATEGY_SET_USDJPY_H1_01
53 new and unique strategies for a new Symbol USD x JPY on timeframe H1.
You can run both symbols and timeframes from same a single chart, read more here: https://www.mql5.com/en/blogs/post/739294
Version 4.6
2020.08.30
New set of Strategies: Strategy Set STRATEGY_SET_EURUSD_H1_02 with 135 new and unique strategies.
New default settings.
Version 4.5
2020.08.26
New default settings.
Version 4.3
2020.08.25
Fixed some bugs.
Removed Strategy Set GBPUSD since it needs more work to be used in production.
Version 4.2
2020.08.24
Added multi pairs/symbols capability.
Added GBPUSD D1 strategy set, 96 strategies.
Added EURUSD H4 strategy set, 85 strategies.
Changed EURUSD D1 strategy set with first 207 best strategies from previous set.
Added optional Break Even tool
Changed the way you enter strategy numbers, so make it easier to handle and have less input parameters.
Strategy groups have no limits anymore. Previous version could run only 20 simultaneous strategies on default group and 50 on bonus groups.
STRATEGIES GROUP A has _timeframe_A input, to pass mql5.com validation tests.
All groups have now input CustomSymbol, to run on non standard symbols, like mEURUSD.
New config sets are being generating and will be posted.
Version 3.1
2020.08.20
New OpenPositionMinutesDelayD1 parameter was created, to avoid high midnight spreads when using D1 strategies.
Version 3.0
2020.08.18
Many improvements, added 304 new strategies, more risk control.
Capability to run more simultaneous positions.
Version 2.19
2020.07.22
Minor on screen comment change.
Version 2.18
2020.07.22
Enter/exit signal algorithm improvement
Contacts and requests
Good. Trades with good profit.