Portfolio Monitor
- Utilitaires
- Version: 4.0
Portfolio Monitor for MT5
Live Account Dashboard, Risk Guardian & Strategy Attribution Panel
Portfolio Monitor is an all-in-one Expert Advisor (EA) that runs on any MT5 chart to give you complete visual control over your trading account. It aggregates every open position across all symbols and strategies into a clean, real-time dashboard.
Note: Portfolio Monitor is a dedicated monitoring, risk management, and manual-mitigation tool—it does not place entry trades or run predictive signals.
Five Dedicated Tabs
| Tab | Key Information Displayed |
| OVERVIEW | Balance, Equity, Margin, Margin Level Bar, Floating P/L (Total/Long/Short), Swap, Position Counts, Total Volume, Symbol Count, Top 4 Symbol Exposure Bars, Session Peak Drawdown, and Concentration Warnings. |
| SYMBOL | Breakdown by symbol: Position count, Volume, Long/Short split, Floating P/L, Average Entry, and Pip Distance from entry. |
| STRATEGY | Breakdown by Magic Number: Strategy Name, Position Count, Volume, Floating P/L, and Active/Drawdown Status. |
| RISK | Current vs. Peak Equity, Drawdown ($ and %), Daily Drawdown Cap, Guardian Status, Top Exposures, and Live Alert Feed. |
| ALERTS | Chronological log of all terminal events, Guardian alerts, and manual user actions with severity tags and precise timestamps. |
Core Utility & Advanced Risk Features
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Strategy Attribution: Standard MT5 reports lump all trades together. Portfolio Monitor segregates performance by Magic Number and Symbol, instantly showing you which EA or currency pair is driving profits or drawdowns.
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Concentration Detection: Visual alerts trigger automatically whenever a single symbol exceeds 40% of open volume.
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Drawdown Tracking: Continuously tracks session peak equity and calculates floating drawdown in both exact dollar amounts and percentages.
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Guardian Risk Protection: Set custom account-level or per-strategy floating drawdown limits. When breached, Guardian escalates based on your preset preference:
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Notify Only: Sends push/email alerts.
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Notify + GV Block: Triggers an MT5 Global Variable ( GV_BLOCK_<magic> ) to halt new trades on cooperating EAs.
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Notify + Close: Instantly closes all open positions within the breached scope.
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One-Click Action Strip: Quick-intervention controls located at the bottom of the panel:
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CLOSE ALL / CLOSE PROFIT / CLOSE LOSS
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CANCEL PEND (Delete all pending orders)
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BREAK-EVEN ALL (Move Stop Loss to entry + spread/user buffer)
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CSV / XML (Export full account, symbol, and strategy snapshots to MQL5/Files/ )
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CLR (Clear alert log) | ⟳ (Force immediate refresh)
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Technical Specifications & Setup
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DLL-Free: 100% native MQL5 code, fully compliant with MQL5 Market standards.
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Read-Only Safety: Operates strictly as a passive monitor until you interact with the action buttons or enable the Guardian module.
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Magic Number Filtering: Set InpTargetMagic to isolate monitoring to a single EA, or leave set to 0 to manage your entire portfolio.
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Data Persistence: Alert logs survive terminal restarts.
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Compatibility: MetaTrader 5 on Windows, macOS, or Linux (via Wine).
What It Is Not
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Not a Trading EA: It does not initiate new market entries or run automated entry algorithms.
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Not a Signal Tool: It does not predict price movement or offer trade signals.
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Not a Portfolio Rebalancer: It monitors and reports account state—it does not reallocate capital automatically.
Tags
Core Keywords
mt5 dashboard, portfolio monitor, trade manager, risk guardian, mt5 risk manager, strategy attribution, magic number tracker, mt5 utility, mt5 panel, equity monitor, account summary
Functionality & Features
drawdown tracker, exposure monitor, position monitor, multi symbol manager, multi strategy manager, equity drawdown alert, global variable block, one click close, break even ea, cancel pending orders, portfolio risk control, trading journal exporter, csv snapshot, xml snapshot, daily drawdown limit, concentration risk alert
Use Cases & Target Audience
prop firm challenge manager, prop trading tool, multi ea manager, algo portfolio management, copy trading monitor, mt5 risk management ea, equity protection tool, floating pl tracker, live account dashboard, dll free ea
mt5 dashboard portfolio monitor risk guardian mt5 risk manager strategy attribution magic number tracker trade manager equity drawdown alert multi strategy manager prop firm risk tool exposure monitor position tracker one click close break even tool account analytics mt5 utility dll free
