Portfolio Ledger by weru tech fx
- Utilità
- Versione: 1.0
- Attivazioni: 10
Name: Portfolio Ledger – Multi-Account Financial Dashboard
Publisher: WERU TECH FX
Type: Read-only utility / expert (no trading, no orders)
Portfolio Ledger by WERU TECH FX turns your MT5 account history into a clear financial ledger: opening balance, deposits, withdrawals, trading profit, swaps, commissions and closing balance, for any period, with a built-in reconciliation check. Track ROI, time-weighted growth, drawdown, win-day rate and streaks. Set a profit target and see progress, required daily pace, projection and ETA. View 2D and 3D growth, session and weekday P/L, and monthly and yearly breakdowns. View every account you’ve used on the same PC. Optional Telegram reports. Read-only: never places or modifies trades. Reporting tool, not financial advice.
What it does: It rebuilds a full financial ledger from your account history. You get opening balance, deposits, withdrawals, trading profit, swaps, commissions, other adjustments and closing balance, for any period (day to all-time) and with a reconciliation check against the real balance. It adds performance metrics (ROI, time-weighted growth that deposits can’t distort, max drawdown, win-day rate, streaks, best and worst day), a profit-target tracker, planners, session and weekday P/L, and calendar-style month and year views.
Highlights:
- Multi-account viewing: the logged-in account is live; every account you’ve opened it on is saved as a snapshot in the shared Common folder and can be viewed from any terminal on the same PC.
- Target tracker: month, year, all-time profit or balance goal, with progress ring, required per day, pace, projection and ETA.
- Monthly target planner: needed per day and per week for Mon–Fri vs 24/7 trading.
- Growth views: 2D glowing balance vs net-funded-capital curve, or rotatable 3D month-end columns.
- Optional Telegram reports: manual, or automatic daily, Friday-weekly and month-end.
- Interface: scalable text size, scrollable, collapsible panel, remembered settings.
How to use:
- Attach to any one chart. Only one is needed.
- Pick a period (DAY to ALL) and a profit target in the TARGET box, and click the orange button to change what the target measures.
- Open the tool once on each account you want to track so its snapshot gets registered.
- For Telegram: allow https://api.telegram.org under Tools → Options → Expert Advisors → Allow WebRequest, then enter your bot token and chat ID in the inputs.
When to use it:
- Daily or weekly review of results.
- Month-end reporting.
- Tracking a profit goal.
- Managing several accounts, such as prop challenges, demo versus live, or a client account.
- Showing results with deposits and withdrawals separated out.
Pros:
- Zero trading risk. It cannot place or modify orders.
- It separates real performance from deposits and withdrawals, which most dashboards get wrong.
- The built-in reconciliation check builds trust in the numbers.
- Works across all your accounts on one PC.
- It works with any EA or manual trading style, and any broker.
- Polished, modern interface with 3D and 2D views.
- Optional phone reports.
Limitations to state :
- Other-account views are snapshots and are only as fresh as the last time the tool ran on that account.
- It only sees the history your broker provides.
- Session times use broker server time.
- Snapshots are PC-local, not cloud-synced.
- It is a reporting tool, not financial advice.
