Portfolio Ledger by weru tech fx

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:

1. Attach to any one chart. Only one is needed.
2. 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.
3. Open the tool once on each account you want to track so its snapshot gets registered.
4. 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.