Portfolio Aggregator

Portfolio Aggregator — One dashboard, total clarity across all your trading accounts.


Portfolio Aggregator unifies account data from multiple brokers and currencies into a single, transparent dashboard. It provides real‑time visibility into equity, margin, P&L, and risk metrics, helping traders maintain control and confidence across diversified strategies.

Features

  • Multi‑Currency Consolidation — Converts all values into a chosen base currency with live FX rates.

  • Portfolio Dashboard — Displays equity, balance, unrealized P&L, margin usage, and open positions.

  • Risk Metrics — Color‑coded indicators classify exposure levels as Safe, Warning, or Critical.

  • Broker Breakdown — Per‑account details with leverage, exposure, and position counts.

  • Adaptive Design — Auto‑adjusts to chart backgrounds; manual customization supported.

  • Flexible Configuration — 40+ parameters for layout, thresholds, and display preferences.

  • Demo Mode — Generates 3 sample broker files for instant evaluation without PnL Calendar.

How It Works

Portfolio Aggregator is a companion indicator that reads CSV files exported by the PnL Calendar. It parses broker data, performs currency conversion, and updates the dashboard at the configured refresh rate. All calculations are transparent, with fallback protection to ensure continuity.

Testing without PnL Calendar: Enable the input parameter "Create 3 dummy broker files for testing" to generate realistic multi‑currency data and evaluate functionality before connecting live broker feeds.

Requirements

  • PnL Calendar installed and configured on each broker terminal

  • CSV export enabled in PnL Calendar settings

  • Market data access for currency quotes

Use Cases

  • Monitor multiple broker accounts from one panel

  • Aggregate mixed‑currency portfolios with accurate conversion

  • Track margin usage and exposure across strategies

  • Compare broker performance on a normalized currency basis

  • Identify exposure levels to maintain safe leverage

Resources & Support

Complete documentation available in the Portfolio Aggregator Information Guide.

Other Platform: MetaTrader 4

Support: Contact through MQL5 private messaging


Disclaimer

Portfolio Aggregator is a monitoring utility. It does not execute trades, offer brokerage services, or supply real accounts. Data accuracy depends on broker‑provided inputs, and users are responsible for verifying critical information. The tool is provided for analytical purposes, not financial advice. The developer assumes no liability for trading losses or data interpretation errors.

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Utilitários
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5 (7)
Utilitários
" Trader Evolution " - A utility designed for traders who use wave and technical analysis in their work. One tab of the utility is capable of money management and opening orders, and the other can help in making Elliott wave and technical analysis. Manual (Be sure to read before purchasing) | Version for MT4 Advantages 1. Trading in a few clicks. Immediate and pending orders are available in the panel 2. Money management. The program automatically selects the appropriate lot size 3. Simplifies
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