Review the trading performance of your connected MetaTrader 5 accounts in the ChartBridge Portal. Analytics has four pages: Overview, Positions History, Pending Order History and Calendar.
Analytics describes past results. A good period does not predict the next one; compare enough trades, and include costs, before drawing conclusions.
Each trade is tagged with the strategy of the EA Token that uploaded it. With one EA on the account, that is your strategy. With several ChartBridge EAs on the same account, every EA sees every trade and the first upload to arrive sets the strategy, so the Strategy column and switcher may not match the strategy that placed the trade.
The page header has these controls:
| Control | What it does |
|---|---|
| Date range | Overview only. Presets: Today, 7 days, 14 days, 1 month, 1 year, All time, or a custom range. Default: 7 days. |
| Refresh | Reloads the latest data from the Portal. It does not ask the EA to resend anything. |
| Strategy switcher | Overview and Calendar. Show one strategy or all. |
| Account switcher | All pages. Show one MetaTrader account or all. |
Date range presets start at the beginning of the day: 7 days covers today plus the previous seven days. A trade belongs to the day it closed.
Before reading any number, check the account, strategy and date range. Every metric below is for that selection only.
Every card uses each trade's net result: profit + commission + swap. A trade with a net result above 0 is a win, below 0 is a loss, and exactly 0 is breakeven. Breakeven trades count towards Total Trades but are neither wins nor losses.
| Card | What it shows | How it is calculated |
|---|---|---|
| Net P&L & Balance | Your overall result for the period. Below it: the Balance recorded on the last closed trade in the period. The line shows the running total. | Sum of net results (gross profit − gross loss) |
| Win Rate | Share of closed trades that were wins. Below it: wins / losses. Green at 50% or more, amber from 40%, red below 40%. | Wins ÷ total trades × 100 |
| Profit Factor | How many dollars you made for every dollar you lost. Green at 1.5 or more, amber from 1.0, red below 1.0. ∞ means no losing trades. | Gross profit ÷ gross loss |
| Risk to Reward | Your average win compared with your average loss, shown as 1 : x. 1 : 2 means the average win is twice the average loss. Below it: average win / average loss. | Average win ÷ average loss |
| Expectancy | The average amount a trade made or lost, based on your win rate and average win/loss size. Below it: net P&L ÷ total trades. | (win rate × average win) − (100% − win rate) × average loss |
| Max Drawdown | The largest fall from a balance high to a later low in the period, as a percentage and in dollars. | See Drawdown in detail |
| Avg Win / Loss | The same ratio as Risk to Reward, shown as a multiple, with a bar comparing average win and average loss. | Average win ÷ average loss |
| Total Trades | Number of positions closed in the period. The small bars show the size of each hour's, day's or month's net result, gains and losses alike. | Count of closed positions |
Gross profit = sum of the net results of winning trades. Gross loss = sum of the net results of losing trades, as a positive number. Average win = gross profit ÷ number of wins. Average loss = gross loss ÷ number of losses.
Expectancy counts breakeven trades on the loss side of the formula, so with breakeven trades in the period it can be lower than the net P&L ÷ trades figure shown beneath it.
A single number can mislead. A 70% win rate loses money if the losses are much larger than the wins; a 30% win rate can be profitable if the wins are large.
Worked example: 20 trades, 8 wins totalling $800 and 12 losses totalling $600.
| Metric | Calculation | Result |
|---|---|---|
| Net P&L | $800 − $600 | +$200.00 |
| Win Rate | 8 ÷ 20 | 40.00% |
| Profit Factor | $800 ÷ $600 | 1.33 |
| Average win | $800 ÷ 8 | $100.00 |
| Average loss | $600 ÷ 12 | $50.00 |
| Risk to Reward | $100 ÷ $50 | 1 : 2.00 |
| Expectancy | (0.40 × $100) − (0.60 × $50) = $40 − $30 | +$10.00 |
The 40% win rate looks weak alone, but each win is twice the size of each loss, so the strategy made $10 per trade on average.
The win rate you need to break even falls as your reward grows: break-even win rate = 1 ÷ (1 + reward). At 1 : 1 you need 50%; at 1 : 2, 33.3%; at 1 : 3, 25%. Costs push these numbers up.
Max Drawdown follows the Balance recorded after each closed trade, not live equity. Open losing positions do not count until they close.
Example: the balance rises from $10,000 to $11,000, then falls to $10,450. Drawdown = $11,000 − $10,450 = $550, or $550 ÷ $11,000 = 5.00%.
The dollar and percentage figures are tracked separately, so they can come from different dips. Deposits and withdrawals change the balance too, so a withdrawal can appear as a drawdown.
The charts group trades by hour when the date range is 48 hours or less, by day when it is up to 31 days, and by month for longer ranges.
| Chart | What it shows |
|---|---|
| Cumulative P&L | Running total of net results across the period. Green above zero, red below. |
| Period P&L | Net result of each hour, day or month as a bar. Green for profit, red for loss, grey for none. |
| Drawdown | The deepest drawdown, in dollars, reached in each hour, day or month. |
| Trade Calendar | One month, each day coloured by its net result: green for profit, red for loss. It shows the month of the range's end date, or of the latest trade when no end date is chosen, and only trades inside the date range. View Full opens the Calendar page. |
| Statistic | What it shows |
|---|---|
| Gross Profit | Sum of net results of all winning trades. |
| Gross Loss | Sum of net results of all losing trades, shown as a positive amount. |
| Long Trades (won %) | Number of buy positions closed, and the share of them that were wins. |
| Short Trades (won %) | Number of sell positions closed, and the share of them that were wins. |
| Largest Profit Trade | The single best net result in the period. |
| Largest Loss Trade | The single worst net result in the period. |
| Total Commissions | Broker commission across all closed trades in the period. |
| Total Swap | Overnight rollover interest across all closed trades in the period. |
Because each trade's net result already includes its commission and swap, Gross Profit and Gross Loss are after costs.
A table of closed positions for the selected account, newest first, 10 per page. Select a column header to sort by it.
| Column | Meaning |
|---|---|
| Time Open | When the position was opened. |
| Time Close | When the position closed. For a partial close, when that part closed. |
| Strategy | The strategy the trade is tagged with (see Strategy above). |
| Symbol | The traded symbol. |
| Ticket | MetaTrader's position ticket number. |
| Type | Buy or Sell. |
| Volume | Size in lots. For a partial close, the volume of that part. |
| Open | Entry price. |
| Close | Exit price. |
| S/L | Stop loss, if any. |
| T/P | Take profit, if any. |
| Comm. | Broker commission for the position. |
| Swap | Overnight interest charged or earned while it was open. |
| Profit | Trading profit or loss, before commission and swap. |
| Balance | Account balance after this close. |
| Comment | The trade comment, such as the comment field from your alert. |
Filters:
| Filter | How it works |
|---|---|
| Search | Matches symbol or comment containing the text, or an exact ticket number. |
| Type | Buy or Sell. |
| Profit / Loss | Uses the Profit column, before commission and swap. Profit includes trades at exactly 0. |
| Date | Time Close within the chosen days. |
| Advanced filters | Symbol, ticket, comment, magic number, strategy, and minimum/maximum for volume, prices, S/L, T/P, commission, swap, profit and balance. |
Use the column manager to show or hide columns.
A table of finished orders from the account's MetaTrader order history: filled, cancelled, expired and rejected. It includes market orders that were filled, not only pending orders. Newest first, 10 per page.
| Column | Meaning |
|---|---|
| Time Setup | When the order was placed. |
| Strategy | The strategy the order is tagged with (see Strategy above). |
| Symbol | The traded symbol. |
| Ticket | MetaTrader's order ticket number. |
| Type | Buy, Sell, Buy Limit, Sell Limit, Buy Stop, Sell Stop, Buy Stop Limit or Sell Stop Limit. |
| Volume | The order's original size in lots. |
| Price | The order's entry price. |
| S/L | Stop loss attached to the order, if any. |
| T/P | Take profit attached to the order, if any. |
| Magic # | The magic number of the EA that placed it. |
| Comment | The order comment. |
The table does not show whether an order was filled, cancelled, expired or rejected; check MetaTrader's History tab for that. The same search, type, date and advanced filters are available; Date uses Time Setup.
A full-month view of daily results. Choose the month and year, or step with the arrows. It follows the account and strategy switchers, not the Overview date range.
| Card | What it shows |
|---|---|
| Net Profit | Sum of net results of all positions closed in the month. |
| Total Trades | Number of positions closed in the month. |
| Win Days | Days whose combined net result was above 0. |
| Loss Days | Days whose combined net result was below 0. |
Each day shows its net result and number of trades: green for a profitable day, red for a losing day, plain for no trades or exactly breakeven. Weeks start on Monday.