KALIFX MT5 Metrics – User Instructions

The KALIFX MT5 Metrics Tool connects to your MetaTrader 5 terminal and automatically generates a detailed HTML report covering your last 30 days of trading. It calculates key metrics such as net profit, win rate, drawdown, and trade expectancy — all derived directly from your live or demo account data with no manual balance entry required. The report includes an interactive equity curve, a day-by-day calendar performance grid, weekday profit/loss analysis, a risk/reward doughnut chart, and a breakdown of your most recent trades. The tool works with live accounts and demo accounts, updating automatically so your report always reflects your latest closed trades.

What You Need

• MetaTrader 5 (MT5) installed
• A demo or live trading account
• KALIFX MT5 Metrics Tool
• MT5 running and logged into your account

How to Use – Step by Step

1. Launch MetaTrader 5 and ensure you are logged into your trading account.
2. Open the KALIFX MT5 Metrics Tool Python application.
3. Fill in the configuration fields in the GUI:
• Account Symbol: Currency symbol for display (e.g., $ or R).
• Recent Trades: Number of recent trades to show in the report.
• Output HTML File: Name and location of the generated report file.
4. Click ▶ START to connect the tool to MT5 and begin data collection.
5. The tool will automatically fetch your account balance, pull the last 30 days of closed trades, calculate all metrics, and generate an HTML report.
6. Click 🌐 Open next to the output file field to view the latest report in your browser.
7. Click ⏹ STOP to safely stop the background service.

Where the Report Is Saved

By default, the report is saved as Trading-performance.html in the same folder as the script. You can choose a custom location and file name in the Output HTML File field. Your settings are automatically saved to dashboard_config.json so they persist between sessions.

Report Contents

• Interactive equity curve chart for the last 30 days
• Net profit, floating P/L, and live account balance overview (auto-fetched from MT5)
• Win rate, profit factor, expectancy, and win/loss streak analysis
• Risk/reward doughnut chart showing gross profit vs gross loss split
• Commission breakdown — total, per-trade average, and per-lot average
• Day-by-day calendar performance grid with % gain/loss per trading day
• Weekday profit/loss bar chart (Mon–Fri breakdown)
• Recent trades table from the last 30 days
• Largest win, largest loss, average win, and average loss
• Max drawdown tracking across the period

Important Notes

• Ensure MT5 is running and logged into the correct account before clicking START.
• The report always covers the last 30 days — no period selection is required.
• Your initial balance is read directly from your MT5 account; no manual entry is needed.
• Only closed trades are included; open positions are not reflected in the report.
• Trade history is fetched in chunks for stability — large histories load reliably.
• Commission is calculated accurately by aggregating both the open and close deal legs per position.
• The report auto-refreshes in your browser so it stays current while the service is running.
• Your settings (symbol, trade count, output file) are saved automatically between sessions.

Common Use Cases

• Tracking live trading performance over the last 30 days at a glance
• Evaluating key metrics — win rate, drawdown, expectancy, and profit factor — in one report
• Identifying your strongest and weakest trading days using the daily calendar and weekday charts
• Monitoring commission costs across trades with per-trade and per-lot breakdowns
• Generating clean, shareable HTML reports for review or record keeping
• Spotting equity trends and consistency patterns over the rolling 30-day window

Need a MetaTrader 4 (MT4) version? Reach out and we’ll provide a compatible version.