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Onyx Markets Uncategorised How to Create Reports in MT5 Desktop

How to Create Reports in MT5 Desktop

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At Onyx Markets, we understand the importance of keeping track of your trades and performance. This guide will walk you through the process of generating reports in the Meta Trader 5 (MT5) desktop application, helping you monitor your trading activity with ease.

How to Create a Report

  • Open MetaTrader 5 (MT5): Ensure that you are logged into your Onyx Markets trading account.
  • Go to the ‘History’ Tab: In the ‘Terminal’ window at the bottom of the MT5 platform, locate and click the ‘History’ tab. This tab provides a summary of all your closed trades.
  • Customise the Data Range (Optional)
    • Right-click anywhere within the ‘History’ tab and select ‘Custom Period’ from the menu.
    • A pop-up window will appear, allowing you to choose a specific date range for the report.
    • You can select preset ranges like ‘Today,’ ‘Last Month,’ or set your own custom date range.
    • Click OK to apply the range.
  • Right-Click to Generate a Report: After setting your desired date range, right-click anywhere in the ‘History’ tab again. You will now see the options ‘Save as Report’ and ‘Save as Detailed Report’.
    • Save as Report: This option generates a basic report, displaying key details like the opening and closing prices, profits/losses, and trade volumes.
    • Save as Detailed Report: This option provides additional metrics, including balance operations, account equity, and other advanced performance data.
  • Save Your Report: Once you’ve selected your desired report type, a dialogue box will prompt you to choose a location on your computer to save the file. The report will be saved in HTML format by default, which you can view using any web browser.
  • Review Your Report: To view your report, simply locate the saved HTML file and open it in your web browser. You can now review your trading activity in detail, with all relevant statistics laid out in an easy-to-read format.

How to Create a Report from MT5’s Performance Analytics

In addition to reports from the ‘History’ tab, MT5 offers powerful performance analytics that provide traders with advanced reporting capabilities. These tools give a deeper insight into trading behaviours, profitability, and risk management.

Key Features of Performance Analytics:
  • Profitability Metrics: Shows how profitable your trades are overall.
  • Risk Analysis: Helps you evaluate risk exposure, providing metrics like maximum drawdown and average risk per trade.
  • Efficiency Indicators: Assess your trading efficiency with metrics such as average profit per trade and win rate.
  • Balance vs. Equity Growth: Displays a graphical representation of balance and equity changes over time.
How to Access Performance Analytics:
  • Navigate to the ‘Account History’
    In the top menu, click on ‘View’, then go to ‘Toolbox’ and select the ‘Account History’ tab. This provides a breakdown of your account’s performance and trading activity over time.
  • Customise the Date Range
    • Just like the ‘History’ tab, you can set a custom date range to view performance over a specific period. Right-click and choose ‘Custom Period’ to set the time frame.
  • Right-Click for Report Options
    • In the ‘Account History’ section, right-click and select ‘Save Detailed Report’. This will create a detailed performance report with advanced metrics, including profitability, balance, equity, and drawdown statistics.
  • Graphical Performance Analysis
    • In addition to textual reports, MT5 offers a graphical analysis of your performance. This includes detailed balance and equity graphs that provide a visual representation of your trading account’s growth, risk, and profitability.
  • Save and Export the Report
    • Once generated, you can save the report in HTML format, similar to the ‘History’ tab. This report can be viewed in any web browser or exported to other formats like Excel for further analysis.

Generating Reports via the ‘View’ Tab

In addition to the ‘History’ and ‘Account History’ tabs, you can quickly access reports directly from the ‘View’ tab in MT5.

How to Access:
  • Click on ‘View’ in the Top Menu
    • In the top menu bar of MT5, select ‘View’, then scroll down and click on ‘Reports’.
  • Select the Report Type
    • From the drop-down list, you’ll have options to generate different types of reports based on your account activity or overall performance. These reports typically provide a summary of account metrics, including profit/loss, trades executed, and key performance indicators.
Value of Using the ‘View’ Tab Reports:
  • Quick Access: This option allows you to quickly generate a standard report without having to manually filter through the ‘History’ tab.
  • Comprehensive Overview: It offers a broader snapshot of your account’s performance, making it ideal for traders who want a high-level overview of their trading activity without customising specific data points.
  • Efficiency: This is a more streamlined method, useful for those looking to get a report with minimal clicks and navigation.

Tips:

  • Export to Excel: If you prefer to work with the data in a spreadsheet format, you can open the HTML file in Excel by selecting ‘Open with Excel’. This allows for more customisation and deeper analysis.
  • Monitor Performance Regularly: We recommend generating weekly or monthly reports to keep track of your trading performance and improve decision-making.

If you have any questions or need further assistance, please do not hesitate to contact our support team at Onyx Markets.