Live Portfolio Detail

Live Portfolio Detail is the full page for one connected live portfolio, opened from View Portfolio on your Dashboard. It shows the same Overall / Yearly / Monthly / Weekly / Today KPI grid as the Dashboard, the portfolio’s live equity curve, Live Strategy Performance, Broker Costs, Portfolio Contribution, a trading calendar, recent trades (filterable by direction, strategy and symbol) and its MT5 history settings. The page refreshes automatically about every 10 seconds while it is open.

Live Strategy Performance

One row per strategy that MT5 has actually traded and identified by Magic Number: Live P/L, Profit Factor, Win Rate, Trades, Open, Behaviour, Behaviour Insight and Status — with an eye into Strategy Performance and an Add to Custom Builder action. A banner shows how many of the portfolio’s strategies have been identified so far (for example “5 of 8 identified”).

Trades that can’t be matched to a strategy — including trades with Magic Number 0, such as manual trades — are never assigned to a strategy. SIPS shows “Unmapped trading detected” instead. Deposits and withdrawals never count as trading P/L.

Broker Costs

Shows how your trading result becomes net P/L: Gross Trading P/L, Commission, Swap / Financing, Other Broker Fees and Net P/L — these always reconcile. This section doesn’t change with the page’s time filter.

Portfolio Contribution

Shows each strategy’s share of the portfolio’s live P/L, measured against the total size of all strategies’ results so that a profitable strategy always shows a positive contribution. It follows the page’s time filter — so switching the filter changes Contribution even though Broker Costs stays the same.