Portfolio Log
Every portfolio in your workspace in one place: save, analyse, and connect to MT5.
Portfolio Log (page title “Choose Portfolio to Trade Live”) is your hub for every portfolio in your workspace — the current run’s bank, portfolios you’ve saved, your Custom Portfolios and portfolios used for MT5 connections. It is also where you start connecting a portfolio to MT5.
What it is
One list in rank order, with search, filters (market, diversification) and sorting, and a Bank Reuse Mix column showing how many of each portfolio’s strategies have Low, Moderate or High Bank Reuse. Generated portfolios are labelled with their run, for example PF-R001-001; Custom Portfolios are labelled like PF-C001.
Row actions:
- Save / Unsave (disk icon) — keep a generated portfolio when you next run Portfolio Builder. Current-run portfolios you haven’t saved are replaced by the next successful run.
- + — connect this portfolio to MT5.
- Eye — open Portfolio Analysis.
Downloading a SIPS Bridge for a portfolio protects that portfolio automatically, so it is kept even if you never saved it; unsaving never removes that protection.
Filters
- All — every portfolio.
- Current (default) — the retained bank from your latest Portfolio Builder run.
- Saved — portfolios you saved.
- Custom — portfolios you built in Custom Builder.
- EA Generated — portfolios used to create a SIPS Bridge.
Starting a live connection
Choose a portfolio and click + to open the MT5 connection form for it. The list is a plain ranked list — it isn’t a personalised recommendation of which portfolio to trade. See Connecting an MT5 Account for the full setup.