Frequently Asked Questions

Quick answers about signing in, roles, MT5 sync, backtests, and support. For more detail, see your server administrator or the project README.

What is Trading Analytics?

Trading Analytics is a web application for MetaTrader 5 traders. You can import Strategy Tester HTML reports, combine backtests into portfolios, compare strategies side by side, and—when your administrator sets it up—sync live deals and analytics from MT5 using the bundled Expert Advisor.

How do I create an account?

Use Sign Up For Free on the home page. Enter your email and a password of at least 12 characters. The server sends a one-time confirmation link to your inbox; you must open that link before you can sign in. If email is not configured on this server, sign-up may be unavailable—ask your administrator to create your account.

I didn’t receive the verification email. What should I check?

Check spam or promotions folders. Confirm the address you typed matches your mailbox. Ask your admin that outbound SMTP and DASHBOARD_PUBLIC_URL are set correctly on the server and that the process was restarted after changes. Admins can use the mail health endpoint and logs to diagnose delivery issues.

How do I reset my password?

On the Sign In page, use Forgot password? If SMTP is configured, you will receive a single-use reset link. If email reset is disabled, an administrator must set a new password for you.

What is the difference between admin and viewer roles?

Admin users can import backtests, upload files, manage symbol mappings, download the EA, and maintain user accounts (including API tokens for sync). Viewer users have read-only access to analytics, portfolio, compare, and related dashboards—they cannot import data or change server-wide settings.

How does MT5 live sync work?

An Expert Advisor installed in MetaTrader 5 posts trades and status to this server using your per-user API token (issued by an admin). Configure the EA with the dashboard URL and token. Sync depends on the EA running, network reachability, and correct token—if something fails, check with your administrator and the sync status shown after you sign in.

How do I import backtest reports?

After signing in, admins use the backtest import flow (Backtests section) to upload MT5 Strategy Tester HTML exports. The app stores runs and metrics so you can open them in portfolio and comparison views.

What is a portfolio in this app?

A portfolio combines multiple imported backtests into one equity curve (e.g. equal-weighted) so you can see combined drawdown, return, and other metrics without manual spreadsheets.

Where is my data stored?

The application keeps data in a local SQLite database on the server that hosts the app, plus any file uploads the admin configures. It is not a cloud broker service—your organization controls the server and backups.

Security: sessions and cookies

Sessions use an HttpOnly cookie. In production, the cookie should be marked Secure and SameSite policies apply as configured. Too many failed logins can trigger a short lockout. Treat your password and API token as secrets.

Who can I contact for help?

Use Help → Contact Us in the menu to send a message to the team (email delivery requires the server’s mail settings). You can also reach out to your organization’s administrator for account or EA setup.

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