Files
FxMathQuantWebApp/USER_MANUAL.md
T
2025-12-24 13:07:51 +03:30

11 KiB

FxMathQuant Strategy Finder - User Manual

AI-Powered Trading Strategy Generator


📋 Table of Contents

  1. Getting Started
  2. License Activation
  3. Exporting Data from MT4/MT5
  4. Uploading Data
  5. Configuring Strategy Generation
  6. Generating Strategies
  7. Viewing Results
  8. Downloading Strategies
  9. Troubleshooting
  10. Contact Support

🚀 Getting Started

What is FxMathQuant?

FxMathQuant is an AI-powered trading strategy generator that uses genetic algorithms to discover profitable trading strategies from your historical price data.

System Requirements

  • Web Browser: Chrome, Firefox, Safari, or Edge (latest version)
  • MetaTrader: MT4 or MT5 (for data export)
  • License Key: Required for access

🔑 License Activation

Step 1: Obtain License Key

Purchase a license from:

Step 2: Activate License

  1. Open the application in your web browser
  2. Enter your license key in the format: XXXX-XXXX-XXXX-XXXX-XXXX-XXXX-XXXX-XXXX
  3. Click "Activate License"
  4. Wait for validation (requires internet connection)
  5. You'll be redirected to the main application

License Types

  • Lifetime License: Never expires, unlimited use
  • Time-Limited License: Valid for specified days (30, 90, 365, etc.)

Session Duration

  • Active Session: Remains active until you logout or clear browser data
  • Auto-Logout: No automatic logout (session persists)
  • Manual Logout: Click the logout button in the top-right corner

📊 Exporting Data from MT4/MT5

Download Data Provider EA

  1. Download the EA from the application:

    • MT4: FxMathQuant_DataExporter_MT4.ex4
    • MT5: FxMathQuant_DataExporter_MT5.ex5
  2. Install in MetaTrader:

    • Copy to MQL4/Experts/ (MT4) or MQL5/Experts/ (MT5)
    • Restart MetaTrader
    • Find in Navigator → Expert Advisors

Export Historical Data

  1. Open a chart (e.g., XAUUSD H1)
  2. Drag the EA onto the chart
  3. Configure settings:
    • Bars to Export: 10,000 (recommended)
    • Remove Suffix: true (removes broker suffix)
    • Export Folder: FxMathQuant
  4. Click "Export to CSV" button
  5. Wait for completion message
  6. Find your file: MQL4/Files/FxMathQuant/XAUUSD_H1.csv
Timeframe Bars Use Case
M15 10,000 Scalping strategies
H1 10,000 Intraday trading
H4 5,000 Swing trading
D1 3,000 Position trading

📤 Uploading Data

Step 1: Upload CSV File

  1. Click "Browse" or drag-and-drop your CSV file
  2. Select the file exported from MT4/MT5
  3. Wait for parsing (10,000 bars ≈ 2-3 seconds)
  4. Confirmation: "Data loaded successfully: X bars"

Supported Format

Time,Open,High,Low,Close,Tick_Volume,Spread,Real_Volume
2024-04-18 01:00:00,2361.73,2367.69,2361.37,2365.29,2325,7,0

Note: Column names can be lowercase or capitalized.


⚙️ Configuring Strategy Generation

Genetic Algorithm Settings

Parameter Default Range Description
Population Size 100 50-500 Number of strategies per generation
Generations 50 10-200 Number of evolution cycles
Mutation Rate 0.1 0.01-0.5 Probability of random changes
Crossover Rate 0.7 0.3-0.9 Probability of combining strategies
Elite Size 5 1-20 Best strategies preserved each generation

Strategy Criteria

Criteria Default Description
Min Profit Factor 1.5 Minimum ratio of profit to loss
Min Win Rate 50% Minimum percentage of winning trades
Min Total Trades 30 Minimum number of trades
Max Drawdown 30% Maximum equity drawdown allowed

For Beginners:

  • Population: 100
  • Generations: 50
  • Min Profit Factor: 1.5
  • Min Win Rate: 50%

For Advanced Users:

  • Population: 200-300
  • Generations: 100-150
  • Min Profit Factor: 2.0
  • Min Win Rate: 55%

🎯 Generating Strategies

Step 1: Start Generation

  1. Review your settings
  2. Click "Start Generation"
  3. Monitor progress:
    • Current generation
    • Strategies found
    • Best fitness score
    • Time elapsed

Step 2: Wait for Completion

  • Time estimate: 30 seconds to 5 minutes
  • Depends on:
    • Population size
    • Number of generations
    • Data size
    • Computer speed

Step 3: Review Results

  • Strategies found: Number of strategies meeting criteria
  • Best strategy: Highest fitness score
  • Generation: When the strategy was discovered

📈 Viewing Results

Strategy List

Each strategy shows:

  • Profit Factor: Ratio of gross profit to gross loss
  • Win Rate: Percentage of winning trades
  • Total Trades: Number of trades executed
  • Net Profit: Total profit in currency
  • Max Drawdown: Largest equity drop

Strategy Details

Click "View Details" to see:

  1. Performance Metrics:

    • Profit Factor, Win Rate, Total Trades
    • Net Profit, Max Drawdown, Recovery Factor
    • Average Win/Loss, Largest Win/Loss
  2. BUY Rules:

    • Entry conditions (e.g., RSI(14) < 30)
    • All rules must be true for BUY signal
  3. SELL Rules:

    • Entry conditions (inverted from BUY)
    • All rules must be true for SELL signal
  4. Equity Curve:

    • Visual representation of account growth
    • Shows drawdown periods
  5. Hourly Performance:

    • Best/worst trading hours
    • Win rate by hour
    • Profit by hour
  6. Trade Statement:

    • Complete list of all trades
    • Entry/exit times and prices
    • Profit/loss per trade

💾 Downloading Strategies

Available Formats

  1. MetaTrader 4 (.mq4):

    • For MT4 platform
    • Includes all input parameters
    • Ready to compile and use
  2. MetaTrader 5 (.mq5):

    • For MT5 platform
    • Includes all input parameters
    • Ready to compile and use
  3. cTrader (.cs):

    • For cTrader platform
    • C# source code
    • Ready to compile
  4. TradingView (Pine Script):

    • For TradingView platform
    • Pine Script v5
    • Ready to use
  5. HTML Report:

    • Comprehensive performance report
    • Includes all charts and metrics
    • Shareable and printable
  6. JSON Data:

    • Raw strategy data
    • For custom integrations
    • Machine-readable format

How to Download

  1. Click "Download" button on strategy card
  2. Select format from dropdown
  3. File downloads automatically
  4. Install in your platform:
    • MT4/MT5: Copy to Experts/ folder
    • cTrader: Import as cBot
    • TradingView: Copy-paste Pine Script

🐛 Troubleshooting

CSV Upload Issues

Error: "CSV must contain: time, open, high, low, close columns"

  • Solution: Ensure CSV has required columns
  • Check: Column names can be lowercase or capitalized
  • Try: Re-export from MT4/MT5 using DataProvider EA

Error: "CSV file is empty"

  • Solution: Check file has data rows
  • Try: Open CSV in Excel/Notepad to verify

License Issues

Error: "Invalid license key"

  • Solution: Check key format (32 characters with dashes)
  • Try: Copy-paste from email (avoid typing)

Error: "License has expired"

Error: "License validation failed"

  • Solution: Check internet connection
  • Try: Disable VPN/proxy
  • Contact: Support if issue persists

Generation Issues

No strategies found

  • Solution: Relax criteria (lower Min Profit Factor, Win Rate)
  • Try: Increase population size and generations
  • Check: Data quality (enough bars, no gaps)

Generation too slow

  • Solution: Reduce population size and generations
  • Try: Use smaller dataset (fewer bars)
  • Check: Close other browser tabs

Browser Issues

Page not loading

  • Solution: Clear browser cache (Ctrl+Shift+R)
  • Try: Use incognito/private mode
  • Check: JavaScript is enabled

Charts not displaying

  • Solution: Disable ad blockers
  • Try: Different browser
  • Check: Internet connection

📞 Contact Support

Get Help

Email: fxmathsolution@gmail.com

  • Response time: 24-48 hours
  • Include: License key, error message, screenshots

Telegram: https://t.me/FxMath

  • Faster response
  • Community support
  • Updates and announcements

Website: https://fxmath.com

  • Documentation
  • Video tutorials
  • FAQ

Before Contacting Support

Please provide:

  1. License key (first 8 characters)
  2. Error message (exact text or screenshot)
  3. Browser (Chrome, Firefox, etc.) and version
  4. Steps to reproduce the issue
  5. CSV file (if upload issue)

📚 Additional Resources

Video Tutorials

Documentation

  • DataProvider EA Guide: See downloads/README.md
  • API Documentation: For developers
  • License System: Setup and management

Community


⚠️ Important Notes

Disclaimer

  • Past performance does not guarantee future results
  • Backtest results may differ from live trading
  • Always test strategies on demo account first
  • Risk management is essential
  • No guarantee of profitability

Best Practices

  1. Test thoroughly on demo before live
  2. Use proper lot sizing (1-2% risk per trade)
  3. Monitor performance regularly
  4. Update data monthly for fresh strategies
  5. Diversify across multiple strategies and pairs
  6. Set stop-loss on all trades
  7. Keep records of all trades

Data Privacy

  • All data is processed locally in your browser
  • No data is sent to external servers
  • License validation only sends license key
  • CSV files remain on your computer
  • Strategies are yours to keep

🎓 Tips for Success

Data Quality

  • Use quality broker with good historical data
  • Export enough bars (10,000+ recommended)
  • Check for data gaps (weekends are normal)
  • Update regularly (monthly) for current market conditions

Strategy Selection

  • Don't overfit: Avoid too many rules
  • Diversify: Use multiple strategies
  • Validate: Test on different time periods
  • Monitor: Track live performance

Risk Management

  • Never risk more than 2% per trade
  • Use stop-loss always
  • Position sizing: Based on account size
  • Drawdown limit: Stop trading at 20% drawdown

Happy Trading! 🎯

For support: fxmathsolution@gmail.com | https://t.me/FxMath

© 2025 FxMath Solution. All rights reserved.