view_live_mt5_eas.py:
- Replaced bare error message with full inline setup guide when
ftp_config.json is missing
- Part 1: FileZilla Server install, create FTP user, disable TLS,
passive mode port range
- Part 2: MT5 terminal FTP publisher settings step-by-step table,
common issues table
- Part 3: CLI verification commands for connection test, save
credentials, pull and cache accounts
- Part 4: config file reference table and .gitignore entries
- Part 5: troubleshooting table
- Info banner at bottom prompting to refresh once CLI setup is done
- Page loads normally once ftp_config.json exists — no behaviour change
view_settings.py:
- _write_server_config now always writes address = 0.0.0.0 for LAN mode
- Specific detected IP is display-only, not written to config.toml
- Fixes WinError 10049 when config.toml is shared across machines
with different LAN IPs via git pull
view_settings.py:
- Network Access section: LAN vs localhost toggle, port input
- _get_lan_ip: detects first 192.168.x.x address, ignores PPPoE/WAN
- _write_server_config: writes [server] block to config.toml
- _write_config: now preserves existing [server] block when saving theme
- Custom hostname input with step-by-step hosts file instructions
for Windows (C:\Windows\System32\drivers\etc\hosts) and macOS (/etc/hosts)
- iOS/Android note directing to IP address or static DHCP reservation
- _get_local_sha: reads .git/HEAD directly, no git CLI required
- _get_remote_info: fetches latest commit SHA from GitHub API, 1hr cache
- _get_recent_commits: fetches last 10 commits for changelog, 1hr cache
- check_for_update_banner: call from app.py to show top-of-page info
banner when local SHA differs from latest GitHub commit
- Version and Changelog section in Settings: local vs remote SHA,
update warning with git pull instructions, Check again button,
last 10 commits as collapsible expanders with you-are-here marker
Live MT5 EAs page (view_ftp_tracker.py):
- FTP-based multi-account tracker replacing view_mt5_tracker.py
- Account configuration with add/remove, FTP folder validation, Demo/Personal/Prop types
- Prop account fields: profit target %, max loss %, daily loss % with EA hard stop banner
- Account summary cards: recovery factor, loss streak, stagnation days, today P&L, prop progress bars
- Calendar view: month/week/year, Mon-Fri only, weekly total column, $ or % toggle
- Open positions table parsed from MT5 HTML Open Positions section
- Symbol correlation heatmap (collapsible)
- Trade analysis section with full stats, equity/drawdown/daily P&L, DOW/hour, monthly table
- Analysis modes: Overall, By Account, By Symbol, By Algo, By Day of Week
- Dynamic combined balance field auto-updates from selected accounts
- Auto-refresh polling with session state timestamp guard
- Report date extracted from MT5 HTML header (Date: field)
- Drawdown $ / % toggle with spline smoothing
mt5_parser.py:
- calc_stats(df, deposit=0.0) — deposit-aware balance drawdown matching MT5 Balance Drawdown Maximal
- max_drawdown_pct and peak_equity added to calc_stats return
- peak_at_dd uses .loc[] fix (IndexError on filtered DataFrames)
- parse_open_positions() — parses Open Positions section from MT5 account HTML
- extract_strategy() — filters sl/tp/so close-reason comments, maps nan to Manual
ftp_sync_cli.py:
- New CLI tool for FTP connection testing and cache population
MT5Tools_FTP_Setup_Guide.docx:
- FileZilla Server setup, MT5 publisher config, CLI verification, troubleshooting
- Add _generate_html_report() function with self-contained HTML output
- Charts built with direct Plotly.newPlot JSON (no pio.to_html conflicts)
- Equity curve, drawdown, daily P&L, DOW, hour of day charts
- Both view overlays original and edited equity curves
- Stats grid with delta arrows in Both mode
- Monthly performance table with JS $ / % toggle
- Initial balance passed explicitly from session state at download time
- Position summary and trade log as collapsible <details> dropdowns
- Daily P&L x-axis labels hidden for readability
- Download button at top of Overall mode, filename includes view and timestamp
- Move Initial Balance input to filters row so it's set before report renders
- Remove duplicate deposit input from monthly table section
Trade Analysis:
- Add editable raw trade log with # index and Group column
- Group column merges multiple entries into one position on Update
- Reset button clears edited version back to original upload
- View selector: Original / Edited / Both — appears after first Update
- Both mode: stats show with coloured delta arrows vs edited version
- Both mode: equity, drawdown and daily P&L charts overlay both versions
- Both mode: strategy comparison table shows inline delta values
- Position Summary expander above monthly table — all positions listed
(grouped with entry count, individual as single rows) sorted by open time
- Download exports edited version when available, original otherwise
- Trade # multiselect filter to show specific trades
- All charts and tables (DOW, hour, monthly) respect view selection
- Fix: Group column positioned second after # index
- Fix: DataFrame truth value error in download button
- Fix: Both mode now uses edited df for DOW/hour/monthly charts
mt5_parser:
- Add trading_days and trades_per_day to calc_stats
- Add ISO datetime format fallback for CSV imports
- Fix missing comment column KeyError in _enrich
- Fix NaT in date filter when open_time has null values
mt5_parser:
- Remove deprecated infer_datetime_format (removed in pandas 2.0)
- Add ISO datetime format fallback for CSV imports (YYYY-MM-DD)
- Fix missing comment column in _enrich causing KeyError on plain CSVs
Trade Analysis:
- Add daily P&L bar chart below equity curve
- Add drawdown panel below daily P&L
- Fix NaT in date filter when open_time has null values
Batch Backtest:
- Fix read_utf16/write_utf16 to detect and preserve original encoding
- Fix _clear_use_default_flags to clear bit 2 on all parameters
- Fix snapshot approach for report finding — before/after file scan
- Fix cleanup to remove all new htm files after each run
- Fix report selection to prefer named file over newest fallback
- Apply all encoding and flag fixes to CLI script mt5_batch_backtest.py
- incorrectly managed in/out trades skipping trades when multiple open entries on the same strategy.
- fixed card color backgrounds in light theme
- fixed strategy filters in portfolio builder
- Replace Inputs= with [TesterInputs] section in ini files so MT5
cannot override set file parameters with cached/default values
- Fix build_ini to use caller-supplied report_name instead of
recomputing a generic name, ensuring each run gets a unique ini
- Replace shutil.copy2 + delete loop with shutil.move for htm reports
- Add companion PNG move (name, -holding, -mfemae, -hst) to reports folder
- Fix Streamlit folder warning appearing in wrong conditional branch
Applies to both mt5_batch_backtest.py and view_batch_backtest.py
- Add monthly performance table (year x month grid) with $ / % toggle
and Initial Balance input alongside the toggle
- Add equity curve overlay toggles: Account total, By Strategy,
By Symbol, By Day of Week — checkboxes above each chart
- Fix all chart backgrounds to transparent for light/dark compatibility
- Fix chart grid and font colours to work on both themes
- Monthly table and equity overlays added to Overall, By Strategy
and By Symbol modes
Trade Analysis:
- Add toggleable equity curve overlays: Account total, By Strategy,
By Symbol, By Day of Week — checkboxes above each chart
- Fix all chart backgrounds to transparent (inherit page theme)
- Fix grid and font colours to work on both dark and light backgrounds
Settings page:
- Full theme control: Dark / Light / Custom radio with Apply button
- Custom mode: colour pickers for accent, page bg, sidebar bg, text,
font selector and base dark/light toggle
- Preview swatches before applying
- Discard / Reset to Dark button
- Text size: Normal / Large (+2px) / Extra Large (+4px) via CSS injection
- inject_theme_css() helper for app.py to apply font size on all pages
- Theme written to .streamlit/config.toml on apply
- Add Manual (edit in table) instrument mode
- Add Lock Table / Unlock buttons — edits persist without rerun interference
- Fix report name to always include symbol and period: {stem}_{symbol}_{period}_{model}
- Fix report names rebuilt from actual Symbol values in locked/edited table
- Add instrument warning above preview table
- Fix run_batch missing report_names parameter (recurring)
- Fix progress bar using stored total count
- Add Cancel button and bb_total / bb_report_dir session state keys
Batch Backtest:
- Fix run_batch signature missing report_names parameter (recurring)
- Add inline config editor to Active Config expander — edit and save
all settings directly from the UI without re-running CLI script
Set Comparator:
- Fix UTF-8/UTF-16 encoding detection using BOM check
- Fix parse to skip optimisation metadata lines (ParamName,F etc.)
- Fix export to preserve all original lines including metadata
- Add UBS format detection — warning shown for non-Ultimate Breakout files
- Fix view_set_comparator to unpack 4-value return from parse_set_file
Set Comparator:
- Fix UTF-16/UTF-8 encoding detection for .set files (BOM check)
- Fix parse to skip optimisation metadata lines (ParamName,F etc.)
- Fix export to preserve all original lines including metadata
- Add format detection warning for non-Ultimate Breakout .set files
Batch Backtest:
- Fix run_batch signature missing report_names parameter (caused hang)
- Fix progress bar to use stored total count not live set_files length
- Add Windows-only check at render entry point
- Fix optimisation file exclusion to match anywhere in filename
Trade Analysis:
- Fix IC Markets upload error handling to show actual exception
requirements.txt:
- Add scipy, openpyxl, beautifulsoup4
- README.md: full feature overview, install steps, file structure, format support
- MT5_Tools_Install_Guide.docx: 8-section Word doc covering install, all pages,
config reference and troubleshooting
- README.md: full feature overview, install steps, file structure, format support
- MT5_Tools_Install_Guide.docx: 8-section Word doc covering install, all pages,
config reference and troubleshooting
- mt5_batch_backtest.py / view_batch_backtest.py: fix update_param to
clear MT5 .set flag bit 2 (use-default) and update default field so
manual lot size actually takes effect
- view_portfolio_master.py: Max DD% now uses deposit not running peak,
Max Position Exposure rebuilt as proper timeline sweep
- view_portfolio_builder.py: Max DD% formula aligned to match master
- view_portfolio_master.py / view_portfolio_builder.py: results table
now shows full stats columns including Stability score
unknown