MT5 trading dashboard: how to read Daily, Weekly, Monthly and All time

What each period is for, what the figures mean, a worked example of reading a month and the honest limits of a dashboard built on closed trades.

What a trading dashboard is for

A dashboard is the page you look at first. It should answer in a few seconds whether the account is going in the right direction, where the money came from and whether anything has changed. Everything else, such as notes and reviews, comes after. A good MT5 dashboard shows a small number of figures and lets you change the period without rebuilding anything.

AI Trading Journal has this as its first page. It reads the closed positions from your MetaTrader 5 account and shows them for four periods: Daily, Weekly, Monthly and All time. This guide explains what each period is good for, how to read the figures and where the dashboard stops.

The four periods and when to use each

Period	Best question it answers	Typical use	Caution
Daily	How did today go?	End-of-day check against your daily limit	One day is noise. Do not change strategy on it
Weekly	Was this week consistent with the plan?	The weekly review	A week may hold only a handful of trades
Monthly	Am I inside my monthly goal and limit?	Monthly review and goal setting	Compare like with like: months differ in trading days
All time	What does the whole record say?	Judging a strategy over a large sample	Old results from a changed strategy can distort it

A sensible rhythm is to glance at Daily after the session, read Weekly on a fixed day and spend more time on Monthly and All time. The weekly review checklist shows what to write down while you look.

The figures on the dashboard

Total result: the net of closed positions in the period. Each position’s result is profit plus commission plus swap.
Win rate: the share of closed positions that finished in profit.
Profit factor: total profit divided by total loss. Above 1 means winners outweighed losers in that sample.
Cumulative and daily P&L charts: the shape of the curve matters more than any single figure. Steady and rising is different from flat with one big spike.
Recent trades: the last closed positions, so you can click through to add notes.

For what each of these numbers means and how they can mislead, see win rate, profit factor and expectancy and MT5 trading statistics.

Reading it: a worked example (hypothetical)

Imagine the dashboard shows these figures for one month. They are invented to show how to read a page.

Figure	Value	What to ask
Trades	60	Is this about the number I planned? See trades per day
Win rate	45%	Alone it says little. Check the sizes of wins and losses
Profit factor	1.30	Winners outweighed losers, but 60 trades is a small sample
Total result	+210	Positive, so now find where it came from
Curve	Flat for three weeks, then one large day	Was the large day typical or a one-off? Open the trade

The last row is where a dashboard earns its place. A total of +210 looks fine, but the curve shows that nearly all of it came from one day. The next move is not to celebrate or to change anything. It is to open that day, read the trades and check whether you followed your plan.

From the dashboard to the answer

Calendar. The P&L calendar shows each day as a tile, so weekday patterns are visible.
Journal page. Click a trade to add a setup, emotion, plan followed, rating, tags, notes and screenshots, then search and filter by them.
Progress page. The growth curve, a months table and your monthly profit target and loss limit. See progress and goals.
Excel report. For a deeper look, export a report with charts such as net P&L by close hour, weekday and symbol. See the Excel report guide.

MT5 dashboards compared by approach

Approach	Strength	Catch
An indicator or Expert Advisor panel on the chart	Lives inside the terminal	Clutters the chart and offers no notes or calendar of your own
A spreadsheet dashboard	Fully customisable	You maintain the data and the formulas
A cloud journal	Available from many devices	Subscription, and trade data lives on the vendor’s servers
A local app that reads MT5 (this one)	Automatic, file on your PC, one-time price	Windows and MetaTrader 5 only

None of these is right for everyone. The comparison pages go through the main cloud journals, and MT5 built-in history versus a journal covers the terminal itself.

Honest limits

The dashboard shows closed positions. It does not show floating results on open trades.
It is only as complete as the history MT5 provides. The first run reads the whole account history, then new closed trades are added every 5 minutes while MetaTrader 5 is open and logged in.
Entries are dated by the last exit on the broker’s server clock, so a day boundary can differ from your local one.
It is for MetaTrader 5 on Windows only. It does not record slippage or intended prices.
A dashboard describes the past. It is not a forecast and not trading advice.

To see your own account on it, start the 7-day free trial. No card is needed, and the journal is saved as a file in your Documents folder.

Frequently asked questions

What does the AI Trading Journal dashboard show?

Total result, win rate, profit factor, cumulative and daily P&L charts and recent trades, switchable between Daily, Weekly, Monthly and All time.

How often does the dashboard update?

New closed trades are added every five minutes while MetaTrader 5 is open and logged in. The first run reads the whole account history.

Does it show open trades?

No. It records closed positions, not floating results on open trades.

Is the dashboard the same as the MT5 report?

No. The MT5 report is a static statement of a period. The dashboard lets you switch periods, see charts and click through to each trade to add notes.

Which period should I look at first?

Start with Daily after the session, then Weekly on a set day. Judge strategy on Monthly and All time, because short periods contain a lot of noise.

Related guides

See your own MT5 dashboard: free for 7 days

Free for 7 days, no card required. After that, a one-time $19.99 purchase. No subscription. Also on the Microsoft Store.

One-time $19.99, no monthly fee · your MT5 login never leaves your PC · trades go into your own journal on your PC, not through our servers.

Start free 7-day trial