Strategy X-Ray User Manual

1 Register & sign in

Sign up

1. On the login page, switch to Register.
2. Pick a username (3–32 characters, letters/digits) and a password (at least 8 characters).
3. Click Register & sign in — you're in.

Sign in

Enter your username and password. First-time sign-in usually lands on the Workbench, where you can finish connecting via EA or Cloud.

2 Generate an API Key

1. Open Settings → EA Connect (the Key section under Account Security works too).
2. Add a label if you like, click Generate Key, then copy the full key right away (it usually starts with sxr_).
3. Delete keys you no longer use — the EA stops reporting once its key is deleted.

3 Download & install the EA

1. Download StrategyXRayClient.ex5 from the EA Connect page or the top of this manual.
2. Copy it into your MT5 data folder MQL5\Experts\ (File → Open Data Folder).
3. Back in MT5, right-click Expert Advisors in the Navigator → Refresh, and confirm Strategy X-Ray Client shows up.

4 WebRequest whitelist + attach

4.1 Add the URL to the WebRequest whitelist

Add the address below to MT5's whitelist (auto-filled from the site you opened this manual from):

1. Open MT5 Tools → Options → Expert Advisors
2. Check Allow algorithmic trading
3. Check Allow WebRequest for listed URL, click Add (+), paste the address above, then click OK to save

4.2 Attach the EA to a chart

1. On a chart of a logged-in trading account, drag StrategyXRayClient onto it.
2. Set InpApiKey (the full Key from step 2) and InpServerIp (the address above).
3. In the EA properties dialog, make sure Allow algorithmic trading is checked, click OK, then watch for a clean start with no errors.

Leave other parameters at their defaults — see the EA parameter reference. First-time history sync can take a few minutes.

5. Cloud read-only connect (alternative)

1. Open Monitor → Cloud Connect (or the onboarding card on the Workbench).
2. Pick your broker/server, then enter your MT5 login and Investor read-only password.
3. Submit and wait for the connection to succeed — the account appears in Accounts.

Update or remove credentials anytime, still under Monitor → Cloud Connect.

6. Workbench

Path: Workbench (sidebar home)

Your landing page after sign-in, with workspace status and shortcuts:

• See how many accounts are connected and their status
• First-time onboarding: choose Cloud Connect or EA Connect
• Quick cards: Cloud Connect, Accounts, Live Monitor, Performance Dashboard, and more
• Didn't finish connecting? Pick up where you left off, or come back later

7. Overview: Dashboard / Live Monitor / EA summary

7.1 Performance Dashboard

Path: Overview → Performance Dashboard

Overall funds and strategy performance: balance/equity curves, EA summaries, open positions, daily/monthly performance. Auto-refreshes — handy for daily checks.

7.2 Live Monitor

Path: Overview → Live Monitor

A “right now” view: live equity and KPIs per account, open positions, drawdown curves and risk bars. Refreshes more often — great for watching the market.

7.3 EA summary

Path: Overview → EA summary

Roll-up of every EA / Magic across all connected accounts for side-by-side comparison. Tap the help icon next to the ratings for explanations.

8. Accounts & monitoring

Cloud and EA accounts live together on the monitoring pages (a few alert rules differ by connect type).

8.1 Accounts

Path: Monitor → Accounts

Manage every connected account (cloud and EA). Common tasks:

• Check connection / monitoring status
• Alert config: EA accounts can set heartbeat timeout alerts (online/offline, interval, cooldown, channels); cloud accounts sync via the platform — no disconnect alerts needed
• Actions: edit label, disable/enable/delete an account

Trading accounts and brokers are read-only; a new broker or account number shows up as a new account.

8.2 Cloud Connect

Path: Monitor → Cloud Connect

Add, view or remove Investor read-only connections; update credentials and check sync progress or error messages.

8.3 Order alerts

Path: Monitor → Order alerts

Set alerts for “opened deal” events. Use Alert config in the last column for online/offline, channels, cooldown, active hours, etc. Set up channels first under Settings → Notifications. EA accounts: make sure deal reporting is on (InpReportOrders).

8.4 Drawdown alerts

Path: Monitor → Drawdown alerts

Set a floating drawdown threshold and scope per account. Use Alert config for notifications, cooldown and repeat limits.

9. Reports

9.1 EA Performance

Path: Reports → EA Performance

Closed P&L and strategy performance by Magic and more. History may still be syncing right after first connect — reports fill in gradually. Open a single account's strategy detail page for per-Magic reports.

9.2 Drawdown history

Path: Reports → Drawdown history

Drawdown curves and daily roll-ups; filter by symbol, Magic, etc., to review risk periods.

9.3 EA portfolio backtest

Path: Reports → EA portfolio backtest

Merge single-run MT5 backtests (.tst) from several EAs onto one timeline with a shared virtual pool, then simulate combined equity, drawdown and per-EA contribution.

How to use:

1. Upload one or more .tst files on the Data tab
2. Review imported EA summaries and merged history; filter by EA or export to Excel
3. Switch to the Simulation tab, set virtual capital, click Start
4. Review equity/drawdown curves, per-EA contribution and scaled simulated orders

See in-page help and the “How to get .tst files” fold-out on the upload area: run a single backtest in the MT5 Strategy Tester with Optimization disabled, then grab the matching .tst from Tester\cache\ in the data folder (with many files, match by modification time to the latest run).

10. Settings

10.1 Notifications

Path: Settings → Notifications

Set up channels (e.g. Server酱³, email, Telegram, DingTalk, webhook — whatever your plan offers).

Recommended order:

1. Enable and fill in the channel settings here
2. Pick the channel in Alert config under Accounts / Order alerts / Drawdown alerts
3. Confirm with a test or a real event

10.2 EA groups

Path: Settings → EA groups

Group Magic numbers and give them readable names; this drives the roll-ups on dashboards and reports. Tip: use a fixed, non-conflicting Magic per live strategy and name it here.

10.3 Account security

Path: Settings → Account Security

• Manage API Keys (generate / copy / revoke)
• Download the EA client and open this manual
• Change login password
• Send product feedback

EA connect guidance is also under Settings → EA Connect.

11. Inbox, feedback & language

11.1 Inbox

The sidebar bell shows announcements, system notices and onboarding guides. Some updates pop up automatically; if you chose “Connect later”, the guide stays in your inbox so you can pick it up anytime.

11.2 Feedback

On the Account Security page, click Send feedback to submit questions or suggestions.

11.3 Language

Switch 中文 / English in the sidebar. Chinese manual: StrategyXRay-UserManual-zh.html (same folder as this page).

12. EA parameter reference

About this document

• Product: Strategy X-Ray
• Written for everyday users: register, connect via Cloud or EA, then use monitoring and reports
• UI copy follows the current release; if a menu name shifts slightly, look for it under the sidebar label

Happy monitoring! Questions? Tell us via Account Security → Send feedback. Need an offline copy? Use Print / Save PDF in the top bar.