Guides.One calm step at a time.
Plain-English, step-by-step guides for every PrecisionFX tool: what to click, what you should see, and what to do if you don't see it. Nothing here needs you to be technical.
I'm writing them one or two at a time and adding each as soon as it's ready. The ones that are ready are below, and the rest of the list is further down. If you need one that isn't here yet, tell me which and I'll bring it forward.
Start here.It's live.
Which PrecisionFX tool should I use?
Match your job to the right tool and your platform, and start with the safest one. Six calm steps. Nothing gets installed.
Set up a free demo or Sim account
Open a practice account on NinjaTrader 8 or MetaTrader 5, save your login safely and check it says demo or Sim. Six calm steps.
Install a tool from the MQL5 Market
Sign in to MQL5 in MetaTrader 5, install a free PrecisionFX tool from the Market and find it on a chart. Six calm steps. Installing never trades.
PFX SLM for NT8: the settings in plain English
What each PFX SLM setting does, with its default, in seven calm groups. Keep the defaults while you learn. SLM never places an order.
Copying on prop-firm accounts, safely
Read your firm's rules first, copy only your own accounts, set a loss stop well inside the firm's, and know how to stop. Six calm steps.
NinjaTrader 8 troubleshooting
Find the message from PrecisionFX Copier, Journal or SLM in the Output window, then follow the fix next to it. Six calm steps.
Set up PFX Equity Shield for MetaTrader 5
Set your drawdown and profit limits, read the panel, and know what a breach does. Practise on a demo first. Six calm steps.
Set up PFX Trade Manager for MetaTrader 5
Place trades, manage open ones and set an equity guard from one panel. Practise on a demo first: a click on Buy or Sell is a real order. Seven calm steps.
Set up PFX Trade Copier for MetaTrader 5
Copy trades from one MetaTrader 5 terminal to others on the same computer, with one shared Channel ID. Start on demo accounts. Seven calm steps.
Use PFX RGM in MetaTrader 5
Momentum signals that count only when the regime and a higher timeframe agree. Read the panel's expectancy first. It places no orders. Six calm steps.
Use PFX Risk Calculator in MetaTrader 5
Drag a line to your stop and read the lot size for 1%, 2% and 3% of your balance. It places no orders, so check the size before any trade. Six calm steps.
Set up PFX SLM and PFX SLM EA for MetaTrader 5
Install the free PFX SLM indicator, read its alerts and set its stop distance, then test the PFX SLM EA in the backtester and on a demo. Eight calm steps.
Connect PFX Executor for MetaTrader 5 (part 1 of 3)
Connect one MetaTrader 5 terminal to PFX Executor: get your webhook address, add the terminal, attach the EA and allow the connection. Nothing trades in this part. Six calm steps.
Send a test alert to PFX Executor for MetaTrader 5 (part 2 of 3)
Send one TradingView test alert and follow it through the website and into the terminal, on a demo account. Seven calm steps. The Strategy Tester cannot test alerts.
Stop PFX Executor and run it reliably (part 3 of 3)
The three stop levels, revoking a terminal key, running on a virtual server, and what to check when nothing happens. Know the stop switches before you go live. Seven calm steps.
Create your account and sign in
Sign in with a one-time code from your email. No password. Set your time zone, and turn on two-factor if you want it. Seven calm steps.
Add a trading account
Name the account, say how trades get in (automatic from MetaTrader 5 or NinjaTrader 8, or by hand), and set its type and currency. Seven calm steps.
Connect MT5 with PFX Journal
PFX Journal reads your MetaTrader 5 history and sends it to your journal. It never trades. Connect it with your private link in about fifteen minutes.
Import trades from a CSV, or add them by hand
Import a CSV from NinjaTrader 8 or another platform, review the rows and totals before anything is saved, or add a single trade by hand. Seven calm steps.
Review your trades
Look at each trade's broker record, check its playbook, and write a short review in your own words. Six calm steps.
Set up a playbook
Write your setup down, add the checks you answer on every trade, and see the results in your weekly notebook. Six calm steps.
Prop-firm rules and the equity card
Keep your copy of a prop firm's rules, record your stages and the payments you actually received, and log your own equity checkpoints. The journal does not connect to the firm. Six calm steps.
Read your reports, and keep a weekly notebook
Read the summary of your closed trades for a period, then use the weekly notebook to write what you noticed and what you'll carry into next week. Seven calm steps.
Understand your numbers
What Net P&L, profit factor, expectancy, drawdown, R and hold time mean in the journal, in the journal's own words, and why a small sample is only an observation. Seven calm steps.
Your data: export and delete
Download a copy of your journal data as a JSON file, see what is kept and why, and delete a trade or your account. Deleting your account cannot be undone. Seven calm steps.
Send TradingView alerts to MT5, from the website
Create a strategy on the website, copy its webhook address, add your terminal, and follow one test alert through the Alert log to the Executor. Eight calm steps.
Which copy-trading route is for me?
Copying repeats trades, losses included. Pick the route that fits your own accounts, or your own alerts. Copying other traders is not open on the site yet. Seven calm steps.
VPS: why and when you need one
An Expert Advisor only trades while its terminal runs. A virtual server keeps it running, but you may not need one. The MQL5 VPS route, step by step. Six calm steps.
Get NinjaTrader 8 and a Sim account
Install NinjaTrader, connect to free data and open your first chart on a practice account. Pretend money only. Seven calm steps.
Set up PFX Copier for NinjaTrader 8
Copy one NinjaTrader account onto your others, safely, starting in a watch-only mode. Seven calm steps, with a fix for every error.
Set up PFX SLM for NinjaTrader 8
Put structure, gaps and signal levels on your own NinjaTrader chart. It never places an order. Seven calm steps, with a fix for every message.
Connect NinjaTrader 8 to your PFX journal
Send every NinjaTrader fill to your journal on its own. It never trades. Seven calm steps, with a fix for every message.
Coming next.As fast as I can write them.
No dates, because I'd rather get each one right than rush it. They'll appear here as they're finished.
Automation and services
Alerts, copying and the extras.
- The Telegram botComing