Portfolio

Open dash.hextrade.io/portfolio. Portfolio Builder combines algorithms into one risk-managed mix, then deploys that mix to a connected account.

Set mini, micro, or MT5/CFD size before you trust the equity curve. See Futures, CFDs, and Crypto.

Research: Build an ES/NQ/GC algorithm portfolio · Read Monte Carlo and optimizer output.

Getting started

1. 1

   Open Portfolio

   Use Portfolio in the dashboard sidebar.

2. 2

   Add algorithms

   Expand Portfolio Builder. Select algorithms, set contract sizes, and toggle each one on or off.

3. 3

   Set starting balance

   This scales the equity curve and metrics.

4. 4

   Read every tab

   Validate behavior before you deploy.

5. 5

   Optimize, then deploy

   Apply a suggested allocation if you want, then deploy to a target account. Deploy requires Premium.

Tabs

Cumulative P&L

Combined equity curve and drawdown. Compare ALL / 6M / 3M / custom ranges and save snapshots.

Prefer a stable long-run curve over a short spike. Check drawdown before you optimize for return.

Calendar

Daily and monthly P&L for the mix. Use it to spot clustered winning or losing days.

Analytics

Quality of the selected allocation — not live account analytics.

Metric	What it tells you
Total Return	Cumulative gain over the period
Win Rate	Share of profitable trades
Max Drawdown	Largest peak-to-trough decline
Sharpe Ratio	Risk-adjusted return
Profit Factor	Gross profit ÷ gross loss
Avg Trade Duration	How long positions stay open

Review drawdown first, then return quality. Live account numbers are on Analytics.

Trades

Sortable log across enabled algorithms. Unexpected density usually means a toggle or contract size is wrong. Outlier loss days belong on Hedge and Correlation.

Hedge

Same-session overlap between strategies. High overlap means you are less diversified than the name list suggests.

Correlation

How selected algorithms move on shared days.

• Near +1 — they move together
• Near 0 — weak relationship
• Near −1 — they tend to offset

Avoid stacking size inside a highly correlated cluster.

Simulations

Modelled upside / downside bands. These are estimates, not forecasts.

Actions

Import CSV

Load an allocation from a file, review parsed rows, then validate every tab before deploy.

Share

Export a configuration for review or archive. Recipients should import and validate before going live.

Clear

Removes every selected algorithm from the session. This cannot be undone — Share first if the mix is worth keeping.

Optimize

Suggests contract sizes (and sometimes news-event filters) for the enabled set. Decision support, not autopilot. Check Cumulative P&L, Analytics, and Simulations, then Apply.

Deploy

1. 1

   Requirements

   At least one algorithm enabled, a connected broker, and Premium.

2. 2

   Validate

   Walk the seven tabs.

3. 3

   Deploy

   Choose the target account. Each algorithm subscription is created or updated.

4. 4

   Monitor

   Watch Accounts and Analytics.