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EA & MT5 Knowledge Base

Practical knowledge for using auto trading EAs more effectively. Includes content for advanced MT5 users, from how to run backtests to parameter optimization.

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BacktestBeginnerAbout 15 minArticle 1

How to Run a Backtest with MT5 Strategy Tester

A detailed guide to configuring, running, and reading the results of a backtest using MT5's Strategy Tester.

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OptimizationIntermediateAbout 20 minArticle 2

How to Optimize EA Parameters and What to Watch Out For

A guide to optimizing EA parameters with MT5's optimization feature and precautions for avoiding overfitting.

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PortfolioIntermediateAbout 25 minArticle 3

EA Portfolio Strategy — Risk Diversification with Multiple EAs

Learn the portfolio theory behind combining low-correlation EAs to smooth drawdowns. Covers correlation coefficients, lot allocation, and practical risk management.

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Forward TestBeginnerAbout 10 minArticle 4

What is Forward Testing? vs Backtest

Understand the difference between backtesting and forward testing. Learn how to read forward test results and use them to validate your EA in live market conditions.

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Walk-ForwardAdvancedAbout 20 minArticle 5

Walk-Forward Analysis and Detecting Over-Optimization

A validation method that separates EAs with genuine edge from those merely curve-fitted to historical data. Covers in-sample/out-of-sample splitting and how to interpret Walk-Forward Efficiency.

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EA SelectionBeginnerAbout 15 minArticle 6

How to Spot Scam and Low-Quality EAs

Unlimited martingale, no stop-loss, backtest-blocking DRM, compound-interest hype, and reselling the same EA under a new name — a checklist of red flags to check before you spend any money.

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VPS & OperationsBeginnerAbout 15 minArticle 7

VPS Setup and 24/7 MT5 Trading Environment

How to choose a VPS and set up MT5 so your EA never stops. Covers required specs, the difference between broker-provided free VPS and commercial VPS, and daily checks for stable around-the-clock operation.

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BacktestingIntermediateAbout 15 minArticle 8

Backtest Pitfalls — What Only Live Testing Can Reveal

An honest look at why backtest results often look better than reality. Covers modeling quality, frequently overlooked costs, and why multi-period and live forward testing matter.

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Money ManagementBeginnerAbout 15 minArticle 9

EA Risk & Money Management — How to Calculate Lot Size and Set Your Risk %

How to set your per-trade risk %, calculate lot sizes, understand the difference between compounding and fixed-lot trading, and the basics of margin levels. Essential knowledge for protecting your account while running EAs.

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NanpinIntermediateAbout 18 minArticle 10

Evaluating the Risk of Nanpin/Martingale EAs

How to properly assess high-risk EAs designed to eventually blow up. Covers survival rate, cumulative withdrawal amount, Monte Carlo simulation, daily withdrawal strategies, and other key operating rules.

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Performance MetricsIntermediateAbout 15 minArticle 11

How to Read Backtest Performance Metrics

How to correctly interpret the numbers in a backtest report — profit factor, expected payoff, recovery factor, maximum consecutive losses, Sharpe Ratio — from the perspectives of profitability, risk, and stability.

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DrawdownBeginnerAbout 12 minArticle 12

Handling Drawdown — Surviving Losing Streaks

How to deal with the drawdowns that inevitably come with running EAs. Covers the asymmetry of recovery, what not to do during a losing streak, and how to set a stop-trading line.

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TroubleshootingIntermediateAbout 15 minArticle 13

MT5 Error Codes — Why Your EA Stops Trading and How to Fix It

Common error codes and causes when an EA stops executing trades, along with step-by-step troubleshooting. Covers how to read the Journal and Expert tabs in MT5.

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Economic NewsIntermediateAbout 13 minArticle 14

Setting Up the Economic News Filter — Protecting Your Account from Volatile Moves

Why trading around news releases is risky, which high-impact events to avoid, how to configure the filter parameters, and how to decide whether your EA needs one.

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Account MigrationBeginnerAbout 12 minArticle 15

Moving from Demo to Live — Before You Run Your EA on Real Money

What to verify on demo, the criteria for switching to a live account, how to size your initial lot, and the key differences between demo and live environments.

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Multi-EA OperationIntermediateAbout 14 minArticle 16

Running Multiple EAs at Once — MagicNumber and Interference Prevention

How MagicNumber manages position ownership, preventing EAs from interfering with each other, thinking about combined risk, and how many EAs one MT5 instance can handle.

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Broker SelectionBeginnerAbout 14 minArticle 17

Choosing a Broker for Your EA — Your Broker Affects Your EA's Performance

A practical guide to how spread, execution method, and slippage affect EA performance, the differences between account types, and how to verify compatibility between an EA and a broker.

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Trading CostsBeginnerAbout 13 minArticle 18

Swap and Trading Costs — The Silent Drain on EA Profits

How the four trading costs — spread, slippage, commission, and swap — affect EA performance, how swap works, and practical strategies for keeping costs under control.

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TaxesBeginnerAbout 10 minArticle 19

EA & Automated Trading Profits and Taxes — What You Must Check in Your Country

A country-neutral overview of principles that apply everywhere: EA profits may be taxable, the types of taxation, the importance of keeping trading records, and why consulting a professional matters.

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EA LifespanIntermediateAbout 13 minArticle 20

EA Lifespan and the Retirement Decision — Recognizing When an EA Has Stopped Working

Why EAs stop working as market conditions change, how to tell the difference between performance deterioration and a normal drawdown, and the criteria and steps for retiring an EA.