mql5/Experts/Advisors/ERMT_PMEx/V1.3_DASHBOARD_GUIDE.md

# ERMT PME v1.3 - Dashboard Guide

## Enhanced Dashboard with Solution Metrics

---

## 🎨 **Dashboard Layout**

The v1.3 dashboard now includes a dedicated **"V1.3 SOLUTIONS"** section displaying real-time status and performance metrics for all three implemented solutions.

---

## 📊 **Dashboard Sections**

### **1. Status Section**
- **Active**: Number of currently managed positions
- **Closed**: Total positions closed this session

### **2. Risk Section**
- **Exposure**: Total position exposure
- **Drawdown**: Current drawdown percentage

### **3. Management Section**
- **Breakevens**: Number of breakeven stops applied
- **Trails**: Number of adaptive trailing stops activated
- **Partials**: Number of partial closures executed

### **4. Performance Section**
- **Saved**: Total prevented loss (dollars)
- **Captured**: Total captured profit (dollars)
- **Efficiency**: Management efficiency percentage

### **5. Position Phases** (when phase management enabled)
- **Initial**: Positions in initial development (<40 points)
- **Protection**: Positions in protection phase (40-60 points)
- **Accumulation**: Positions accumulating profit (60-100 points)
- **Maximization**: Positions maximizing profit (100-200 points)
- **Runner**: Runner positions (200-400 points)
- **Extreme**: Extreme profit positions (400+ points)

### **6. Profit Locks**
- **Min Locked**: Total minimum profit locked across all positions (points)
- **Active Locks**: Number of positions with active phase locks
- **Runners Created**: Count of positions that reached RUNNER phase
- **Extreme Profits**: Count of positions that reached EXTREME phase

### **7. V1.3 SOLUTIONS** ⭐ NEW
Displays status and key metrics for the three implemented solutions:

#### **Solution 1: Phase Lock Floors**
```
S1-Floors: Active
```
- **Color**: Green (Active) / Gray (Off)
- **Shows**: Whether floor-only mode is enabled
- **Controlled by**: `InpFloorOnlyMode` input parameter
- **Recommended**: ✅ **Active** (default)

#### **Solution 2: Dynamic Partials**
```
S2-Dynamic: Enabled
```
- **Color**: Green (Enabled) / Gray (Disabled)
- **Shows**: Whether dynamic partial adjustment is active
- **Controlled by**: `InpUseDynamicPartials` input parameter
- **Recommended**: ✅ **Enabled** (default)

#### **Solution 3: ATR Breathing Room**
```
S3-ATR: Off
```
- **Color**: Green (Active) / Gray (Off)
- **Shows**: Whether ATR-aware breathing room is enabled
- **Controlled by**: `InpUseATRBreathingRoom` input parameter
- **Recommended**: ❌ **Off** for standard trading, ✅ **Active** for high volatility markets

#### **Premature Exit Rate**
```
Premature: 12.5%
```
- **Color**:
  - 🟢 Green: <25% (Excellent - Target achieved!)
  - 🟡 Yellow: 25-50% (Good - Room for improvement)
  - 🔴 Red: >50% (Needs attention)
- **Shows**: Estimated percentage of positions closed prematurely
- **Calculation**: Based on positions closed vs positions that reached profitable trailing
- **v1.2 Baseline**: 60-70%
- **v1.3 Target**: <25%

#### **Average Profit Per Trade**
```
Avg Profit: 125pts
```
- **Color**:
  - 🟢 Green: >110 points (Excellent - Target exceeded!)
  - 🟡 Yellow: 85-110 points (Good)
  - ⚪ White: <85 points (Below baseline)
- **Shows**: Average profit per closed position in points
- **v1.2 Baseline**: 85 points
- **v1.3 Target**: >110 points

---

## 🎛️ **Configuration Modes & Dashboard Display**

### **Mode 1: Conservative** (Recommended)
```
InpFloorOnlyMode = true
InpUseDynamicPartials = true
InpUseATRBreathingRoom = false
```

**Dashboard Shows**:
```
V1.3 SOLUTIONS
S1-Floors: Active        [GREEN]
S2-Dynamic: Enabled      [GREEN]
S3-ATR: Off              [GRAY]
Premature: 18.5%         [GREEN]
Avg Profit: 118pts       [GREEN]
```

**Expected**: Low premature exits, good average profit, stable performance

---

### **Mode 2: Aggressive** (Advanced)
```
InpFloorOnlyMode = true
InpUseDynamicPartials = true
InpUseATRBreathingRoom = true
```

**Dashboard Shows**:
```
V1.3 SOLUTIONS
S1-Floors: Active        [GREEN]
S2-Dynamic: Enabled      [GREEN]
S3-ATR: Active           [GREEN]
Premature: 14.2%         [GREEN]
Avg Profit: 135pts       [GREEN]
```

**Expected**: Very low premature exits, excellent average profit, maximum freedom

---

### **Mode 3: v1.2 Comparison** (Testing)
```
InpFloorOnlyMode = false
InpUseDynamicPartials = false
InpUseATRBreathingRoom = false
```

**Dashboard Shows**:
```
V1.3 SOLUTIONS
S1-Floors: Off           [GRAY]
S2-Dynamic: Disabled     [GRAY]
S3-ATR: Off              [GRAY]
Premature: 65.0%         [RED]
Avg Profit: 87pts        [YELLOW]
```

**Expected**: v1.2 baseline performance for comparison testing

---

## 📈 **Interpreting the Metrics**

### **Success Indicators** ✅

1. **All Three Solutions Green/Enabled**
   - System is using full v1.3 optimization
   - Maximum benefit from all improvements

2. **Premature Exit Rate < 25% (Green)**
   - Solution 1 (Phase Floors) working effectively
   - Positions surviving natural retracements
   - Target achieved!

3. **Average Profit > 110pts (Green)**
   - Solutions 1+2 synergy working
   - Partial closures optimized
   - Runners reaching higher profit levels
   - Target exceeded!

### **Warning Signs** ⚠️

1. **Premature Exit Rate 25-50% (Yellow)**
   - Some premature exits still occurring
   - Check if phase lock minimums appropriate for instrument
   - May need wider trail distances
   - Consider enabling Solution 3 (ATR breathing room)

2. **Premature Exit Rate > 50% (Red)**
   - Solutions may not be properly configured
   - Check `InpFloorOnlyMode = true`
   - Verify `InpRetreatLockMultiplier = 1.0`
   - Review log messages for "Phase floor set..." confirmation

3. **Average Profit < 85pts (White)**
   - Below v1.2 baseline
   - May indicate overly aggressive partial closures
   - Check partial trigger levels
   - Review partial percentage settings

---

## 📱 **Chart Comment Display** (When Dashboard Hidden)

If `InpShowDashboard = false`, a compact status line appears:

```
PME v1.3 | Active: 3 | P/L: 425.50 | Saved: 185.20 | Eff: 78.5% | S1:ON S2:ON S3:OFF
```

**Format**:
- **Active**: Current managed positions
- **P/L**: Total profit/loss
- **Saved**: Total prevented loss + captured profit
- **Eff**: Management efficiency percentage
- **S1/S2/S3**: Solution status (ON/OFF)

---

## 🎯 **Dashboard Usage Tips**

### **Daily Monitoring**
1. Check **Premature Exit Rate** - should trend downward over time
2. Monitor **Avg Profit** - should increase as solutions optimize
3. Watch **Solution Status** indicators - ensure desired modes are active

### **Weekly Review**
1. Compare metrics to v1.2 baseline:
   - Premature: 60-70% → Target <25%
   - Avg Profit: 85pts → Target >110pts
2. Review **Phase Distribution** - more positions reaching RUNNER/EXTREME?
3. Check **Runners Created** and **Extreme Profits** - increasing over time?

### **Performance Validation**
If after 20 trades:
- ✅ Premature < 25% AND Avg Profit > 110pts → **Deploy to live**
- ⚠️ Premature 25-50% OR Avg Profit 85-110pts → **Continue demo testing**
- ❌ Premature > 50% AND Avg Profit < 85pts → **Review configuration**

---

## 🔍 **Troubleshooting Dashboard Display**

### **Issue: Dashboard Not Showing**
**Fix**:
1. Check `InpShowDashboard = true`
2. Verify `InpDashboardX` and `InpDashboardY` are within chart bounds
3. Remove and re-attach EA to chart

### **Issue: V1.3 Section Not Visible**
**Fix**:
1. Increase dashboard height in `CreateRectangle()` call
2. Adjust `InpDashboardY` to accommodate new section
3. Current height: 400 pixels (accommodates all sections)

### **Issue: Solution Status Shows Wrong State**
**Fix**:
1. Check input parameters match expected configuration
2. Recompile EA to ensure latest code
3. Remove and re-attach EA to chart

### **Issue: Metrics Not Updating**
**Fix**:
1. Ensure `InpUsePhaseManagement = true`
2. Verify `g_profit_max != NULL` (phase manager initialized)
3. Check for compilation errors in log

---

## 📊 **Example Dashboard Readings**

### **Successful v1.3 Implementation** ✅
```
ERMT PME v1.3
────────────────────
STATUS
Active: 5
Closed: 23

RISK
Exposure: 2.5
Drawdown: 3.2%

MANAGEMENT
Breakevens: 8
Trails: 18
Partials: 42

PERFORMANCE
Saved: $1,250.00
Captured: $3,850.00
Efficiency: 82.5%

POSITION PHASES
Initial: 1
Protection: 2
Accumulation: 1
Maximization: 1
Runner: 0
Extreme: 0

RUNNERS
Runners Created: 5
Extreme Profits: 2

PROFIT LOCKS
Min Locked: 285 pts
Active Locks: 4

V1.3 SOLUTIONS
S1-Floors: Active      [GREEN]
S2-Dynamic: Enabled    [GREEN]
S3-ATR: Off            [GRAY]
Premature: 17.4%       [GREEN]  ← Excellent!
Avg Profit: 125pts     [GREEN]  ← Target exceeded!
```

**Analysis**: System performing excellently. Premature exits reduced by 72% vs v1.2 baseline (60% → 17.4%). Average profit increased 47% (85pts → 125pts). Both targets exceeded!

---

### **Room for Improvement** ⚠️
```
V1.3 SOLUTIONS
S1-Floors: Active      [GREEN]
S2-Dynamic: Enabled    [GREEN]
S3-ATR: Off            [GRAY]
Premature: 38.5%       [YELLOW]  ← Above target
Avg Profit: 95pts      [YELLOW]  ← Below target
```

**Analysis**: Solutions active but not hitting targets yet. May need:
- Wider trail distances (`InpTrailDistance` 50 → 60)
- Earlier partial triggers (more profit banked)
- Enable Solution 3 for more breathing room
- Continue demo testing for more trade samples

---

## 🎓 **Dashboard Best Practices**

1. **Track Trends, Not Single Trades**
   - Premature exit rate needs 10+ trades to be meaningful
   - Average profit stabilizes after 20+ trades

2. **Color Coding is Your Friend**
   - Green = On track for v1.3 targets
   - Yellow = Needs monitoring
   - Red = Requires attention

3. **Compare to Baseline**
   - Always compare metrics to v1.2 baseline (60-70% premature, 85pts avg)
   - Even "yellow" v1.3 results may outperform v1.2!

4. **Document Your Configuration**
   - Screenshot dashboard with current settings
   - Note which solutions are active
   - Track performance over weekly intervals

---

## 📞 **Additional Resources**

- **Full Implementation Guide**: `V1.3_COMPLETE_IMPLEMENTATION.md`
- **Quick Start Guide**: `V1.3_QUICK_START.md`
- **Technical Changelog**: `V1.3_CHANGELOG.md`
- **Original Analysis**: `ANALYSIS_AdaptiveTrailing_PhaseLock.md`

---

**Dashboard Version**: 1.3
**Last Updated**: 2025-12-03
**Compatible with**: ERMT PME v1.3+

---

**Happy Trading! May your phase locks hold strong and your runners run far! 🚀**