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! 🚀