Welcome to Pipsfolio
Your all-in-one platform for managing your trading life.
Automatic trade logging, P&L visualization, and economic calendar in one place.
Setup
Create an Upload Key
Generate an authentication key to send trade data from MT4/MT5.
A single key can be reused across multiple accounts.
Keys can be disabled or deleted at any time.
Set up the EA on MT4/MT5
Install PipsfolioSync EA on MT4 or MT5 and configure it with your key.
- 1.Copy the downloaded file to the MT4/MT5 Experts folder
- 2.Restart MT4/MT5 to load the EA
- 3.[Important] Tools > Options > Expert Advisors > Add the following to "Allow WebRequest for listed URL":
- 4.[MT4 only] Right-click the "Account History" tab in the Terminal and select "All History"On MT4, the EA can only see the orders currently listed in this tab. If it is left on "Last Month" or similar, older trades will not be uploaded even when the lookback period below is set to 365 days - and no error or warning is shown. Make sure the orders you want to import appear in the list before moving on. Not required on MT5.
- 5.Drag and drop the EA onto any chart
- 6.Enter the upload key you created above in the "Upload Key" field
- 7.Enter how many days to look back in the "送信対象日数" (lookback days) field (default 7, max 365)The initial upload sends trades going back this many days. To extend it later, change the value and click OK, or re-attach the EA. Duplicates are filtered by ticket number, so re-running it never creates double entries.
- 8.Enter an "Account Label" (optional)e.g. MyEA, Scalping, etc. Can be left blank. Accounts with different labels are recorded separately even with the same account number. Broker name is detected automatically.
About the "Auto Trading" button:PipsfolioSync EA only sends trade history and does not execute any trades. Uploads work normally even with "Auto Trading" turned OFF.
* The initial upload covers the period set in "送信対象日数" (lookback days): default 7, max 365 (expansion planned)
Trades are recorded automatically
The EA periodically uploads your trade history. Closed trades are automatically recorded.* Only trades within the last 365 days are included (expansion planned)
View Trade HistoryInstall as App
You can add Pipsfolio to your home screen or Dock and use it like a native app.
iPhone (Safari)
- 1.Open this page in Safari
- 2.Tap the Share button at the bottom
- 3.Select "Add to Home Screen"
Android (Chrome)
- 1.Open this page in Chrome
- 2.Tap the menu button (⋮) at the top right
- 3.Select "Add to Home Screen" or "Install App"
Mac (Safari Sonoma or later)
- 1.Open this page in Safari
- 2.File menu > "Add to Dock"
PC (Chrome)
- 1.Open this page in Chrome
- 2.Click the install icon at the right end of the address bar
- 3.Or go to menu (⋮) > "Install App"
Position-held badge
Your trade-history account list shows whether each account currently holds a position. Even with multiple accounts, you can spot the ones in a trade at a glance.
- In position
Currently holding an open position - No position
No open position right now - No recent data
No update from PipsfolioSync for 6h+, so the latest status is unknown (PipsfolioSync stopped or data missing)
This feature requires the latest PipsfolioSync (MT5). With an older version the badge will show “data not updated”. Download the latest version from the step above to update.
Economic Calendar
Economic event dots on the calendar
The monthly calendar on account detail pages shows dots on days with important economic events.
Tap a day with a dot to see a popup with that day's economic events.
The popup shows time, country flag, event name, and impact level.
To see all events, go to the "Calendar" page from the navigation bar.
Covered: US, EU, Japan, UK, Canada, Australia, Switzerland, New Zealand
Backtest Analysis
Analyze your backtest results
Upload MT5 Strategy Tester reports (.xlsx) and analyze them with the same metrics as your forward trading.
- 1.Run the Strategy Tester in MT5
- 2."Report" tab → Right-click → "Save as XML Report" to export .xlsx
- 3.Upload from the "Backtest" page on Pipsfolio
Automatically generates equity curve, Pro stats (Sharpe ratio, PF, etc.), and monthly performance heatmap. Up to 5 backtests can be saved.
Cashflow Tracker
Record deposits & withdrawals to track your total P&L
By recording how much you deposit into brokers from your bank and how much you withdraw back, you can see your cumulative P&L (total win/loss).
- 1.Click "Cashflow Tracker" in the navigation bar
- 2.Tap "Add Transaction" and select Deposit or Withdrawal
- 3.Enter date, amount, broker, and bank, then add (memo is optional)
- 4.View the summary at the top for total deposits, total withdrawals, and cumulative P&L in real time
Visualize trends with Timeline
From the "Timeline" button, view a cumulative P&L chart and broker-by-broker deposit/withdrawal breakdowns. Each broker's deposits, withdrawals, and net P&L are shown in tables and charts.
Cancelling your paid plan
You can cancel from the PayPal automatic payments page. After cancellation, your account will revert to the free plan from the next billing date.
FAQ
How many accounts can I register?
Free plan supports up to 5 accounts. Basic plan ($3/month) supports up to 10. You can combine multiple brokers, real and demo accounts.
What should I know before deleting an account?
Always stop the EA on MT4/MT5 first (remove it from the chart). If the EA is still running when you delete the account, it will be re-registered on the next upload.
Steps: Remove EA from MT4/MT5 → Delete account on Pipsfolio
Is my data safe?
We only record trade history. We never access your account credentials or passwords. Upload keys can be disabled at any time.
Does it support MT4?
Yes, both MT4 and MT5 are supported. Download the appropriate EA file (.ex4 / .ex5) for your platform. Note that some features (e.g., the position-held badge) are available for MT5 only.