MATTRIX v2.01b23 — User Manual

Quick Start

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MATTRIX runs entirely inside MetaTrader 5. No external tools, no Excel, no bridges. All analysis, execution, and risk management happen in one platform.

Requirements

MetaTrader 5 (any broker), demo or live account. All 28 major currency pairs must be visible in Market Watch (Ctrl+M). The EA trades the Big8 currencies: EUR GBP AUD NZD USD CAD CHF JPY.

Installation

Copy MATTRIX_v2.ex5 to your MQL5\Experts folder. Copy MATTRIX_SyntheticCharts.ex5 to MQL5\Experts. Copy MATTRIX_RONROFF.ex5 to MQL5\Indicators. That's it — three files, no source code needed.

Open any major pair chart (e.g. BTCUSD or EURUSD). Drag the EA onto the chart. In the Inputs tab, enter your Beta Key. Check "Allow Algo Trading".

Attach MATTRIX_SyntheticCharts.ex5 to a second chart for synthetic currency index charts (#EUR, #GBP, ... #RON, #ROFF) and the FBT INDEX charts (#FIX_A, #FIX_B, #FIX). Attach MATTRIX_RONROFF.ex5 indicator to any chart for the RON/ROFF strength display.

First run: Start with a demo account and default settings. Observe for at least one full trading session before changing anything. The defaults are conservative and safe.

Delivered Files

File	Type	Copy To	Purpose
`MATTRIX_v2.ex5`	Expert Advisor	MQL5\Experts	Main trading engine + dashboard
`MATTRIX_SyntheticCharts.ex5`	Expert Advisor	MQL5\Experts	Builds #EUR–#JPY + #RON/#ROFF + #FIX charts (13 symbols)
`MATTRIX_BasketSignal.ex5`	Indicator	MQL5\Indicators	Basket coherence, Σ pips, pair ranking on synthetic charts
`MATTRIX_RONROFF.ex5`	Indicator	MQL5\Indicators	RON/ROFF anti-correlation with pair ranking
`MATTRIX_DayLevels.ex5`	Indicator	MQL5\Indicators	Yesterday High/Low, Today High/Low, ADR% levels
`MATTRIX_AutoRefresh.ex5`	Indicator	MQL5\Indicators	Keeps synthetic chart indicators alive (drop on #basket charts)

Security: Only compiled .ex5 files are distributed. Source code is never shared. Do not distribute files or keys to anyone outside the beta group.

Access Levels

MATTRIX uses a key-based access system. Your key determines what you can do. Keys are distributed personally — never share them.

Level	Account	Restrictions	Who
TESTER	Demo only	None on demo	All beta testers
ALPHA	Demo + Live	Max $1.00/pip, max 0.07 lot	Promoted testers
PRO	Demo + Live	No restrictions	Experienced traders

TESTER key on a live account? The EA will refuse to start and display a message explaining which access level is needed. This is a safety measure — live trading requires proven demo experience first.

ALPHA limits are hardcoded. Even if you enter higher values in the settings, the EA silently caps $/pip and lot size to the allowed maximum. The dashboard shows [CAP] next to the LOT display when capping is active. An Alert notification also fires on startup.

Dashboard Overview

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Header Bar

Element	Description
MATTRIX v2.01	Version identifier
Date/Time	Broker server time (not local PC time)
P/L	Total portfolio profit/loss with trade count

Main Grid — 28 Pairs

Each row represents one currency pair with the following columns:

Column	Description	Color Logic
Pair	Currency pair name (clickable → opens chart)	Green BG = BUY signal, Red BG = SELL signal
Sprd	Current spread in pips	Orange normal, Red if exceeds MaxSpread
PipW	Weekly pips (from Monday open)	Green = up, Red = down
PipD	Daily pips (from 00:00 broker time, M1-based — consistent across all brokers)	Green = up, Red = down
PipS	Session pips (from last pip reset)	Green = up, Red = down
PipE	Event pips (active only during Session 4 events)	Gold = up, Orange = down, Dash = no event
BStr	Basket Strength: base currency pips minus quote currency pips	Green >5, Red <-5, Gray neutral
Scr	Score differential: base score minus quote score	Green ≥4, Red ≤-4, Gray neutral
COT	COT differential (base COT − quote COT)	Green ≥ 4, Red ≤ −4
MTF	Multi-timeframe regime differential (SMA20/200 on M15/H1/H4/D1)	Green ≥ 3, Red ≤ −3, range −8 to +8
ADR%	How much of the average daily range is consumed	Green <50%, Yellow 50-80%, Red >80%
ADR	Average Daily Range in pips (14-day)	Yellow (info only)
BUY/SELL/CLOSE	Manual trade buttons per pair	Active or grayed when spread-blocked
LotB/LotS	Current buy/sell lot volume	Green buy, Red sell, hidden if none
OrdB/OrdS	Number of open buy/sell orders	Green buy, Red sell, hidden if none
P/L	Profit/loss per pair (pips or $)	Green profit, Red loss, hidden if none

MATTRIX Score Panel (Right Side)

Shows all 8 currencies ranked by their MATTRIX Score, strongest on top. Each row displays the rank, currency name, score (with ▲▼ visual bars), COT score, MTF regime (−4 to +4, SMA20/200 alignment across M15/H1/H4/D1), session pips, today pips, and W2D pips. Below the 8 currencies: RON and ROFF(inv) basket pip sums, and the FIX row showing the sum of all 28 pairs (FBT INDEX).

Basket Buttons (Footer)

Currency basket buttons for EUR, GBP, AUD, NZD, USD, CAD, CHF, JPY — each with BUY, SELL, CLOSE. Plus RON and ROFF basket buttons (8 pairs each). Spread is shown per basket; buttons are grayed out when basket spread is too high.

The FIX button (gold) trades all 28 pairs simultaneously — the FBT INDEX. This represents the full RiskON cascade (EUR > GBP > AUD > NZD > USD > CAD > CHF > JPY). BUY = all 28 pairs long, SELL = all 28 pairs short. FIX requires a two-click confirmation: first click shows "SURE?" in yellow, second click within 3 seconds executes. Total spread of all 28 pairs is displayed; buttons are blocked when total spread exceeds 3.5× MaxBasketSprd.

Info Panel

Row	Content	Update
1	BAL, EQU, Δ (equity-balance), LOT (lot mode e.g. USD0.10/pip, shows [CAP] if Alpha limits apply)	Live + Settings
2	Portfolio TP, Portfolio SL, Pair TP, Pair SL	From settings
3	Profit Locks L1–L4 (format: trigger→floor)	Settings + active lock highlighted green
4	Trail status, active Session, Cycles counter, DD%	Live
5	Daily Kill Switch: live daily P/L, trigger thresholds, status (DAILY P/L / SL WARN / HARD KILL / TP KILL)	Live (only visible when Kill Switch is enabled)

Trail status shows four states: OFF (disabled), WAIT (no lock reached), LOCK USD50 (lock active, trail waiting for last lock), USD50 (trailing active, floor rises with profit).

Hide Info / Show Info: Hides the Info Panel and LotB/LotS columns — useful when sharing screens or recording. All analytical data (scores, pips, signals, OrdB, OrdS, P/L) remains visible. Header P/L and all column headers stay visible.

Commission: All P/L values include estimated roundturn commission (entry commission × 2, retrieved from deal history). A trade closed at exact entry price shows a small negative P/L reflecting the true trading cost. Locks, Portfolio TP/SL, Kill Switch, and all dashboard P/L values are calculated after commission — what you see is what you net.

Broker Time: All times in MATTRIX use broker server time (TimeCurrent()). The header displays "Broker" instead of "Local". Session times, pip resets, and event windows are all in broker time. Defaults are calibrated for EET brokers (UTC+2 winter / UTC+3 summer) such as IC Markets and Pepperstone. If your broker uses a different timezone, adjust session and reset times accordingly. DST changes are handled automatically by the broker — no manual adjustment needed.

Deferred Initialization: When MT5 starts, the EA defers loading of session/week/day reference prices to the first timer tick. This ensures M1 history is fully synchronized before pip calculations begin. PipD uses the M1-bar open at 00:00 broker time (not the D1 candle open, which varies by broker). In Session 1, PipD and PipS are always identical — both reference 00:00.

Dashboard Sorting

When enabled (Sort pairs = true), the 28 pairs are sorted by the selected column with the strongest on top. Available sort columns: 0=Spread, 1=PipW, 2=PipD, 3=PipS, 4=PipE, 5=BStr, 6=Score, 7=COT, 8=MTF, 9=ADR%. Sorting refreshes every N seconds (configurable) to avoid visual jumping. All button clicks remain correctly mapped to the displayed pair.

Settings Reference

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Trigger Filters

Each filter can be enabled/disabled independently. A trade is only opened when ALL active filters agree.

Filter	Default	Description
PipW	OFF	Weekly pip threshold — too aggressive for first test
PipD	OFF	Daily pip threshold
PipS	OFF	Session pip threshold
PipE	OFF	Event pip threshold (Session 4)
BasketStrength	ON Buy 80 / Sell -80	Minimum basket strength differential to trigger trade
Score	ON Buy 4 / Sell -4	Minimum score differential — only trades the strongest setups
COT	OFF	COT differential filter (base COT − quote COT). SoZ validated — warns if scores are invalid
MTF	OFF	Multi-timeframe SMA20/200 regime filter. Checks alignment across M15/H1/H4/D1. Default thresholds: BUY ≥ 3, SELL ≤ −3
ADR%	ON Max 75%	Prevents entries when daily range is nearly exhausted
MaxExposure	ON Max 3	Maximum trades involving the same currency

COT Scores

All COT scores default to 0. You must enter these manually based on the latest CFTC Commitment of Traders report. Use the Claude AI prompt (see FAQ #2a and #9a in Discord) to generate scores. The EA validates COT scores on load: sum must equal 0, no duplicates, no zeros, range −4 to +4. Invalid scores trigger a warning in the Expert tab and may block the COT filter.

Trade Management

Setting	Default	Description
LotSize	0.01	Fixed lot size (used when DollarPerPip = 0)
DollarPerPip	0.10	Target $/pip — lot is auto-calculated per pair
MaxTradesPerPair	1	How many positions per pair (pyramiding)
MaxTotalTrades	28	Maximum total open positions
MaxSpread	1.5	Per-pair spread limit (pips)
MaxBasketSprd	3.0	Basket spread limit (pips sum)
UsePyramid	OFF	Allow multiple entries per pair

TP / SL

Setting	Default	Level	Description
PortfolioTP	0 (off)	Portfolio ($)	Close all when portfolio profit reaches this
PortfolioSL	0 (off)	Portfolio ($)	Close all when portfolio loss reaches this
PipTP	0 (off)	Pair (pips)	Take profit per individual trade (broker-side order)
PipSL	50	Pair (pips)	Safety stop-loss per individual trade (broker-side order)
AdrTP	0 (off)	Pair (% of ADR)	ADR-based TP: e.g. 50 = TP at 50% of 10-day ADR from entry price. Only used when PipTP = 0
AdrSL	0 (off)	Pair (% of ADR)	ADR-based SL: e.g. 30 = SL at 30% of 10-day ADR from entry price. Only used when PipSL = 0

Priority: PipTP/PipSL always take priority over AdrTP/AdrSL. To use ADR-based levels, set the Pip version to 0. Both TP and SL are placed as broker-side orders — they remain active even if the EA or MT5 crashes. Each pyramided position gets its own SL/TP calculated from its individual entry price.

TP-Hit Session Block: When any position on a pair is closed by TP (broker-side), that pair is blocked for new entries and new pyramids for the rest of the current session. Existing positions on the pair continue to run until their own TP/SL or session end. The block resets automatically when a new session starts. This prevents the EA from re-entering a pair that has already reached its target — take the win and move on.

Profit Locks

Locks protect your profit at the portfolio level. When portfolio profit reaches the "At" value, the profit floor is set to the "Lock" value. If profit falls back to the floor, all trades are closed.

Lock	At Profit	Lock Floor
L1	$30	$5
L2	$60	$20
L3	$100	$50
L4–L6	0 (off)	—

The Trail feature continues moving the floor up after the last lock is reached. Info panel shows: OFF (disabled), WAIT (enabled, no lock reached yet), ACTIVE $50 (trailing from $50 floor).

Sessions

Session	Default	Time (Broker)	Description
S1 (Asia)	OFF	01:00–09:59	Low liquidity, disabled for safety
S2 (London)	ON	11:00–16:59	European session
S3 (NYC Overlap)	ON	16:00–20:00	Highest liquidity window (EU DST: 16:00, Winter: 15:00)
S4 (Event)	OFF	Manual	For NFP, CPI, and other high-impact events

StopProfit and StopLoss (default: 1 each) control how many profitable/losing portfolio cycles are allowed per session before auto-trading stops.

Daily Kill Switch

Account-level daily risk control. Monitors equity vs. day-start balance (includes floating P/L and commissions). Resets at midnight broker time.

Setting	Default	Description
KillSwitch	OFF	Master enable/disable for all Kill Switch functions
KillTP	0 (off)	Daily TP Soft Kill in $ — stops auto trading when daily profit reaches this
KillSLWarn	0 (off)	Daily SL Warning in $ — stops auto trading as early alert
KillSLHard	0 (off)	Daily SL Hard Kill in $ — stops auto trading AND closes all positions

Recommended starting values: For a $100k account: KillTP $3,000, KillSLWarn $500, KillSLHard $1,000. For prop firm challenges: adjust based on Max Daily Loss rules (see Risk Management section).

Pyramiding is blocked when any Kill Switch trigger is active. No new pyramid entries are allowed until the next day reset, even if the Warning (not Hard Kill) was triggered.

Display

Setting	Default	Description
Sort pairs	OFF	Sort 28 pairs by selected column (strongest on top)
Sort by	0 (BStr)	0=BStr, 1=Score, 2=PipS, 3=P/L
Sort refresh	3 sec	How often the sort order updates (prevents visual jumping)

Manual Trading

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IN CHART VERITAS — The score tells you the direction. The chart confirms the entry. Always verify your setup visually before clicking BUY or SELL.

Step 1: Enter Your Scores

Open the EA settings (F7) and enter COT scores for each currency (-4 to +4, unique, no zeros, sum = 0). The Score and BasketStrength columns in the dashboard update immediately. Use the Claude AI prompt (Discord FAQ #2a) to generate a score proposal, then verify against your charts.

Step 2: Read the Dashboard

Look for pairs where multiple columns align: high BStr, strong Scr differential, low ADR%, and acceptable Sprd. A green BUY or red SELL signal indicator appears when all active filters agree.

Step 3: Open the Chart

Click on any pair name in the dashboard to open that pair's chart with your configured template and timeframe. Click on a currency label (EUR, GBP, ...) in the basket buttons to open the synthetic currency index chart (#EUR, #GBP, etc.).

Note: Synthetic charts (#EUR–#JPY, #RON, #ROFF, #FIX) require the MATTRIX_SyntheticCharts.ex5 EA to be running on a separate chart. Without it, the custom symbols don't exist and the chart won't open.

Step 4: Execute

Per-pair trading: Click BUY or SELL on any pair row. The trade opens immediately with your configured lot size or $/pip setting.

Basket trading: Click BUY on a currency label (e.g. EUR) to buy all 7 pairs where EUR is the base. Click SELL for the inverse. RON and ROFF baskets trade 8 pairs each. The FIX basket trades all 28 pairs — two-click confirmation required.

Spread Protection

The EA automatically guards every entry with spread checks. Per-pair buttons are grayed out and disabled when the pair's spread exceeds MaxSpread. Basket buttons are grayed out when the basket's combined spread exceeds MaxBasketSprd. You cannot override this — it protects you from expensive entries.

No Hedging

The EA does not allow simultaneous BUY and SELL positions on the same pair. If you have an open BUY on EURUSD and click SELL, the EA will not open a counter-position. Close the existing trade first.

Pyramiding

When UsePyramid = ON, the EA can add multiple entries per pair (up to MaxTradesPerPair). Pyramiding is filter-independent — it triggers based on profit and spread, not on score/BStr signals. Default settings are optimized for Event Momentum trading: SMART mode, Aggressive style, MinProfit 6 pips, BE buffer 3 pips. Important: Only enable pyramiding during explosive event moves with your finger on CLOSE ALL. Never pyramid swing trades — see the Trading Playbook for details.

Setting	Default	Description
MinProfitToAdd	8.0	ALL existing positions must be at least X pips in profit before adding
BreakEvenBeforeAdd	ON	Move existing positions to breakeven before opening a new pyramid
BEBufferPips	1.0	Buffer above entry price for BE move (covers spread)
OnlyAddProfit	ON	Only add when existing positions are profitable (used when MinProfitToAdd = 0)

Pyramid flow: Trade 1 opens → grows to +8 pips → BE-move shifts Trade 1 SL to entry+1 pip → Trade 2 opens with fresh SL/TP → both run independently. This satisfies prop firm rules that require existing risk to be neutralized before adding positions.

Manual pyramiding: The BUY/SELL buttons also respect MinProfitToAdd, BreakEvenBeforeAdd, and MaxTradesPerPair. Anti-hedging always applies (no BUY if SELL is open and vice versa). However, manual buttons do NOT respect the TP-Hit Session Block — you can always manually re-enter a pair if you see a setup in the chart.

Closing Positions

Button	Action
CLOSE (per pair)	Closes all positions for that specific pair
CLOSE (per currency)	Closes all 7 basket positions for that currency
CLOSE ALL	Closes every open position and resets Locks/Cycles
CLOSE PROFIT	Closes only positions currently in profit
CLOSE LOSS	Closes only positions currently in loss

RESET EA

Performs a soft reset: clears all Locks, resets Cycle counters, recalculates ADR, resets session/weekly pip references. Does not close any open trades. Use this after manually closing all positions to start a fresh analysis cycle.

AUTO ON / AUTO OFF

Clickable toggle button in the bottom-right corner with DEMO or LIVE indicator. Click to switch between AUTO ON (trades automatically) and AUTO OFF (signals only, manual buttons still work). The state is persisted via GlobalVariable — survives F7 restart, recompile, and MT5 restart. CLOSE ALL, CLOSE PROFIT, and CLOSE LOSS automatically set AUTO OFF to prevent immediate re-entry. Kill Switch triggers also set AUTO OFF.

Pending Basket Orders

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Concept

Pending Basket Orders let you set a price level on any synthetic chart and have the EA automatically execute the full basket when the level is reached. This combines the precision of chart-based analysis with the speed of automated execution — you define "where", the EA handles "when".

Available for all 11 baskets: EUR GBP AUD NZD USD CAD CHF JPY RON ROFF FIX

Pending Panel

Located below the MATTRIX Score Panel on the right side of the dashboard. Shows all 11 baskets with live BID prices from the synthetic charts.

Column	Description
BSKT	Basket name — green background = long basket open, red = short, dark = no basket
DIR	Direction — click to toggle BUY → SELL → CLS (close) → BUY
TYPE	Order type — STOP/LIM for BUY/SELL, ▼/▲ for CLS
LEVEL	Trigger price — type value and press ENTER
BID	Current synthetic chart price (live)
DIST	Distance from current BID to trigger level
ST	Status: ARM (waiting) / GO (triggered) / --- (inactive)
✕	Cancel — removes the pending order

Order Types (BUY/SELL)

Type	Trigger	Use Case
BUY STOP	BID ≥ Level	Buy when price rises to level (breakout)
SELL STOP	BID ≤ Level	Sell when price falls to level (breakdown)
BUY LIMIT	BID ≤ Level	Buy when price falls to level (support bounce)
SELL LIMIT	BID ≥ Level	Sell when price rises to level (resistance rejection)

Setup Workflow

Click DIR to select BUY or SELL

Click TYPE to select STOP or LIM

Type the trigger price in the LEVEL field, press ENTER

Click ARM to activate — status changes to ARM (orange)

Execution

When the trigger price is reached, the EA executes the basket immediately using async bulk execution (same speed as Close All). An alert popup and push notification are sent. The BUY/SELL button shows the fill count (e.g. "7/7") for 30 seconds.

Basket-level execution: Pending orders use basket-level spread checking — only the total basket spread matters, not individual pair spreads. All other safety checks remain active: anti-hedge, MaxTradesPerPair, MinProfitToAdd, and BE-move.

Session independent: Pending orders execute regardless of whether a trading session is active. They are treated as deliberate manual decisions. Only the Kill Switch (Hard Kill or TP Kill) can block a pending trigger.

Safety Features

Feature	Description
Pre-ARM check	Rejects arming if the trigger condition is already met (prevents accidental immediate execution). Disabled for CLS orders.
Auto-disarm on change	Changing DIR or TYPE while armed automatically disarms — must re-ARM after changes
Level locked while armed	LEVEL field is read-only during ARM — disarm first to edit

Persistence

CLS orders are stored in MT5 GlobalVariables and survive F7 settings changes, EA restarts, and PC reboots. BUY/SELL pending orders survive F7 but are cleared on EA restart (safety — market conditions may have changed). All data is cleared when the EA is removed from the chart.

Multiple Pending Baskets

You can arm multiple baskets simultaneously (e.g. EUR BUY + GBP BUY + AUD BUY). When they trigger, the EA processes them one per tick in sequence. On each execution, all standard safety checks apply per pair:

Safety Check	Effect
Anti-Hedge	Blocks BUY if SELL is already open on the same pair (and vice versa)
MaxTradesPerPair	Blocks entry if pair already has the maximum number of positions
MaxExposure	Blocks entry if a currency already appears in the maximum number of trades
MaxTotalTrades	Blocks all new entries once the global position limit is reached

Overlapping pairs between baskets are automatically handled. For example, EURGBP appears in both EUR and GBP baskets — the first basket opens the position, the second basket's attempt on EURGBP is blocked by anti-hedge. This is correct behavior.

Important — Multiple Basket Risk: The safety checks described above are configurable via F7 settings. If you disable anti-hedge, set MaxExposure to 0 (unlimited), or increase MaxTradesPerPair, multiple pending baskets can open overlapping and conflicting positions — potentially resulting in excessive margin usage, uncontrolled hedging, and significant losses. The default settings are deliberately conservative. Changing them is entirely at your own risk. Always test on a demo account before modifying safety parameters, especially when using multiple pending basket orders.

4b+

Breakout Engine

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Concept

The Breakout Engine is an automated straddle system built into the Pending Panel. Instead of manually setting a BUY STOP or SELL STOP, you switch a basket to BO mode — the EA then arms a straddle on the reference candle (High = BUY STOP, Low = SELL STOP) and triggers whichever side price breaks first.

How It Works

Each basket slot in the Pending Panel cycles through directions: BUY → SELL → CLS → BO → BUY. When set to BO, the engine runs in 4 phases:

Phase	State	What Happens
1	Waiting for candle close	At the configured timeframe boundary (e.g. M2, M5, M15), the reference candle's High and Low are captured
2	Armed	BUY STOP at candle High, SELL STOP at candle Low. Waiting for breakout
3	Triggered	Price breaks High → BUY basket executed. Price breaks Low → SELL basket executed. OCO: opposite side cancelled
4	Expired / Reset	If neither level is hit within InpBreakoutExpiry minutes, the straddle is cancelled and re-arms on the next candle

Settings

Setting	Default	Description
InpBreakoutTF	5	Timeframe in minutes for reference candle (2/5/15/30/60). M2 = prop firm 2-min rule compliant
InpBreakoutExpiry	120	Minutes until unfilled straddle expires and re-arms

Stale Breakout Guard

If price has already moved beyond the reference candle's range when the straddle arms (e.g. gap open), Phase 1 detects this and skips directly to the next candle. This prevents false triggers on stale levels.

Spread Guard

The breakout trigger checks spread before execution. If spread is too wide (e.g. during rollover), the trigger retries on the next tick rather than entering with a poor fill.

Use Cases

Scenario	Timeframe	How
M2 News Breakout	2 min	Arm BO on target basket 1–2 minutes before high-impact news. EA captures the first directional move. Backtested: +2.25 Exp, 82% WR
M5 Session Breakout	5 min	Arm at session open (S2/S3). Captures the initial directional move of the session. Backtested: +1.01 Exp, 48% WR
M15 NY Breakout	15 min	Selective: only CHF/JPY at 16:15 and USD/CAD at 15:15 show positive expectancy

Important: The Breakout Engine arms and triggers independently of sessions — it runs 24/5 once BO mode is set. Always disarm (switch back to BUY or SELL) when you're done. F7 (Reset EA) resets the breakout day counter but keeps BO mode active.

FIX Breakout

When the FIX basket is set to BO mode, the trigger executes BuyAllPairs() or SellAllPairs() — opening all 28 pairs simultaneously in one direction. This is the broadest possible market exposure and should only be used with extreme caution.

CLS — Basket Close Management

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Concept

CLS (Close) is a pending close order for an open basket. Set a price level on the synthetic chart, and the EA automatically closes all positions in that basket when the level is reached. This is your basket-level SL/TP — managed visually in the chart.

CLS Direction

Click DIR until you see CLS (gold), then click TYPE to choose the direction:

Type	Symbol	Trigger	Use Case
CLS ▼	▼	BID falls to level	SL for long basket, TP for short basket
CLS ▲	▲	BID rises to level	SL for short basket, TP for long basket

Direction rule: The arrows indicate price direction, not trade direction. ▼ = "close when price goes DOWN to this level". ▲ = "close when price goes UP to this level". Whether that's your SL or TP depends on your basket direction.

Auto Basket SL/TP

When enabled in settings (F7), the EA automatically sets a CLS order after every basket execution — both manual clicks and pending triggers.

Setting	Default	Description
Auto Basket SL (%)	0 (off)	Automatic CLS as % distance from entry price. Shows in Pending Panel.
Auto Basket TP (%)	0 (off)	Automatic TP as % from entry. Monitored internally, visible as chart line.

Example: EUR BUY @ 1.37000 with Auto SL = 0.2%, Auto TP = 0.5%:

Panel shows: CLS ▼ @ 1.36726 (SL, 0.2% below entry). Internally monitored: TP @ 1.37685 (0.5% above entry). First trigger wins — SL or TP, whichever is reached first.

Chart Lines

The BasketSignal indicator reads the CLS levels from GlobalVariables and draws interactive lines directly on the synthetic chart:

Line	Color	Style	Meaning
SL Line	Red	Dashed	CLS SL level from Pending Panel
TP Line	Green	Dashed	Auto-TP level (internal)
Entry Line	Cyan / Orange	Dash-dot-dot	Pending BUY/SELL entry level

Bidirectional Sync

All chart lines are draggable. When you drag a line to a new price, the BasketSignal writes the new level back to a GlobalVariable. The EA reads the change on the next tick and updates the Pending Panel automatically.

Visual basket management: You see support/resistance in the #EUR chart, drag the red SL line to a key support level, and the EA immediately adjusts its close trigger. No need to type numbers in the Pending Panel — just drag the line where you want it.

BasketSignal setting: The EA Magic Number input in BasketSignal must match your EA's Magic Number (default: 1111) for the chart lines to appear and synchronize.

CLS Execution

When a CLS trigger fires, the EA uses async bulk close — all pairs in the basket are closed simultaneously in one burst (same mechanism as the Close All button). Alert + push notification are sent. The CLS is not blocked by the Kill Switch — closing positions is always allowed.

Manual Override

You can disarm any auto-CLS and set your own level. Click the ARM button to disarm, change the level, re-arm. The auto-CLS will not overwrite an existing armed CLS on the same slot.

Smart Pyramid Engine

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Overview

The Smart Pyramid Engine (PyramidMode=1) automatically calculates the minimum profit required before adding a new position, based on market conditions. It replaces the fixed MinProfitToAdd with a dynamic formula.

Settings

Setting	Default	Description
Pyramid Mode	0	0 = FIXED (manual MinProfitToAdd), 1 = SMART (dynamic)
Pyramid Style	1	0 = Conservative, 1 = Moderate, 2 = Aggressive

Formula

Required Profit = Base × LevelFactor ÷ GapBoost

Where:

Component	Description
Base	MinProfitToAdd setting (your baseline)
LevelFactor	Decreases with each pyramid level: L0=1.00, L1=0.85, L2=0.75, L3=0.65, L5+=0.55 (Moderate)
GapBoost	1 + \|Gap\| × 0.5 when \|Gap\| > 0.05 — stronger momentum = lower threshold
Floor	Minimum 2.0 pips — never goes below this

Gap direction filter: BUY requires Gap > +0.05, SELL requires Gap < -0.05. If the gap points against your trade direction, pyramiding is blocked regardless of profit.

Session independent: Smart Pyramid runs 24/5 — it is not restricted to active sessions. This allows overnight positions to be pyramided when conditions are right.

Style Comparison

Style	L0	L1	L2	L3+	Risk
Conservative	1.00	0.90	0.80	0.70	Low
Moderate	1.00	0.85	0.75	0.55	Medium
Aggressive	1.00	0.75	0.60	0.45	High

Auto Trading

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How Auto Trading Works

When AUTO ON (via dashboard button) and the current time is within an active session, the EA evaluates all 28 pairs on every tick. If ALL active filters agree on a direction, the trade opens automatically.

The execution flow on each tick:

Update market data (prices, spreads, pip calculations)

Check Daily Kill Switch (if enabled — may block all further trading)

Calculate signals (evaluate all filters per pair)

Execute signals (open trades where filters agree)

Check risk management (locks, portfolio TP/SL)

Update dashboard (display only, after all trading is done)

Trade execution happens before dashboard updates. Display latency never affects order timing. Signal to execution: approximately 3–8 milliseconds.

Session Control

Auto trading only operates during active sessions. Outside session hours, the EA displays data but does not trade. When a session ends and CloseAllSession is enabled, all open positions are closed automatically.

Cycle Limits

StopProfit = 1 means: after one profitable portfolio cycle (all trades closed with net profit), auto trading pauses until next session or RESET EA. Same logic for StopLoss. Set to 0 for unlimited cycles.

Risk Management

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Four Layers of Protection

Layer 0 — Daily Kill Switch (Account Level): Monitors your total daily P/L (realized + floating) against configurable thresholds. Resets automatically at midnight (broker time). Three independent triggers protect your account:

Trigger	Condition	Action
TP Soft Kill	Daily P/L ≥ target	Auto trading stops, open positions stay (take your profit, stop trading)
SL Warning	Daily P/L ≤ −warning	Auto trading stops, open positions stay (early alert, manage manually)
SL Hard Kill	Daily P/L ≤ −limit	Auto trading stops + all positions closed immediately (day is over)

Prop firm accounts: Set SL Hard Kill well below your broker's Max Daily Loss limit. Example for a $200k FTMO account (MDL $6,000): Hard Kill at $1,000 gives you 6 bad days before breaching the MDL. The TP Kill at $2,000 prevents Best Day Rule violations.

Dashboard display: When the Kill Switch is enabled, the info panel shows your live daily P/L with color-coded status. Green = normal, Yellow = approaching warning, Orange = SL Warning triggered, Red = SL Hard Kill triggered, Blue = TP Kill reached. Push notifications and alerts fire on each trigger.

Layer 1 — Pair Level: Each individual trade has a PipSL safety stop (default 50 pips). This is the last line of defense — it prevents any single trade from running away.

Layer 2 — Portfolio Level: PortfolioTP and PortfolioSL monitor the combined P/L of all open positions. When triggered, all trades close at once.

Layer 3 — Profit Locks: The most sophisticated layer. As portfolio profit grows, locks progressively raise the floor. If profit retraces to the floor, everything closes — locking in the guaranteed minimum.

Profit Lock Example

Portfolio reaches +$35 → Lock L1 activates: floor at $5.
Portfolio grows to +$70 → Lock L2 activates: floor rises to $20.
Portfolio pulls back to +$18 → Below L2 floor ($20) → All trades closed. Profit secured: $18.
Without locks: profit might have dropped to -$50.

Trailing

When Trail = ON and the last configured lock is reached, the floor keeps moving up with profit (minus trail distance). This allows unlimited upside while protecting the profit already made.

Exposure Control

MaxExposure = 3 means no currency can appear in more than 3 open trades. This prevents over-concentration. With 8 currencies and 28 pairs, uncontrolled exposure can quickly spiral.

Important: Start with default settings on a demo account. The defaults are designed to be conservative. Only increase lot sizes, disable safety stops, or add more sessions after you have observed the system for at least 2–3 full trading days.

Daily Kill Switch

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Purpose

The Daily Kill Switch is an account-level safety mechanism that prevents catastrophic daily losses. While Portfolio TP/SL and Profit Locks operate per trading cycle, the Kill Switch monitors your entire day — all sessions, all cycles, all trades combined.

This feature was designed for prop firm challenges where a single bad day can breach the Max Daily Loss (MDL) and end your account. But it's equally valuable for personal accounts — protecting your capital from emotional over-trading after losses.

Three Trigger Levels

Level	Condition	Action	Dashboard
● TP Soft Kill	Daily P/L ≥ KillTP	Stops auto-trading, positions stay open	TP KILL in blue
● SL Warning	Daily P/L ≤ -KillSLWarn	Stops auto-trading, positions stay open	SL WARN in orange
● SL Hard Kill	Daily P/L ≤ -KillSLHard	Stops auto-trading AND closes all positions	HARD KILL in red

How Daily P/L is Calculated

At midnight broker time, the Kill Switch records your account balance as the day-start reference and saves it to a GlobalVariable (persistent storage that survives EA restarts, recompiles, MT5 crashes, and even PC reboots). On every tick, it calculates: Daily P/L = Current Equity − Day-Start Balance. This includes all floating P/L and commissions — exactly what your broker (or prop firm) sees.

Persistence & Safety

The day-start balance is stored as MATTRIX_KillDayBal_{MagicNumber} in MT5 GlobalVariables. This means:

EA restart / recompile / F7 changes: Daily P/L continues correctly from the midnight reference — no reset to zero

MT5 or PC restart: GlobalVariables persist to disk — daily P/L is restored on next startup

Multiple EAs: Each Magic Number has its own GlobalVariable — no cross-talk between instances

Sanity check: If the stored balance differs more than 50% from the current account balance (e.g. wrong account, corrupted data), the EA discards the stored value and uses the current balance as a safe fallback

Manual override: If the Kill Switch shows an incorrect Daily P/L, you can fix it via Tools → Global Variables (F3) in MT5. Find MATTRIX_KillDayBal_{MagicNumber} and either correct the value or delete it — the EA will record a fresh balance on next startup.

Behavior Details

Each trigger fires once per day. After firing, it does not repeat — no alert spam. The TP Soft Kill and SL Warning only block new trade openings; your existing positions continue to run and can still be managed manually. The SL Hard Kill is the nuclear option — it closes everything immediately and the trading day is over.

When any Kill Switch trigger is active, pyramiding is also blocked — you cannot add to existing positions.

All triggers reset automatically at midnight broker time (day change).

Notifications

When a trigger fires, you receive four simultaneous notifications:

Dashboard: Kill Switch row changes color and shows status text

Alert + Sound: Pop-up alert with details

Push Notification: To your mobile MT5 app (if configured)

Journal: Full details in Experts tab for audit trail

Recommended Settings

Account	KillSLWarn	KillSLHard	KillTP	Rationale
FTMO $200k (MDL $6k)	$500	$1,000	$2,000	6 bad days before MDL breach, TP prevents Best Day Rule issues
FTMO $100k (MDL $3k)	$250	$500	$1,000	Same ratio, scaled to account
Personal $100k (1% rule)	$500	$1,000	$3,000	Conservative daily risk, 3:1 reward-risk
Personal $10k (1% rule)	$50	$100	$300	Scaled for smaller capital

Pro tip: The Kill Switch works alongside all other risk layers. Portfolio SL might close a bad cycle at -$250, and the Kill Switch catches the cumulative damage if multiple cycles go wrong in the same day. Think of it as your daily insurance policy.

FIX Index (FBT INDEX)

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Concept

The FIX Index represents all 28 major forex pairs traded simultaneously in one direction. It follows the RiskON cascade: EUR > GBP > AUD > NZD > USD > CAD > CHF > JPY. When you BUY the FIX, every pair where the base currency ranks higher than the quote currency is bought — which happens to be all 28 pairs in their standard notation.

The #FIX synthetic chart shows the arithmetic sum of all 28 pair prices (JPY pairs divided by 100 for scale normalization). When #FIX rises, the natural currency hierarchy is strengthening (Risk-On). When it falls, the hierarchy is breaking down (Risk-Off).

Synthetic Charts

Three custom symbols are created by the SyntheticCharts EA:

Symbol	Content	Purpose
#FIX_A	Sum of 14 pairs (EUR 7 + GBP 6 + AUDCAD)	Building block — avoids formula length limit
#FIX_B	Sum of remaining 14 pairs	Building block
#FIX	#FIX_A + #FIX_B	Complete FBT INDEX — all 28 pairs

Dashboard Integration

The gold-colored FIX block in the basket area provides:

Element	Description
FIX label	Click to open #FIX synthetic chart
Spread display	Total spread of all 28 pairs (e.g. "6.6p")
BUY / SELL	Two-click confirmation: first click → "SURE?" (yellow), second click within 3 sec → execute. All trades use SafeOpen (anti-hedge, pyramid rules, BE-move, spread check)
CLOSE	Closes all positions (equivalent to CLOSE ALL)
Score Panel row	FIX line shows Sess/Today/W2D pip sums for all 28 pairs combined

28× Spread Warning: Opening all 28 pairs at once incurs significant spread cost. At an average of 0.3 pips per pair, that's roughly 8.4 pips total. The spread guard blocks FIX trades when total spread exceeds 3.5× your MaxBasketSprd setting. Only trade FIX during low-spread sessions (London/NYC overlap).

Trading Application: Use the #FIX chart with support/resistance levels to identify RiskON/RiskOFF sentiment shifts. A bounce off a #FIX support level = market returning to risk appetite = BUY FIX. A break below = risk-off acceleration = SELL FIX. Combine with RON/ROFF indicator for confirmation.

Indicators

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BasketSignal (v1.11)

Attach to any synthetic chart (#EUR, #GBP, etc.). Displays entry signals, pair breakdown, and CLS chart lines.

Feature	Description
Reversal arrows (▲/▼)	Triangle signals when momentum reverses with high coherence
Extreme arrows (↑/↓)	Arrow signals when momentum crosses extreme threshold and reverts
Pre-signal blink	Signal text blinks [R] or [E] when Bar 0 meets conditions (not yet confirmed)
Pair breakdown panel	Shows all pairs in the basket with individual pip values and direction arrows
Σ pips display	Large number showing total pip sum (open-to-close for current bar, close-to-close for history)
Coherence display	Shows how many pairs agree on direction (e.g. 6/7 = STRONG)
CLS chart lines	Red SL line + Green TP line + Cyan/Orange entry line — draggable, bidirectional sync with EA

EA Magic Number: Set the EA Magic Number input to match your EA's Magic Number (default: 1111). This enables the CLS chart lines to synchronize with the Pending Panel.

BasketBreakout (v1.11)

Attach to any synthetic chart. Draws session breakout diamonds (★) when the basket moves significantly from the session open.

Feature	Description
Session diamonds	Green ★ = bullish breakout, Red ★ = bearish breakout
Session lines	Vertical lines marking session boundaries
Per-bar ATR	Non-repainting: each bar uses its own historical ATR, not the current global ATR
One signal per session	Maximum one diamond per session per day — no duplicates

Non-repainting: Diamonds survive timeframe changes and chart switching. Once placed, they never move or disappear. This was fixed in v1.11 — earlier versions had repainting issues on TF change.

DayLevels (v1.06)

Attach to any synthetic chart. Shows Yesterday High/Low, Today High/Low, and ADR% as price-anchored objects.

Element	Description
YH / YL	Yesterday High / Low — horizontal lines
TH / TL	Today High / Low — filled rectangle for today's range
ADR%	Color-coded: Green <50%, Yellow 50-80%, Red >80%

RONROFF (v1.01)

Displays RON/ROFF strength on any chart. Uses a cache-based architecture (5000 bars) for stable performance across timeframe switches.

Troubleshooting

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EA Won't Load

Symptom	Cause	Fix
"Invalid Beta Key"	Wrong or empty key	Enter correct key in Settings → Beta Key
"Beta Key expired"	Date past expiry	Contact Matt for updated version
"Demo Only"	Tester key used on live account	You need Alpha or PRO access for live trading — contact Matt to upgrade
"ALPHA CAP" alert on startup	Settings exceed Alpha limits	Normal behavior — $/pip and lot are capped automatically. Upgrade to PRO for no restrictions
"Symbol not found"	Pairs missing in Market Watch	Right-click Market Watch → Show All

No Trades Opening

Check	What to Look For
AUTO ON/OFF	Must show AUTO ON for auto-trading
Session	Info panel must show active session (S1/S2/S3), not OFF
Filters	Score filter at ±4 is very strict — only the strongest setups trigger
Spreads	High spreads (weekends, news) block all entries
Cycles	If Cycles shows 1/1W or 1/1L, auto trading has paused — use RESET EA
Kill Switch	If Kill Switch is enabled and a trigger fired (SL WARN, HARD KILL, or TP KILL), auto trading is blocked until next day reset
COT Scores	All zeros = no score differential = no signals
TP-Hit Block	If a pair was closed by TP this session, it is blocked until the next session starts — check Experts tab for "[MATTRIX] TP hit detected" messages

Daily P/L Shows Wrong Value

Symptom	Cause	Fix
Daily P/L resets to 0 after F7	Old EA version (pre-GlobalVariable fix)	Update to latest EA — Kill Switch state now persists across restarts
Daily P/L shows +$100k or similar	GlobalVariable from different account (e.g. FTMO value on ICM)	Tools → Global Variables (F3) → delete `MATTRIX_KillDayBal_{magic}` → restart EA
Balance shows 0.00	Demo account disconnected or expired	Check MT5 connection — right-click account → Login

PipD ≠ PipS in Session 1

Both should be identical in Session 1 because they both reference 00:00. If they differ, the EA was loaded before M1 history was synchronized. The deferred initialization (v2.00+) fixes this automatically. If you still see differences, restart the EA — check Experts tab for "Deferred init — session/week/day bids loaded from M1 history" message with "28/28 from history".

Dashboard Missing or Cut Off

Adjust Dashboard X/Y origin in settings. On smaller screens, move origin closer to (10, 50). The dashboard requires approximately 1250px width and 600px height for full display.

Synthetic Charts Empty

MATTRIX_SyntheticCharts.ex5 must be running on a separate chart. History is built on the first tick after attaching — wait for market hours. Check Experts tab for "10/10 synthetic symbols ready".

Dashboard Text Sizes Wrong (DPI Scaling)

On laptops with Windows display scaling above 100% (e.g. 125%), MT5 objects may render at wrong sizes — text overlaps, buttons misaligned, fonts too large or too small.

Right-click terminal64.exe → Properties

Tab Compatibility

Click Change high DPI settings

Check Override high DPI scaling behavior

Dropdown: select Application

OK → OK → Restart MT5

Arrows Duplicate on Chart Switch

If BasketSignal arrows multiply when switching between charts or timeframes, update to v1.11. Earlier versions deleted and recreated all arrows on each TF change, causing duplicates during history loading. v1.11 preserves existing arrows across TF changes.

Getting Help

Post in the Discord #bug-reports channel with a screenshot of the Experts tab (Ctrl+T → Experts) and your issue description. Include your broker name and account type (demo/live).