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Platform integration

Import MetaTrader 5 trades into Trading Vault

Import MetaTrader 5 trades into your Trading Vault journal. Set up the MT5 Expert Advisor for automatic sync or upload an HTML trading report.

Create import profileImport guide

Setup

How to import MetaTrader 5 trades

Create a profile first, then choose either method below. You can upload an HTML report without installing the Expert Advisor or creating a profile key.

  1. Create an MT5 import profile

    Use one MT5 profile for either import method.

    1. In Trade Imports, choose New, then select MetaTrader 5.
    2. Select the destination trade account and set the Broker server time zone to match the clock in MT5.

Method 1

Automatic sync with the MT5 EA

Install the Trading Vault Expert Advisor when you want MT5 to send trading activity while the terminal is running.

  1. Download the EA and create a key

    Get the MT5 EA and the key that connects it to this profile.

    1. On the profile, select Configure EA, then Download EA to save TradingVaultSync.ex5.
    2. Select Create profile key and copy the key when it appears. Trading Vault shows it only once.

  2. Install and attach the EA

    Finish these actions in the MT5 terminal.

    1. Select File → Open Data Folder. Copy TradingVaultSync.ex5 into MQL5/Experts/Advisors, creating the Advisors folder if needed, then restart MT5.
    2. Open Tools → Options → Expert Advisors. Enable Allow WebRequest for listed URL and add the API address shown in Configure EA.
    3. Open a separate chart and select Insert → Experts → TradingVaultSync.
    4. In the EA settings, open Inputs, paste the Profile connection key, and select OK.

  3. Turn on automatic sync

    In the profile’s Edit settings menu, turn on Automatic sync. Keep MT5 connected and the EA chart open so new activity can be sent to Trading Vault.

  • MT5 automatic sync currently supports hedging accounts. Check the selected account type before setting up the EA.
  • The EA reads trading activity; it does not place trades. Keep the profile key private.

Method 2

Upload an MT5 HTML report

Use a saved trading report for a one-time or occasional import. This method does not require the EA, a profile key, or an open terminal after export.

  1. Export a trading report

    Save the account history you want to import from MT5.

    1. Open the History tab in MT5 and select the period you want to import.
    2. Right-click in History, choose Report, and save the HTML version (.html or .htm).

  2. Upload and review the report

    Check how Trading Vault will use the report before adding trades.

    1. Open the MT5 profile in Trading Vault and use Upload trades to add the saved HTML file.
    2. Review dates, prices, costs, unmatched rows, and invalid rows in the preview.

  3. Confirm the import

    Confirm the preview to add the accepted activity to your journal. Upload later reports to the same profile so import history can help identify repeats.

  • HTML reports are uploaded manually. Files are limited to 4 MB.

What to know before importing

  • Trade imports require an eligible membership. Automatic sync also requires sync access.

If something needs attention

  • If new trades do not arrive, check that MT5 is connected, the EA chart is open, WebRequest is allowed, and Automatic sync is on.
  • If a report does not parse, export HTML from MT5 and check that the selected profile is MetaTrader 5.
  • If imported dates look wrong, check the profile’s Broker server time zone.

File uploads show a preview before confirmation. After importing, import history can help you review unmatched or invalid rows.