Get the most out of Trader+AI

§ 01Before you start

You need MT4 or MT5 on the computer you trade from. The connector runs inside the terminal, so if the terminal is closed, nothing syncs.

Live or demo, hedging or netting, personal or prop firm accounts all work. Windows is supported directly; macOS works through Wine or Parallels.

§ 02Add the connector

Each broker account gets its own Webhook URL and Secret Key. Copy both from Connect Account when you set it up.

1. Download the file

   In your dashboard, open Connect Account and download the EA for your platform. The same file works for all your accounts; your connection details identify each one.

2. Open the Experts folder

   In the terminal use File, then Open Data Folder. Open MQL4 (MT4) or MQL5 (MT5), then Experts, and drop the file in. Restart the terminal, or right-click Navigator and choose Refresh.

3. Allow the URL

   In the terminal, open Tools, Options, Expert Advisors. Tick Allow WebRequest and add https://ea.traderplus.ai.

4. Paste your two keys

   Attach the connector to any chart. In its inputs, paste the Webhook URL and Secret Key from Connect Account, then click OK.

5. Leave the trading boxes unticked

   When you drag the connector onto a chart, a settings window appears. Trader+AI never places, changes or closes an order, so it does not need Allow DLL imports or Allow live trading. Leave both unticked.

§ 03Confirm it is live

Place or close a trade, or wait for the next tick. Within a minute it appears in your journal, and your last 365 days sync automatically on the first run.

If it does not connect, read the status line on the EA panel on your chart: it names the problem. The usual fixes: add https://ea.traderplus.ai to the allowed URLs, paste the Webhook URL and Secret Key again without spaces, or log the terminal into the broker account you connected. For the best connection, try without a VPN first.

§ 01Import a file

Open the importer from your dashboard and upload a CSV, XLSX, or MT4/MT5 HTML statement.

1. Upload your file

   Drag in a broker statement or CSV export. The importer detects the format automatically.

2. Check the mapping

   Columns like symbol, side, entry, exit and P&L are matched for you. Adjust any that look off.

3. Confirm

   Review the preview and import. Trades land in your journal alongside anything from the connector.

§ 02No duplicates

Imported trades are matched against what you already have by ticket, so importing the same statement twice will not create duplicates.

§ 01What it is

Your Financial Agent is a single AI that sits above your whole account. It reads your real trades, journal, goals and financial context, then talks with you about them, grounded in your own data rather than generic advice.

It is available in the web app, on Telegram, and inside ChatGPT or Claude via MCP, always sharing the same memory of you.

§ 02What it can do

Ask it to review a decision, explain a trading, technical or economic concept, surface patterns and mistakes in your history, compare options, or give an honest second opinion with its reasoning and its uncertainty.

Because it can also read your goals and financial context, its guidance fits your bigger picture, not just the chart.

§ 03Asking well

Be specific. Point it at a trade, a setup, a week, or a decision you are weighing. The more concrete the question, the more useful the answer.

It is an analyst and a thinking aid, not a signal service. It will not tell you to buy or sell, predict prices, or promise outcomes.

§ 01What it remembers

Over time your Agent forms a model of you from your trades, journal, assessments, goals and financial context. That is what lets its guidance feel personal and improve as it learns.

It keeps plain statements about you, never raw private notes or clinical conclusions.

§ 02You are in control

Open What your Agent knows on Home to see what your Agent believes about you. Confirm, adjust, or remove any item.

Your data is private to you, is not used to train public models, and you can delete it.

§ 01How it works

Small, low-risk changes that can be undone, such as adding a journal entry or tagging a trade, are applied right away and shown in the chat with an Undo button for 15 minutes. Bigger changes show a confirmation card with a clear before and after, and wait for you to approve or reject them; each request is single use and expires after a few minutes. Anything requested through ChatGPT or Claude (MCP) always waits for your confirmation.

You will see either the applied change with its Undo button, or a confirmation card, in the chat.

§ 02What it can change

Depending on what is switched on for your account, it can update a day's journal (mood and notes), tag a trade, create or rename a tag, remember, correct or forget something about you, create or update a goal, add a money event, fill in your financial profile, correct a profile fact, propose a plan, or set up an alert.

It will never touch calculated metrics, assessment scores, your P&L, or anything about payments or other people.

§ 01Your Home

Home brings together who you are, what you are working toward, and what your Agent has learned. Add a photo and a short about section, including your own operating rules, so the Agent speaks to you the way you prefer.

§ 02Goals

Create financial and trading goals with a target and a date, and track progress over time. Your Agent can weigh decisions against them and tell you whether you are on track.

§ 03Financial context

Add your capital, obligations, risk capacity, and a calendar of money events like salary, bills and funding. This context stays private and helps the Agent reason about your real situation, not just the chart.

§ 01Assessments

The assessment library covers personality, risk tolerance, emotion regulation, financial well-being and more. Each one explains what it measures, takes a few minutes, and gives you honest, plain-language results.

Results feed your Agent's understanding and can be retaken over time to see how you change.

§ 02Mood check-in

A quick daily check-in records how you feel and, over time, shows how your state lines up with your trading. You can add a fuller journal entry whenever you want.

§ 01Automatic capture

Trades flow in from your connector or an import the moment they close, with entry, exit, stop, target, size, R-multiple and a chart. Nothing to type by hand.

§ 02Tags & notes

Label trades with setups, mistakes and emotions, and add free-form notes. Filter and search your history, and your Agent reads the same tags and notes when it reviews your trades.

§ 01Performance metrics

See win rate, profit factor, expectancy, R-multiples and streaks, broken down by symbol, setup, session and day. An equity curve and balance history show the shape of your progress.

§ 02Calendar & reports

A profit and loss calendar shows your results day by day, with optional markers for important economic events. Ask your Agent for a report any time and it will summarize what stands out.

§ 01What you get

Ask about real economic data from official sources, macro analysis, the current market regime, how indicators relate, and the events worth watching. Your Agent can connect the macro picture to the instruments you trade.

Every figure comes with its source, period and freshness.

§ 02How to use it

Just ask in plain language, for example how inflation has trended, what the yield curve is doing, or what is on the calendar this week. Your Agent can render a quick visual summary right in the conversation.

§ 01What you get

Ask what important events happened over the last day, three days or week, in general, for the market, or focused on your own assets. You get the key events, why they matter, and which markets they touch.

Every event carries its sources and an as-of time, and you can open any one for more detail.

§ 02How reliable it is

Each event is labeled confirmed, disputed or unconfirmed based on how many independent, credible sources back it. Breaking or high-stakes claims are held to a higher bar.

§ 01Connect Telegram

Connecting takes a moment from the dashboard.

1. Open the Telegram page

   In your dashboard, go to Connections or the Agent on Telegram entry and generate your personal connect link.

2. Start the bot

   Open the link, which launches the Trader+AI bot in Telegram, and press Start. The link is single use and expires quickly.

3. Say hello

   You are connected. Message the bot and it responds as the same Agent you use on the web.

§ 02What you can do

Chat by text, send a voice note and it will listen and reply, or share a chart image for analysis. You can also do a quick mood check-in, saved to the same journal.

§ 01What it is

MCP lets an outside AI assistant connect securely to your account. From ChatGPT or Claude you can ask the same Financial Agent you use here, with the same memory, and, under permissions you choose, the assistant can read your trading data and take a small set of confirmed actions. See the MCP page for the full picture.

§ 02Connect a client

MCP is available on paid plans.

1. Open Connections

   In your dashboard, go to Connections and find the MCP card.

2. Add Trader+AI to your client

   Follow the short guide for ChatGPT, Claude, or your MCP client to add Trader+AI as a connector.

3. Choose permissions

   Pick which data areas and accounts to share, and approve any sensitive scopes you want to include.

§ 03Permissions & revoking

You choose exactly what to share, sensitive areas like memory and conversations need a separate approval, and you can share all accounts or a few. Every connection is listed in your dashboard and can be revoked instantly.

§ 01Plans

Free covers one trading account with live MT4/MT5 sync, your latest 20 synced trades, all of your imported CSV history, 5 Agent questions a day (up to 3 on Telegram), 2 behaviour alerts and 5 of the 8 trader assessments. Pro opens your ENTIRE trade history, 3 accounts, 50 questions a day, unlimited Telegram, all 8 assessments and MCP. Premium raises the limits further with more accounts and unlimited questions. See the pricing page for the current details.

§ 02What to expect

AI usage is metered per day by plan. Economic data is published statistics, not live prices. Live price and news look-ups are on demand and quota-limited, not a streaming feed.

§ 03How it behaves

Your Agent keeps to a few firm rules: it never places trades or moves money, never gives regulated financial advice or a bare buy or sell, never predicts prices, and never claims to diagnose you.

§ 01Trades are not syncing

Check that MetaTrader is open with the EA on a chart, that https://ea.traderplus.ai is in the Allow WebRequest list, and that the Webhook URL and Secret Key are pasted correctly. Your account page shows each connection's state and its fix. If history still looks incomplete, contact support.

§ 02Something else

If a page looks wrong, refresh once. If the AI is unavailable, you may have hit your daily limit or a temporary provider issue; try again shortly. For anything else, use the in-app chat in the corner.