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ChartWise desktop dashboard behind the mobile app
ChartWise / MT4 & MT5 trade manager + journal

Your trading desk.In the palm of your hand.

Plan risk and manage positions from your phone.
Keep your MetaTrader connection and journal on desktop.

Explore the mobile app ↗See the desktop ↓
Actual ChartWise mobile home screen
A hand holding the phone
SCROLL TO EXPLORE
Actual ChartWise product screens · Historical account figures
YOUR PHONE. YOUR DESKTOP. CONNECTED.

Your mobile position tools

Manage the position.
Keep your rules in reach.

01 / SCALE OUT

Manage the size.

  • Partial TPPlanned exit levels
  • Custom CloseChoose the portion
02 / PROTECT ENTRY

Set the BE move.

  • Auto BETrigger + buffer
  • SL → BEManual stop move
03 / TRAIL THE POSITION

Give the stop a rule.

  • Trailing StopFive supported modes
  • SL → Prev candleCandle-based move
04 / SESSION LIMITS

Keep the limits close.

  • Session TargetConfigured session goal
  • Equity GuardTerminal-confirmed floor

Feature illustration. Controls run in the app through the desktop bridge and EA; this page sends no trading commands.

A connected trading workflow

From your entry.
To your next review.

Drag to explore · 14 features

One account. Two places to work.

A closer look at your workspace.

Current ChartWise Journal dashboard — demo account
Actual app screen · Demo account

macOS + Windows

Your trading day, in one view.

See your equity curve, recent trades, and account metrics together.

  • Read your performance at a glance
  • Keep recent trades in context
  • Follow your account over time
Explore the journal
Get beta access

Connect once · use your own terminal

Your terminal.
Your connected workspace.

Setup illustration

See how the desktop bridge, MetaTrader EA and phone fit together. Select a card to explore a step.

  1. 01YOUR DESKTOP

    Install Desktop + EA

    Run ChartWise Desktop beside MetaTrader and attach the Expert Advisor to the terminal.

    Download Desktop
  2. 02YOUR PHONE

    Pair your phone

    Sign in on mobile and desktop with the same ChartWise account. Your apps handle the pairing.

    See the pairing guide
  3. 03YOUR WORKSPACE

    Manage and review

    Reach position tools from mobile, then review synced trades and available evidence in the desktop journal.

    Explore the workspaces
01 / DESKTOP + EA

The bridge runs beside MetaTrader and relays supported app commands to the EA. Attach the EA in your terminal before using connected tools.

Your broker login stays in MetaTrader. Keep the desktop bridge, terminal and EA running for connected commands and sync.

Read the setup guide This page illustrates setup; it does not connect a device.
Inside ChartWise

Your trade.
Every tool, in reach.

Scroll to turn the wheel
01

Size the trade before entry.

Set percentage or fixed dollar risk, then plan entry, stop loss and take profit. Review the calculated size before dispatch.

Risk budget → stop distance → position size
ILLUSTRATIVE TRADE PLAN
Risk first.
Size follows.
Risk budget
$500
Stop distance
25 pips
Value per pip / lot
$10
Calculated position2.00 lots

$500 ÷ (25 × $10)

02

Give each exit a rule.

Choose among five trailing modes, Auto Break-Even, Partial Take-Profit and custom close controls.

Choose exit rules for the position
POSITION MANAGEMENTTools for the open trade
Illustrative controls
TRAILING STOP5 modes
FixedATRBE then trailCandle closeMarket structure
Scale outPartial TP
Reduce exposureClose half
Choose volumeCustom close
Trigger + bufferAuto BE
Move stop manuallySL → BE
Protect open profitTrailing stop
03

Set the session boundaries.

Configure Equity Guard, your session target and session rules alongside the risk budget for each trade.

Terminal-confirmed state and connection matter
ILLUSTRATIVE RISK SETTINGS

Equity Guard

Equity floor Configured
Session target Configured
04

Review your trading day.

Review the equity curve, calendar, recent trades and notes together in the desktop journal.

Historical product screenshot
ILLUSTRATIVE JOURNAL REVIEW
The result.
With the decisions.
Net result+$834
  • Partial exit+$250 gross
  • Runner exit+$600 gross
  • Fees / swap−$16
Review question
Which action moved the stop?
05

Inspect recorded decisions.

Explore captured stop changes, partial exits and tool events with source and coverage labels. This chapter is a preview.

Captured facts → attributed events → review
EA INTELLIGENCE PREVIEW

Recorded decisions

SL update Confirmed
Action source Auto / app / unknown
Capture Coverage labeled

Illustration, not a live account feed.

06

Prepare the next session.

Prepare session intent, review setups and carry a concrete task into your next session.

Daily Plan & Review + Playbook
ILLUSTRATIVE REVIEW TASK

Next session

Review the setup 01
Check the plan 02
Record the result 03

EA Trade Intelligence · preview example

A stop moved.
See what changed it.

Follow one trade from entry to exit. Select an event to inspect the recorded action, its source and the last confirmed price. This is a synthetic example of the evidence workflow, not a live account.

Capture: example windowAttribution: recordedAccount: resolved demo

Management events

    09:00 · Recorded entry · confirmed

    09:10 · Partial exit · confirmed

    09:12 · Break-even tool event · confirmed

    09:16 · Requested change rejected · rejected

    09:20 · Trailing stop update · confirmed

    09:30 · Final exit and review · confirmed

    What do the data labels mean?

    Capture, action attribution and account identity answer different questions. A complete example window is not tick-complete market history. Unknown action attribution does not turn a confirmed price change into a manual action. If the account source is ambiguous, aggregate money results are withheld.

    Illustrative complete capture. No broker connection.
    02 / An animated risk walkthrough

    Choose the risk.
    Understand the size.

    The position size comes from your budget and stop distance. Step through this declared EURUSD example to see why each input matters.

    Set the amount the example is allowed to risk before choosing position size.

    Illustration only. Pip economics are declared for this example; actual broker specifications and execution costs affect sizing.

    01
    Plan Trade / illustrative checks

    Check the plan before entry.

    Risk budget, SL distance and position size belong together. This card explains the inputs with an animated checklist.

    EURUSD · example planILLUSTRATION / NO ORDER SENT
    • Risk budget$500
    • Stop distance25 pips
    • Pip value / lot$10
    • Calculated size2.00 lots
    Example checked$500 ÷ (25 pips × $10) = 2.00 lots
    02
    position tools / illustrative state change
    ✓Break-even trigger reached SL → entry + buffer
    Auto Break-Even
    A trigger with a clear result.
    The animation shows the stop moving from its initial level to entry plus a buffer after the configured trigger.
    

    03
    ILLUSTRATIVE ACCOUNT EQUITY
    Observed equity$100,000
    Above the floor$2,000
    Configured floor: $98,000
    Example monitoring · $2,000 above the floor
    Risk Control / illustration
    Know where the equity floor is.
    The example shows remaining headroom shrinking until the configured threshold is reached. Actual protection needs terminal confirmation and a running EA; execution and close prices are not guaranteed.
    

    04
    Actual product screens
    One system. Two workspaces.
    Switch between the desktop dashboard, mobile home and Plan Trade screens to see where each workflow lives.
    ChartWise desktop dashboard
    

    05
    Interactive feature explorer
    Choose a tool. See its role.
    Select a tool to read what it does and where it fits in the workflow. These controls explain the product without sending commands.
    TRAILFEATURE TOUR
    Choose fixed, ATR, break-even then trail, candle close or market structure trailing.
    

    

    

    03 / The complete workflow
    Each step.
    In the right order.
    Scroll to stack the cards. Each card explains one part of a ChartWise trading session.
    01 / Plan the risk
    Build the plan before sending the order.
    Set risk, entry and SL/TP. Check the calculated lot size and reward-to-risk ratio.
    PLAN TRADEMT4 / MT5
    ChartWise Plan Trade screen with entry, stop loss, take profit and partial take-profit controls
    RiskStop + targetPosition size
    02 / Manage the position
    Choose the exit rules for this trade.
    Activate the trailing mode, Auto Break-Even or partial take-profit levels that match your plan.
    ILLUSTRATIVE EXIT RULE
    03 / Control the session
    Define the backstop and session rules.
    Use Equity Guard alongside your session target, session rules and per-trade risk budget.
    ILLUSTRATIVE SETTINGS
    Risk Control
    Equity Guard Configured
    Session target Configured
    Session rules Configured
    04 / Review the session
    Keep the result with the reasoning.
    Open the desktop journal to review trades, compare sessions and tag setups.
    ILLUSTRATIVE JOURNAL REVIEW
    The result.
    With the decisions.
    Net result+$834
    • Partial exit+$250 gross
    • Runner exit+$600 gross
    • Fees / swap−$16
    Review question
    Which action moved the stop?
    Plan the trade. Manage the position. Review the session.
    ChartWise desktop journal and performance dashboard
    Your desktop.
    The full picture.
    Equity curve, monthly P&L and trade review in one workspace.
    Try the controls here
    Plan a trade.
    Then manage the example.
    Drag the chart levels, change the risk budget and open a simulated position. No broker connection or real orders.
    Open the demo in its own tab ↗
    Compare the workflow · sources checked 26 October 2026
    Manage the position.
    Keep the review connected.
    ChartWise joins phone-based MetaTrader management with a desktop journal. Terminal panels also offer powerful execution tools; specialist journals offer deep review and replay. Compare the workflow you need during and after the trade.
    DURING THE TRADE
    Controls on your phone
    Plan risk and manage exits through your connected bridge and EA.
    AFTER THE TRADE
    Actions beside the review
    EA Intelligence previews link recorded changes to source and confirmation.
    WHEN DATA IS LIMITED
    Limits stay visible
    Capture gaps and unknown sources remain explicit. Unresolved sources withhold aggregate results.
    ChartWise suite vs named terminal assistant and journals. Documented capabilities; not exhaustive product testing.
    What you needChartWise mobile + desktopTrade Assistant 38 in 1TraderSyncTradeZella
    Manage a live MT positionPhone controls through bridge + EAChart-based trade panel [1]Read-only MT sync flow documented [2]MT trade import and review documented [5]
    Risk-based position sizingPercentage or fixed-dollar budgetLot/risk/RR calculators [1]Live MT sizing not assessedLive MT sizing not assessed
    BE, trailing and partialsFive trailing modes, Auto BE, Partial TPBE, partials and trailing documented [1]Live broker tools not assessedLive broker tools not assessed
    Account/session boundariesEquity Guard + session targets/rules; terminal state mattersProfit/loss/time auto-close documented [1]EA-side enforcement not assessedEA-side enforcement not assessed
    How MT data connectsInstalled EA + desktop bridgeRuns inside MetaTrader [1]Broker/server Auto-Sync; investor password flow [2]MT4/MT5 Auto-Sync documented [5]
    Journal and reviewTrade notes, setups, calendar and desktop reviewHistory/statistics and symbol notes [1]Specialist journal; running P&L and reports [3]Notes/stats during replay [4]
    Replay typeRecorded actions + sampled session views; capture-dependentEquivalent replay scope not established hereMarket replay/playlists documented [6]Execution/day market replay [4]
    MFE / MAESampled observations with coverage labelsDetailed excursion scope not assessedMFE/MAE reports documented [3]Price MFE/MAE documented [7]
    Who changed the stop?EA preview: app / auto / manual / unknown where capturedExact equivalent not established by reviewed listingExact equivalent not established by reviewed sourcesExact equivalent not established by reviewed sources
    Missing or ambiguous evidenceGap/source labels; aggregate money withheld when unresolvedEquivalent capture contract not assessedEquivalent capture contract not assessedEquivalent capture contract not assessed
    Setup dependencyConnected desktop + terminal/EA for commands and captureAttached terminal utility [1]Depends on supported integration [2]Depends on supported integration [5]
    The ChartWise column describes the whole suite, not the desktop journal alone. EA Intelligence is a preview with release, tier and capture requirements. “Not assessed” does not mean a feature is absent. Replay and MFE/MAE are shared capabilities, not exclusive claims.
    Sources behind this comparison
    1. Trade Assistant official listing
    2. TraderSync MT4/MT5 connection
    3. TraderSync running P&L / MFE / MAE
    4. TradeZella replay and review
    5. TradeZella MT integration
    6. TraderSync MetaTrader journal / replay
    7. TradeZella MAE/MFE
    Read the detailed comparison notes ↗
    Built around your session
    Prepare. Manage.
    Then review the decisions.
    Manual MetaTrader traders
    Set the risk and reach the management tools from your phone, with the desktop bridge and terminal connected.
    Traders with session limits
    Keep Equity Guard, a session target and your session rules visible. Connection and terminal state still matter.
    Traders building a playbook
    Review notes, setups, mistakes and recorded actions. Carry a concrete question into Daily Plan & Review.
    

    

    

    Before you connect
    

    A few things before you connect.
    

    

    

    
What does ChartWise do?

    ChartWise combines a mobile MetaTrader trade manager with an automated trading journal. Plan risk, manage positions, and review performance under one account.
    

    

    
Do I need to keep my desktop running?

    Yes. Your MetaTrader terminal, ChartWise desktop bridge, and Expert Advisor need to stay running and connected for mobile commands and trade sync. See the three setup steps.
    

    

    
How do I get beta access?

    Choose Mobile, Journal, or both and join the launch list. Access is free during beta; we’ll email your next step. Request beta access.
    

    

    
Does ChartWise need my broker password?

    Your broker login stays in MetaTrader on your computer. Sign in to ChartWise to pair mobile and desktop. Read how the connection works.