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How to show trading results to an investor

Which metrics an investor needs — return excluding deposits, drawdown, history length, risk — what not to do, and which public links to an account, portfolio and journal Davinchu provides.

发布日期2026年10月11日更新日期2026年10月13日作者Davinchu 团队阅读时间5 分钟

文章

全部文章Davinchu TradeOS overviewHow to use MT5Compound interestForex trading sessionsFunding rateCopy trading: picking a traderGrid and martingale riskMT5 tester vs live accountYour first 30 days in tradingStop loss and take profit in MT5Margin, margin call, stop outMT4 vs MT5Edgewonk vs DavinchuTradezella, TradesViz, DavinchuFX Blue vs DavinchuIntelinvest, Snowball, DavinchuLiquidation price: Bybit, BinanceInvestment tracking: Excel or appChecking an EA before buyingSelling EAs and signalsMT5 alerts in TelegramWhy an EA isn't tradingVPS for an EAPassing a prop challengeEvaluating a strategyTrading plan and checklistTilt and overtradingMT5 investor passwordInstalling an EA in MT5Showing results to investorsReturn: TWR and XIRRBybit trade historyCrypto portfolio trackingReviewing students' journalsTrading teamProfit factorTrading expectancyRisk/reward ratioThe 1% ruleSharpe, Z-score, AHPR, GHPRTrailing vs static drawdownLimiting losses in MT5Crypto trading journalRead-only API keyLot size calculationTrading journal templateMT5 account monitoringMyfxbook alternativesTrading journal for MT5Prop firm risk managementCalculating drawdownStocks from IBKR and T-BankJournals and monitoring compared
本文尚未翻译成您的语言——以下为该语言版本:英语。

In short. An investor needs live data over a long period, not screenshots of a good month: return excluding deposits, maximum drawdown, length of history, number of trades and risk. The best way is a link to a page that updates itself from the terminal or the broker, where you choose what is visible.

What to show

MetricWhy the investor needs it
Return excluding deposits, month by monthshows whether the result is stable or rests on a single month
Maximum drawdownwhat they would have had to sit through; return without drawdown means nothing
Length of history and number of tradesthree months and 15 trades are luck or bad luck, not statistics
Profit factor, average risk per tradewhere the result comes from and how much you risk
Open positions and exposureno «hidden» floating loss
Data freshnessis the page updating or is it a snapshot of the past

How to calculate return when money was added — in «Portfolio return with deposits: TWR and XIRR», about drawdown — «How to calculate account drawdown».

What not to do

  • show only the best month or the best of several accounts;
  • present a demo account as a live one;
  • hide drawdown and open losing positions;
  • send the master password — for viewing there is the investor password and public links.

If you are raising other people's money for management, this is regulated in many countries — check the requirements of your jurisdiction.

Which links Davinchu provides

LinkWhat is visibleWhere to turn it on
Public accountoptionally: account number, balance and curve, trading history with statistics and monthly returns, lots, SL/TP, open trades, a total for each EA (magic), trade tags and comments, prop account progressaccount settings → «Permissions» → «Account: Public»
Account portfolioreturn for today, 7 and 30 days and all time; optionally — amounts, drawdown, composition (no account numbers), exposure, account status«Accounts» → «Portfolios» → «Share»
Trader profilepublic name or nickname, published live accounts, return and curve in %, recent trades«Settings» → «Privacy» → «Public profile»
Investment portfoliocomposition in %, TWR return vs a benchmark, drawdown, volatility; amounts optional«Accounts» → «Investments» → portfolio → «Share»; an «Investor report» PDF is there too
Journalstatistics and up to 500 trades with prices, stops and results — no notesjournal → «Access» → «Publish the journal»

The pages open without sign-up and update on their own: MetaTrader 5 data comes from the EA in the terminal, exchanges and brokers via API. The account's trades and balance cannot be edited in the dashboard — only journal notes can, and manual trades do not count towards account statistics; a public journal shows whether it is kept from an account or by hand. The link to an account, portfolio, journal or investment portfolio can be revoked — a new publication gets a new address.

Good to know

  • The «✓ Verified by Davinchu» badge on an account portfolio means all its accounts except archived ones have sent data by themselves — from the EA or via API, not by hand — within the last 7 days: the statistics are live.
  • Public pages are not indexed by search engines. In a messenger the link unfolds into a card with the name and numbers — only from what you opened: for an account, the number of trades, win rate and profit factor.
  • Rename the account before publishing: by default it is called «Davinchu EA · MT5».
  • A trader profile stops opening when turned off, but comes back at the same address when turned on again.

More on the «Account monitoring» page and in «MT5 investor password». The Free plan connects two accounts at no cost, and you can share a public account link right there.

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