MT4 Comprehensive Account Report Extension

The MT4 Comprehensive Account Report Extension goes beyond the standard MT4 report, delivering deeper insights into your clients’ trading activity and overall business performance. It enhances client monitoring through advanced data aggregation and provides essential accounting insights for more informed decision-making.

This feature is available exclusively for MT4.

1. Marketplace Installation

To start using the MT4 Comprehensive Account Report Extension, follow these steps:

1

Go to CRM Marketplace

1. Go to the CRM Marketplace.

   
2. Find the MT4 Comprehensive Account Report Extension and click on it.

   

2

Contact us for Installation

1. You'll be taken to a details page with an overview of the report.

2. Click "Contact us for Installation".

   

3

Fill in Your Details

1. Fill in your Name and Contact Number.

2. Your email address will be automatically filled in and can be amended if required.

3. Click "Send Request".

4. Your dedicated account manager will reach out to you and install the application for you.

2. MT4 Settings

To ensure accurate data acquisition, it is crucial to enable this option within the 'Manager-Groups-Reports' page on MT4.

3. New Data Fields

Upon installation, you will be able to view these additional data fields in the Comprehensive Account Report.

Initial Equity

This is the account’s equity at the start of the report timeframe, at 23:59:59 of the previous day.

Final Equity

This is the account’s equity at the end of the report timeframe, at 23:59:59 of the specified end day.

Net Equity

Net Equity = Final Equity - Initial Equity.

This offers you valuable insights on the overall performance and growth of your client’s accounts.

Net Deposit

Net Deposit = Deposit - Withdrawal.

This provides you critical insights into the inflow and outflow of funds. It offers a deeper understanding of whether clients are planning to increase or reduce their trading activity, enabling you to make informed decisions and offer tailored support.

Net Credit

Net Credit = Credit In - Credit Out.

This provides you with a comprehensive view of credit transactions, aiding in the assessment of financial relationships and obligations between you and your clients.

Symbol Groups

This data offers the total trading volume for various symbol groups, enabling you to understand your clients’ trading preferences and strategies. It equips you with the insights needed to provide customized support, ultimately enhancing the overall trading experience for your clients.

The symbol groups here refer to the symbol groups set up on your CRM for your IB commission rebate.

IB Commissions

This represents the cumulative IB Commissions for a particular trading account during the selected report timeframe. This enables you to gauge the effectiveness of your IB commission structures in attracting and retaining clients.

Moreover, it assists in monitoring the sustainability of IB commission payouts, ensuring long-term profitability within your business model.