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Most traders understand EA portfolio balance through the lens of traditional risk management — controlling position sizes, diversifying currency pairs, or limiting exposure per trade.
But in automated trading, balance is about deliberately constructing a portfolio where different strategies complement each other, measuring their collective performance, and actively managing the mix based on those measurements.
The goal is to create a “book” of EAs that can help diversify performance over time, even when individual strategies hit rough patches.
A diversified mix of EAs across timeframes and assets can, in some cases, reduce reliance on any single strategy. This approach reduces dependency on any single EA’s performance, smooths your overall equity curve, and builds resilience across changing market conditions.
It’s about running the right mix, identifying gaps in your coverage, and viewing your automated trading operation as an integrated whole rather than a collection of independent systems.
Basic Evaluation Metrics – Your Start Point
Temporal (timeframe) Balancing
When combined, a timeframe balance (even on the same model and instrument) can help flatten equity swings.
For example, a losing phase in a fast-acting M15 EA can often coincide with a profitable run in an H4 trend model.
Combining this with some market regime and sessional analysis can be beneficial.
Asset Balance: Managing Systemic Correlation Risk
Running five different EAs on USDJPY might feel diversified if each uses different entry logic, even though they share the same systemic market driver.
But in an EA context, correlation measurement is not necessarily between prices, but between EA returns (equity changes) relating to specific strategies in specific market conditions.
Two EAs on the same symbol might use completely different logic and thus have near-zero correlation.
Conversely, two EAs on a different symbol may feel as though they should offer some balance, but if highly correlated in specific market conditions may not achieve your balancing aim.
In practical terms, the next step is to take this measurement and map it to potential actionable interventions.
For example, if you have a EURUSD Trend EA and a GBPUSD Breakout EA with a correlation of 0.85, they are behaving like twins in performance related to specific market circumstances. And so you may want to limit exposure to some degree if you are finding that there are many relationships like this.
However, if your gold mean reversion EA correlates 0.25 compared to the rest of your book, this may offer some balance through reducing portfolio drawdown overlap.
Directional and Sentiment Balance
Markets are commonly described as risk-on or risk-off. This bias at any particular time is very likely to impact EA performance, dependent on how well balanced you are to deal with each scenario.
You may have heard the old market cliché of “up the staircase and down the elevator shaft” to describe how prices may move in alternative directions. It does appear that optimisation for each direction, rather than EAs that trade long and short, may offer better outcomes as two separate EAs rather than one catch-all.
Market Regime and Volatility Balance
Trend and volatility states can have a profound impact on price action, whether as part of a discretionary or EA trading system. Much of this has a direct relationship to time of day, including the nature of individual sessions.
We have a market regime filter that incorporates trend and volatility factors in many EAs to account for this. This can be mapped and tested on a backtest and in a live environment to give evidence of strategy suitability for specific market conditions.
For example, mean reversion strategies may work well in the Asian session but less so in strongly trending markets and the higher volatility of the early part of the US session.
As part of balancing, you are asking questions as to whether you actually have EA strategies suited to different market regimes in place, or are you using these together to optimise book performance?
The table below summarises such an approach of regime vs market mapping:
Multi-Level Analysis: From Composition to Interaction
Once your book is structured, the challenge is to turn it into something workable. An additional layer of refinement that turns theory and measurement into something meaningful in action is where any difference will be made.
This “closing the circle” is based on evidence and a true understanding of how your EAs are behaving together. It is the step that takes you to the point where automation can begin to move to the next level.
Mapping relationships with robust and detailed performance evaluation will take time to provide evidence that these are actually making a difference in meeting balancing aims.
To really excel, you should have systems in place that allow ongoing evaluation of the approaches you are using and advise of refinements that may improve things over time.
What Next? – Implementing Balance in Practice
Theory must ultimately translate into an executable EA book. A plan of action with landmarks to show progress and maintain motivation is crucial in this approach.
Defining classification tags, setting risk weights, and building monitoring dashboards are all worth consideration.
Advanced EA traders could also consider a supervisory ‘Sentinel’ EA, or ‘mothership’ approach, to enable or disable EAs dynamically based on underlying market metrics and external information integrated into EA coding decision-making.
Final Thoughts
A balanced EA portfolio is not generated by accident; it is well-thought-out, evidence-based and a continuously developing architecture. It is designed to offer improved risk management across your EA portfolio and improved trading outcomes.
Your process begins with mapping your existing strategies by number, asset, and timeframe, then expands into analysing correlations, directional bias, and volatility regimes.
When you reach the stage where one EA’s drawdown is another’s opportunity, you are no longer simply trading models but managing a system of EA systems. To finish, ask yourself the question, “Could this approach contribute to improved outcomes over time?”. If your answer is “yes,” then your mission is clear.
If you are interested in learning more about adding EAs to your trading toolbox, join the new GO EA Programme (coming soon) by contacting [email protected].
Forex is one of the heaviest news driven markets in the world. Major news announcements play such a critical role to the intraday volatility, which in turn create trading opportunities. Most of the time, particularly for the active traders, market volatility can present more trading opportunities.
So it stands to reason, all Forex traders should be very mindful of upcoming news announcements. Even if you are a position trader or someone who likes to hold your FX positions for the medium to long term, knowing what news is coming up is essential. Tracking the markets across the globe Using MT4 Genesis, the session map shows you the key trading times for the main 'fixes' around the world including Sydney, Tokyo, London and New York.
Trading around the major fixes is important for those who trade on an intraday timeframe. For example, it is important to note that the Australian session is first and it is often the quietest, unless of course there is a Reserve Bank of Australia (RBA) rates announcements or even the Reserve Bank of New Zealand (RBNZ) can be enough to move the markets on a regular basis. Other than that, the Australian fix rarely moves the markets.
It is not until you get the crossover to the London session that volatility picks up. You can then expect more volatility when the London session meets the New York session. The session map shows a clear red line for your current time so you can see when volatility may pick up.
The best feature of the session map is the news markers. At the bottom of the session map window, you will see grey, orange and red markers, highlighting upcoming news announcements. Grey is low impact, orange is medium impact and red is high impact.
By hovering your mouse over the news markers (or left clicking on one), you can see: » what the announcement is; » the time is will be released; and » its expected impact. [embed]https://www.youtube.com/watch?v=28uS8T7Ay9I[/embed] How many times have you had an open position rally significantly, to then have to scour the internet for a news item related to your currency pair? If you've been trading for any length of time, then probably too often. By applying the session map, you can see clearly what news is driving the spike.
Another great aspect of the session map is the ability to see your current open profit and loss at a glance. In addition, you have a host of other account details with one click, such as your: » balance; » equity; » floating P&L » margin in use; and » the amount of margin you have free. Applying session map is as easy as dragging it from the Expert Advisors folder straight on to your chart.
It’s that easy. Stay on top of the markets by using Connect and Analyse tools It’s been said that trading could be a lonely job, particularly if you’re trading on your own. While market action and price movements can definitely keep you on your toes, some people find it a bit isolating at some stage.
However, you can look at it as being on top of the world (or the markets, at least) as you need to keep tab of what’s happening across the globe. This is particularly true when trading the forex (FX) market as currencies tend to move pretty fast compared to equities. Using the Connect and Analyse tools in MT4 Genesis, you can be a step ahead already.
These tools will give you current and relevant information – breaking news, statistics and analysis – that you can use for your trading. These tools are readily available from within your GO Markets’ MT4 platform. Once the MT4 Genesis file has been run, the full suite of tools will be available from the Expert Advisors tab.
Simply left click and drag each tool on to the chart of your choice. Let’s have a look at the features of the Connect function. As a trader, you need to be in tune with market developments as well as current events and news that may impact the markets.
The Connect window will give you price action and technical updates on the relevant currency pairs. This is also where you can find news updates not only about the markets, but also general news. Monitoring the news is vital for your trading as big events can have a major impact on the markets.
For example, decisions and announcements from the US Federal Reserve are always being watched and monitored by traders because it could affect currency movements. Major decisions from the US Fed are notorious for having effects on other currencies. Using this feature, you can select a number of news providers that suit your information needs.
The Connect feature also has a calendar that informs you of all relevant upcoming announcements that may affect the FX market. The calendar highlights: » High-impact events » Medium-impact events » Low-impact events [embed]https://www.youtube.com/watch?v=oQoKmSFFDsE[/embed] Some of the high-impact events that usually generate big moves in the market include: » US non-farm payroll announcement » US Federal Reserve announcements » Retail sales data » Manufacturing data Another way to connect with the market and to make sure you’re on top of current developments is via the GO Markets website. Using this feature, you can do several things such as: » Open a new account » Deposit funds » Change the leverage on your account » Access current promotions or simply » Speak with one of the Go Markets’ team members.
Analyse tool The Analyse tool is also helpful if you want to do weekly, monthly or yearly review of your trading performance. As a trader you would like to know how you’re performing and you would like to keep track of some vital statistics including: » Account Balance » Profit » Profitability » Percentage return » Monthly return Sentiment indicator The sentiment indicator is another key feature that can be useful for your trading. Using this tool, you can identify the currency pairs you want to trade (or in your watch list) and see the bias towards long and short positions on those pairs.
This will give you a good appreciation of the overall market sentiment on a particular currency pair. For example, the falls in iron ore and oil prices are widely expected to have negative impact on commodity currencies including the Australian dollar. However, despite the negative sentiment, the Aussie dollar is still being supported at a healthy level. [embed]https://www.youtube.com/watch?v=m4TVU8PnIaA[/embed] Using the sentiment indicator, you can see how other traders are ‘feeling’ about the Aussie dollar as it would be reflected on the number or percentage of long positions versus short positions.
Take advantage of the Connect and Analyse tools as they could make a big difference in your trading performance. The opinions and information conveyed in the GO Markets newsletter are the views of the author and are not designed to constitute advice. Trading Forex and CFD's is high risk.
Rom Revita | Sales Manager Rom is the Sales Manager at Go Markets Pty Ltd and manages the day-to-day running of the Sales, Support and Marketing teams. He has been with the company since 2013 and is also one of our two appointed Responsible Managers, helping to ensure that the company follows all AFSL regulatory requirements. Rom has extensive financial markets experience and originally comes from an equities & derivatives trading background.
He has served on the Trading & Sales Desk with several large broking houses, and now specialises in Margin FX and CFDs. Connect with Rom: [email protected]
There is NO such thing as emotionless trading AND in many respects, it may be considered that it is a good thing too. After all, correctly targeted emotions will allow you to: Have an exciting, compelling trading purpose that drives you to do the hard yards with your learning (we know some people fail to complete a course or put learning into action). Be motivated to do your due diligence and make sure you have ticked all the boxes before you press any trading buttons and take action with entry and exit.
Celebrate when you do the right thing (Remember: this includes keeping that loss small when you should) and Feel PAIN when you donate to the market needlessly through poor or inappropriate execution (providing of course you take the lesson AND take more appropriate action next time while placing the blame where it should be). So YES, let’s get aroused! If we hit the right level of trading arousal EVERY TIME and it’s driven by channelled, enabling emotion, this may create a higher probability that when we get to the ‘press-the-button’ stage we do it with a calm confidence and will more likely have a better trading outcome, or as we have called it here the “Potential Profit Zone” (Remember: it is equally a win to make sure that any loss is within your tolerable risk level meaning your long term results are more likely to be positive).
Either extreme of arousal is not likely to produce the results we desire, either through not taking our trading seriously enough (the “Hobby Zone”) to do the things we must (due diligence; careful consideration of strategy selection; making sure it REALLY fits your plan), or though making decisions that are most certainly extreme NOT from the right emotional place (the “Capital Danger Zone”). Take a look at the diagram below that aims to illustrate this: This middle zone is where we need to be, so sufficiently stimulated to do the right things consistently (even though these may appear to be a chore and some until they become habits). If you don’t apply this level of emotion to your trading and trade in the “Hobby Zone”, it is less likely you will be sufficiently “aroused” to spot an opportunity and then trade it without lengthy procrastination.
Or equally if not more important to exit a trade in a timely, confident manner either to take profit or minimise any loss from a single trade. You need to operate with the decisive action of a “trading Ninja” with the appropriate peak state of arousal or in other words in the “Potential Profit Zone”. This may be more likely to give yourself the best chance of optimising trading results.
Neither do we want to be in a state of being over-stimulated to the point where you become a trading ‘fruit-loop’ (not the technical term) and perilously exposed to some of the more “dangerous” emotions. To make trading decisions when anxious, angry (that revenge trading thing!), or trading out of fear rarely produces good results and can mutilate a portfolio value quicker than saying “not having a stop loss in place is completely bonkers”. So, it’s a balance of the two extremes – surely, it is logical that some emotion is good as it motivates you to do the right thing and follow through on your learning, direct trading and measuring, and there are some emotional states that are hugely damaging.
So, your mission after reading this post (as it’s always best to take some action) is to make a ten-second assessment of your ‘state of arousal’ before you press an entry or exit button for every trade this coming week (YES! You can start now). Make the judgement as to which of these described zones you may be trading from.
One final word: if you want evidence of whether the right state of arousal is likely to produce peak performance, then look at other situations where that might also be the case….just a different context, that’s all. GET AROUSED! PS Aroused to learn what you need to, but are not sure where to go?
Why not access your FREE “Next Steps” education course including two group coaching webinars sessions to help put LIVE market context to the theory learned in the videos? For more information click on the "Next Steps" image on the right. This article is written by an external Analyst and is based on his independent analysis.
He remains fully responsible for the views expressed as well as any remaining error or omissions. Trading Forex and Derivatives carries a high level of risk. For more information on trading, check out our forex webinar.
Position accumulation is to increase exposure to a currency pair, by adding a second (or more) position in the same trading direction. Although on the surface the opportunity to increase potential return is attractive, there are also risks that MUST be at the forefront of your thinking. Are you ready to accumulate?
Before considering position accumulation to your trading behaviour, it is worth considering two important aspects. This is not a strategy for the trader beginners, but rather when other systems are already in place such as a written trading plan that includes statements that reference risk management approaches, particularly that of appropriate position sizing and clear exit approaches. Also, logically, as you are potentially increasing exposure with this approach, it is not only having a trading plan that is important, but also a record of follow through with that plan.
We know disciplined trading is a challenge for some, so if this is something you are battling with than master this first. Why a profitable position only? It is crucial that this is one of the rules of any system you choose to develop.
Accumulating into a losing position (akin to ‘dollar cost averaging)’ should be considered a very high-risk strategy. The essence of this approach is that at each accumulation point, as you increase exposure, you manage the additional risk by moving a stop on previous positions at each accumulation point. Your position accumulation system As with any aspect of trading behaviour, a measurable set of statements that dictate your actions as part of your trading plan should be developed with reference to your position accumulation.
These statements may include as a minimum: a. Under what market circumstances you would consider accumulating e,g. strong uptrend confirmed across multiple timeframes. b. What technical signals are you going to use to signal the time to accumulate (e.g. if into a long position break of a key point, subsequent to confirmation of continued uptrend after a retracement. c.
Your trail-stop process e.g. at each accumulation point for all previously opened positions -all opened positions should be treated as one re, exit point. d. Position sizing e.g. accumulate no more than the original position, meaning if you enter 5 mini-lots initially that is the maximum you can add on each accumulation. e. Your maximum exposure e.g. 2 standard lots f.
Other exit points or reason to delay/refrain from accumulating further e.g. economic data. Once your system is complete then it should be tested prospectively, and amended as appropriate, prior to implanting in the reality of your trading practice. We trust this review of position accumulating will help in your choice as to whether to integrate this into your trading strategy and of course, some of the considerations that are worth exploring.
One Emotional Discipline: This is the precise reason why not everyone can trade. Understanding the fundamentals of the market is not beyond you and learning a technical system that provides an edge in the market is certainly not hugely challenging. However learning the skill of emotional discipline is the greatest profit making skill great traders have.
To develop the emotional discipline that all great traders have takes time and it takes a lot of patience but it can be done. There are 3 things that can help you develop the emotional discipline required. » Most budding forex traders in my experience trade too much resulting in a “duck hunter” approach rather than a “sniper” approach. The result is they trade emotionally instead of logically following a specific trading plan.
Over many years I have seen forex traders substantially improve their trading results by simply trading less. » One thing you need as a trader is time, time to learn the skill of trading and being able to stay in the game without blowing your trading account. Nobody makes it in this business without experiencing trading losses however you need to fail gracefully and this means losing small and winning bigger. » Rather than looking at your forex trades in a win-loss fashion consider looking at your trade results in blocks of 10 trades. Trading is a numbers game and if you have a specific currency trading plan that has an edge then you have a historical probability of success, you just need to see it through and play the system properly.
The system or your results cannot be measured over one, two or even three forex trades. Great trades understand the numbers game over time and it allows them to develop the emotional discipline. Two Focus: Think about someone that you know to be successful and wealthy.
There is a strong possibility that person achieved their success and wealth from being a specialist in one field. Steve Jobs was successful at building computers, Richard Branson made his first fortune selling records, Rupert Murdoch made his fortune selling Newspapers, George Soros made his fortune trading currencies and Warren Buffett made his fortune buying companies on the stock market. They applied incredible focus to the business they were in and initially did not diversify.
It was this single-minded focus on one thing that drove them to the success and yes many of them have diversified since. But they focused on one thing to start with. So I believe you will improve your probability of trading success by focusing on one market and becoming a specialist in that market.
It will allow you to focus intently on what is driving that market, it will allow you to focus on becoming the detective that you need to be and it will allow you to likely find value in a market before everyone else has figured out what you are considering buying is a good idea. Consider focusing on one market and become your own master of that market and you will likely improve the chances of your success. Watch your inbox for the link to join Senior Currency Analyst and Sky News Money host Andrew Barnett for weekly free live currency coaching sessions.
They are at 7pm AEST every Wednesday. Andrew Barnett | Director / Senior Currency Analyst Andrew Barnett is a regular Sky News Money Channel Guest and one Australia’s most awarded and respected financial experts, and is regularly contacted by the Australian Media for the latest on what is happening with the Australian Dollar. Connect with Andrew: Email