What it is

Tessera imports MetaTrader 5 history from a Trade History Report saved as Excel (`.xlsx`). There is no live MT5 sync in Tessera.

This differs from some journaling tools that accept MT5 HTML reports - Tessera expects the Excel report from History → Report.

What you can do

  • Import MT5 Report → Save as Excel (`.xlsx`)
  • Set timezone, asset classes, and executing broker name
  • Import multiple MT5 logins (account number comes from the report)

How it works

Export from MetaTrader 5

  1. Open your broker’s MT5 terminal.
  2. Open the History tab.
  3. Right-click → choose the period you need.
  4. Right-click → Report → save as Excel (`.xlsx`).

Do not upload an HTML “Save as Report” file to this Tessera lane. Prefer English UI language so sheet headers match expectations.

The report’s Account: row becomes the Tessera account code. Company and server names are stored as metadata.

Import into Tessera

  1. Choose MetaTrader 5 → XLSX import.
  2. Enter:
  • Executing broker name - your broker or prop firm
  • Asset classes
  • Timezone - IANA zone for times in the file (usually MT5 server time; Tools → Options → Server)
  1. Upload the `.xlsx` and import.

Tessera focuses on closed Positions / trade rows from the report - not a full cash ledger.

After import

  • Re-export Excel and re-import for new history.
  • Analytics use trading PnL only - see Portfolio growth.
  • If chart times look wrong, re-import with the zone that matches the report clocks, not your local wall clock if they differ.

Limitations

  • `.xlsx` only - HTML reports are not accepted on this lane (use MT4 for HTML Detailed Reports, or Custom CSV for other formats).
  • No live API / investor-password sync.
  • Requires an active subscription.

Resources

  • MetaTrader 5 - History → Report → Excel
  • For HTML-style MT exports on MT4, see Connect MetaTrader 4