PHASE X Desktop User Guide

PHASE X is a professional workspace for structural market visualization, execution, automation, and risk controls, connected directly to MetaTrader 5 on the user's computer.

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1. Open the official PHASE X portal.
2. Select Sign In.
3. The portal resolves the licensed PHASE X profile stored for the device and opens the account workspace.
4. Check the license status, then download the latest release or open PHASE X Workspace.

1. Select Sign Up — Get 7 Days Free Trial.
2. In Account Center, enter full name, email address, phone number, and country.
3. Select Create Profile & Start Trial.
4. Select Open Telegram & Activate and complete verification with the official bot.
5. Trial access activates automatically after the profile, Telegram identity, and device are verified.
6. Download the signed installer, install PHASE X, then start MetaTrader 5 and PHASE X Desktop.

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Never disclose passwords, OTP codes, license secrets, or MT5 credentials. Official support: admin@phasexai.com.

You need Windows 10 or 11 (64-bit), a stable internet connection, an active PHASE X license or trial, and MetaTrader 5 installed and logged in.

The signed PHASE X installer is self-contained. Users do not install Python, WebView2, or programming libraries separately. MetaTrader 5 remains required because it supplies prices, account state, and live execution.

1. Download the installer only from the official portal.
2. Verify the Windows publisher is Phasex Analytics FZ-LLC.
3. Install PHASE X, then open and log in to MT5.
4. Start PHASE X Desktop and wait for MT5 CONNECTED.
5. Open MT5 ACCOUNT and enable the one account intended to receive PHASE X orders.
6. Enable Algo Trading in MT5 before using automation.

If multiple MT5 terminals are running, PHASE X discovers active terminal64.exe instances. Use ADD TERMINAL when a terminal is not found automatically, then select REFRESH. Enabling another account does not close positions in the previous account; only new PHASE X orders are routed to the enabled account.

The interface contains:

• The top bar: timeframes, alerts, strategic direction, refresh, snapshot, settings, and fullscreen.
• The chart-engine bar: PRICE and the seven PHASE X structural engines.
• The execution bar: PX1, PX2, PX3, PX24 family, Basket, ALL, Market Scanner, Strategic Direction, Auto Center, Equity Guard, and MT5 Account.
• Market Watch: broker-native symbols with Bid, Ask, High, and Low.
• Main chart or execution matrix.
• Lower Toolbox: trades, exposure, active strategies, history, and live account figures.

The status strip shows MT5 state, broker, ping, cache, sync time, memory, and FPS.

Select a symbol to update the current chart or symbol-specific matrix. PHASE X preserves broker suffixes such as .sd, .lv, or Roll; do not remove them manually.

Available timeframes include M1, M5, M15, M30, H1, H4, and D1, with additional periods in the dropdown. Changing the visible symbol or timeframe does not stop background strategies; each strategy keeps its own decision and execution periods.

Chart tools include Cursor, Crosshair, Zoom, Auto Fit, Reset View, Go to Latest, Snapshot, Fullscreen, DRAW, STRUCTURE, and INDICATORS. Candle 0 updates from live MT5 ticks; closed candles remain fixed in cache.

The native MT5 price chart. It displays positions, pending orders, and optional Strategic Direction Entry/S/L/T/P lines. Its right-click menu controls pending-order lines, strategic levels, and chart-attached strategies.

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Visualizes closing pressure and transitions in market force using closed candles. Its context menu can open the CloseForce 24 matrix and related automation.

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Shows a smoothed reference state for continuation, stress, and deviation from the current structural baseline. Reference Radar monitors multiple symbols for closed-candle conditions.

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Reconstructs momentum as independent candles so the momentum cycle can be read as a chart. Oscillation Radar evaluates closed-candle stress states.

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Displays the median OHLC structure and helps identify reversal behavior around the envelope. The context menu provides the Envelope Reversal Strategy.

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Represents market displacement and impulse as an independent candle series. Displacement Radar tracks positive and negative stress across symbols and timeframes.

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Reorganizes candles into clearer directional sequences while preserving time and price context. The Strategic Direction Execution strategy is available from this chart.

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Rebuilds time into independent moving steps. Phase Step selects the source step compatible with the primary timeframe without changing the workspace timeframe.

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The internal formulas and proprietary coefficients of PHASE X engines are intentionally excluded from the public guide.

The chart trading panel provides volume, BUY, and SELL. These buttons submit live market orders immediately when the account, symbol, and MT5 permissions allow execution; there is no second confirmation.

Before trading, verify the symbol, volume step, direction, stop-loss plan, and account. Symbol-level close controls target positions owned by that chart workflow whenever ownership data permits.

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Each tab provides one recommendation per symbol with Signal Time, Entry, S/L, Initial T/P, Current Price, Points, Lot, and execution controls.

• PX1: closed-H1 signal-change model with one model-owned position per symbol.
• PX2: M15 native-range model with periodic execution reconciliation.
• PX3: H1 model confirmed by closed Reference state; Neutral appears when no executable signal exists.

Controls include TRADE, AUTO, RENEW, T/P MODE, row-level lot, LOT · ALL / APPLY ALL, and carefully controlled bulk execution. BUY and profit values are blue; SELL and loss values are red.

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PX24_1, PX24_2, and PX24_3 show 24 independent cycles for the selected symbol. Each row contains signal, time, entry, S/L, T/P, live current price, points, volume, and automation modes.

• AUTO: executes when the cycle becomes eligible.
• AUTO FS: also requires alignment with Final Score and its threshold.
• AUTO TIME: releases eligible cycles according to the PHASE X schedule.
• AUTO TIME + FS: combines schedule eligibility and Final Score confirmation.
• NEUTRAL / HOLD: waits and sends no new order.

Enabling Auto Time does not guarantee an immediate trade. The cycle must reach its scheduled state and have an executable signal.

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Basket divides the day into R1 01:00, R2 05:00, R3 09:00, R4 13:00, R5 17:00, and R6 21:00. Each round uses closed M15 candles and allows one position per round and symbol. The default theoretical target is 1.3R when valid.

Lot size can be changed per row, per active round, or across all six rounds. Round Target closes positions owned by the current round at the configured account-currency profit. Global Target has priority, closes all Basket positions, and disables Basket automation.

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ALL gathers PX and Basket recommendations for the symbol selected in Market Watch. Source settings remain authoritative. TOTAL POINTS sums calculable recommendation performance for the symbol; it is an analytical total, not cash profit or a trading command.

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The scanner calculates consensus from 12 equally weighted groups: PX1, PX2, PX3, PX24_1, PX24_2, PX24_3, and Basket rounds R1–R6.

• DIRECTION: BUY, SELL, or NEUTRAL consensus.
• FINAL SCORE: absolute consensus strength from 0% to 100%.
• BUY/SELL VOTES: available internal recommendations.
• AVG ENTRY / AVG S/L: averages aligned with final direction.
• AVG T/P: target at 1.5 times stop distance (1.5R).
• SCORE ≥: minimum score required by row automation.

The raw vote count can exceed the number of groups because PX24 groups contain multiple cycles; group weight in the final consensus remains equal.

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Strategic Direction is a daily, longer-horizon decision based on 13 weighted D1 studies. It uses only closed D1 Candle 1, so intraday movement in Candle 0 does not recalculate the final direction.

The signal changes after the broker's D1 candle closes and a new daily candle opens. Time may therefore appear as 00:00, 01:00, or another valid broker-session open.

Strength states include ULTRA BUY/SELL, STRONG BUY/SELL, BUY/SELL, and NEUTRAL. Short-, medium-, and long-horizon groups carry 20%, 30%, and 50% respectively. Entry is the current D1 open, S/L uses the directional 14-day protection window, and T/P is 1.5R. PRICE can display these three levels for the selected symbol.

Attach SG from the PRICE chart context menu. Once active, SG runs in the background, remains listed in ACTIVE STRATEGIES, refreshes its directional decision on closed M30 logic, and checks each closed M15 candle for an opposite candle eligible for entry in the decision direction.

It supports multiple entries across different candles and uses an atomic signal/candle claim to prevent duplicate orders for the same event. Changing the visible chart or timeframe does not change SG's internal periods. Manage volume and running settings from Active Strategies or the strategy management dialog.

Auto Center is the central list of running automated sources, showing strategy, symbol, frame, lot, renewal, position mode, status, and controls.

• STOP stops one row.
• STOP ALL AUTO stops all listed automation.
• Stopping automation does not always close existing positions; behavior depends on the strategy.
• Manually closing a position while AUTO or RENEW remains enabled may permit a later valid re-entry.

Equity Guard is optional account-wide protection. Enter a Target Equity above current equity and a Loss Floor above zero but below current equity, then enable the guard.

When either boundary is reached, the guard blocks new orders, stops all platform automation and strategies, cancels pending orders, closes all MT5 positions on the enabled account, retries until the account is clear, and remains TRIPPED until manually reset.

Equity Guard is account-wide and is not limited to PHASE X-owned trades. Test it on a demo account first.

This tab prevents orders from reaching an unintended terminal when several MT5 platforms are open. Keep exactly one account ENABLED. Use REFRESH to rediscover running terminals and ADD TERMINAL when a terminal path is not detected.

Switching the enabled account pauses automation during the safe handover. Existing positions remain in their original accounts.

• TRADE: open positions with ticket, time, type, volume, price, S/L, T/P, live price, swap, commission, profit, and comment.
• EXPOSURE: concentration by instrument, direction, and volume.
• ACTIVE STRATEGIES: every background strategy, even when its chart is closed.
• HISTORY: execution and closed-trade history available from MT5.

Double-click the lower divider to collapse Toolbox to one live account strip showing Balance, Profit, Equity, Margin, Free Margin, and Margin Level. Double-click again to restore the last height.

When pending-order graphics obscure PRICE, right-click the chart and toggle Pending Order Lines · VISIBLE/HIDDEN. This changes display only; it does not cancel or modify any pending order.

1. Start on a demo account.
2. Enable the intended MT5 account.
3. Observe PRICE and Strategic Direction with AUTO off.
4. Learn Entry, S/L, T/P, and Points.
5. Test one small manual trade.
6. Enable one strategy and monitor it in Auto Center and Active Strategies.

1. Review the daily Strategic Direction.
2. Compare the seven chart engines.
3. Use ALL for source-by-source context.
4. Filter symbols in Market Scanner by Final Score.
5. Budget total volume across independent sources.
6. Configure Equity Guard before expanding automation.

Open and log in to MT5, clear any MT5 dialog, select REFRESH in MT5 Account, and enable only the intended account.

Show the symbol in MT5 Market Watch, wait for discovery or refresh, and search using the full broker symbol including its suffix.

The scheduled cycle may not be eligible, its signal may be WAIT, Final Score may disagree with the row, or the threshold may not be met. Read the row status.

Confirm MT5 connection and sufficient price history, wait for initial synchronization, switch tabs or refresh, and inspect Sync/Cache in the status strip.

Compare it with Market Watch Bid/Ask, remember BUY performance is normally marked on Bid and SELL on Ask, and confirm the symbol is receiving live ticks.

Avoid unnecessary duplicate PHASE X instances, allow first MT5 synchronization to finish, close unused terminals and modal dialogs, then use Retry Workspace once. Send logs and a screenshot to support if the issue repeats.

Manual closure does not stop the source. Disable AUTO/RENEW or stop the strategy in Auto Center or Active Strategies.

• Never send MT5 passwords, OTP codes, or license secrets.
• Redact account numbers, server names, email addresses, and device fingerprints from public screenshots.
• Download only official signed installers and verify the publisher.
• Test automation, volume, and Equity Guard on demo first.
• Back up settings before changing MT5 account or upgrading.

Email admin@phasexai.com with PHASE X version, Windows version, broker and Demo/Real type, symbol, timeframe, exact timestamp, a clear screenshot, and the steps immediately preceding the issue. Never include a password.

• Entry: reference or executed entry price.
• S/L: stop loss.
• T/P: take profit.
• R: risk distance from Entry to S/L.
• Points: price movement in the symbol's point unit.
• Final Score: Market Scanner consensus strength.
• AUTO: automated execution/reconciliation when conditions qualify.
• RENEW: permits a source to establish a later valid position.
• Candle 0: current open candle.
• Candle 1: latest confirmed closed candle.
• TRIPPED: Equity Guard triggered its emergency lock.

© PHASE X. All rights reserved. This operational guide is educational and does not constitute investment advice.