Documentation

Everything you need to set up, configure, and get the most from Falcon AI.

🚀

Getting Started

Installation, first connection, and initial setup.

5 articles
⚙️

EA Configuration

All EA settings explained — tokens, risk, symbols.

6 articles
📱

Dashboard Guide

How to use the remote control dashboard.

5 articles
📈

Trading & AI

Daily targets, AI health, symbol management.

4 articles
👤

Account & Billing

Subscription, payments, trial, password reset.

4 articles
🔧

Troubleshooting

Common issues and how to fix them.

6 articles
🚀 Getting Started

Installing the EA on MetaTrader 5

1 Download the FalconAI_EA_v4.ex5 file from the Download page.
2 Open MT5 → FileOpen Data Folder → navigate to MQL5/Experts.
3 Copy the .ex5 file into the Experts folder.
4 Restart MT5 or right-click the Navigator panel → Refresh.
5 Drag "Falcon AI" from Navigator → Expert Advisors onto any chart.
💡 Use a VPS with Windows for 24/7 operation. The EA must be running continuously to trade.

Enabling WebRequest in MT5

The EA needs permission to communicate with the server. Without this, all remote features are disabled.

1 In MT5: ToolsOptionsExpert Advisors
2 Check Allow WebRequest for listed URL
3 Click Add and paste: https://script.google.com
4 Click OK and restart the EA.
⚠️ Without this step, the EA cannot receive remote commands or report telemetry.

Connecting Your Dashboard

Your dashboard connects to your EA using a unique secret token. This token is generated when you register.

1 Open the Customer Dashboard file in your browser (or install it as a PWA).
2 Go to the Configuration section (gear icon).
3 Paste your Google Apps Script URL and your Secret Token.
4 Click Save & Reconnect.

Once connected, the dashboard polls the server every 5 seconds and displays live data from your EA.

💡 You can find your token in your Account page after logging in.

Installing as a Mobile App (PWA)

Falcon AI works as a Progressive Web App — installable on any phone or tablet without an app store.

On Android (Chrome):

  1. Open the dashboard URL in Chrome.
  2. Tap the three-dot menu → "Add to Home screen" or "Install app".
  3. The app appears on your home screen with its own icon.

On iPhone (Safari):

  1. Open the dashboard URL in Safari.
  2. Tap the Share button (square with arrow) → "Add to Home Screen".
  3. Tap "Add". The app launches in full-screen mode.
💡 The PWA supports push notifications and offline caching.

Enabling AutoTrading in MT5

MT5 has a global AutoTrading switch. If it's off, no EA can place trades — including Falcon AI.

1 Look at the top toolbar in MT5 for the AutoTrading button.
2 If it's red, click it to turn it green.
3 Also check the EA settings tab: "Allow Algo Trading" must be checked.
⚠️ A red AutoTrading button means ZERO trades will be placed, regardless of EA settings.
⚙️ EA Configuration

Core Settings (Token & Endpoint)

These two settings are required for the EA to function:

  • RC_SecretToken — Your unique account token. This isolates your data from all other users.
  • RC_EndpointURL — The Google Apps Script web app URL. This is where the EA sends/receives data.
⚠️ Never share your secret token. Anyone with your token can control your EA.

Risk Management Settings

Falcon AI includes multiple risk protection layers. Key settings:

  • MaxDrawdownPercent — Maximum allowed drawdown before EA stops trading (default: 5%)
  • RiskPerTrade — Percentage of equity risked per trade (default: 1%)
  • MaxOpenPositions — Maximum simultaneous open positions
  • UseFixedLot — If true, ignores dynamic sizing and uses a fixed lot
  • FixedLotSize — The fixed lot size when UseFixedLot is true
💡 Start with conservative settings (1% risk, 3% max drawdown) until you're comfortable with the system.

Symbol Configuration

Falcon AI can trade multiple symbols simultaneously. Symbols are managed from the dashboard, but you can also pre-configure them in the EA inputs:

  • TradedSymbols — Comma-separated list (e.g., "XAUUSD,EURUSD,GBPJPY")
  • Each symbol can be individually paused, resumed, or disabled from the dashboard
  • Per-symbol statistics (wins, losses, P&L) are tracked separately

The EA normalizes symbol names (adds broker suffixes automatically if needed).

Daily Profit Target (DTS)

The Daily Target System automatically stops trading when your profit goal is reached for the day.

  • DailyTargetPercent — Target as a % of starting balance (e.g., 2.0 = 2%)
  • DTS_Enabled — Enable/disable the daily target system
  • When target is hit, no new trades are opened until the next trading day
  • Admin can override the target remotely from the dashboard
💡 A daily target of 1-3% is realistic and sustainable. Avoid setting overly aggressive targets.

AI Engine Settings

The AI engine learns from trading outcomes and adapts its strategy. Key settings:

  • AI_Enabled — Master switch for the AI decision layer
  • AI_LearningRate — How fast the AI adapts (lower = more conservative)
  • AI_MinTradesForAdapt — Minimum trades before AI starts adjusting strategy
  • AI_FreezeOnDrawdown — Pause AI learning during drawdown periods

The dashboard shows a real-time AI Health Score (0-100) and cognitive state (Learning, Adapting, Innovating).

License & Activation

Falcon AI validates your license on startup. The EA sends your MT5 account number and broker server to the license registry.

  • License is tied to your specific MT5 account (server + login pair)
  • Free trial: 7 days full access, starts automatically on registration
  • Paid subscription: validated on each EA startup and periodically during operation
  • If license is invalid or expired, the EA disables new trade entries (existing positions are never touched)
⚠️ Changing your MT5 account requires contacting support to transfer your license.
📱 Dashboard Guide

Remote Control — Enable, Disable & Emergency Stop

The dashboard gives you full control over your EA from anywhere:

  • EA Enabled toggle — master on/off for all trading
  • Allow New Entries toggle — controls whether new positions can be opened
  • Emergency Stop button — immediately disables all trading (panic button)

Changes are sent to the server instantly and the EA picks them up within 5 seconds (next poll cycle).

⚠️ Emergency Stop disables the EA but does NOT close existing positions. Use your broker's terminal for that.

Per-Symbol Controls

Each trading symbol appears as a card in the dashboard. You can individually:

  • Enable — symbol actively traded
  • Pause — no new entries, but existing positions managed normally
  • Disable — completely excluded from trading
  • Remove — delete from the dashboard (double-tap to confirm)

You can also add new symbols using the input field at the bottom of the symbols card.

Understanding Connection Status

The top bar shows your connection health:

  • ● CONNECTED — Dashboard ↔ Server communication is working
  • ● LOADING — Connecting or waiting for response
  • ● DISCONNECTED — Cannot reach the server

The EA Offline banner appears when the server hasn't received a poll from your EA in over 30 seconds. This usually means MT5 is closed, your VPS is down, or WebRequest is not enabled.

Signal bars (1-4) indicate poll freshness: 4 bars = polled within 5s, 1 bar = 20+ seconds ago.

Live Chat & Support

The built-in chat connects you directly with the admin team. Features:

  • Send text messages (up to 2000 characters)
  • Attach files and images (stored securely per-account)
  • Receive admin broadcasts and announcements
  • Chat history is preserved across sessions and devices
  • Email notifications when you receive a new message
💡 Chat is the fastest way to get support — responses typically within hours.

Account Snapshot & KPIs

The dashboard displays real-time account metrics reported by your EA:

  • Balance — current account balance
  • Equity — balance + unrealized P&L
  • Open Positions — number of active trades
  • Floating P&L — unrealized profit/loss
  • Today's Wins / Losses — closed trade count for the day
  • Win Rate — percentage of profitable trades today

These values update every 5 seconds when the EA is online.

📈 Trading & AI

How Daily Targets Work

The Daily Target System (DTS) calculates your profit as a percentage of your starting balance for the day. When the target is reached:

  1. EA automatically stops opening new positions
  2. Dashboard shows "🎯 TARGET HIT" banner
  3. Existing positions continue to be managed (SL/TP)
  4. Trading resumes automatically the next day

The progress bar shows real-time percentage toward your target. Admin can set or override your target remotely.

AI Health & Cognitive States

The AI Health card shows how well the algorithm is performing:

  • Health Score (0-100): Above 70 = good, 40-70 = needs attention, below 40 = degraded
  • Cognitive State:
    • Learning — gathering data, conservative mode
    • Adapting — adjusting strategy based on patterns
    • Innovating — testing new approaches
  • Adaptation Rate — how quickly the AI is changing strategy
  • Innovation Rate — how much new behavior is being explored

If the AI is "frozen" (shown in red), it means learning has been paused — usually due to drawdown protection.

Remote Symbol Spawning

Admins can remotely spawn a new chart+EA instance from the dashboard. This creates a new chart window on your MT5 terminal with Falcon AI already attached.

This feature requires a dedicated "Spawner EA" to be running on a blank chart. It monitors the spawn mailbox and creates charts when requested.

💡 Spawn is an advanced feature. Contact support for setup assistance.

Locks, Vetoes & Overrides

Multiple protection layers can prevent trading:

  • Admin Lock — set by the platform owner, freezes all new entries. Cannot be overridden by the customer.
  • Local Lock — EA self-locks when it detects critical errors (e.g., license failure, tamper detection)
  • Veto — per-symbol override that blocks entries for a specific pair

When any lock is active, the EA continues managing existing positions but will not open new ones.

👤 Account & Billing

Free Trial (7 Days)

Every new account receives a 7-day free trial with full access to all features:

  • Full AI trading system
  • Remote control dashboard
  • Daily profit targets
  • Live chat support
  • All premium features — nothing restricted

When your trial expires, you'll need to subscribe (£400/month) to continue trading. Your existing open positions are never affected by trial expiry.

⚠️ One free trial per person. Creating multiple accounts to extend trials is detected and blocked.

Subscribing & Payments

To subscribe after your trial:

1 Go to your Account page
2 Choose your payment method (Stripe card or PayPal)
3 Complete payment in the payment window
4 Wait for admin confirmation (usually within hours)

Once approved, your subscription activates for 30 days. It auto-renews monthly.

Resetting Your Password

1 Go to the Login page and click "Forgot password?"
2 Enter your registered email address.
3 Check your inbox for a 6-digit reset code (arrives within minutes).
4 Enter the code and your new password.

The code expires after 10 minutes. If expired, request a new one.

Cancelling Your Subscription

To cancel, contact support through the dashboard chat or email. Upon cancellation:

  • Access continues until the end of your current billing period
  • The EA stops receiving remote commands after expiry
  • Existing open positions are NEVER automatically closed
  • Your data remains available for export for 30 days

There are no cancellation fees and no long-term contracts.

🔧 Troubleshooting

EA Shows "Offline" in Dashboard

If the dashboard shows your EA as offline, check these in order:

  1. Is MT5 running? — The EA can only poll when MT5 is open.
  2. Is AutoTrading enabled? — Must be green in the MT5 toolbar.
  3. Is the EA attached? — Check if the smiley face appears on the chart.
  4. Is WebRequest enabled? — Tools → Options → Expert Advisors → check "Allow WebRequest" and verify the URL is correct.
  5. Is internet working? — Try opening a webpage on the same machine.
  6. Check the Experts tab — View → Toolbox → Experts tab for error messages.
💡 The most common cause is WebRequest not being enabled or the URL being wrong.

Dashboard Commands Not Working

If you toggle something in the dashboard but the EA doesn't respond:

  • Wait 5-10 seconds — commands are picked up on the next poll cycle
  • Check if the EA is online (green connected badge)
  • Check for a local lock or admin lock (shown as red banners)
  • Refresh the dashboard page
  • Ensure your token and URL are correct in Configuration

EA Not Opening Trades

Multiple things can prevent new trade entries:

  1. EA Enabled = OFF — check the main toggle
  2. Allow New Entries = OFF — check this toggle
  3. Daily target already hit — check DTS card
  4. Max drawdown reached — check risk management
  5. All symbols paused or disabled — check per-symbol cards
  6. Admin lock active — contact admin
  7. License expired or invalid — check license badge
  8. Market is closed — check trading hours for your symbols

Trial Expired — What Now?

When your 7-day trial expires:

  • The EA stops opening new positions (existing ones are managed normally)
  • The dashboard shows a "Trial Expired" banner
  • You can still view your account and chat with support

To continue trading, subscribe from your Account page. Access is restored within hours of payment approval.

Cannot Login

  • Wrong password — use "Forgot password?" to reset it
  • Email not found — check you're using the exact email you registered with
  • Account suspended — contact support
  • Connection error — check your internet, try again in a minute

"Trial Already Used on This Device"

If you see this message, it means a free trial has already been activated from your device/browser. This is an anti-abuse measure.

If you believe this is an error (e.g., you share a computer with someone), contact support and we can manually review your case.

The solution is to subscribe to a paid plan — this bypasses all trial restrictions.