Reference guide
Finversa dashboard overview
The Finversa dashboard brings together everything you need to manage Expert Advisors, licenses, and account monitoring. Here's a quick explanation of each area.
Main sections
Workspace · Licenses · Portfolio · Support
- 1
Workspace home
The home page shows your capital situation: Portfolio pulse, Attention, and Automation status.
- Quick actions — connect accounts, review intelligence, manage automation
- EA performance — equity curve preview when Portfolio is connected
- Recent activity and support ticket status
- 2
My EAs
List of purchased Expert Advisors with license status and quick download access.
- See which products are active or expired
- Jump to the latest available download
- 3
Downloads
Dedicated area for `.ex5` files and releases published by Finversa.
- Download only builds authorized by your license
- Keep a history of your downloads
- 4
Licenses
Manage Serial Keys and monitor connection status with MetaTrader 5.
- Copy the Serial Key to paste into the EA
- Check last ping and linked MT5 account number
- See whether the license is ACTIVE, INACTIVE, or expired
- 5
Portfolio
Connect one or more MT5 accounts to sync equity, open positions, and trade history.
- Generate the token to add to the EA
- Monitor performance, trading calendar, and metrics
- Supports demo and live accounts with account currency
- 6
Activate
Manage entitlements, renewals, and payment method via Stripe.
- View renewal dates and payment status
- Open the customer portal to update your card
- 7
Support & settings
Open support tickets and update your profile details.
- Support — describe your issue and follow team replies
- Settings — name, email, and account preferences