Getting an Account Summary

Request: full account summary (*pb.AccountSummaryData) from MT4 Fetch all core account metrics in a single call.

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Code Example

// --- Quick use (service wrapper) ---
// Prints balance/equity/currency inside the method.
svc.ShowAccountSummary(ctx)

// --- Low-level (direct account call) ---
// Preconditions: account is connected via ConnectByServerName/ConnectByHostPort.

ctx, cancel := context.WithTimeout(context.Background(), 3*time.Second) // keep short; bump if your terminal is slow
defer cancel()

summary, err := account.AccountSummary(ctx)
if err != nil {
    log.Printf("❌ AccountSummary error: %v", err)
    return
}

fmt.Printf("Account Summary: Balance=%.2f, Equity=%.2f, Currency=%s\n",
    summary.GetAccountBalance(),
    summary.GetAccountEquity(),
    summary.GetAccountCurrency(),
)

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Method Signature

func (s *MT4Service) ShowAccountSummary(ctx context.Context)

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🔽Input

No required input parameters.

Parameter	Type	Description
ctx	context.Context	Context for timeout or cancellation control.

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⬆️Output

Prints selected fields from *pb.AccountSummaryData to console:

Field	Type	Description
AccountBalance	double	Balance excluding open positions.
AccountEquity	double	Equity — balance including floating P/L.
AccountMargin	double	Currently used margin.
AccountFreeMargin	double	Free margin available for opening new trades.
AccountCurrency	string	Deposit currency (e.g. "USD", "EUR").
AccountLeverage	int64	Leverage applied to the account.
AccountUserName	string	Account holder's name.
AccountLogin	int64	Account login ID.
AccountCompanyName	string	Broker's name or company.

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🎯Purpose

Retrieve and display key real-time account information. Typical uses:

• Showing account status in dashboards or CLI output
• Checking available margin and equity before placing trades
• Monitoring general account health and exposure

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🧩 Notes & Tips

• Bounded context: Your implementation sets a 3s timeout if none is provided — keep it; bump to 5s on slow terminals.
• Connection required: Returns "not connected" if neither Host nor ServerName is set. Call ConnectByHostPort/ConnectByServerName first.
• Reconnect behavior: ExecuteWithReconnect retries on codes.Unavailable and TERMINAL_INSTANCE_NOT_FOUND with \~500ms backoff + jitter — short pauses are expected during restarts.
• Currency vs P/L base: AccountCurrency is the deposit currency; P/L can be in the quote currency of instruments — don’t mix in calculations.
• Equity is a snapshot: Re-query right before risk checks or order placement.
• Leverage source of truth: Use AccountLeverage from summary for margin math; avoid hardcoded broker values.
• Formatting: Round for display only; keep raw doubles for math.

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⚠️ Pitfalls

• Stale terminal: With a disconnected terminal, values may be old without a hard error. Log connection state along with numbers.
• Roll-over effects: Swaps/commissions at roll-over can cause brief equity/balance divergences.
• Type drift: Match pb types exactly (int64 for leverage/login). Mixing int32/uint64 can bite later.

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🧪 Testing Suggestions

• Happy path: Values are non-negative; equity ≈ balance on flat accounts.
• Edge cases: With open positions, equity ≠ balance; currency non-empty.
• Failure path: Simulate terminal down; expect error logged and no panic.