📒 AccountSummary (GoMT4)

Goal: fetch account summary (balance, equity, margin, free margin, leverage, currency) and use it for basic checks.

Real code refs:

• Account: examples/mt4/MT4Account.go (AccountSummary)
• Demo: examples/mt4/MT4_service.go (ShowAccountSummary)

---

✅ 1) Preconditions

• MT4 terminal is running & connected to broker.
• Valid credentials in examples/config/config.json.

---

📝 2) Request summary (with short timeout)

ctx, cancel := context.WithTimeout(context.Background(), 3*time.Second)
defer cancel()

sum, err := account.AccountSummary(ctx)
if err != nil {
    return fmt.Errorf("account summary failed: %w", err)
}

fmt.Printf("Login=%d Currency=%s Leverage=1:%d\n",
    sum.GetLogin(), sum.GetCurrency(), sum.GetLeverage())
fmt.Printf("Balance=%.2f Equity=%.2f Margin=%.2f FreeMargin=%.2f\n",
    sum.GetBalance(), sum.GetEquity(), sum.GetMargin(), sum.GetMarginFree())

---

🔍 3) Inspect fields

Common fields on pb.AccountSummary:

• Login, Name, Server, Currency
• Balance, Equity, Margin, MarginFree, MarginLevel
• Leverage (1:x)
• Profit (floating P/L)

Use MarginLevel to trigger risk warnings; below broker thresholds, position operations may be limited.

---

🧪 4) Simple health/risk checks

// 1) Terminal healthy?
if sum.GetBalance() <= 0 && sum.GetEquity() <= 0 {
    return fmt.Errorf("account looks inactive (balance/equity <= 0)")
}

// 2) Risk guard: margin level warning
if ml := sum.GetMarginLevel(); ml > 0 && ml < 100.0 {
    log.Printf("⚠️ Low margin level: %.1f%%", ml)
}

---

🔄 5) Periodic polling (no stream)

If you need periodic updates without streaming:

ticker := time.NewTicker(2 * time.Second)
defer ticker.Stop()
for {
    select {
    case <-ctx.Done():
        return
    case <-ticker.C:
        s, err := account.AccountSummary(ctx)
        if err != nil { log.Printf("summary err: %v", err); continue }
        log.Printf("Equity=%.2f MarginFree=%.2f", s.GetEquity(), s.GetMarginFree())
    }
}

---

⚠️ Pitfalls

• Fresh login → just after connect, give MT4 a second to initialize.
• Timeouts → use 2–5s per call; retry only transport errors (see Reliability).
• Currency conversion → values are in account currency; convert before comparing across accounts.

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📎 See also

• StreamAccountProfits.md — live profit updates for open orders.
• HistoryOrders.md — check closed orders against balance changes.
• Reliability (en) — per-call timeouts & retries.