✅ Get Margin Requirements (`SymbolInfoMarginRateAsync`)¶

Request: Get margin rates (initial and maintenance) for a symbol and order type on MT5.

API Information:

SDK wrapper: MT5Account.SymbolInfoMarginRateAsync(...) (from NuGet package MetaRPC.MT5)
gRPC service: mt5_term_api.MarketInfo
Proto definition: SymbolInfoMarginRate (defined in mt5-term-api-market-info.proto)

RPC¶

Service: mt5_term_api.MarketInfo
Method: SymbolInfoMarginRate(SymbolInfoMarginRateRequest) → SymbolInfoMarginRateReply
Low‑level client (generated): MarketInfo.MarketInfoClient.SymbolInfoMarginRate(request, headers, deadline, cancellationToken)
SDK wrapper (your class):

namespace mt5_term_api
{
    public class MT5Account
    {
        public async Task<SymbolInfoMarginRateData> SymbolInfoMarginRateAsync(
            SymbolInfoMarginRateRequest request,
            DateTime? deadline = null,
            CancellationToken cancellationToken = default);
    }
}

Request message:

SymbolInfoMarginRateRequest { symbol, order_type }

Reply message:

SymbolInfoMarginRateReply { data: SymbolInfoMarginRateData }

🔽 Input¶

Parameter	Type	Description
`request`	`SymbolInfoMarginRateRequest`	Protobuf request with symbol and order type
`deadline`	`DateTime?`	Absolute per‑call UTC deadline → converted to timeout
`cancellationToken`	`CancellationToken`	Cooperative cancel for the call/retry loop

`SymbolInfoMarginRateRequest`¶

Field	Type	Description
`Symbol`	`string`	Symbol name (e.g., `"EURUSD"`, `"XAUUSD"`) REQUIRED
`OrderType`	`ENUM_ORDER_TYPE`	Order type (Buy, Sell, BuyLimit, etc.) REQUIRED

⬆️ Output — `SymbolInfoMarginRateData`¶

Field	Type	Description
`MaintenanceMarginRate`	`double`	Maintenance margin rate (minimum to maintain 1 lot open position)
`InitialMarginRate`	`double`	Initial margin rate (security deposit for 1 lot deal)

`ENUM_ORDER_TYPE`¶

OrderTypeBuy — Market Buy order
OrderTypeSell — Market Sell order
OrderTypeBuyLimit — Buy Limit pending order
OrderTypeSellLimit — Sell Limit pending order
OrderTypeBuyStop — Buy Stop pending order
OrderTypeSellStop — Sell Stop pending order
OrderTypeBuyStopLimit — Buy Stop Limit pending order
OrderTypeSellStopLimit — Sell Stop Limit pending order
OrderTypeCloseBy — Order to close position by opposite one

💬 Just the essentials¶

What it is. Returns margin rates for opening and maintaining positions. Rates are multipliers for calculating required margin.
Why you need it. Calculate required margin before trading, implement risk management, validate available margin for new positions.
Sanity check. If InitialMarginRate > 0 → valid margin data. Multiply by symbol's initial/maintenance margin to get actual margin requirement.

🎯 Purpose¶

Use it to calculate margin requirements:

Determine margin needed to open a position.
Calculate maintenance margin for risk management.
Validate if account has sufficient margin.
Compare margin requirements across symbols/order types.

🧩 Notes & Tips¶

Margin calculation: Actual margin = Rate × Symbol's InitialMargin (or MaintenanceMargin).
Order type matters: Margin rates can differ between Buy and Sell for some symbols (especially exotic pairs).
Initial vs Maintenance: Initial margin is locked when opening. Maintenance margin determines when stop-out occurs.
Symbol-specific: Different symbols have different base margin values. This method returns the rate multiplier.
Use with SymbolInfo: Combine with SymbolInfoDouble to get symbol's base margin values.

🔗 Usage Examples¶

1) Basic margin rate retrieval¶

// acc — connected MT5Account

var result = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
{
    Symbol = "EURUSD",
    OrderType = ENUM_ORDER_TYPE.OrderTypeBuy
});

Console.WriteLine($"Initial margin rate: {result.InitialMarginRate}");
Console.WriteLine($"Maintenance margin rate: {result.MaintenanceMarginRate}");

2) Calculate required margin for position¶

var symbol = "XAUUSD";
var lots = 0.10;

// Get margin rates
var marginRates = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
{
    Symbol = symbol,
    OrderType = ENUM_ORDER_TYPE.OrderTypeBuy
});

// Get symbol margin info (using SymbolInfoDouble)
// Assuming you have method to get SYMBOL_MARGIN_INITIAL
var baseMargin = 100.0; // Example: $100 base margin for 1 lot

var requiredMargin = lots * baseMargin * marginRates.InitialMarginRate;

Console.WriteLine($"Required margin for {lots} lots: ${requiredMargin:F2}");

3) Compare Buy vs Sell margin requirements¶

var symbol = "USDJPY";

var buyMargin = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
{
    Symbol = symbol,
    OrderType = ENUM_ORDER_TYPE.OrderTypeBuy
});

var sellMargin = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
{
    Symbol = symbol,
    OrderType = ENUM_ORDER_TYPE.OrderTypeSell
});

Console.WriteLine($"Buy - Initial: {buyMargin.InitialMarginRate}, Maintenance: {buyMargin.MaintenanceMarginRate}");
Console.WriteLine($"Sell - Initial: {sellMargin.InitialMarginRate}, Maintenance: {sellMargin.MaintenanceMarginRate}");

if (buyMargin.InitialMarginRate != sellMargin.InitialMarginRate)
{
    Console.WriteLine("⚠ Asymmetric margin requirements detected");
}

4) Check if account can open position¶

var symbol = "BTCUSD";
var lots = 0.05;

// Get account equity
var account = await acc.AccountSummaryAsync();
var availableMargin = account.AccountEquity;

// Get margin rates
var marginRates = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
{
    Symbol = symbol,
    OrderType = ENUM_ORDER_TYPE.OrderTypeBuy
});

// Calculate required margin (simplified example)
var baseMargin = 1000.0; // Example base margin
var requiredMargin = lots * baseMargin * marginRates.InitialMarginRate;

if (availableMargin >= requiredMargin)
{
    Console.WriteLine($"✓ Can open {lots} lots (need ${requiredMargin:F2}, have ${availableMargin:F2})");
}
else
{
    Console.WriteLine($"✗ Insufficient margin (need ${requiredMargin:F2}, have ${availableMargin:F2})");
}

5) Margin rates for all order types¶

var symbol = "EURUSD";

var orderTypes = new[]
{
    ENUM_ORDER_TYPE.OrderTypeBuy,
    ENUM_ORDER_TYPE.OrderTypeSell,
    ENUM_ORDER_TYPE.OrderTypeBuyLimit,
    ENUM_ORDER_TYPE.OrderTypeSellLimit,
    ENUM_ORDER_TYPE.OrderTypeBuyStop,
    ENUM_ORDER_TYPE.OrderTypeSellStop
};

Console.WriteLine($"Margin rates for {symbol}:\n");

foreach (var orderType in orderTypes)
{
    try
    {
        var result = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
        {
            Symbol = symbol,
            OrderType = orderType
        });

        Console.WriteLine($"{orderType,-25} Initial: {result.InitialMarginRate:F4}  Maintenance: {result.MaintenanceMarginRate:F4}");
    }
    catch (Exception ex)
    {
        Console.WriteLine($"{orderType,-25} Error: {ex.Message}");
    }
}

6) Risk management: calculate stop-out level¶

var symbol = "XAUUSD";
var lots = 0.10;

// Get current position info
var positions = await acc.OpenedOrdersAsync();
var position = positions.Positions.FirstOrDefault(p => p.Symbol == symbol);

if (position != null)
{
    // Get maintenance margin rate
    var marginRates = await acc.SymbolInfoMarginRateAsync(new SymbolInfoMarginRateRequest
    {
        Symbol = symbol,
        OrderType = position.Type == 0 ? ENUM_ORDER_TYPE.OrderTypeBuy : ENUM_ORDER_TYPE.OrderTypeSell
    });

    // Calculate maintenance margin requirement
    var baseMargin = 1000.0; // Example
    var maintenanceMargin = position.Volume * baseMargin * marginRates.MaintenanceMarginRate;

    // Get account info
    var account = await acc.AccountSummaryAsync();

    // Calculate margin level
    var marginLevel = (account.AccountEquity / maintenanceMargin) * 100;

    Console.WriteLine($"Position maintenance margin: ${maintenanceMargin:F2}");
    Console.WriteLine($"Current equity: ${account.AccountEquity:F2}");
    Console.WriteLine($"Margin level: {marginLevel:F2}%");

    if (marginLevel < 50)
    {
        Console.WriteLine("⚠ WARNING: Close to stop-out level!");
    }
}

✅ Get Margin Requirements (SymbolInfoMarginRateAsync)¶