✅ Get Account Snapshot (GetAccountSnapshot)

Sugar method: Gets account summary and opened orders in one convenient call. Returns both as a single record.

API Information:

• Extension method: MT5Service.GetAccountSnapshot(...) (from MT5ServiceExtensions)
• Package: Part of mt5_term_api library
• Underlying calls: AccountSummaryAsync() + OpenedOrdersAsync()

Method Signature

public static class MT5ServiceExtensions
{
    public sealed record AccountSnapshot(
        AccountSummaryData Summary,
        OpenedOrdersData OpenedOrders
    );

    public static async Task<AccountSnapshot> GetAccountSnapshot(
        this MT5Service svc,
        int timeoutSec = 15,
        CancellationToken ct = default);
}

---

🔽 Input

Parameter	Type	Description
svc	MT5Service	MT5Service instance (extension method)
timeoutSec	int	Timeout in seconds (default: 15)
ct	CancellationToken	Cancellation token

---

⬆️ Output — AccountSnapshot

Field	Type	Description
Summary	AccountSummaryData	Account summary (balance, equity, etc)
OpenedOrders	OpenedOrdersData	All opened orders and positions

AccountSummaryData — Account information

Field	Type	Description
AccountLogin	int64	Account login number
AccountBalance	double	Account balance
AccountEquity	double	Account equity
AccountUserName	string	Account holder name
AccountLeverage	int64	Account leverage
AccountTradeMode	MrpcEnumAccountTradeMode	Trade mode (Demo/Contest/Real)
AccountCompanyName	string	Broker company name
AccountCurrency	string	Account currency
ServerTime	Timestamp	Server time
UtcTimezoneServerTimeShiftMinutes	int64	Server time UTC offset
AccountCredit	double	Account credit

OpenedOrdersData — Opened orders and positions

Field	Type	Description
OpenedOrders	List<OpenedOrderInfo>	Array of pending orders
PositionInfos	List<PositionInfo>	Array of open positions

---

💬 Just the essentials

• What it is. One-liner to get complete account state: balance, equity, and all active positions/orders.
• Why you need it. Avoid two separate API calls. Get everything needed for dashboards, risk checks, position monitoring.
• Sanity check. Returns record with Summary (account data) and OpenedOrders (positions/orders). Check counts and balances.

---

🎯 Purpose

Use it for account monitoring:

• Display account dashboard.
• Check account balance and equity before trading.
• Get list of active positions and pending orders.
• Calculate risk metrics (margin level, exposure).
• Quick account health check.

---

🧩 Notes & Tips

• Single call: Combines two API calls internally but feels like one operation.
• Atomic snapshot: Both calls use same deadline, so data is relatively synchronized.
• Sorted orders: Orders sorted by open time (ascending) by default.
• Timeout: 15 seconds default is usually enough for both calls.
• Record type: Returns immutable AccountSnapshot record with two properties.
• No filtering: Returns all opened orders/positions. Filter in your code if needed.

---

🔧 Under the Hood

This sugar method combines two low-level calls:

var deadline = DateTime.UtcNow.AddSeconds(timeoutSec);

// Step 1: Get account summary (balance, equity, leverage, etc)
var summary = await svc.AccountSummaryAsync(deadline, ct);

// Step 2: Get all opened orders and positions
var openedOrders = await svc.OpenedOrdersAsync(
    BMT5_ENUM_OPENED_ORDER_SORT_TYPE.Bmt5OpenedOrderSortByOpenTimeAsc, deadline, ct);

// Step 3: Return as single record
return new AccountSnapshot(summary, openedOrders);

What it improves:

• Combines 2 calls into 1 - simpler API
• Shared deadline - both calls use same timeout
• Single return type - immutable record with both results
• Clearer intent - "get account snapshot" vs "get summary + get orders"

---

📊 Low-Level Alternative

WITHOUT sugar (manual approach):

// You have to do this manually:
var deadline = DateTime.UtcNow.AddSeconds(15);

// Call 1: Get account summary
var summary = await svc.AccountSummaryAsync(deadline, ct);

// Call 2: Get opened orders
var openedOrders = await svc.OpenedOrdersAsync(
    BMT5_ENUM_OPENED_ORDER_SORT_TYPE.Bmt5OpenedOrderSortByOpenTimeAsc, deadline, ct);

// Now you have two separate objects to work with
Console.WriteLine($"Balance: {summary.AccountBalance}");
Console.WriteLine($"Positions: {openedOrders.PositionInfos.Count}");

WITH sugar (one-liner):

// Sugar method does all of the above:
var snapshot = await svc.GetAccountSnapshot();

// Work with single object:
Console.WriteLine($"Balance: {snapshot.Summary.AccountBalance}");
Console.WriteLine($"Positions: {snapshot.OpenedOrders.PositionInfos.Count}");

Benefits:

• ✅ 2 calls → 1 call
• ✅ Automatic deadline management
• ✅ Single object to work with
• ✅ Guaranteed consistency (both calls use same deadline)

---

🔗 Usage Examples

1) Basic account snapshot

// svc — MT5Service instance

var snapshot = await svc.GetAccountSnapshot();

Console.WriteLine("Account Summary:");
Console.WriteLine($"  Balance: ${snapshot.Summary.AccountBalance:F2}");
Console.WriteLine($"  Equity:  ${snapshot.Summary.AccountEquity:F2}");
Console.WriteLine($"  Leverage: 1:{snapshot.Summary.AccountLeverage}");
Console.WriteLine($"  Currency: {snapshot.Summary.AccountCurrency}");
Console.WriteLine();

Console.WriteLine($"Active Positions: {snapshot.OpenedOrders.PositionInfos.Count}");
Console.WriteLine($"Pending Orders:   {snapshot.OpenedOrders.OpenedOrders.Count}");

---

2) Display all positions

var snapshot = await svc.GetAccountSnapshot();

Console.WriteLine("Open Positions:");
Console.WriteLine("────────────────────────────────────────────────");

foreach (var pos in snapshot.OpenedOrders.PositionInfos)
{
    var type = pos.Type == 0 ? "BUY" : "SELL";
    var profitSign = pos.Profit >= 0 ? "+" : "";

    Console.WriteLine($"#{pos.Ticket} {type} {pos.Symbol}");
    Console.WriteLine($"  Volume: {pos.Volume} lots");
    Console.WriteLine($"  Entry:  {pos.PriceOpen}");
    Console.WriteLine($"  P/L:    {profitSign}${pos.Profit:F2}");
    Console.WriteLine();
}

---

3) Calculate total exposure

var snapshot = await svc.GetAccountSnapshot();

var totalProfit = snapshot.OpenedOrders.PositionInfos.Sum(p => p.Profit);
var totalVolume = snapshot.OpenedOrders.PositionInfos.Sum(p => p.Volume);

Console.WriteLine($"Account Equity:  ${snapshot.Summary.AccountEquity:F2}");
Console.WriteLine($"Total Positions: {snapshot.OpenedOrders.PositionInfos.Count}");
Console.WriteLine($"Total Volume:    {totalVolume:F2} lots");
Console.WriteLine($"Total P/L:       ${totalProfit:F2}");

var returnPct = (totalProfit / snapshot.Summary.AccountBalance) * 100;
Console.WriteLine($"Return:          {returnPct:F2}%");

---

4) Check if account can trade

var snapshot = await svc.GetAccountSnapshot();

var balance = snapshot.Summary.AccountBalance;
var equity = snapshot.Summary.AccountEquity;
var openPositions = snapshot.OpenedOrders.PositionInfos.Count;

bool canTrade = true;
List<string> warnings = new();

if (equity < balance * 0.5)
{
    warnings.Add($"Low equity: ${equity:F2} (50% of balance)");
    canTrade = false;
}

if (openPositions >= 10)
{
    warnings.Add($"Too many positions: {openPositions}");
    canTrade = false;
}

if (canTrade)
{
    Console.WriteLine("✓ Account OK for trading");
}
else
{
    Console.WriteLine("⚠ Trading not recommended:");
    foreach (var warning in warnings)
    {
        Console.WriteLine($"  • {warning}");
    }
}

---

5) Group positions by symbol

var snapshot = await svc.GetAccountSnapshot();

var positionsBySymbol = snapshot.OpenedOrders.PositionInfos
    .GroupBy(p => p.Symbol)
    .Select(g => new
    {
        Symbol = g.Key,
        Count = g.Count(),
        TotalVolume = g.Sum(p => p.Volume),
        TotalProfit = g.Sum(p => p.Profit)
    })
    .OrderByDescending(x => x.TotalVolume);

Console.WriteLine("Positions by Symbol:");
Console.WriteLine("────────────────────────────────────────────");

foreach (var group in positionsBySymbol)
{
    Console.WriteLine($"{group.Symbol,-10} Count: {group.Count,2} | " +
                     $"Volume: {group.TotalVolume,6:F2} | " +
                     $"P/L: ${group.TotalProfit,8:F2}");
}

---

6) Risk dashboard

var snapshot = await svc.GetAccountSnapshot();

var balance = snapshot.Summary.AccountBalance;
var equity = snapshot.Summary.AccountEquity;
var totalProfit = snapshot.OpenedOrders.PositionInfos.Sum(p => p.Profit);
var totalSwap = snapshot.OpenedOrders.PositionInfos.Sum(p => p.Swap);

Console.WriteLine("═══════════════════════════════════════════");
Console.WriteLine("          RISK DASHBOARD                   ");
Console.WriteLine("═══════════════════════════════════════════");
Console.WriteLine();
Console.WriteLine($"Balance:       ${balance,12:F2}");
Console.WriteLine($"Equity:        ${equity,12:F2}");
Console.WriteLine($"Floating P/L:  ${totalProfit,12:F2}");
Console.WriteLine($"Swap:          ${totalSwap,12:F2}");
Console.WriteLine();
Console.WriteLine($"Positions:     {snapshot.OpenedOrders.PositionInfos.Count,12}");
Console.WriteLine($"Pending:       {snapshot.OpenedOrders.OpenedOrders.Count,12}");
Console.WriteLine();

var drawdown = balance - equity;
var drawdownPct = (drawdown / balance) * 100;

if (drawdownPct > 0)
{
    Console.WriteLine($"Drawdown:      ${drawdown,12:F2} ({drawdownPct:F2}%)");
}
else
{
    var profit = equity - balance;
    var profitPct = (profit / balance) * 100;
    Console.WriteLine($"Profit:        ${profit,12:F2} ({profitPct:F2}%)");
}

---

7) Monitor positions in loop

var cts = new CancellationTokenSource();
cts.CancelAfter(TimeSpan.FromMinutes(1)); // Monitor for 1 minute

try
{
    while (!cts.Token.IsCancellationRequested)
    {
        var snapshot = await svc.GetAccountSnapshot(ct: cts.Token);

        Console.Clear();
        Console.WriteLine($"[{DateTime.Now:HH:mm:ss}] Account Monitor");
        Console.WriteLine("─────────────────────────────────────────");
        Console.WriteLine($"Equity: ${snapshot.Summary.AccountEquity:F2}");
        Console.WriteLine($"Positions: {snapshot.OpenedOrders.PositionInfos.Count}");

        foreach (var pos in snapshot.OpenedOrders.PositionInfos.Take(5))
        {
            var sign = pos.Profit >= 0 ? "+" : "";
            Console.WriteLine($"  {pos.Symbol}: {sign}${pos.Profit:F2}");
        }

        await Task.Delay(2000, cts.Token); // Update every 2 seconds
    }
}
catch (OperationCanceledException)
{
    Console.WriteLine("\nMonitoring stopped");
}

---

8) Check account mode (Demo/Real)

var snapshot = await svc.GetAccountSnapshot();

var tradeMode = snapshot.Summary.AccountTradeMode;

string modeText = tradeMode switch
{
    MrpcEnumAccountTradeMode.MrpcAccountTradeModeDemo => "🔵 DEMO",
    MrpcEnumAccountTradeModeReal => "🔴 REAL",
    MrpcEnumAccountTradeModeContest => "🏆 CONTEST",
    _ => "❓ UNKNOWN"
};

Console.WriteLine($"Account Mode: {modeText}");
Console.WriteLine($"Login: {snapshot.Summary.AccountLogin}");
Console.WriteLine($"Broker: {snapshot.Summary.AccountCompanyName}");
Console.WriteLine($"Name: {snapshot.Summary.AccountUserName}");

if (tradeMode == MrpcEnumAccountTradeMode.MrpcAccountTradeModeReal)
{
    Console.WriteLine("\n⚠️  WARNING: Trading on REAL account!");
}

---

9) Export to JSON

using System.Text.Json;

var snapshot = await svc.GetAccountSnapshot();

var report = new
{
    Timestamp = DateTime.UtcNow,
    Account = new
    {
        snapshot.Summary.AccountLogin,
        snapshot.Summary.AccountBalance,
        snapshot.Summary.AccountEquity,
        snapshot.Summary.AccountCurrency
    },
    Positions = snapshot.OpenedOrders.PositionInfos.Select(p => new
    {
        p.Ticket,
        p.Symbol,
        Type = p.Type == 0 ? "BUY" : "SELL",
        p.Volume,
        p.PriceOpen,
        p.Profit
    })
};

var json = JsonSerializer.Serialize(report, new JsonSerializerOptions
{
    WriteIndented = true
});

File.WriteAllText("account_snapshot.json", json);
Console.WriteLine("Snapshot exported to account_snapshot.json");

---

10) Compare with previous snapshot

AccountSnapshot? previous = null;

while (true)
{
    var current = await svc.GetAccountSnapshot();

    if (previous != null)
    {
        var balanceChange = current.Summary.AccountBalance - previous.Summary.AccountBalance;
        var equityChange = current.Summary.AccountEquity - previous.Summary.AccountEquity;
        var positionChange = current.OpenedOrders.PositionInfos.Count - previous.OpenedOrders.PositionInfos.Count;

        if (balanceChange != 0)
            Console.WriteLine($"Balance: {balanceChange:+0.00;-0.00}");

        if (equityChange != 0)
            Console.WriteLine($"Equity: {equityChange:+0.00;-0.00}");

        if (positionChange != 0)
            Console.WriteLine($"Positions: {positionChange:+0;-0}");
    }

    previous = current;
    await Task.Delay(5000); // Check every 5 seconds
}

---

🔗 Related Methods

📦 Low-level methods used internally:

• AccountSummaryAsync() - Get account summary (balance, equity, leverage, etc) - step 1
• OpenedOrdersAsync() - Get all opened orders and positions - step 2

🍬 Other sugar methods:

• GetSymbolSnapshot() - Get symbol data snapshot (tick, point, digits, margin)
• All trading methods need account data for risk checks - can use this snapshot